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Strategies & Market Trends
Speculating in Takeover Targets
An SI Board Since December 2001
Posts SubjectMarks Bans Symbol
7275 110 0 ULBI
Emcee:  richardred Type:  Unmoderated
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4778One of my past big winners CECE IMO has dropped to a compelling level. I re-entrichardred-2/21/2018
4777Added to VSH today. # 4 On last years TT SITT pick.richardred-2/21/2018
4776Added to LWAY speculation near 7.00. richardred-2/20/2018
4775Sold some CTG today- Still a core holding - Put some proceeds into MLR & Trichardred-2/20/2018
4774Not to mention a good Wisconsin "OLD FASHIONED" is traditionally topperobert b furman12/20/2018
4773RE-8K SENEA snip> Reasons for exiting the business include; large operatinrichardred-2/20/2018
4772NXP is BIG !! A serial acquisitor in its own right. Wonder if anti-trust will brobert b furman-2/20/2018
4771NXPI. I'll exit at this morning's price. A couple of bucks under the Paul Senior-2/20/2018
4770You received a increased 127.50 NXPI bid today. Chances are this might be it IMrichardred-2/20/2018
4769Added to CPB today sub- 46 & beaten up ASYS Depressed outlook for ASYS morichardred-2/16/2018
4768New buy today PBH / Prestige brands . Message 31486995 P.S. Idea RE- P.S.richardred-2/16/2018
4767CPB earnings good IMO- organic growth bad. KO earnings organic growth not bad. richardred-2/16/2018
4766RE-CTG earnings coming out soon. Not sure if yesterdays action/ Dutch tender warichardred-2/16/2018
4765$CTG: CTG announces intent to commence tender offer to purchase up to 10% of outrichardred-2/15/2018
4764RE-MCF speculation Recently added ECA had good earnings. FWIW-There's a lirichardred-2/15/2018
4763RE-CTG speculation As with LNCE one of my top past picks for the SITT board. Trichardred-2/15/2018
4762LYBC- Lyons Bancorp oldest holding in my portfolio. This from an II investor whorichardred-2/15/2018
4761 Buying into close proximity of shale LNG and cheap energy( From both permian anrichardred-2/15/2018
4760For Sure, this is supply chain stuff that lowers costs. M &A activity- Heck richardred-2/15/2018
4759Buying into close proximity of shale LNG and cheap energy( From both permian androbert b furman-2/15/2018
4758SHLM finally goes down. [X] In a major global plastics materials deal, Lyondrichardred-2/15/2018
4757Hi OX, Triquint was the one I was trying (and failing at) recalling. THANKS!!!robert b furman-2/14/2018
4756Warren Buffett/ BRK.B to have a little more cash add. 3.3 billion, to spend hunrichardred-2/14/2018
4755There were quite a few that dabbled in that area, Bob. Off the top of my head tThe Ox-2/14/2018
4754RE- Infrastructure building acquisition trend Granite Construction to Acquire richardred-2/14/2018
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