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

To: richardred who wrote (4692)	1/29/2018 9:16:48 AM
From: richardred	Respond to of 7242

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. Message 31393995 Message 31393995 Message 29925351 Message 29373764

To: richardred who wrote (4692)	1/31/2018 12:26:48 PM
From: richardred	Read Replies (2) \| Respond to of 7242

Added to CPB today & ASYS Sold out of TT 2018 SITT Pick ANIK. Had a nice run up from my purchase price. Maybe a re-look later. Still regard it as having high speculative appeal.

To: richardred who wrote (4692)	2/11/2018 11:19:56 AM
From: richardred	Read Replies (1) \| Respond to of 7242

Warren Buffett's Kraft Heinz may not be done shopping. money.cnn.com IMO the Dorrence family members would like to cash out to someone trusted. Just like the Wrigley family did. What better a trusted person to leave their family business to and run. Message 27200237 Message 30643404

To: richardred who wrote (4692)	2/16/2018 10:49:01 AM
From: richardred	Respond to of 7242

CPB earnings good IMO- organic growth bad. KO earnings organic growth not bad. Analyst's are sometimes Like Mikey's- They hate everything! Ironically Quaker Oats bought by Frito-Lay/Pepsico . Campells/Synders/Lance A new snack foods competitor going head to head in many spaces.. I'm sure there's going to be quite a battle between the two. As I always remember there's always been a battle between Coke & Pepsi. IMO one can never count Coke out for a big acquisition. P.S. Anheuser Bush tried the snacks with Eagle and failed