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

To: richardred who wrote (4571)	10/3/2017 11:58:06 AM
From: The Ox	Read Replies (1) \| Respond to of 7242

Excellent thought process, richard. A lot of great trades are based on buying weakness this year and understanding that next year will be much better. Lousy comps this year can lead to amazing comps next year (and so on). One of my better calls was on GOL - Brazilian Airlines at the end of 2015/early 2016. Delta was putting money into the company to support their "troubled times", right before the Olympics were coming and also during a time of political problems. Naturally, I'm picking out an amazing move but I wrote in late 2015 that the play was going to pan out, roughly a year down the road. Message 30264055 More on GOL, which I think will be a very good story next year but may have lots of difficulties between now and then.....from Zack/Yahoo Revenue passenger kilometers or RPK at Gol Linhas in Aug 2015 declined 2% year over year to 3.1 billion. International RPK climbed 3.5% while domestic RPK declined 2.8%. Available seat kilometers (ASK) declined 0.3% year over year mainly due to the 0.6% fall in domestic capacity. On the international front, ASK improved 2.2%. Domestic load factor (percentage of filled seats) declined 170 basis points (bps) to 76.1%, while the metric improved 100 bps to 72.9% on the international front. In the first eight months of 2015, GOL’s consolidated RPK has improved 5.3% while capacity has been up 3%. Load factor improved to 78% from 76.3% with traffic growth outpacing the rise in capacity. Meanwhile, Moody’s Investors Service, the rating arm of Moody’s Corp., downgraded the company’s outlook to negative from positive in view of currency headwinds and weak domestic demand.

To: richardred who wrote (4571)	10/3/2017 12:02:31 PM
From: The Ox	Read Replies (2) \| Respond to of 7242

To: richardred who wrote (4571)	2/7/2020 3:51:23 PM
From: richardred	Respond to of 7242

Re-Entered -KEQU today with a small buy. Just thinking their China operations might receive some orders due to the coronavirus aftermath. When ever that is, or possible future preparations? IMO-Good balance sheet for a hold. Dividend was suspended. Message #4571 from richardred at 10/3/2017 11:48:14 AM Sold out of KEQU today on the new 52 week high. It may have more to run, but as stocks move higher I'm inclined to pick more turnaround potential plays with good prospects that haven't moved, and more value orientated stocks that haven't moved or have declined. The where are they going to be a year out theme. IMO CTG is such a stock. I added to CTG with some proceeds today. PR today-They brought back an old veteran for healthcare sales. P.S. Goal accomplished, making a good profit by waiting long enough. Some don't, and then it's decision time. To hold longer or let go. Message 31008890 P.S. Message 32521752