69 ordspråk av David Nelson
David Nelson
Where is the bottom? These market conditions will correct themselves, but probably over months, not weeks or years.
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While conditions are clearly difficult, the magnitude of the weakness, especially the forecast for a loss in Q2, was a surprise.
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While petroleum oil prices are only a little higher than they've been for the last eight months, the mention of ethanol in President Bush's State of the Union address has taken the fervor to another level.
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While we continue to believe Smithfield is undervalued and merits our 'buy' rating, it is less undervalued than when we upgraded the stock in May,
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While we continue to believe Smithfield is undervalued and merits our 'buy' rating, it is less undervalued than when we upgraded the stock in May.
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With Kellogg stock down 3.5% over the past 12 months, we now feel there is sufficient upside in the stock to justify an upgrade. Market share gains have continued in cereal despite General Mills' return to competitiveness.
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You have to take a long-term approach to global growth,
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[Quaker's] food line is in a declining state and it doesn't appear to have much of an upside, ... All the cereal makers are busy with other acquisitions right now, so that wouldn't bode well for Pepsi.
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[Quaker's] food line is in a declining state and it doesn't appear to have much of an upside. All the cereal makers are busy with other acquisitions right now, so that wouldn't bode well for Pepsi.
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