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

To: richardred who wrote (3294)	5/1/2016 1:15:49 PM
From: richardred	Read Replies (2) \| Respond to of 7242

RE- STKL speculation applies RE- Conditions have changed now- Decreased Food input costs @ B& G foods. I was watching this one closely as backyard company Seneca Foods packaged for Green Giant. Lately I've been keeping a close eye on Seneca Foods Corp (SENEA) again as a hypothetical target. Especially when I herd the recent Green Giant acquisition was preforming above expectations. What a recovery from the recent B&G stock offering price finance.yahoo.com B&G snip>Gross profit for the first quarter of 2016 increased $48.5 million, or 72.0%, to $115.9 million from $67.4 million for the first quarter of 2015. Gross profit expressed as a percentage of net sales increased to 32.8% in the first quarter of 2016 from 31.0% in the first quarter of 2015, an increase of 1.8 percentage points. The increase in gross profit percentage was primarily driven by the acquisition of Green Giant, which benefited from lower than anticipated trade spend and input costs, particularly from the Green Giant manufacturing facility in Irapuato, Mexico, as well as greater than anticipated synergies with the Company’s base business. Gross profit percentage was also positively impacted by decreased costs for commodities, packaging and distribution for the base business. Gross profit percentage, excluding the results of Green Giant, increased 0.4 percentage points. finance.yahoo.com P.S. Message 28742522 Message 28741513

To: richardred who wrote (3294)

2/25/2018 12:27:27 PM

From: richardred

Respond to of 7242

Warren Buffett on CNBC Monday. He is allowed to buy CPB now, because I own it again. :+ )
GIS made a big move with Blue Buffalo pet foods.

Message #3294 from richardred at 2/23/2013 12:05:59 PM Read Replies (1) of 4793

Glen: Some of my main past thoughts on this board reiterated on the piece. That's a fairly common ground for investors on the takeout speculation same page. Many of the food companies mentioned suffered on margins and earnings do to higher input cost for their raw materials. I agree that they are still targets. IMO they are fairly priced now based on my lower original buy points. Therefore my reason to sell CPB, GIS. However they still could go much higher. I also agree margins might expand, but think inflationary pressures eventually will lead to consumer revolt to lower priced competing brands. Hence the strive for them to introduce new products. I've noticed and still think portion control packaging will be a big area for margin expansion. The PCP also for growth and erosion prevention of old line brands. I'm looking for an opportunity to get back into (LABL- Multi-Color Corp) if conditions present themselves.

P.S. Buffet is not allow to buy CAG, CPB and GIS since I've now, sold them-<G>

P.S.

To: richardred who wrote (4692) 1/29/2018 9:16:48 AM
From: richardred of 4793

Will Coke now make a move after JAB/Dr.PepperSnapple? Ironically Coke on the NYSE opening bell. Monster Beverage has been in the limelight for a possible KO acquisition. However the speculative appeal of CPB has gone up a notch now. Coke might be motivated as JAB owns consumer retail food restaurants. Pepsi spun off it's restaurant business (YUM Brands)as IMO it was a conflict of interest with it franchisees. Can anybody but me imagine what appeal impact a Campbell's soup kitchen restaurant concept might have? IMO lower consumer scale than Panera Bread. However plenty of healthier snacks to stock and offer. Soups and healthier beverages if this hypothetical could happen?

IMO Today's Coke- Earnings disappoint up the speculative appeal of LNCE. IMO Pepsi needs a strong competitor in salty snacks. They already have their hands on Monster & GMCR. Just maybe the need to swallow a pretzel? I can see Warren Buffett right now having a bowl of pretzels with his Coke at a bridge game.
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