Lexelente's Comments Lexelente's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/1131957/comments Daniel Loeb, whose Third Point has a 6.5% stake in Sony (SNE) worth some $1.1B, is pushing for a spinoff of the company's entertainment business including the film studio responsible for James Bond blockbuster "Skyfall" and the music label which houses big name artists such as Taylor Swift. (Andrew Ross Sorkin) http://seekingalpha.com/currents/post/1022771?source=feed#comment-18823142 18823142 Tue, 14 May 2013 16:12:37 -0400 Berkshire Hathaway Intrinsic Value Pie Chart http://seekingalpha.com/article/1428981/comments?source=feed#comment-18782171 18782171 Mon, 13 May 2013 17:05:52 -0400 What Berkshire's 'Elephant Gun' Means To Investors http://seekingalpha.com/article/1407991/comments?source=feed#comment-18525851 18525851 Tue, 07 May 2013 07:08:23 -0400 Buy, Sell Or Hold The Brand New 'CST Brands' Stock? http://seekingalpha.com/article/1392841/comments?source=feed#comment-18372031 18372031 Thu, 02 May 2013 15:58:05 -0400 Buy, Sell Or Hold The Brand New 'CST Brands' Stock? http://seekingalpha.com/article/1392841/comments?source=feed#comment-18371911 18371911 Thu, 02 May 2013 15:56:41 -0400 ARM Proven Wrong, Intel Vindicated http://seekingalpha.com/article/1247161/comments?source=feed#comment-17608401 17608401 Sun, 14 Apr 2013 16:10:36 -0400 Warren Buffett Violates His 'Ham Sandwich' Principle With Goldman Deal http://seekingalpha.com/article/1302151/comments?source=feed#comment-16859171 16859171 Tue, 26 Mar 2013 23:44:42 -0400 WY: Lumber Isn’t Going Anywhere http://seekingalpha.com/instablog/22392-david-white/43843-wy-lumber-isn-t-going-anywhere?source=feed#comment-16586461 16586461 Thu, 21 Mar 2013 01:32:32 -0400 Weyerhaeuser Sitting Pretty in Pacific Northwest http://seekingalpha.com/article/282705/comments?source=feed#comment-16586261 16586261 Thu, 21 Mar 2013 01:21:37 -0400 Damn Right: Behind The Scenes With Berkshire Hathaway Billionaire Charlie Munger http://seekingalpha.com/article/1241901/comments?source=feed#comment-15771841 15771841 Sun, 03 Mar 2013 15:16:55 -0500 Buffett Defends Investments, No-Dividend Policy, Chastises CEOs http://seekingalpha.com/article/1242051/comments?source=feed#comment-15753981 15753981 Sun, 03 Mar 2013 04:11:53 -0500 Read This Before You Invest In Chesapeake Energy http://seekingalpha.com/article/1226721/comments?source=feed#comment-15613601 15613601 Thu, 28 Feb 2013 01:26:36 -0500 Natural Gas: Transport Or Export? http://seekingalpha.com/article/1218151/comments?source=feed#comment-15429561 15429561 Sun, 24 Feb 2013 03:23:06 -0500 5 Thoughts On The Berkshire/3G - Heinz Deal http://seekingalpha.com/article/1189731/comments?source=feed#comment-15103461 15103461 Sun, 17 Feb 2013 00:37:42 -0500 Buffett's Heinz Deal: Buffett Gets Best Of Both Worlds With Common, Preferred http://seekingalpha.com/article/1186891/comments?source=feed#comment-15024421 15024421 Fri, 15 Feb 2013 03:29:22 -0500 What To Do With Intel's Stock http://seekingalpha.com/article/1118801/comments?source=feed#comment-13848761 13848761 Thu, 17 Jan 2013 17:58:09 -0500 Time For Rail Consolidation http://seekingalpha.com/article/1115131/comments?source=feed#comment-13793841 13793841 Wed, 16 Jan 2013 16:03:20 -0500 The Real Secret Of Warren Buffett's Performance http://seekingalpha.com/article/1112591/comments?source=feed#comment-13762241 13762241 Tue, 15 Jan 2013 23:00:16 -0500 5 Stocks Billionaires Are Crazy About http://seekingalpha.com/article/890511/comments?source=feed#comment-13715181 13715181 Tue, 15 Jan 2013 01:00:15 -0500 The Secret Of Warren Buffett's Alpha http://seekingalpha.com/article/1097441/comments?source=feed#comment-13384701 13384701 Mon, 07 Jan 2013 05:55:29 -0500 Berkshire Hathaway's Headline Looks Great But Operating Earnings Down http://seekingalpha.com/article/998861/comments?source=feed#comment-11492321 11492321 Mon, 12 Nov 2012 03:28:22 -0500 Intel: Is The Magic Waning? http://seekingalpha.com/article/960221/comments?source=feed#comment-11030861 11030861 Mon, 29 Oct 2012 22:48:19 -0400 How To Get A Piece Of The Increased Spending On Luxury Fashion http://seekingalpha.com/article/504141/comments?source=feed#comment-10564911 10564911 Mon, 15 Oct 2012 22:07:28 -0400 The Irony Of Knight Capital's Decline http://seekingalpha.com/article/773891/comments?source=feed#comment-8154741 8154741 Mon, 06 Aug 2012 22:44:46 -0400 Coca-Cola: Have A Coke And A Smile, Or A Pepsi And A Frown http://seekingalpha.com/article/782911/comments?source=feed#comment-8123961 8123961 Mon, 06 Aug 2012 05:52:09 -0400 Coca-Cola: Have A Coke And A Smile, Or A Pepsi And A Frown http://seekingalpha.com/article/782911/comments?source=feed#comment-8123951 8123951 Mon, 06 Aug 2012 05:47:25 -0400 A Look At How PCP Inflates Earnings Through Acquisition Accounting http://seekingalpha.com/article/729151/comments?source=feed#comment-7800801 7800801 Thu, 26 Jul 2012 14:33:59 -0400 Coca-Cola (KO) CEO Muhtar Kent says the company will start tapping into its $13B stockpile of cash, with a focus on capital expenditures at the top of the list. Strategic bolt-on acquisitions could be in the offing and investors could also see a higher dividend payout along with share buybacks. http://seekingalpha.com/currents/post/373601?source=feed#comment-6579911 6579911 Tue, 19 Jun 2012 15:15:51 -0400 So Aflac (AFL) wants to be a player. The company brings on Timothy Stevens to head its newly created post of global head of trading. Stevens - formerly of BlackRock - will report to CIO Eric Kirsch, who came over last year from Goldman Sachs. Also joining is Brad Dyslin - who worked with Kirsch at Deutsche Bank - to be global head of credit at Aflac's just-opened investments office in NYC. (PR) http://seekingalpha.com/currents/post/357281?source=feed#comment-6210361 6210361 Thu, 07 Jun 2012 15:47:29 -0400 Kraft: Spin-Off To Spread Shareholder Value http://seekingalpha.com/article/612911/comments?source=feed#comment-5755001 5755001 These spin off deals can work out very well. Kraft was a spinoff I remember from Philip Morris MO... Philip Morris is actually the best preforming company over the long term in terms of a number of different measurements of success. I am not sure how it compares to Microsoft, Cisco , Intel and other companies that grew at an astronomical rates in their time of growth spurt. Philip Morris spit into Philip Morris international and Kraft and both of those sub units have appreciated the way you can anticipate the kraft spin offs to do the same. The Kraft spin offs are also bait for other companies to aquire because they are smaller more financially bite size chunks. Companies like Unilever and Nestle may still be interested even with big euro problems because they have huge us business with US dollar accounts for reinvestment. Private equity may also be interested with bank loans for aquistions with debt and tax advantages . Kraft could me worth more as the sum of it's parts. The down side might be too many new managers taking a cut out of gross income per share. The upside maybe efficiency in greater specialization of each component spin off. When the spin offs happen there are also refreshed point of origin accounting for each spin off and this can appear to enhance shareholder value. When the COP / philips petroleum spin off occured recently. There was a lot of confusion . Eventually once both parts of that company pay a separate dividend people will have an immediate sense of how they value the spin off shares which originally had a strange unknow stock symbol and no financials going back half a century or more like the original company and added to that no known dividend return--as a result those new shares were selling for less than they are probably worth for a period of time and maybe still]]> Thu, 24 May 2012 00:18:58 -0400 These spin off deals can work out very well. Kraft was a spinoff I remember from Philip Morris MO... Philip Morris is actually the best preforming company over the long term in terms of a number of different measurements of success. I am not sure how it compares to Microsoft, Cisco , Intel and other companies that grew at an astronomical rates in their time of growth spurt. Philip Morris spit into Philip Morris international and Kraft and both of those sub units have appreciated the way you can anticipate the kraft spin offs to do the same. The Kraft spin offs are also bait for other companies to aquire because they are smaller more financially bite size chunks. Companies like Unilever and Nestle may still be interested even with big euro problems because they have huge us business with US dollar accounts for reinvestment. Private equity may also be interested with bank loans for aquistions with debt and tax advantages . Kraft could me worth more as the sum of it's parts. The down side might be too many new managers taking a cut out of gross income per share. The upside maybe efficiency in greater specialization of each component spin off. When the spin offs happen there are also refreshed point of origin accounting for each spin off and this can appear to enhance shareholder value. When the COP / philips petroleum spin off occured recently. There was a lot of confusion . Eventually once both parts of that company pay a separate dividend people will have an immediate sense of how they value the spin off shares which originally had a strange unknow stock symbol and no financials going back half a century or more like the original company and added to that no known dividend return--as a result those new shares were selling for less than they are probably worth for a period of time and maybe still]]>