Intl Flavors & Fragrances, Inc. (IFF)

All Comments on IFF

  • commenter
    Big Man
    Jun 13 08:29 AM
    General Discussion on IFF
    Check out what the company makes their products of (good luck). Plans for +4% cost inflation at least 400 basis points too low for the full year. Don't seem to have much recourse to customers & demand less than robust (euphemistically put) in 1/2 of their business. Am I missing something ? Reply
  • commenter
    Paul Price
    Jun 12 10:28 AM
    International Flavors & Fragrances: The Sweet Taste (and Smell) of Success [view article]
    The options month in my posting read Jan. 2009 but was actually prices from the Nov. 21, 2008 expiration date.

    All the numbers are correct but the return is generated over just 5 1/2 months rather than the 7 1/2 months indicated.     Reply
  • commenter
    Paul Price
    Jun 12 08:08 AM
    International Flavors & Fragrances: The Sweet Taste (and Smell) of Success [view article]
    I agree. The stock itself looks to have good upside.

    For nervous investors, though, the combination play offers a great annualized return even if the shares do nothing or even go down a bit.     Reply
  • commenter
    CrossProfit
    Jun 11 09:29 AM
    My Website
    International Flavors & Fragrances: The Sweet Taste (and Smell) of Success [view article]
    Forget the option play as one can not rely on low volatility in today's marketplace. Just go long, sit back and wait for the mid 50's. In the meantime, collect dividends as mentioned.

    Disclosure: No conflicts.     Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:21 AM
    My Website
    General Discussion on IFF
    Is this a buy or a sell? Reply
  • commenter
    Lisa
    Feb 23 05:05 PM
    WisdomTree's India Earnings ETF [view article]
    How do the valuation metrics you cited compare to the overall India market cap weighted index? Reply
  • commenter
    User 137633
    Feb 22 07:08 PM
    WisdomTree's India Earnings ETF [view article]
    There's another India ETF coming out next week from Powershares (PIN) www.powershares.com/in.../ Reply
  • commenter
    bobbyjoe
    May 02 12:47 PM
    Recent Earnings Strength Tied to International Exposure [view article]
    Well it looks like my comment got truncated without me being told it was too long.

    My point was: by using inconsistent groupings of the data (1%, 10%, and 50%) you are not accurately representing the data.

    Furthermore, your trend line has one data point below, and six data points above.

    I would be curious to see what the data looks like when it is accurately presented.     Reply
  • commenter
    bobbyjoe
    May 02 12:42 PM
    Recent Earnings Strength Tied to International Exposure [view article]
    UNSURPRISING

    I can't say this information is surprising, especially considering it's what everyone's been saying since we started worrying about an economic slowdown.

    But your chart is anything but conclusive. Theoretically, the companies with less than 50% exposure to the US should have beat earnings more than those companies in the 50-60% range. The fact that they haven't says that there is something else at work here. And what's going on with the 90-99% group?

    MISLEADING CHART

    If you used even ranges of 10% then you're grouping at the high end should be 91-100%. By doing JUST 100% you aren't representing the data properly. I know why you did it, but it isn't correct.

    On top of that, you should not use the     Reply
  • commenter
    Tommo_UK
    Jan 29 05:41 AM
    My Website
    Barron's 2007 Analyst Roundtable, Part III [view article]
    Contrary to Fred Hickey's statistics, APPL'e ttm PE is just 30 (not 38), and its forward PE just 22 (not 31). If you back out the $13/share in cash, then AAPL's forward PE is just 18.

    Huh? That's expensive? That would be low even if AAPL were growing earnings by 20% YoY, let alone the 30-40% it is comfortably maintaining.

    Fred Hickey said iPod growth rates are falling apart. They grew 50% YoY last Q, for a record 21m iPods. Mac sales are growing 30% YoY - that demonstrates plunging Mac sales?

    Someone should call him out on this call. Hickey is on another planet. I wish there was an ETF on Fred Hickey so I could short it.     Reply
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