Comments on Mark Loftin's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/mark-loftin/articles http://seekingalpha.com/article/83730-investing-in-colombia-s-turnaround?source=feed#comment-652230 652230 Sat, 29 Aug 2009 10:12:37 -0400 --joe]]> http://seekingalpha.com/article/82793-3-stocks-for-uncertain-times?source=feed#comment-213703 213703 The writer is on point with Kraft. It is an excellent purchase opportunity > at the currrent share price. Input cost problems are temporary, as > a substantial portion can be passed on through pricing. There is > ample cash flow for stock buybacks, lots of room for financial engineering, > and an outdated product line that the recently appointed CEO is aggressively > working to improve. The Post splitoff is a good example, and will > result in a lower share count. Many people are seeing only short-term > problems, but others, like Buffett, see that long-term opportunities > are extensive. The company's distribution channels are a key factor. > > > Kraft is a substantial weighting in my personal and client portfolios. > > > Ron Beasley > Investment Advisor > http://rwbi.net]]> Thu, 24 Jul 2008 16:01:21 -0400

On Jul 22 01:42 PM RonB wrote:

> The writer is on point with Kraft. It is an excellent purchase opportunity
> at the currrent share price. Input cost problems are temporary, as
> a substantial portion can be passed on through pricing. There is
> ample cash flow for stock buybacks, lots of room for financial engineering,
> and an outdated product line that the recently appointed CEO is aggressively
> working to improve. The Post splitoff is a good example, and will
> result in a lower share count. Many people are seeing only short-term
> problems, but others, like Buffett, see that long-term opportunities
> are extensive. The company's distribution channels are a key factor.

>
>
> Kraft is a substantial weighting in my personal and client portfolios.

>
>
> Ron Beasley
> Investment Advisor
> rwbi.net]]> http://seekingalpha.com/article/82793-3-stocks-for-uncertain-times?source=feed#comment-211660 211660 Tue, 22 Jul 2008 13:42:47 -0400
Kraft is a substantial weighting in my personal and client portfolios.

Ron Beasley
Investment Advisor
rwbi.net]]> http://seekingalpha.com/article/83730-investing-in-colombia-s-turnaround?source=feed#comment-210059 210059 Sun, 20 Jul 2008 16:03:17 -0400 http://seekingalpha.com/article/83730-investing-in-colombia-s-turnaround?source=feed#comment-198857 198857 Sat, 05 Jul 2008 10:14:21 -0400 Disclosure: I am long CIB and have been for 5 years when it was below $10.]]> http://seekingalpha.com/article/83730-investing-in-colombia-s-turnaround?source=feed#comment-198322 198322 Thu, 03 Jul 2008 21:18:43 -0400
I wouldn't mind investing in a columbia ETF if one were to become available. Like you said in the article though, there really isn't one available, sadly.]]> http://seekingalpha.com/article/83556-nathan-s-famous-well-known-brand-unknown-stock?source=feed#comment-197501 197501 Wed, 02 Jul 2008 16:13:20 -0400 http://seekingalpha.com/article/82793-3-stocks-for-uncertain-times?source=feed#comment-193648 193648 Thu, 26 Jun 2008 16:32:38 -0400 http://seekingalpha.com/article/82793-3-stocks-for-uncertain-times?source=feed#comment-193377 193377 Thu, 26 Jun 2008 11:55:18 -0400 I have owned Kraft and MO forever. Made more in dividends and the hike in dividends over the years than I have in buying & selling shares. Give me the sure dividend any time.]]> http://seekingalpha.com/article/82793-3-stocks-for-uncertain-times?source=feed#comment-193210 193210 Thu, 26 Jun 2008 09:50:15 -0400