Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: E_K_S who wrote (7050)	6/13/2024 3:41:17 PM
From: richardred	1 Recommendation Recommended By E_K_S Respond to of 7256

Yes notably small caps are taking a hit. FWIW I’m at the biggest cash position I’ve ever been at. I’m just averaging down on some of my core positions. These are positions that are selling near their Lows , not their highs. IMO a positive sign for the infrastructure group. CAT raised its dividend. I think it’s s positive sign moving forward. This along with an update buyback plan. MTW can ill afford a buyback plan. Most likely MTW also? However, and I know I’ve been adamant in thinking this would be an opportune time for Tadano to buy the rest. It’s selling for less than half for the price they paid for it. All this with improved profitability and margin improvement.