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LibertyBelle

LibertyBelle
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  • Why Coca-Cola Is Still A Solid Long-Term Investment [View article]
    Schweppes is owned by Dr Pepper Snapple Group.
    Jun 25 05:51 PM | Likes Like |Link to Comment
  • I Purchased This Wide-Moat Dividend Stock Last Month [View article]
    This is one of the simplest, funniest "financial" comments I've seen. Let's hope we're still "OK" after their Feb. earnings. The Market - especially these days - won't be forgiving with even a marginal report.
    Feb 1 10:56 AM | Likes Like |Link to Comment
  • Reuters: Merck gets buyout interest for consumer health unit [View news story]
    Does the current information indicate to anyone whether shareholders will benefit directly ? We certainly did profit substantially from the Merck Medco (now ESRX) spin off. However, it seems the company would opt for an outright sale; 8 to 10B is a lot of capital. And then there also could be an exchange of original shares (like Pfe -Zoetis) at the investor's choice. I always wondered why some companies just give their shareholders the new spin-off shares, which is nice for us, but seems contrary to the financial benefits for the parent. Is there some big tax issue ? I'd appreciate general facts on this of which I'm unaware.
    Thanks.
    Feb 1 10:43 AM | Likes Like |Link to Comment
  • Is Barron's Right Or Wrong In Predicting 20% Upside In Coke? [View article]
    Thank you Southgent for all your research. Looking at all the information together makes a big difference. I'm copying your numbers for future referral. Will be watching closely for the new increase. I'm glad to see the payout ratio is below 60%.
    The stock has remained flat since the split, which had surprised me given the pre-split price.
    Jan 8 08:40 AM | Likes Like |Link to Comment
  • Is Barron's Right Or Wrong In Predicting 20% Upside In Coke? [View article]
    Does someone have the payout ratio for KO, right now and assuming ~ a 9% dividend increase soon ? How far over 50% are they ? This enticing dividend must be driven by earnings. If Warren sells any of his holdings, we are all going to be justifiably worried.
    Jan 7 10:09 AM | Likes Like |Link to Comment
  • General Electric Finance IPO Lights Up GE [View article]
    Yes, please. Is it different from what I wrote above ?
    Nov 23 07:54 PM | Likes Like |Link to Comment
  • General Electric Finance IPO Lights Up GE [View article]
    The author wrote above: "GE will simply distribute the remaining shares of GE Capital to GE stockholders".
    My understanding is quite different and I had posted the following statement from Motley Fool recently on SA:
    "The plan calls for a two-stage transaction, with an initial public offering of 20% of the equity in 2014, followed by a distribution of shares to electing GE shareholders in 2015 (in Exchange for GE shares)."
    Does the author have any further information ? I do not think an Exchange of Shares is anything to be excited about and it's important for investors to have this clarified when there are enthusiastic publications about the upcoming GE Capital event.
    I would appreciate the Author's reply. TY
    Nov 23 08:50 AM | 1 Like Like |Link to Comment
  • GE says retail finance IPO set for 2014 [View news story]
    Following up on my previous entry and those from others, I searched further for clarification and more searches showed another statement (this one from Motley Fool) exactly in line with what I had seen before. "The plan calls for a two-stage transaction, with an initial public offering of 20% of the equity in 2014, followed by a distribution of shares to electing GE shareholders in 2015 (in Exchange for GE shares)." Therefore, this GE transaction is not what I call a "spin-off" in which new shares offered are in addition to those one holds. In this instance, relinquishing existing GE shares to acquire new shares = take your pick and take your chances. Also, not a decision that I call investor friendly in accord with other comments.
    Real "spin offs" I received from other companies have been a big financial bonus like YUM from PEP, MEDCO (later merged with ESRX) from MRK, ZMH from BMY, and PSX from COP.
    Nov 16 09:26 AM | 1 Like Like |Link to Comment
  • GE says retail finance IPO set for 2014 [View news story]
    The release I just read - unfortunately - indicates it won't be a spin-off; instead the existing shareholders I believe will be offered an "exchange" of shares. Maybe this is why after a bounce and increased trading earlier this morning the bump is gone. Now we have to hope there will be a 2 cents dividend increase in Dec.
    Nov 15 09:54 AM | 3 Likes Like |Link to Comment
  • Coca-Cola Should Buy Chobani [View article]
    Was ddunn referring to an erroneous posting by Reuters that was addressed and clarified on CNBC yesterday? "Warren" did not change his holdings in KO. I was watching too as a KO holder (somewhat less....), and a bit concerned by the decreased consumption of soda in the company so dependent on it for revenue. There definitely will be more anticipation, scrutiny and reaction (relief or horror) to the next earnings report.
    Aug 16 11:06 AM | Likes Like |Link to Comment
  • Orange juice prices should taper off with demand falling and concerns over a citrus disease waning, according to analysts. It's a bit of small relief for Coca-Cola (KO) and PepsiCo (PEP) - although an active hurricane season still poses a risk for the OJ market. [View news story]
    Can someone provide the information of the % revenues from the Simply line to KO and the Tropicana line to PEP ?
    Jun 10 10:13 AM | Likes Like |Link to Comment
  • Procter & Gamble (PG) says it is bringing A.G. Lafley out of retirement to become Chairman and CEO effective immediately, succeeding Bob McDonald, who is retiring at the end of June after 33 years with the company. Shares +0.5% AH. [View news story]
    Regarding several comments above on PG beauty care; I used some Pantene products but now they have a ridiculously large number of variations, and my favorites were discontinued and supposedly "relabeled" when they keep changing the packaging and confusing the consumers.

    Although Meg Whitman was not from HPQ, this stock with the former high profile CEO from EBay has improved. Market likes the PG change - at least in this morning's opening.
    May 24 09:40 AM | Likes Like |Link to Comment
  • Procter & Gamble (PG) says it is bringing A.G. Lafley out of retirement to become Chairman and CEO effective immediately, succeeding Bob McDonald, who is retiring at the end of June after 33 years with the company. Shares +0.5% AH. [View news story]
    Didn't you see his name in the article ?
    May 23 08:17 PM | 1 Like Like |Link to Comment
  • Warren Buffett made a surprise visit to Coca-Cola's (KO -0.2%) annual meeting this week where the investor advised execs to study the failures of previous companies which became too complacent. The advice seems to fall in line with a plan by Coca-Cola to go younger with its board of director to look forward instead of backwards. [View news story]
    I seem to remember reading that he loves Cherry Cola.
    At the time he starts selling KO, I will be worried.
    Apr 26 11:40 AM | Likes Like |Link to Comment
  • Coca-Cola's Earnings Are Out [View article]
    I made a similar comment in response to other SE articles. Why isn't the Simply line mentioned as one of the main KO brands, especially in this period of highlighting the non-carbonated beverages ? I must be missing something. Is it really considered a minor product line ? The many varieties are certainly gaining shelf space. The OJ is the best in my opinion.
    Apr 16 12:56 PM | Likes Like |Link to Comment
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