Friday, December 31, 2010
Future of Investment Banks & Bonuses
On December 17th, 2010, the Financial Times asks: As regulators and politicians seek to tighten their grip on bonuses and leverage, what does the future hold for investment banks after the financial crisis? and how do food and clothing companies, as well as governments, react to rocketing input prices?
In the chair, analysis editor Frederick Studemann debates the issues with FT colleagues Megan Murphy, investment banking correspondent, Martin Sandbu from the leader writing team and consumer industries editor Louise Lucas.
The video runs 16 minutes and 28 seconds.
Friday, December 24, 2010
Kraft: 3.6% Yield + Plus Emerging Market Synergy
Kraft will be absorbing its acquisition of Cadbury. Should you buy the stock?
It yields 3.64% and sells about 13 times 2011 estimated earnings according to
Barron's Dimitra DeFotis. Is the stock undervalued or is the market discounting lousy prospects? Cadbury certainly offers opportunities for synergy. Kraft is strong in countries Cabury is not and vice versa. With the emerging market econnomies providing the world's economic growth, this is important. Hanging over that rosy scenario is the question of whether Kraft can digest iCadbury's sweets. Managements in more than one industry have gotten indigestion from such major mergers.
Still DeFotis explains that mixing Kraft cheese with Cadbury chocolate should sweeten investor returns in this video.
It yields 3.64% and sells about 13 times 2011 estimated earnings according to
Barron's Dimitra DeFotis. Is the stock undervalued or is the market discounting lousy prospects? Cadbury certainly offers opportunities for synergy. Kraft is strong in countries Cabury is not and vice versa. With the emerging market econnomies providing the world's economic growth, this is important. Hanging over that rosy scenario is the question of whether Kraft can digest iCadbury's sweets. Managements in more than one industry have gotten indigestion from such major mergers.
Still DeFotis explains that mixing Kraft cheese with Cadbury chocolate should sweeten investor returns in this video.
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