ZIM is a stock to own, not trade, over the next two years, because both outcomes of the takeover talk look favorable. A deal near the discussed $35, plus about $5 in dividends, would mean a total return near 30% from about $30.50. If it fails, the stock might drop toward $27, but ZIM should hold over $30 a share in cash by year-end while staying profitable, so $27 is near a floor. Independent, ZIM would have to return that cash; Israeli investors have reportedly urged big buybacks. x.com