Seeking Alpha

Gabrioni

Gabrioni
Send Message
View as an RSS Feed
Latest  |  Highest rated
  • Hansen Natural (HANS) is up 1.6% after UBS reiterates a Buy, predicting the company's Monster energy drink line will continue posting double-digit growth through 2013. It also expects Hansen as a whole to average 20.5% annual earnings growth over the next 3 years.  [View news story]
    Hansen is a good growth company in my opinnion. However, energy drinks have concerned doctors for years. Aside from that, I would also choose KO's (Coca-Kola's) rockstar drink! Yea baby! Besides, Warren Buffett is a big KO investor. Rock on!
    Sep 21 02:24 PM | Likes Like |Link to Comment
  • Breaking up is all the rage in today's corporate world - think TYC, SLE, KFT - and the buzz is that Pepsico (PEP +1.7%) could join the gang. Edward Jones says PEP's combined value post-split could be $90/share, 49% above yesterday's close. The stock has trailed competitors by a large margin in the past year, and the firm is losing share to Coca-Cola (KO).  [View news story]
    Do you mean spinoffs like Ralston Purina, The Limited, and Ford? Edward Jones says split could be $90/share?...of each Subsidiary? In October 1997, PEP spun off its $10 Billion businesses (Taco Bell, KFC, and Pizza Hut). Then in September 1997, Cambell Soup spun off to "streamline" operations. Why would PEP spin off now? The only reason I find is better access to capital (better than QE3), streamline operations, and improving credit management.
    Sep 21 01:25 PM | Likes Like |Link to Comment
  • KIT digital (KITD +4.2%) trades higher today, absent an overhang, after the company closes its previously announced secondary offering of 3.2M shares with strong demand at $9.50 per share.  [View news story]
    Hint: look at its aquisitions (i.e. multicast) and goodwill.
    Sep 20 03:29 PM | Likes Like |Link to Comment
  • The road in China gets bumpy for General Motors (GM), which will hold its board meeting in Shanghai next week. One recent example: GM would like to bring its Volt electric car into China, but CEO Dan Akerson says he refuses to share electric car technology in exchange for hefty consumer rebates from the Chinese government.  [View news story]
    "CEO Dan Akerson says he refuses to share electric car technology"? Huh! China will just steal it.
    Sep 16 12:17 PM | Likes Like |Link to Comment
  • Georgia Gulf (GGC +7.1%) pops after the firm announces it will retire $42M of debt prior to its maturity date. Shares were up over 10% at the open before tailing off.  [View news story]
    How about funding municipalities? i.e. Richland County in South Carolina. No more building permit required for siding, roofing; doors, and windows...I think. If this is true, Geogia Gulf would benefit its chlorovinyls segment. Does anyone know if GGC has a factory in that area?
    Sep 16 12:16 PM | Likes Like |Link to Comment
  • TD Ameritrade (AMTD) founder Joe Ricketts says he will retire next month, fresh off helping the board nix an acquisition of E-Trade (ETFC +1.1%). The company says Todd Ricketts - currently a director with the Chicago Cubs - will take over his father's position. Shares of AMTD are up 2.5% on the news.  [View news story]
    Drive to the west side of Omaha, past the Oriental trading Co. and Kellog's cereal factory, and then to the headquarters of Ameritrade and tell Mr. Ricketts bye. Like GrandFather, like dad, to son. Blah.
    Sep 16 11:03 AM | Likes Like |Link to Comment
  • Eurozone finmins put off until October a decision on whether to give Greece its next tranche of rescue loans. The delay sets up another round of kabuki theater where Greece will scramble to pass reforms and European politicians will tell constituents how strict they're being ... before finally releasing the €8B.  [View news story]
    I don't think Greece is gonna get the boot. The U.S. and the E.U. has fiat currencies--based on confidence not gold. That said, booting Greece would destroy confidence and hurt the euro...bad.
    Sep 16 10:56 AM | Likes Like |Link to Comment
  • BBC reports it wasn't UBS' internal systems that picked up rogue activity, but the trader himself who alerted the bank to his misdeeds, "add(ing) to concerns that investment banks simply aren't capable of controlling the huge risks that their traders take."  [View news story]
    When a rogue trader pops up like this, it is called a failure of Operational Risk-Adversion. Does anyone know of the Basel II Capital Accord--the Basel Committe? Basically, it is a new standard for the measurement of risk in banks, and for the allocation of capital to cover those risks. Did UBS follow Basel recommendations? hmmm...
    Sep 16 10:54 AM | 1 Like Like |Link to Comment
  • Thousands of workers at Freeport-McMoRan's (FCX -1.9%) massive Grasberg mine in Indonesia will begin striking Thursday, as negotiations for higher pay break down. This will be the mine's second strike in three months, and follows recent strikes at the company's other mines in Peru and Chile.  [View news story]
    FCX has been in the Grasberb/Ertsberg mine in west Papua since 1967. Although it has been both profitable to the company and Indonesia, it continues to cause security and environmental issues. FCX's payment to Indonesia's military and police officials was critisized as bribery and causing human rights violations. FCX does not deny such payments (which are in violation of both U.S. and Indonesian law), but contends they are necessary for the security of the mine.
    Sep 16 09:43 AM | Likes Like |Link to Comment
  • Thousands of workers at Freeport-McMoRan's (FCX -1.9%) massive Grasberg mine in Indonesia will begin striking Thursday, as negotiations for higher pay break down. This will be the mine's second strike in three months, and follows recent strikes at the company's other mines in Peru and Chile.  [View news story]
    Strikes are not good. FCX--however, besides Peru and Chile, is investing in Zambia and the DRC (Congo). That is the copper belt of the world! I think.
    Sep 15 02:29 PM | Likes Like |Link to Comment
  • "I think (gold miners) have lagged long enough ... if (gold) stays at $1,800 ... then the mines will begin to coin money and dividends will be increased," says the great French investor Jean-Marie Eveillard. "The potential is considerable. The whole story could end with some kind of mania in gold mining stocks."  [View news story]
    Try FCX
    Sep 15 02:29 PM | Likes Like |Link to Comment
COMMENTS STATS
11 Comments
1 Like