John McMillin
John McMillin
message send trying
I think Coke's shareholders are trying to send a message to their new CEO,
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.
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.
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I think (Quaker Chief Executive Robert) Morrison did the best job he could for Quaker Oats shareholders. It took a while, but you can't blame him for courting Coca-Cola.
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.
number settle shotgun wedding
I wouldn't look for a shotgun wedding. I'd look for a number that can settle the situation,
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.
known operator people solid strong
She is known as a solid operator with strong people and cost-cutting skills.
earnings good low news point tyson
The good news is that we think Tyson is at a low point in its earnings cycle.
corn earnings ethanol growth happening higher level levels operating prices syrup taken
It's a startling level of operating earnings growth and it's happening really before the higher ethanol and high-fructose corn syrup prices really go into effect. I'm just taken back (by) how sustainable these earnings levels are.
game heat next poker respond
It's a game of poker right now. My sense is it will heat up next week. You can can't respond to this by doing nothing.
cheese coffee greatest last presented
Over the last year, coffee and cheese have presented Kraft with its greatest challenges, particularly cheese,
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.
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.