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docscholl

docscholl
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  • Reuters: Merck's consumer-healthcare ops attract several suitors [View news story]
    Link to Reuters story (which I first spotted yesterday on CNBC):
    http://cnb.cx/1nQw0zC

    And some quotes from the article:

    "Merck, Bayer, Novartis, Reckitt and P&G all declined to comment."

    "Merck is meeting with potential buyers after receiving preliminary offers a few weeks ago, and is expected to seek second-round offers in late March,..."

    "Other large companies with consumer healthcare divisions, such as Johnson & Johnson and Sanofi, have competing products to Merck and are seen as unlikely buyers..."
    Feb 20, 2014. 10:51 AM | Likes Like |Link to Comment
  • Merck's Decision To Sell Consumer Division Is Timely And Will Lead To A Higher Stock Price [View article]
    "...Is Timely And Will Lead To A Higher Stock Price"?
    Well, maybe.

    As rightly pointed out by a previous comment, Pfizer made a pretty big error when they sold their consumer brands.
    What's more, CEO Frazier has been looking to spin off the Merck consumer brands division at least as far back as 2011.
    I wonder if he's a student of history?

    I also find it curious that Frazier (and other insiders) recently sold off shares (as per SA writer, Markus Aarnio pointed out earlier today).
    Granted, share prices have gone up considerably and it would be wise to take profit before Merck sells off the section (I assume the share price would drop accordingly).

    While I'm long on Merck, a major reason I hold this company is because of their consumer products.
    So I'd like to know (out of my own ignorance) what happens when Merck sells off sections?
    Do those of us holding Merck also become new owners of another company?
    Or do we simply kiss the consumer division, 'good-bye'?
    Feb 16, 2014. 05:28 PM | Likes Like |Link to Comment
  • WSJ: Bids for Merck's consumer business could top $10B [View news story]
    I'd like to invite those "in the know" to comment on the pro's and con's of such a sale.

    From what I've read: a CBS News report from 2011 stated:
    "Someone needs to slap Merck (MRK) CEO Kenneth Frazier for saying that he will consider "all the options," including a sale of the company's consumer health unit which markets Coppertone, Dr. Scholl's, Tinactin and a bunch of other unglamorous brands."
    The report included four points why Frazier should not sell these units.

    Likely, the sell-off will happen.
    Then what?
    Do shareholders of Merck also become shareholders of the company/s that buy the units as well?

    This isn't like Abbott Labs splitting into two companies, so I'm trying to figure out how best to position myself when this happens.
    Feb 14, 2014. 11:59 AM | Likes Like |Link to Comment
  • Time For Rail Consolidation [View article]
    Prior to 2009, had you told me Buffett was going to buy an entire railroad, I would have laughed and was sure my BNSF stock was safe.
    Times changed and so did my viewpoint.
    Interesting article, Dana.
    Jan 16, 2013. 12:41 PM | 1 Like Like |Link to Comment
  • When To Sell Your Dividend Stocks [View article]
    To add what lostaccountant said, my shares in B&G Foods Inc. (for example) have doubled in value.
    Seems to me that by selling half my shares I could hold the cash and buy B&G on the dips.
    Aug 16, 2012. 11:06 AM | Likes Like |Link to Comment
  • Dividend Champions For January 2012 [View article]
    David - thank you for your hard work and sharing valuable information.
    Wishing you a successful 2012.
    Jan 1, 2012. 02:01 PM | 2 Likes Like |Link to Comment
  • B&G Foods - Time To Take Profits? [View article]
    I'm torn between holding all shares or at least selling off what I've profited from, then re-investing in B&G when prices fall.
    Part of my dilemma is because I bought shares earlier this year and I don't care much for giving Uncle Sam a hefty cut of my profits.
    The other part is that I want to be loooooong on B&G.
    Nov 16, 2011. 07:37 AM | Likes Like |Link to Comment
  • It looks like Warren Buffett is officially comfortable with investing in tech: Bloomberg reports that, in addition to acquiring a stake in IBM, Berkshire Hathaway (BRK.A) has taken a position in Intel (INTC). INTC +0.9% AH.  [View news story]
    I'm wondering why Buffett took so long to get to INTC.
    Just a few months ago, it was just above $19.00.
    Seems he was quoted as saying:
    "Most people get interested in stocks when everyone else is. The time to get interested is when no one else is."
    Nov 15, 2011. 07:26 AM | 1 Like Like |Link to Comment
  • Why Panera Bread Is Tasty Before Earnings [View article]
    I believe the stock is listed as "PNRA".
    Oct 12, 2011. 05:42 PM | Likes Like |Link to Comment
  • 4 Dividend Stocks For Your Hanukkah Wish List [View article]
    Talking about "Hanukkah"?!?!
    Whoa, Vatalyst - let me get through the High Holydays first!
    Oy!
    Oct 7, 2011. 03:43 PM | Likes Like |Link to Comment
  • Wait And See Mode On Europe... Possibly For 6 Weeks [View article]
    “There is no plan, and we don’t need one”.
    With the exception perhaps of Germany and the UK, that simple statement seems to sum up the mission statement for most European bankers.
    Sep 26, 2011. 09:28 PM | Likes Like |Link to Comment
  • Time to Get Serious About the Real Crisis [View article]
    Re:
    "The barrier is Democrats, who think that tax cuts are unfair because they help the wealthy disproportionately."

    Wouldn't a 15% flat tax equalize that?

    FYI, I loved the quote from the S&P, regarding Washington as a factor in the downgrade: "dysfunctional policymaking".
    Aug 6, 2011. 10:31 AM | 1 Like Like |Link to Comment
  • Dividend Investor Taste Test: Coke vs. Pepsi [View article]
    I don't drink Coke or Pepsi but I know a good deal when I see one.
    Am loooooong on PEP and will probably add KO.
    Jul 14, 2011. 10:44 AM | 1 Like Like |Link to Comment
  • Navigating the Wild, Wonderful World of Canadian Corporations (Formerly Trusts) [View article]
    Thanks!
    This certainly offers some insight for me on future buys for Canadian stocks.
    Jul 11, 2011. 09:33 AM | 3 Likes Like |Link to Comment
  • Is B&G Foods Still a Good Buy? [View article]
    I bought B&G back in January when it was around $13 just for the dividend (that, and the fact that I use a lot of their products).

    The goal was (and still is) to keep this stock for several years or more.

    However, the new higher price (a 40% increase from what I paid) has me wondering if I should sell now.
    Not wanting to give Uncle Sam any more money than I have to, I'm thinking of at least seeing what and where B&G will be, early next year.
    Jun 23, 2011. 04:51 PM | 1 Like Like |Link to Comment
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