NEW YORK (Real Money) -- Why doesn't Apple (AAPL) buy Netflix (NFLX)? What's the resistance to Yahoo! (YHOO) buying Yelp (YELP) and rolling it up with Grubhub (GRUB), Postmates and Instacart? Deals and talk of deals get people excited about this market, even as Monday was a profit-taker after Friday's barn burner.
I get the proposed deal objections, but bear with me. Before you get too negative, let's propose a few more acquisitions. For example, shouldn't Exxon (XOM) just go buy Father Fracker EOG Resources (EOG) and the sponsor-less Apache (APA)? Microsoft (MSFT) should just go all-in cloud and buy Salesforce.com (CRM). IBM (IBM) should crush it in analytics and purchase Tableau Software (DATA).
All of these deals make sense to me. They make sense because they remind me of Actavis (ACT) buying Allergan (AGN), which is looking more and more like pure genius. Today, Actavis reported one of the biggest numbers of 2015, just a monster beat of what analysts were looking for, propelling the stock $9 on top of what was a pretty good end-of-the-week rally.