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Victor Cook

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  • Murdoch to Meet Bancrofts Monday [View article]
    Your post speaks to several of the compelling issues in the strained courtship between the Bancroft family members, their advisors and Rupert Murdoch. But it doesn't address the fundamental question related to this deal: is Dow Jones & Company Inc. actually undervalued by investors? My analysis suggests the answer is yes. Under Mr. Murdoch's leadership DJ may even be worth $75 a share. Check out "Dow Jones: Anomaly or Hidden Value" at www.customersandcapita...
    Jun 4, 2007. 10:33 AM | Likes Like |Link to Comment
  • Dow Jones' Bancroft Family Backtracks -- Says It Will Meet With News Corp. [View article]
    Here's a new take on a hot story: "Dow Jones: Anomaly or Hidden Value?" Check it out at www.customersandcapita.../
    Jun 3, 2007. 02:35 PM | Likes Like |Link to Comment
  • Coca-Cola in Talks to Acquire Stake in Glaceau [View article]

    For all its virtues the 1986 marriage of KO and CEE was made in marketing hell. The battle between Pepsi and Coke for shelf space in supermarkets was punishing. And CEE was caught in the cross-fire.

    Coke wants to be the best buy on the shelf because the lower its shelf price the more it sells. Of course, that means more syrup sales to its bottlers. CEE wants to maintain shelf price because that's the only way to keep its margins from shrinking. Who wins in this battle between shelf price and syrup volume?

    Check out my answer to this quesiton at www.customersandcapita...
    Apr 26, 2007. 10:29 AM | Likes Like |Link to Comment
  • Sears Holdings Securitizes Primary Brands [View article]
    This is really interesting. You pretty much answer the questions in my post on "Sears Brand Bonds" at You might find it of interest. If you have time, I hope you will add some of your thinking as a comment.
    Apr 20, 2007. 10:59 AM | Likes Like |Link to Comment