All Work

Douglas A. McIntyre

Box Of Cereal Headed To $100 (KFT)(K)(SLE)(CAG)(TSN)

No one should be surprised that food companies are passing along tremendous increases in the prices of commodities. Consumers will be paying more for everything from hot dogs to corn flakes. Even the prices…

Douglas A. McIntyre · 18 years ago

Yahoo! Partially Capitulates to Icahn (YHOO)

Yahoo! Inc. (Nasdaq:YHOO) just took away any near-term embedded call option in its stock.  The company has reached an agreement with Carl Icahn to settle their pending proxy contest related to the annual meeting,…

Douglas A. McIntyre · 18 years ago

Another Call To Break-Up Citigroup (C)

The idea of breaking Citigroup (C) into pieces is hardly new. From the day Sandy Weill threw the place together, many analysts could see no benefit to an umbrella company holding everything from a…

Douglas A. McIntyre · 18 years ago

Earnings Police Go After McDonald’s (MCD) Premium Coffee

Probably the worst thing that ever happened to Starbucks (SBUX) was when McDonald’s (MCD) went into the premium coffee business. Consumer Reports even rated the fast food chain’s java ahead of the sludge that…

Douglas A. McIntyre · 18 years ago

Roche Tries To Torpedo Genentech (DNA) Shareholders

Swiss drug company Roche is trying to steal the part of biotech company Genentech (DNA) that it does not already own. Roche has offered to buy the 45% of DNA that belongs to public…

Douglas A. McIntyre · 18 years ago

Media Digest 7/21/2008 Reuters, WSJ, NYTimes, FT, Bloomberg

According to Reuters, Roche has offered to buy-out Genentech (DNA) for $42.7 billion. Retuers reports that one of Yahoo!’s (YHOO) activist investors has called for a compromise which would put some of Carl Icahn’s…

Douglas A. McIntyre · 18 years ago

Apple (AAPL) Earnings: Steve Jobs Slips Into The Past

Apple may be the most extraordinary technology company of the last two decades. It has introduced three products: the Mac, which took years to become a financial success; the IPod, arguably the most fantastic…

Douglas A. McIntyre · 18 years ago

Are Airlines Worth 50% More? (AMR)(CAL)(UAUA)(DAL)(NWA)

Stocks in a number of airlines rose over 40% last week with some, including AMR (AMR) moving up over 50%. The price of oil sold off sharply enough to warrant some of the improvement…

Douglas A. McIntyre · 18 years ago

Federal Reserve: A Vote For Recession?

The old saw is that the Federal Reserve cannot battle inflation and recession at the same time. If true, it would appear that more agency governors are opting for letting an economic downturn run…

Douglas A. McIntyre · 18 years ago

Citigroup (C) Chairman Sees Two-Year Housing Recession

If Citigroup (C) chairman Win Bischoff is right, then his bank and the US economy are going to be cornered by a deepening recession for the next two years. According to Reuters, the Citi…

Douglas A. McIntyre · 18 years ago

Legg Mason To Back Yahoo!, Icahn Bid Is Dead

Carl Icahn never really made much of a case for what he would do if he could not sell all or part of Yahoo! (YHOO) to Microsoft (MSFT). He wanted Yahoo! shareholder to support…

Douglas A. McIntyre · 18 years ago

Apple (AAPL): A Hard Ride Ahead

All the news from Apple (AAPL) is good. Recent Gartner and IDC data show the Mac outselling PC products from Dell (DELL) and HP (HPQ). The iPhone sold one million units in its first…

Douglas A. McIntyre · 18 years ago