From Barron's 7-23-07: "Mario Gabelli, chairman of Gamco Investors (GBL), plans to use his "winnings" to snap up shares of Sensient Technologies (SXT) and Kaman (KAMN), betting that both eventually could be takeover targets...Sensient, a maker of colors, flavors and fragrances, could be acquired within a year for as much as 32 a share, 18% above its current price, he wagers. A possible buyer: Germany's Symrise (SY1.Germany), which is seeking to expand here."

From Barron's 7-23-07: "Mario Gabelli, chairman of Gamco Investors (GBL), plans to use his "winnings" to snap up shares of Sensient Technologies (SXT) and Kaman (KAMN), betting that both eventually could be takeover targets."

From Barron's 7-23-07: "Mario Gabelli, on the other hand, won't let his expected profits burn a hole in his pocket. He believes "we're in the afternoon" of the current merger boom, with the consolidation wave rolling through the hotel and wireless-communications sectors; U.S. Cellular (USM), which he recommended in the Midyear Roundtable in June, could be a prime target, he says."

From Barron's 7-23-07: "John Neff, former captain of the Vanguard Windsor Fund (VWNDX), was a big fan of Lyondell, which will be sold to the Dutch chemical company Basell for $12.6 billion, or $48 a share. He used some of the profits to bank on an old favorite, Citigroup (C), which he thinks could be "20% to 25% higher as things unfold this year and next."