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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?

To: richardred who wrote (3042)	4/18/2012 12:53:28 PM
From: richardred	Read Replies (2) \| Respond to of 7242

FWIW-Avon Products Inc Stock Upgraded (AVP) thestreet.com

To: richardred who wrote (3042)	1/31/2013 12:29:44 PM
From: richardred	Read Replies (1) \| Respond to of 7242

AVP- still holding and still underwater. IMO speculative appeal is stuck like a double edged sword. One by looking to see operational improvement by Sheri McCoy, or second by reporting continued deterioration of it's operations. Operational improve will enhance the stock price and possible increase speculative appeal IMO. This by way of Coty wanting to buy before the next reported earnings have a chance to show Qtr. to Qtr. improvement. OTOH if no improvement is shown. We have a near term stock slide. If that happens IMO the company will be pressured by shareholders or activists to be sold, most likely at a low ball price. Feb 12 is the listed earnings date. I think Sheri's trying, but she inherited a mess. The dividend cut gave her some help to stop the bleeding. I'm hoping for some operational improvement. Competitor RDEN earnings disappointed today and it received a hair cut. Coty also warned on 3rd Qtr. No Coty IPO yet either. HMMM. Of coarse I'm going to be talking hypothetically with the glass half full. I own the stock. I'll grin with my posted business satire below, but I know I might have to possibly cut before the plot. Sheri is bringing in fresh Blood Yeah it's from J&J but AVP needed a new transfusion to get rid of the Arteriosclerosis management style before her. The board finally was pressured to cut the Fat with AJ and now hopefully the healing begins. Warren Buffett can help provide the Lipitor if more help is needed again. P.S. Prior to that, Mr. Powell spent more than 10 years with Johnson & Johnson, most recently as President of Johnson & Johnson's Medical Devices Unit in Japan. Important point to remember-Coty's effort to buy Avon reflects in part its desire to get a hold of the cosmetics company's extensive door-to-door sales operations in Brazil. valuewalk.com bloomberg.com