Howard Lanser, director of M&A At Robert Baird tells Fast Money he expects to see a slew of deals in healthcare. Why? Because he thinks the deals mentioned above will compel sector rivals to team up, if they want to stay competitive.
And he reveals on Fast Money that industrials will be the next sector to see an uptick in M&A. “We’ll see a merger of equals. It’s logical to think if both of your stocks are down 35% this is a good time to form a marriage, double the size of your business and position yourself for the upturn.”
On Wednesday's Fast Money, Pete Najarian said much the same thing. "United Technologies stopped their repurchase program because they want the cash to make acquisitions," he explained. "The industrial space has areas where people are looking to buy."
(Click here to find out what other companies Pete Najarian thinks could soon make acquisitions.)
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Trader disclosure: On Mar. 20th, 2009, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Seymour Owns (AA), (AAPL), (BAC), (EEM), (FXI), (TCK); Seymour's Firm Owns (PBR); Terranova Owns (KCE), (FXC), (XBI), (BRCM), (WYNN), (INTC), (JOYG), (DELL), (XOM), (IBM), (POT), (X), (JPM): Terranova Owns (COP) Calls; Terranova Owns (HESS) & (HESS) Calls; Terranova Owns (DIS) & (DIS) Calls; Terranova Owns (AMGN) & (AMGN) Calls; Macke Owns (GE), (SDS), (POT); Macke Is Short (BRK.b); Najarian Owns (C) Call Spread; Najarian Owns (GS) Call Spread; Najarian Owns (GD) Call Spread; Najarian Owns (MS) & (MS) Calls; Najarian Owns (POT) Call Spread; Najarian Owns (MSFT) & (MSFT) Calls; Najarian Owns (TGT) Call Spread; Najarian Owns (XHB) Call Spread