John McMillin
John McMillin
number settle shotgun wedding
I wouldn't look for a shotgun wedding. I'd look for a number that can settle the situation,
cheese coffee greatest last presented
Over the last year, coffee and cheese have presented Kraft with its greatest challenges, particularly cheese,
area banning brazil chicken continue currency remaining russia strong
We continue to see Brazil as a challenging area with the currency remaining surprisingly strong and with Russia just banning all chicken imports.
message send trying
I think Coke's shareholders are trying to send a message to their new CEO,
middle represents united
If they see United Way of Middle Tennessee, in a nutshell, sometimes they may not know that that isn't the United Way that represents their county.
auction expected great people run stock upside
Even if the auction does not go to where some people expected it to, the stock had a great run up. I just don't see a lot of upside at this point.
earnings good low news point tyson
The good news is that we think Tyson is at a low point in its earnings cycle.
known operator people solid strong
She is known as a solid operator with strong people and cost-cutting skills.
changed concern greater growth increases people risk situations
People see a changed company. It's one of those situations where change increases the risk of the company. Now that they have diversity, you have greater growth potential, but you also have concern as they get into new businesses.
cannot cuts earnings given magnitude price selected
They said there would not be across-the-board price cuts, but I don't see how there cannot be selected price cuts given the magnitude of the earnings reduction.
across asset best bids coming deal food good interest sale
This is probably the best food asset that has been put up for sale in over a decade. What is surfacing as these first bids are coming in is there is a good deal of interest across the board.
bid bottom company earnings fuel heavy line low power price spending stock upfront
The bottom line is that this is a low bid for a company that has enough earnings power to fuel a $30 stock price even with the heavy upfront spending for its case-ready products.
bottom due earnings giving line might percentage price selected specifics
The bottom line is, pretax earnings are going (to be) down between $200 (million) and $225 million, but they're not giving out the specifics of why and what percentage of it might be due to selected price cuts,
area company good lee needs products start trying
In this area you try to come up with a differentiated product. And that's what Sara Lee is trying to do here, innovate. This is a good start but the company needs about 100 more products like it.