Morgan Stanley has 44 stocks on its radar as takeover targets

As U.S. corporations sit on $1T-plus in cash and with many facing organic growth challenges, Morgan Stanley lists 44 multi-billion dollar cap companies it thinks have a high likelihood of receiving at least one tender offer over the next 12 months.

In the energy sector: NFX, SD, TDW.

In materials: CLF, AXLL, UFS, RGLD.

Consumer discretionary: SBGI, WEN, TPX, EAT, BYI, DWA, JCP, AEO.

Consumer staples: INGR, HAIN, HSH, WWAV.


Financial: NSM.



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Comments (30)
  • The Growth Investor
    , contributor
    Comments (302) | Send Message
    I just wrote on SA about WWAV and HAIN.
    24 Mar 2014, 07:11 PM Reply Like
  • coolcat28
    , contributor
    Comments (204) | Send Message
    After hearing today about Cisco spending 1 billion on Cloud services to business i was thinking the same thing about WIN.
    24 Mar 2014, 07:28 PM Reply Like
  • Purple_K
    , contributor
    Comments (508) | Send Message
    No doubt the analyst at Axiom Capital - whose story about $CLF going to 10 seems to have mysteriously disappeared - will come in and lament "It didn't have to be this way"
    24 Mar 2014, 07:35 PM Reply Like
  • Jack Banser
    , contributor
    Comments (560) | Send Message
    24 Mar 2014, 08:28 PM Reply Like
  • The Growth Investor
    , contributor
    Comments (302) | Send Message
    My thoughts exactly! : ) Perhaps for $1.
    24 Mar 2014, 08:55 PM Reply Like
  • BioDoubt
    , contributor
    Comments (19) | Send Message
    CELG has a market cap of $60B...
    Roche passed on Alexion (supposedly) at $20B due to the high cost.
    Some of these picks are just crazy.
    24 Mar 2014, 08:31 PM Reply Like
  • Mario Squicciarini
    , contributor
    Comments (33) | Send Message
    Agreed, I don't see anyone forking over the $80B it would take to acquire CELG.
    24 Mar 2014, 09:36 PM Reply Like
  • Archman Investor
    , contributor
    Comments (3349) | Send Message
    Oh good. Not a single stock in my portfolio is mentioned on that list.


    That means i can continue to ignore Morgan Stanley.
    24 Mar 2014, 08:41 PM Reply Like
  • SteveTheHawk
    , contributor
    Comments (2170) | Send Message
    We have a little FTR and it's been doing quite well as of late. Wondering if someone is speculating on a possible takeover.
    24 Mar 2014, 08:42 PM Reply Like
  • Marek
    , contributor
    Comments (1516) | Send Message
    Sounds like talk you put out so you can get your buy side and private clients out at the top and sell short for a ride down. Anyone notice what the risk money (NASD) did today while the dow and S&P was drifting down a tad?
    24 Mar 2014, 08:50 PM Reply Like
    , contributor
    Comments (1149) | Send Message
    I agree with many of the picks, I in fact own (SD) (JCP) (CLF) mostly on speculation, bottom fishing and speculation on the take over of them. Few more they missed that are possibly closer to being takeover would be (WLT) (AT) (ANV) and (PAL) most of those are also setting at or off coming up from lows.


    24 Mar 2014, 09:18 PM Reply Like
  • redarrow5150
    , contributor
    Comments (1375) | Send Message
    JCP doesn't need to be taken over anymore. I think TGT's recent big time screw up with security has sent customers back to JCP.
    24 Mar 2014, 09:55 PM Reply Like
  • JFR,Jr.
    , contributor
    Comments (14) | Send Message
    There are still a couple of pipeline MLPs that are ripe for merger.
    24 Mar 2014, 11:06 PM Reply Like
  • chunghk
    , contributor
    Comments (345) | Send Message
    CLF-On MS list. Takeover or tender may advance stock price to $29 or $30, otherwise, it will stay in range $21 to $23 until year end, despite Gary's Chinese acupuncture. April end earning will throw some light. Thanks.
    24 Mar 2014, 11:18 PM Reply Like
  • Hawkeronetwo
    , contributor
    Comments (127) | Send Message
    90% of the big players got it wrong before and some even help in the downfall of 2000 and 2009. I don't trust them . They play their own investors against their own holdings . Anyone remember Credit swaps etc. they were all in on it. Claiming all the bundled mortgages were so good and safe investments . Sold them to their customers and then bet against them knowing it was going to fall apart with high risk borrowers.
    24 Mar 2014, 11:29 PM Reply Like
  • Bingy77
    , contributor
    Comments (250) | Send Message
    Who would want to buy Ftr?
    24 Mar 2014, 11:37 PM Reply Like
  • mister-ugly
    , contributor
    Comments (335) | Send Message
    Consumer staples: I agree with list add Reed the organic beverage company expanding revenues with manufacturing capabilities fits among others Hain, WWAV, Boulder Brands, Monster; capability to manufacture alcoholic beverages so include SAM. Kombucha not far from alcoholic beverage. Ginger brews are hot sellers in taverns for mixing.
    25 Mar 2014, 12:02 AM Reply Like
  • mikemath
    , contributor
    Comments (102) | Send Message
    It's difficult to agree with the list for two reasons:


    1. Morgan Stanley published it and actually made it public


    2. Some of the names on there are large caps - they cannot be bought out at these levels.


    There are no small cap names or names that are less popular but doing exceedingly well.


    Any other ideas here? I would rather take ideas from SA smart-brains rather than Morgan Stanley publication.
    25 Mar 2014, 12:34 AM Reply Like
  • Chris221
    , contributor
    Comments (9) | Send Message
    I want someone to but FTR, I did real good when RLTX was taken over, Thats why I bought it, same thing with TTMT
    25 Mar 2014, 01:30 AM Reply Like
  • 11146471
    , contributor
    Comments (1373) | Send Message
    I think they forgot Sodastream (SODA)!
    25 Mar 2014, 03:12 AM Reply Like
  • Coalfan
    , contributor
    Comments (116) | Send Message
    Anr and aci in one swoop
    25 Mar 2014, 04:36 AM Reply Like
  • digi
    , contributor
    Comments (58) | Send Message
    if that is the case people, I'd watch the price fall very carefully. They never like to buy when the prices are high. They will smash it to some ridiculous price to get in.
    25 Mar 2014, 06:28 AM Reply Like
  • chunghk
    , contributor
    Comments (345) | Send Message
    CLF-SA smart brains published optimistic articles, yet MS with others indicated bankruptcy, auction or takeover. Small investors head spinning 360 degrees. Trust range $21-$23 temporarily, with very strong barriers @$27-$30. Thanks.
    25 Mar 2014, 09:39 AM Reply Like
  • mnetta
    , contributor
    Comments (49) | Send Message
    Does any one know the title and date of the Morgan Stanley report that discusses these take over targets?
    25 Mar 2014, 10:25 AM Reply Like
  • sawbuck-2X5
    , contributor
    Comments (37) | Send Message
    I thinks Alkimes (OTCQB:ALKM) is a good takeover candidate.
    25 Mar 2014, 10:33 AM Reply Like
  • redarrow5150
    , contributor
    Comments (1375) | Send Message
    Can't say how disappointing MNST is not here. They are just about everyone's list to be taken over. I still say Warren Buffet (not KO or PEP) will buy MNST.
    25 Mar 2014, 11:00 AM Reply Like
  • isha1
    , contributor
    Comments (105) | Send Message
    I agree fully that WIN is a great takeover target. I expect at least a $15 offer. It has a great team guiding it.
    25 Mar 2014, 12:54 PM Reply Like
  • karimt
    , contributor
    Comments (12) | Send Message
    Ms trying to drum up business.
    25 Mar 2014, 03:52 PM Reply Like
  • glf4mny
    , contributor
    Comments (464) | Send Message
    SD, OMG MS, you've got to be kidding.
    27 Mar 2014, 05:07 PM Reply Like
  • User 14617312
    , contributor
    Comment (1) | Send Message
    Sure would like to see WIN get bought out. Own a lot of it and enjoy the Hefty dividend, but would like to take a nice long term profit onit
    28 Mar 2014, 01:25 PM Reply Like
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