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

To: Sergio H who wrote (3366)	4/27/2013 10:41:52 AM
From: richardred	Read Replies (4) \| Respond to of 7242

Hello Sergio- I saw the recent Jana/ROC piece about being an acquisition target. I ROC put it on my watch list when we had our first comments on it. I didn't post it here. I Have a link on it now. IMO -One interesting observation, I've seen in this latest market acquisition spree. Many lower priced competitors are being taken out by bargain bids by their more stronger counterparts. SHLM/FOE is a recent example. I think this is a good time for many business, in this business cycle, with cash to eliminate a weaker competitor. This to help improve their own margins, Increase their customer base, and eliminate job overlap for increase efficiency. I've increased my exposure to some weaker companies in the Semi related industry to do just that. I could be wrong, but I have a feeling that your investment banker stocks will be seeing a lot more action in the coming months. I also think more corporations are thinking ahead. They like brick and mortar more than Treasuries. Jana Says Rockwood Worth $80 a Share in Possible Takeover bloomberg.com P.S. I also wouldn't be surprised to see 3M be interested in this ROC business. Especially since their latest number disappointed.