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    • Sun Jul 13th 19:12 PM
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      Commented on:
      Are American Companies Now Up For Grabs?
      I for one think that the "crime" being committed here is that AB does not demand that InBev acquire it for InBev "shares" at a locked in $65 per share. The combination makes sense, the debt does not.

      InBev trades in the pinks but would be hustled right to the front of the line at the NYSE for the Bud shareholders. Although since InBev's current quote is about $70, a share for share might be fine with a downside collar.

      If anyone will note InBev was trading at $95 before the cash offer. I am willing to bet you take the upcoming debt off the table and $95 will be pretty much down the road sooner than later.

      Then the BUD shareholders can own, tax free, a major chunk of a worldwide company. I am also open to a cash/stock offer if it brings the upcoming debt levels down dramatically.

      I think instead of wringing our hands at "foreign" takeovers, we should be standing back, seeing if the combinations make sense, and then demanding shares if they do.

      There are probably well north of a thousand US companies that would tuck quite nicely into a foreign firm.

      If you really want to do something to hedge the falling dollar it is to be looking to nip/tuck thousands of US mid sized companies with the thousands of growing and or cash cow companies the world wide. And taking/demanding shares intead of cash.

      That being said there are also well north of a thousand foreign firms that will fit nicely into an American company in the next year or two. It is a two way street. I never hear complaints about the other direction.

      (As an example here are but three other merger (shares for shares) examples that I would love someone to see make happen......

      SCMWY/CBG

      FMX/BG/CPO

      BPR/OXY

      .....but that is for another time).
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    • Thu Jul 3rd 15:38 PM
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      Commented on:
      Sarbanes-Oxley: It's Delicious and (Mostly) Good for You
      To me the major downfall of SOX is not the lack of new IPO's but the loss of so many foreign ADR's representing quality, decades old companies who find the regulatory requirements not worth the price to be listed on such exchanges as NASDAQ. This long term loss for American investors will mean the continued Balkanization of investment choices for the small American investor.
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