Cadbury Schweppes plc (CSG)

All Comments on CSG

  • commenter
    SA Editor
    Eli Hoffmann
    May 24 03:54 PM
    Under The Radar News - Thursday [view article]
    Richard,

    You're absolutely right. Gross advises AGAINST TIPS because of the risk of unnaturally low CPI numbers. I have fixed the summary.

    Thanks for your feedback!     Reply
  • commenter
    Richard
    Schweitzer
    May 23 11:52 AM
    Under The Radar News - Thursday [view article]
    C'mon, if you're going to paraphrase Bill Gross, do so with more care. Here is what he wrote:

    "What are the investment ramifications? With global headline inflation now at 7% there is a need for new global investment solutions, a role that PIMCO is more than willing (and able) to provide. In this role we would suggest: 1) Treasury bonds are obviously not to be favored because of their negative (unreal) real yields. 2) U.S. TIPS, while affording headline CPI protection, risk the delusion of an artificially low inflation number as well. 3) On the other hand, commodity-based assets as well as foreign equities whose P/Es are better grounded with local CPI and nominal bond yield comparisons should be excellent candidates. 4) These assets should in turn be denominated in currencies that demonstrate authentic real growth and inflation rates, that while high, at least are credible. 5) Developing, BRIC-like economies are obvious choices for investment dollars."

    Note what he really said about TIPS.

    Redo that please.     Reply
  • commenter
    maz
    May 01 01:24 PM
    Hershey: Ripe for Cadbury's Picking [view article]
    "Originally Cadbury agreed to spin-off its beverage unit in order to get the deal done. That might not be a concession Hershey has the ability to push for this time around."

    What do you mean here? Cadbury IS spinning off its NA Beverage unit as Dr Pepper Snapple Group with shares (not ADR's) listed on the NYSE - probable symbol DPS. Cadbury-Schweppes will be renamed Cadbury PLC and listed on the LSE. ADR's will trade on the NYSE under the symbol CBY not the old CSG.

    Upshot is that Hershey's will not have to consider the beveragew unit in your scenario as they would be dealing with Cadbury PLC

    Hersheys already makes Cadbury chocolates in the US so it makes sense but I suspect that Cadbury PLC will itself be a very attractive target for larger corporations - more attractive than Hershey.     Reply
  • commenter
    delcape
    May 01 09:49 AM
    Hershey: Ripe for Cadbury's Picking [view article]
    Isn't the smart play Cadbury now, as stockholders will inherit the beverage co. in the spinoff? Reply
  • commenter
    Asif
    Apr 30 08:01 PM
    My Website
    Hershey: Ripe for Cadbury's Picking [view article]
    Hershey's had been making Cadbury products in the US for for some time now as you can see from the link below,

    www.hersheys.com/produ...

    Other potential suitors could be Nestle and Unilever.     Reply
  • commenter
    zooey
    Apr 28 05:49 PM
    Wall Street Breakfast: Must-Know News [view article]
    But can Buffet (himself an inigma wrapped in a riddle) manage a partnership with secretative Mars to own and operate a chewing gum giant - successfully? Why would we believe that? Both owners have been solo acts for so long. I suspect we are seeing stage one of a larger game. I own BRK-B and I am not pleased to be in the middle of something that does not immediately make sense. But if the stock comes up in value I will feel better. Reply
  • commenter
    billddrummer
    Apr 28 12:54 PM
    Wall Street Breakfast: Must-Know News [view article]
    Candy and coffee are staples. No matter how bad the economy gets, a little boost from a candy bar gives a bit of a boost to a stress-filled life. Reply
  • commenter
    Northvic
    Apr 28 09:46 AM
    Wall Street Breakfast: Must-Know News [view article]
    Good thing Buffet's wallet is big enough to satisfy his sweet tooth- letting him add Mars to his already well-stocked pantry of Coke, Dairy Queen and See's Candies. Reply
  • commenter
    deaverb
    Apr 28 08:45 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Would like Eli's input on why the Mars merger would work. A la Smucker's deal? Combining like products, but not the same ones? Reply
  • commenter
    nukldrager
    Apr 28 08:22 AM
    Wall Street Breakfast: Must-Know News [view article]
    Correct me if I'm wrong but if oil goes to $200 it would send gas prices to $5.90 at the pump. If the dollar is allowed to gain 10% today, oil would go to $70 or $2.07 at the pump. Sounds like a thumbs up or down call on a humungus number of Americans. Reply
  • commenter
    User 154216
    Apr 14 11:43 AM
    Under The Radar News - Monday [view article]
    is the stat correct, 3 out of 1000 homes in Q1 repossessed?
    that's 12 out of 1000 a year (1.2 per 100 per year). and since this is cumulative, over 5 years, that's 6 out of 100 or in layman's terms, 1.2 out of 20. holy sh^t !!!! that's pretty f'ing scary !!!     Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:18 AM
    My Website
    General Discussion on CSG
    Is this a buy or a sell? Reply
  • commenter
    Richard Shaw
    Apr 04 01:52 PM
    My Website
    The Ins and Outs of Terror-Free Investing [view article]
    Mr. Potato Head,

    You view is similar to mine as expressed in a follow-up article:

    www.qvmgroup.com/inves.../

    Richard Shaw

     Reply
  • commenter
    User 53132
    Apr 04 12:26 PM
    The Ins and Outs of Terror-Free Investing [view article]
    Mr. Shaw

    Terror-free investing as a national policy might or might not work. The unilateral decisions of the US haven't worked out very well e are the best electronics designed and manufactured? Not in our clately, but lets put that aside.

    Who decides what is a terror state? Could China be on that list because of its policies in Tibet? What about Russia and the disappearance of its citizens? What about the US in Iraq and Afghanistan; aren't we terrorizing part of their populations? Is the decision made by someone stuck at a desk in the corner who's name and character are unknown? Maybe we could make it with decisions of congress?

    If everything goes OK, who moves in when we move out? The French, Russia, China? How about Venezuela? Maybe North Korea?
    Wouldn't it be a welcome change to see North Koreans helping out Pakistani Citizens with all their nuclear needs?

    The economic and political power of the US is dwindling as other countries of the world move toward the center stage. Where are the fastest grown economies? Which countries are graduating the most engineers, scientists, and business majors? Where are the best and newest examples of architecture? Not in our country.


    For terror free investing to work on a global scale would require the combined efforts of several independent nations. The US will need to find a new attitude of pragmatism and co-operation as its influence diminishes over the coming decades.

    However, everything else aside, the idea has merit. On an individual basis, or perhaps dedicated "terror free" fund, we could give it a try.

    Mr Potato Head     Reply
  • commenter
    rhino127
    Mar 10 11:42 PM
    Under The Radar News - Monday [view article]
    Dick Cheney on way to Mideast to talk down Oil prices - maybe a deal in the offing ... $70 crude for the fall? just in time for elections. Reply
Loading...
Symbols:
Authors:
Quick Links: