Even if the auction does not go to where some people expected it to, the stock had a great run up. I just don't see a lot of upside at this point. |
I think (Quaker Chief Executive Robert) Morrison did the best job he could for Quaker Oats shareholders. It took a while, but you can't blame him for courting Coca-Cola. |
I think Coke's shareholders are trying to send a message to their new CEO, |
I wouldn't look for a shotgun wedding. I'd look for a number that can settle the situation, |
I'm glad that there is a second bidder, but the second bid is not much better than the first. |
I'm not sure anyone has the pocketbook to compete with Unilever here, ... Nestle is a possible one, but one that would be more vulnerable to antitrust concerns. |
IBP wants to disappear as it becomes a stronger company over the next several years with a much more focused brand, ... [But] again, seeing the takeout price lower than IBP's 52-week high is not satisfying. |
If they see United Way of Middle Tennessee, in a nutshell, sometimes they may not know that that isn't the United Way that represents their county. |
In this area you try to come up with a differentiated product. And that's what Sara Lee is trying to do here, innovate. This is a good start but the company needs about 100 more products like it. |
It's a game of poker right now. My sense is it will heat up next week. You can can't respond to this by doing nothing. |
It's a startling level of operating earnings growth and it's happening really before the higher ethanol and high-fructose corn syrup prices really go into effect. I'm just taken back (by) how sustainable these earnings levels are. |
Over the last year, coffee and cheese have presented Kraft with its greatest challenges, particularly cheese, |
People see a changed company. It's one of those situations where change increases the risk of the company. Now that they have diversity, you have greater growth potential, but you also have concern as they get into new businesses. |
She is known as a solid operator with strong people and cost-cutting skills. |
The bottom line is that this is a low bid for a company that has enough earnings power to fuel a $30 stock price even with the heavy upfront spending for its case-ready products, |