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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: E_K_S who wrote (74499)12/11/2023 7:41:26 AM
From: Ditchdigger  Read Replies (2) | Respond to of 78523
 
OT Not liking the new CNBC ticker at all, thinking they could have changed a few commentators instead to
fresh'in things up. We'll see if they have a resulting "new coke" moment.
Seems Yahoo is trying to push the refresh as well.



To: E_K_S who wrote (74499)12/11/2023 9:19:49 AM
From: Sean Collett1 Recommendation

Recommended By
E_K_S

  Respond to of 78523
 
RE: M

The offer comes to about $21/s and to Pauls point they have only had one miss in Jan 2021. I see some analysts have them as high as $28/s.

I guess the question for management is do they think they can do better? Given M was trading at $17.39/s it seems they are not being valued too much higher than where they were last week.

If I had to guess, I would think nothing comes of this offer, but only a guess as who knows where managements mind is. I have no position so I speculate from the sidelines on this one.

Perhaps waiting for a counter would be in their best interest. Otherwise they can continue to execute on existing plans and see if they can turn things around themselves.

-Sean



To: E_K_S who wrote (74499)12/11/2023 9:39:44 AM
From: Paul Senior  Read Replies (2) | Respond to of 78523
 
Couple of the retailers up now, likely spillover from potential takeover at Macy's.

KSS. I'll take a few more shares off the table, hoping for a chance to rebuy closer/under $20.

JWN. I'm still holding on. Nordstrom family made buyout offer few years back, so maybe another might happen.