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Showing posts with the label PMC

IB Net Payout Yields Model

Does PMC-Sierra's Q3'15 Results Impact The Buyout?

PMC-Sierra reported solid Q3'15 results. The strong results are supportive of a higher offer from Skyworks Solutions. The best way to play the deal are the suitors with Skyworks offering the best valuation even if it fails to close the deal for PMC. After the close PMC-Sierra (NASDAQ: PMCS ) released Q315 earnings. The quarterly results of buyout targets are always worth viewing since a prime reason for a board of directors to relent on a buyout is weak results. The market got a prime example of this issue with Dialog Semiconductor ( OTC:DLGNF ) plunging on weak Q4 guidance following agreeing to buy Atmel (NASDAQ: ATML ). Read the full article on Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Infusing a Fragmented Market

One way for a business to expand is buying up smaller competitors to create a regional or national play in a fragmented industry. The plan can help build a brand that provides for better recognition over smaller competitors, but it can also be ripe with problems of consolidating numerous businesses with different cultures. In the home care and infusion sector, BioScrip ( NASDAQ: BIOS     ) has begun the process of acquiring companies that provide alternate-site and home infusion therapy for patients with complex, acute and chronic illnesses. With an aging population, the expectations for all types of therapies provided outside expensive medical centers are expected to continue growing. Read the article here . Disclosure: No positions mentioned. Please review the disclaimer page for more details.