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Sorted by: Date | Top Results
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| 1. |
Overreaction 
Typical Wall St overreaction to K coming in a few cents
light today in its December quarter. Not only did
K feel the effects (down 5%), but to a lesser degree
GIS did as well. K even...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
General Mills, Inc. (GIS)
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walk57 |
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4-Feb-10 06:06 pm |
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| 2. |
Re: GIS or K? Both of them can be good
Agree. K reports its December quarter tomorrow and
although I don't own it, I expect they will have
another great Q. That quarter will be before grain
prices such as wheat, corn, oats, etc., tanked ov
er...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
General Mills, Inc. (GIS)
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walk57 |
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3-Feb-10 04:29 pm |
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| 3. |
Re: GIS or K? Both of them can be good
Brave move. Corn and wheat have been dropping like
a rock. GIS uses alot of both: Jan. 29 (Bloomberg)
-- Wheat and corn declined on concern that global
output will outpace demand...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
General Mills, Inc. (GIS)
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walk57 |
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29-Jan-10 09:41 am |
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| 4. |
Re: GIS or K?
Of the categories GIS chooses to play in, almost all
are either number 1 or 2 in their space. They do not
have to worry about getting squeezed out as the t
rend...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
General Mills, Inc. (GIS)
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walk57 |
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24-Jan-10 01:23 pm |
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| 5. |
Re: GIS or K?
I'm partial to GIS as well. While K is good at
breakfast cereal, GIS is good at a number of products.
That said, if you've watched the prices...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
General Mills, Inc. (GIS)
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walk57 |
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20-Jan-10 04:52 pm |
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| 6. |
Re: Buffet is laying it out on CNBC
Sounds like he's giving an honest assessment considering
his opposition to the proposal to dilute holders by
the issue of new shares. That number ended up...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kraft Foods, Inc. (KFT)
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walk57 |
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20-Jan-10 08:56 am |
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| 7. |
Re: GIS/KFT Valuation
Time to close this thread after KFT decided to outbid
itself (the only bid) for Cadbury. Making a comparison
between these two companies after this move is a moot
point. The M & A...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
General Mills, Inc. (GIS)
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walk57 |
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19-Jan-10 10:53 pm |
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| 8. |
Re: Congrats Kraft, You Have Been CadBuried in Debt
Uncle Warren thought the price was full about $3 billion
ago. For a guy who tosses around nickels like they're
manhole covers this has got to be a very rich pri
ce...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kraft Foods, Inc. (KFT)
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walk57 |
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18-Jan-10 10:28 pm |
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| 9. |
Re: KFT to sweeten bid,
Its great!!! The frozen pizza business was given away,
HSY is going to drive the price up! Shares are going
to be givin away. But the distribution network...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kraft Foods, Inc. (KFT)
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walk57 |
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17-Jan-10 06:45 pm |
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| 10. |
Re: Boston Culinary
Yup, both upcoming NFL Championship games are at Centerplate
venues this week. Nobody wanted CVP a year ago. It
couldn't be givin away. But I know guys, these
games...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
CENTERPLATE INC IDS (CVP)
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walk57 |
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17-Jan-10 05:54 pm |
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| 11. |
Where It Stands
KFT has one of two options by Tuesday IMO. 1) Stand
pat and hope that HSY is blowing smoke about a superior
offer within the week. Plus, hope that Cadbury shareholders
agree to its low...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kraft Foods, Inc. (KFT)
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walk57 |
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16-Jan-10 09:25 pm |
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| 12. |
Re: PERSHING SQUARE!!
I agree, but I find this whole process interesting.
As for how HSY might get it done from the WSJ: The
financing package now includes a loan of at least
$10 billion from...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kraft Foods, Inc. (KFT)
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walk57 |
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16-Jan-10 11:40 am |
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| 13. |
Re: PERSHING SQUARE!!
I believe he's in for a surprise if KFT doesn't
up its offer: Ackman said Hershey Co., the Pennsylvania-based
chocolate maker that’s controlled by a charitable
trust, won’t submit a rival bid because...
Business & Finance > Investments > Stocks (A to Z) > Stocks K >
Kraft Foods, Inc. (KFT)
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walk57 |
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16-Jan-10 10:39 am |
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| 14. |
Re: GIS/KFT Valuation
Ever since Buffett said he didn't want KFT to use
large amounts of KFT stock to purchase Cadbury because
he felt it was indervalued the lemmings have piled
in. His cost basis...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
General Mills, Inc. (GIS)
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walk57 |
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16-Jan-10 12:32 am |
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| 15. |
Input Costs
Here's where they're headed: “We have larger
supplies of corn, wheat and soybeans than the markets
were expecting, creating a perfect storm...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
General Mills, Inc. (GIS)
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walk57 |
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14-Jan-10 10:34 pm |
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| 16. |
Re: Boston Culinary
And all 4 NFL playoff game this weekend will be at
Centerplate venues. I don't want to get ahead
of myself, but chances are that next weeks 2 NFL games
will also be at Centerplate...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
CENTERPLATE INC IDS (CVP)
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walk57 |
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13-Jan-10 06:56 pm |
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| 17. |
Re: GIS/KFT Valuation
Now the valuation difference is even wider with KFT's
recent run. These things have a way of correcting
themselves. Wheaties Fuel? Homerun!!!
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
General Mills, Inc. (GIS)
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walk57 |
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13-Jan-10 10:09 am |
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| 18. |
Morningstar Credit Rating
This is new: Morningstar is initiating credit coverage
of General Mills GIS with an issuer rating of A, one
notch above fellow cereal producer Kellogg K . Ge
neral...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
General Mills, Inc. (GIS)
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walk57 |
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11-Jan-10 10:14 pm |
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| 19. |
Re: Why down in premarket?
Nothing new on the webcast, other than the ways that
HMM continues to make the operation more efficien
t.
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
General Mills, Inc. (GIS)
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walk57 |
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8-Jan-10 09:48 am |
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| 20. |
Re: What do you think the buyout price would be $85?
Nestle is probably still busy doing high-fives after
stealing the North American frozen pizza business
from Kraft a couple days ago. Kraft not only better
get Cadbury...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
General Mills, Inc. (GIS)
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walk57 |
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7-Jan-10 06:15 pm |
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