NEW YORK (
TheStreet's Jim Cramer and "Mad Money" Research Director Nicole Urken were wondering Monday whether
(POST - Get Report) is ripe for acquisition and, if so, which company would buy it.
Regulators likely would not allow big names such as
(K) to take over Post Holdings, Cramer said.
Urken added there has been incredible value in companies with true brand names, referring to the takeover of
(BRK.B) earlier this year.
(PF - Get Report), which debuted for trading earlier this year, may be a suitable buyer. PF is a holding in Cramer's charitable foundation, Action Alerts Plus.
He noted PF would likely have to raise cash to do a takeover of this size, but thinks both the company and the market are stable enough for raising cash from investors.
He also suggested that it would a great way for Pinnacle to gain more shelf space from retailers because Post Holdings cannot likely support itself as an independent entity.
"These companies split and then another entity comes in and realizes there's value," he concluded.
-- Written by Bret Kenwell in Petoskey, Mich.