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- Key Corp Seems Likely to Be Sold
- Scott Rothbort submits: Key Corp KEY reported a lousy quarter but one that was not the worst case scenario. Sure, NPLs and loan loss reserves rose. However, KEY is cleaning itself up for sale. On the conference call management stated that it would apply for $1.1 billion to $3.3...
- External links 2008-10-22
- Anheuser Busch Discount to InBev Deal
- Scott Rothbort submits: Budweiser BUD continues to trade at a big discount to the $70 all cash acquisition price from InBev. On Thursday InBev (INBVF.PK) affirmed that the deal is on track. I hear from my investment banking experts that the deal is fully funded. However, the arbitrageurs who...
- External links 2008-11-09
- Ralcorp Holdings: Enjoy a Good Bowl of Recession
- Scott Rothbort submits: Bloomberg TV ran a nice story on Ralcorp RAH yesterday morning. RAH produces generic foods and recently purchased Post cereals from Kraft KFT. In this economy more consumers are going to trade down to cheaper (or as we say in economics, inferior) priced goods. RAH should...
- External links 2008-11-13
- Wal-Mart May Get an Anti-Trust Reprieve, But...
- Scott Rothbort submits: Yesterday Wal-Mart WMT reported its earnings, beat by a penny and confused everyone with its convoluted Forex laced guidance for the fourth quarter. Call Transcript I have been quite public in expressing my opinion that WMT would be a victim of Obama policies. In particular, I...
- External links 2008-11-13
- Analyst Upgrade for Yum! Brands Makes Sense
- Scott Rothbort submits: Yum Brands YUM caught a nice upgrade to buy from UBS UBS yesterday. The stock is rallying about 3 - 4% on the analyst report. I agree with the bullish conclusion that the analyst arrived at. UBS lowered its price target to $40. My target is...
- External links 2008-11-18
- It's No Big Deal That Apple Is Pulling Out of Macworld
- Scott Rothbort submits: Apple AAPL is off $6 after hours. I picked some up to add to existing positions. However, I will sell this purchase and keep my core position if we get a bounce. I think that there is too much reading into AAPL decision to phase out...
- External links 2008-12-17
- Euro Strength Could Be an Important Ingredient to a Sustained Market Rally
- Scott Rothbort submits: The Euro broke $1.30 to the U.S. Dollar for the first time since February 9. I am finally seeing some multinationals getting a nice bid as the USD weakens. Philip Morris International PM and McDonald's MCD, both of which were hammered as the markets fell and...
- External links 2009-03-18
- GM Reverse Split Creates Problems for Dow Jones
- Scott Rothbort submits: If the General Motors GM 1 for 100 stock split becomes effective then the stock price would theoretically become 100 times its current value. This would not create an issue with the S&P 500 Index SPX, which is market capitalization weighted. However the people over at...
- External links 2009-05-07
- Vive La France! Cut Taxes and Generate Energy the French Way
- Scott Rothbort submits: There was an innocuous throw-away line in the middle of the McDonald’s MCD conference call on Thursday. It was not about same store comp sales or margins or foreign exchange or menu changes or any other blah blah blah earnings metric. Rather it was a comment...
- External links 2009-07-24
Additional Resources
- Should We Be Thinking About Relative Deflation?
- Scott Rothbort submits: Housing prices continue to slump, albeit at a declining rate. Crude oil is down nearly 20% in less than a month. Copper, gold, corn, wheat all at multi month lows. Why are we so worried about inflation when the discussion ought to be focused on deflation?...
- External links 2008-08-06
- McDonald?s: July Sales Are of Olympic Proportion
- Scott Rothbort submits: McDonald’s MCD reported total sales growth and same store comparable sales Friday which were McHuge. Here is how it breaks down: Global MCD: Comp sales +8.0%; Systemwide sales in constant currency +9.5%;US: Comp sales +6.7%; Systemwide sales +7.6%;Europe: Comp sales +7.6%; Systemwide sales in...
- External links 2008-08-10
- UBS' Darden Downgrade: Deceptive, Confusing and Poor
- Scott Rothbort submits: Yesterday UBS analyst David Palmer downgraded Darden Restaurants DRI to “Neutral” from “Buy”. In order to rationalize that downgrade the analyst moved their price target down $1 from $39 to $38. Yet DRI remains his top pick in the casual dining segment. The stock moved from...
- External links 2008-08-20
- Will McCain's Vice Presidential Selection Help the Markets?
- Scott Rothbort submits: The McCain Veep choice is going to get plenty of attention in the next few days. The selection is also a possible market mover in the future. I think that we could see a woman. Kay Bailey Hutchison is a possibility but McCain does...
- External links 2008-08-27
- The Growth and Value Managers and Investors Conundrum
- Scott Rothbort submits: The great conundrum for traditional asset managers of which I am one is how to explain irrational market movements. Only longer term managers seek either growth or value, or a combination of both. However we are now in a market where those traditional investment themes are...
- External links 2008-09-03
- Alternative Buyers for Lehman (and Not Just the Usual Suspects)
- Scott Rothbort submits: Here is what I am hearing from my broker sources: Bank of America BAC will pay between $2 and $3 for Lehman LEH this weekend if and only if Neuberger Berman is kept in the deal. by Scott Rothbort
- External links 2008-09-12
- Who Will Dow Jones Select to Replace AIG in DJIA Index?
- Scott Rothbort submits: Come hell or high water, American International Group AIG will have to be exorcised from the Dow Jones Industrial Index [DJIA]. This leaves News Corp NWS which owns Dow Jones to insert a new company into the grand old index. Of course my preference,...
- External links 2008-09-17
- Darden Restaurants, Dine Equity: A Look at 2 Value Plays
- Scott Rothbort submits: A few thoughts on Darden Restaurants DRI quarterly earnings which was released last night. Call Transcript Of all my restaurant picks and holdings, DRI is the only fixer upper in the portfolio. I thought that the quarter was OK and frankly I was braced for worse...
- External links 2008-09-18
- Kraft Replaces AIG on Dow: So Much for My Suggestions
- Scott Rothbort submits: Dow Jones added Kraft KFT as a replacement to AIG AIG in the Dow Jones Industrial Average [DJIA]. Dow Jones, a News Corp NWS owned company blew the opportunity once again to restructure the DJIA. My suggestion to Dow Jones has been to change to a...
- External links 2008-09-19
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