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SuntanIronMan (99.94)

March 2013

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The Suddenly Crowded Smartwatch Space

March 29, 2013 – Comments (0) | RELATED TICKERS: SSNLF

Another week, another iWatch or iWatch-related rumor. For months, the Apple (NASDAQ: AAPL) product that analysts and tech reporters cannot shut-up about is the Apple iWatch, Apple’s supposed answer to the smartwatch category. This is despite Apple neither confirming the iWatch name, specifications or even the very existence of the product. That has not stopped analysts and reporters; as if constantly talking about the rumored iWatch will magically will-it into being. Though that is seemingly what had happened last week, just not exactly as expected.  [more]

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Boring Liquor's Exciting Opportunities

March 28, 2013 – Comments (0) | RELATED TICKERS: PDRDF , PDRDY

Boring companies can be some of the most exciting investment opportunities. When I say “boring" companies, I mean the types of companies that sell the types of products that have existed mostly unchanged for decades, if not longer. When looking for these types of boring investments, it does not get much more boring than the alcoholic beverage industry. Despite being boring, this industry is not entirely without a little excitement (for good or for ill).  [more]

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Boring Liquor's Exciting Opportunity

March 15, 2013 – Comments (0) | RELATED TICKERS: PDRDF , PDRDY

Boring companies can be some of the most exciting investment opportunities. When I say “boring" companies, I mean the types of companies that sell the types of products that have existed mostly unchanged for decades, if not longer. When looking for these types of boring investments, it does not get much more boring than the alcoholic beverage industry. And Pernod Ricard (NASDAQOTH: PDRDY), the 216-year old French wine and spirits maker, is a particularly boring company.  [more]

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Healthy Value Opportunity: Danone

March 13, 2013 – Comments (0) | RELATED TICKERS: DANOY

Just four months ago activist investor Nelson Peltz took a 1% stake in and laid out his investment thesis for the Paris-based food giant Groupe Danone (NASDAQOTH: DANOY). Peltz most recently made headlines when Warren Buffett’s Berkshire Hathaway announced the $23 billion dollar acquisition for HJ Heinz. This is a deal that was made possible due in part to Peltz’s advocating for change at Heinz going back in 2006. Shares of Heinz are up about 125% (including dividends) since that time. Peltz’s track record is not limited to Heinz; playing a role in the turnaround of many other large-cap food companies. This is a man who knows his food. With the Heinz acquisition now behind the M&A world, it might be prudent to take a look at Peltz’s latest food project.  [more]

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The Exploding Mess at TNT Express

March 01, 2013 – Comments (0) | RELATED TICKERS: TNTEY , DPSGY

It has been the exact opposite of a dynamite year for TNT Express (NASDAQOTH: TNTEY).

Shares of Europe’s second-largest (and the world’s fourth-largest) package delivery company fell 50% the day UPS (NYSE: UPS) announced that it would withdraw its $7 billion bid to purchase the company. European Union antitrust regulators indicated to UPS management that they would veto the proposed acquisition (which they officially did a few days later).  [more]

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