Seeking Alpha

Triarc Cos., Inc. (TRY)

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Comments on TRY

  • Bill Ackman's Investment Thesis: Wendy's [View article]
    Good analysis of the valuation. Here's a quick analysis on how they recently restructured their bank... More »
    Comment by allaroundguy
    Mar 16 11:32 am |
    Rating: 0 0
  • Goodwill Hunting: Beware Potential Asset Impairment Charges [View article]
    Yes, RRD definitely fits the profile. It's intangibles exceed its equity. The reason it didn't make this list is that they haven't... More »
    Comment by Alan Brochstein
    Feb 14 07:06 am |
    Rating: 0 0
  • Goodwill Hunting: Beware Potential Asset Impairment Charges [View article]
    How about RRD? Over 3 billion in GW.
    Comment by savelongisland.org
    Feb 13 20:56 pm |
    Rating: +2 0
  • Goodwill Hunting: Beware Potential Asset Impairment Charges [View article]
    Excellent point. I probably mistitled this article, as I was really just addressing a single type of asset impairment, but I have... More »
    Comment by Alan Brochstein
    Feb 12 06:11 am |
    Rating: +1 -1
  • Goodwill Hunting: Beware Potential Asset Impairment Charges [View article]
    Good work. Thanks for the data. I think many companies should realize real estate asset impairment, but non-core property companies... More »
    Comment by Moon Kil Woong
    Feb 11 20:43 pm |
    Rating: +1 -2
  • Goodwill Hunting: Beware Potential Asset Impairment Charges [View article]
    No problem - glad that worked! On Feb 11 03:37 PM PROXIMO wrote: > Alan-- I just downloaded the PDF and printed it along with... More »
    Comment by Alan Brochstein
    Feb 11 16:24 pm |
    Rating: +1 0
  • Goodwill Hunting: Beware Potential Asset Impairment Charges [View article]
    After the close today, Masco (MAS), which made the screen and is actually a company I have followed for quite some time, cut their... More »
    Comment by Alan Brochstein
    Feb 11 16:23 pm |
    Rating: +1 0
  • Goodwill Hunting: Beware Potential Asset Impairment Charges [View article]
    Alan-- I just downloaded the PDF and printed it along with your article. They came out perfect. Thanks. On Feb 11 12:05 PM Alan... More »
    Comment by PROXIMO
    Feb 11 15:37 pm |
    Rating: +1 0
  • Goodwill Hunting: Beware Potential Asset Impairment Charges [View article]
    Thanks Alan--Your blog is much clearer on my screen. Enjoyed the article. On Feb 11 12:05 PM Alan Brochstein wrote: > Proximo, did... More »
    Comment by PROXIMO
    Feb 11 15:30 pm |
    Rating: +3 0
  • Goodwill Hunting: Beware Potential Asset Impairment Charges [View article]
    Proximo, did you try clicking on it again? It magnifies the image. You can also go to my blog and try it there... More »
    Comment by Alan Brochstein
    Feb 11 12:05 pm |
    Rating: +2 0
  • Goodwill Hunting: Beware Potential Asset Impairment Charges [View article]
    Thanks for your question. I did some work on the overall energy sector in December or January and found it to actually have in... More »
    Comment by Alan Brochstein
    Feb 11 12:03 pm |
    Rating: +3 0
  • Goodwill Hunting: Beware Potential Asset Impairment Charges [View article]
    I'd really like to see the information on the list. Unfortunately, my computer must be a real P.O.S. because the list is too fuzzy for... More »
    Comment by PROXIMO
    Feb 11 09:49 am |
    Rating: +2 0
  • Goodwill Hunting: Beware Potential Asset Impairment Charges [View article]
    I was surprised to see some of the big names on the list that I had previously purged from my portfolio over different concerns.
    Comment by Jake Berzon
    Feb 11 09:34 am |
    Rating: +4 -1
  • Goodwill Hunting: Beware Potential Asset Impairment Charges [View article]
    Thanks for your work, Alan! Much appreciated and worth further examination. But I was surprised not to see more oil&gas stocks listed,... More »
    Comment by Jim Hawthorne
    Feb 11 08:43 am |
    Rating: +2 -3
  • Bill Ackman's Investment Thesis: Wendy's [View article]
    Striking commentary above. I live in the town where Wendy's originated - Columbus, Ohio. Everyone here misses the well managed Wendy's... More »
    Comment by Madacasto
    Jan 28 16:37 pm |
    Rating: 0 0