Constellation Brands Inc. (STZ)

All Comments on STZ

  • commenter
    David White
    Jul 07 10:04 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    NM is a good bet. It has excellent value. It has an extremely low PE and FPE. It also has an excellent Price to Book value ratio. Further it has both a new fleet in South America (for the river traffic mostly) which is supposed to begin adding 35% to EBITDA beginning in the 4th quarter of this year. It got pushed further downward in the recent market move in that direction, so it is an excellent buy now. Reply
  • commenter
    DonaldRay
    Jul 06 10:35 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Very valuable too me.....it says too replace your loosers with winners and have a selection process....most of these stocks will probablely be winners and he knows it and says you do not have too pick the very best just one that will outperform your loosers...this is very insightfull and goes with the golden rules of trading...increase winnners and decrease loosers.... Reply
  • commenter
    maubeau
    Jul 06 02:40 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    No value to me, completely useless in it's present form. Reply
  • commenter
    User 168670
    Jul 05 02:41 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    very silly article-no value unless some has a week of time to review. Reply
  • commenter
    mpharbold1
    Jul 05 11:11 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    David, In late January you liked VSH. Today it is much cheaper, but every quarter they seem to take a new non-recurring charge that turns out to be anything but non-recurring.The stock was moving up from 8.5 to 10.5 and now after a couple of terrible weeks, its back under 9 again. It looks cheap to me, but I don't see any catalyst on the horizon for it to go up. What are your thoughts today on VSH? Reply
  • commenter
    kurt walter
    Jul 04 08:11 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Get serious. If you must own so many stocks just buy IYY and go on vacation. Reply
  • commenter
    granger
    Jul 04 01:40 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Thanks for the list. I a always looking for starting points unique from my own. I will run through on my P & F charts, then start my fundamental analysis. A few on my watchlist are DHR, GPC, TECH, SYY and VFC. For growth, i am watching TSCO and BWLD. Reply
  • commenter
    NEH
    Jul 04 10:56 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Why NM David? I know it's highly leveraged, but I think with patience it will shine. My one concern is how the relationship will work between NM and NMP, how the assets will shift and of course, the distribution of profits. That being said, I'm long NM and just think that in this market investors have to be more patient with their speculative holdings. Maybe I'm just willing to hold on longer than you are. I'd like to hear your thoughts. Reply
  • commenter
    BlueOkie
    Jul 04 09:56 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Too many to have any value. Not managable Reply
  • commenter
    Ozarker
    Jul 04 09:45 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    Why don't you just list every stock in the world? There would probably be some good bets in there some where. Reply
  • commenter
    Eric Fox
    Jul 03 03:53 PM
    My Website
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    David...add ANAT to the list. It is the sister company of NWLIA - both controlled by the Moody Family. Also, KCLI is another unappreciated insurer trading below book. Disclosure - I am long both. Reply
  • commenter
    yikes
    Jul 03 02:24 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    how do you choose your stocks to go long with? Reply
  • commenter
    vrspace
    May 17 12:19 PM
    Housing Prices Take Their Toll - Cramer's Mad Money (5/13/08) [view article]
    As predicted:

    April 16 -There is little doubt that next time we here from Bob he will be announcing that Aviano (Naples) has sold out (albeit for the second time) and that sales at Firano have doubled (Naples).-

    seekingalpha.com/artic...     Reply
  • commenter
    WAKEUP
    May 14 12:54 PM
    Housing Prices Take Their Toll - Cramer's Mad Money (5/13/08) [view article]
    Olde Boye Networke. Reply
  • commenter
    Norman
    Lepoff, M.D.
    May 14 10:10 AM
    Housing Prices Take Their Toll - Cramer's Mad Money (5/13/08) [view article]
    Every time he has one of his CEO buddies on he recommends the stock. Reply
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