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bigazul

bigazul
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  • Kraft Foods - A Forgotten Dog Of The Dow [View article]
    Especially after the price increases most of them pushed through.
    May 25 05:53 PM | Likes Like |Link to Comment
  • Kraft Foods - A Forgotten Dog Of The Dow [View article]
    Food-stocks are going to give you some rare earnings surprises the next few quarters. They are the most direct beneficiary of the ongoing drop of commodities.
    May 25 05:25 PM | Likes Like |Link to Comment
  • Carl Icahn discloses a 7.56% stake in Chesapeake Energy (CHK +1.5%) via 13D filings. Icahn: "If you continue to arbitrarily refuse the request we have made for shareholder representation, we, as activists, will immediately take whatever 'actions' we feel are necessary to protect the value of this company."  [View news story]
    Except that debt is, for the most part, tied to holdings and/or production. In a world of massive de-leveraging, who would be willing?
    May 25 05:20 PM | Likes Like |Link to Comment
  • The E.U. will make a final ruling on June 27 regarding a $1.1B fine levied on Microsoft (MSFT) in '08 for failing to comply with an order to share information about its server OS products to guarantee networking software interoperability, and release a version of Windows that doesn't feature Windows Media Player. The ruling could have implications for Intel's (INTC) attempts to overturn a $1.33B fine levied in '09.  [View news story]
    The EU will probably ask for the fine to be paid in gold.
    May 24 07:13 PM | Likes Like |Link to Comment
  • The Intriguing Story Of CVR Partners [View article]
    and...?
    May 24 04:55 PM | 4 Likes Like |Link to Comment
  • Chesapeake (CHK +2.6%) shares rally into the close on a Bloomberg report that Carl Icahn has purchased at least a 4% stake in the company. Note that the latest quarterly disclosure of Icahn's holdings showed no CHK shares; he had reported a 5.8% stake in Dec. 2010.  [View news story]
    unless it was in the past week, they haven't made much money on it.
    May 24 04:45 PM | Likes Like |Link to Comment
  • CVR Energy (CVI -1.8%), now controlled by Carl Icahn, begins the process of trying to sell the nitrogen fertilizer company by hiring Jefferies to solicit bids. CVR says the 60-day process begins immediately and that Icahn is willing to consider any offer of at least $35/share.  [View news story]
    What's this dude's game, stock isn't moving at all.
    May 24 03:10 PM | Likes Like |Link to Comment
  • CVR Energy (CVI -1.8%), now controlled by Carl Icahn, begins the process of trying to sell the nitrogen fertilizer company by hiring Jefferies to solicit bids. CVR says the 60-day process begins immediately and that Icahn is willing to consider any offer of at least $35/share.  [View news story]
    Fishy headline.
    May 24 03:07 PM | 1 Like Like |Link to Comment
  • Greece's exit from EMU would be a good example for others, says the Bank of Russia's Mikhail Shvetsov, speaking in Milan. He also says Greece has plans for a parallel currency. "Merkel to Greece: come to mama, Putin to Greece: come to daddy," writes ZH.  [View news story]
    Who says the cold war is over?
    May 24 10:05 AM | 1 Like Like |Link to Comment
  • 6 Dirt-Cheap Small Cap Industrials That Analysts Rate As Buys [View article]
    Let me add two more TWIN and NNBR.
    May 23 09:38 PM | 1 Like Like |Link to Comment
  • Mondelez it is after Kraft (KFT -0.5%) shareholders vote to approve the new name for the company's global snack business by a resounding margin. Brands that will run under the Mondelez umbrella will include Fig Newton, Oreo, Cadbury, and Trident after the split of the company into two parts becomes official.  [View news story]
    Once again my shares were not enough to push it over the top...someday....
    May 23 09:37 PM | Likes Like |Link to Comment
  • Alongside a wave of regulatory investigations hitting market sentiment this afternoon, former Greek PM Papademos tells Dow Jones preparations for Greece exiting the euro are being considered; the risk of leaving is real. Estimates of a cost of €500B-€1T underscore the magnitude of the consequences, he says.  [View news story]
    He has been hushed now...
    May 22 09:05 PM | Likes Like |Link to Comment
  • Massachusetts subpoenas Morgan Stanley over the Facebook IPO amid allegations about leaked negative views. MS -1.4% AH.  [View news story]
    This is just the witch-hunt all clueless politicians needed to distract the unwashed masses from the real problems.
    May 22 06:45 PM | 4 Likes Like |Link to Comment
  • Alongside a wave of regulatory investigations hitting market sentiment this afternoon, former Greek PM Papademos tells Dow Jones preparations for Greece exiting the euro are being considered; the risk of leaving is real. Estimates of a cost of €500B-€1T underscore the magnitude of the consequences, he says.  [View news story]
    Agreed whitehawk, if the other countries play ball. The Euro will rally.
    May 22 06:23 PM | 2 Likes Like |Link to Comment
  • Alongside a wave of regulatory investigations hitting market sentiment this afternoon, former Greek PM Papademos tells Dow Jones preparations for Greece exiting the euro are being considered; the risk of leaving is real. Estimates of a cost of €500B-€1T underscore the magnitude of the consequences, he says.  [View news story]
    At-least someone in Europe is saying it.
    May 22 03:43 PM | 1 Like Like |Link to Comment
COMMENTS STATS
915 Comments
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