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Jul 18, 2013
07/13
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i think that's part of the reason mr. peltz is frustrated.al business is really probably a headway in going forward. i see it as a difficult company to invest in. >> i will say this -- >> got go guys. we have breaking news, so i have to move on. thank you for your thoughts on pepsi today. >> to josh lipton, what is going on. >> bill, watching onyx fa pharmaceutica pharmaceuticals. remember, earlier this the week, they were expecting a take over. now pfizer decided not to bid for onyx. remember, onyx rejected amgen's bid for sale. can you see the drop there in the shares. onyx at session lows right now, down some 3%. bill, back to you. >> josh, thanks very much. we are heading toward the close. 25 minutes left on the trading session. bias is slightly to the down side. we are in record territory but well off the highs of the day. dow was up 118. now a gain of 68 points now, maria. >> yeah. we are getting selling here going into the final few min puts. then once on the market for $125 million. now t now the versace mansion can't find a buyer. is
i think that's part of the reason mr. peltz is frustrated.al business is really probably a headway in going forward. i see it as a difficult company to invest in. >> i will say this -- >> got go guys. we have breaking news, so i have to move on. thank you for your thoughts on pepsi today. >> to josh lipton, what is going on. >> bill, watching onyx fa pharmaceutica pharmaceuticals. remember, earlier this the week, they were expecting a take over. now pfizer decided not to...
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Jul 22, 2013
07/13
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here is what mr. peltz had to say.en >> i learned literally in the past two hours that you have just amassed and are continuing to amass a very big stake in dupont. can you comment on that? >> andrew, you asked me in the green room about ten minute ago, if you say dupont, what comes to mind? you remember what i told you? i said paint. >> that's it. paint. all you're going to get out of mr. peltz. >> that's all you need to know really. >> and you're right because the stock popped on the headline hitting a new 13-year high. tomorrow analysts on revenue of 10 billion. two things on the conference call, analysts talk more about peltz and a subject close to your heart, titanium dioxide. >> i really do. >> housing and china in china, prices come down so the streets will want to see what they say about the guidance. >> that's the substantial that makes paint whiter. >> right. >> and there's been a glut so prices have really come down and on the back of this a lot of companies have been looking to divest their businesses inclu
here is what mr. peltz had to say.en >> i learned literally in the past two hours that you have just amassed and are continuing to amass a very big stake in dupont. can you comment on that? >> andrew, you asked me in the green room about ten minute ago, if you say dupont, what comes to mind? you remember what i told you? i said paint. >> that's it. paint. all you're going to get out of mr. peltz. >> that's all you need to know really. >> and you're right because...
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Jul 17, 2013
07/13
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news that mr. peltz has made an investment in dupont.d take a look at this chart, while we were talking today. the stock jumped about 5%. sources telling us that he is amassing a big stake in dupont. unclear what his plan is, because when we asked him the question -- and i think i asked it to him at least two, if not three times -- he effectively said no comment. but a little bit of news being made there, simply in his nonresponse. the other big news, of course, being that he finally after months of speculation explaining what his investment thesis is behind both pepsi and mondelez. he has a $1.5 billion stake in pepsi, about a $1.4 billion stake in mondelez. he wants pepsi to buy mondelez, all stock, $35 a share. it would be about a 16% premium. take a listen to what he had to say about it. >> pepsi right now doesn't love the deal. okay? and i'm asking all of the shareholders of pepsi and mondelez gets your cards and letters out and send them to the board of pepsi and mondelez to back this transaction. because, andrew, if the transactio
news that mr. peltz has made an investment in dupont.d take a look at this chart, while we were talking today. the stock jumped about 5%. sources telling us that he is amassing a big stake in dupont. unclear what his plan is, because when we asked him the question -- and i think i asked it to him at least two, if not three times -- he effectively said no comment. but a little bit of news being made there, simply in his nonresponse. the other big news, of course, being that he finally after...
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Jul 17, 2013
07/13
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may i suggest, mr. peltztter off taking a stake in coca-cola and suggest they merge in the stake that pepsico already has. perhaps diversification from the model so dependent on carbonated soda could be as good for coca-cola as it clearly is for pepsico. this quarter shows that pepsico is the better because they favored splitting it into two. you don't just want to be just a drink company anymore. not only because there's a challenging economic environment as coca-cola told us this very morning. "mad money" is back after the break. ♪ ♪ honey, is he too into this car thing? [ mumbling ] definitely the quattro. ♪ honey? huh? a5. what? [ sighs ] did you say something? ♪ did you say something? every day we're working to and to keep our commitments. and we've made a big commitment to america. bp supports nearly 250,000 jobs here. through all of our energy operations, we invest more in the u.s. than any other place in the world. in fact, we've invested over $55 billion here in the last five years - making bp americ
may i suggest, mr. peltztter off taking a stake in coca-cola and suggest they merge in the stake that pepsico already has. perhaps diversification from the model so dependent on carbonated soda could be as good for coca-cola as it clearly is for pepsico. this quarter shows that pepsico is the better because they favored splitting it into two. you don't just want to be just a drink company anymore. not only because there's a challenging economic environment as coca-cola told us this very...
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Jul 16, 2013
07/13
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may i suggest, mr. peltztter off a stake in coca-cola and suggest they diverge in the stake that pepsico already has. perhaps diversification from the model so dependent on carbonated soda could be as good for coca-cola as it clearly is for pepsico. this quarter shows that pepsico is the better because they favored splitting it into two. you don't want to be just a drink company anymore. not only because there's a challenging economic environment as coca-cola told us this very morning. "mad money" is back after the break. wi drive a ford fusion. who is healthier, you or your car? i would say my car. probably the car. cause as you get older you start breaking down. i love my car. i want to take care of it. i have a bad wheel - i must say. my car is running quite well. keep your car healthy with the works. $29.95 or less after $10 mail-in rebate at your participating ford dealer. so you gotta take care of yourself? yes you do. you gotta take care of your baby? oh yeah! he sure did. that's why he had state farm
may i suggest, mr. peltztter off a stake in coca-cola and suggest they diverge in the stake that pepsico already has. perhaps diversification from the model so dependent on carbonated soda could be as good for coca-cola as it clearly is for pepsico. this quarter shows that pepsico is the better because they favored splitting it into two. you don't want to be just a drink company anymore. not only because there's a challenging economic environment as coca-cola told us this very morning....
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Jul 18, 2013
07/13
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if you listen to pepsi, you don't get any indication they're willing to listen to this idea from mr. peltz'll just tell you, i think pepsi works either way whether they listen to him or not. it's a fabulous business. i like the stock here. but i wouldn't want to bet against peltz. to the dupont thing, we don't know what his intentions are. we can guess given the fact that agricultural has become important at dupont. i'm long the stock and steph is long the stock as well. we were very pleasantly surprised yesterday, but there are so many different ways to win in dd. i wouldn't be surprised if that thing trends higher for the rest of the year. >> i think it's interesting because the stock didn't have a big reaction after he said that. that's something do your own homework, don't jump in just because nelson peltz is long the name. >> they both popped. the minute that andrew and nelson were talking about pepsi and mondulez they both popped. >> and then pulled back. unlike dupont which is up three points when he spoke about it. i think dupont you wouldn't want to chase because of that pop it ha
if you listen to pepsi, you don't get any indication they're willing to listen to this idea from mr. peltz'll just tell you, i think pepsi works either way whether they listen to him or not. it's a fabulous business. i like the stock here. but i wouldn't want to bet against peltz. to the dupont thing, we don't know what his intentions are. we can guess given the fact that agricultural has become important at dupont. i'm long the stock and steph is long the stock as well. we were very pleasantly...
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Jul 23, 2013
07/13
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mr. peltz did say when he looks at dupont, he has one word in mind. word is "paint." view spurred by what nelson peltz said last woo ec? >> you know, i heard those same rumors as well. we sold the paint business in february if you recall. we have been looking since 2009, we have been working on the transformation of dupont. it started with the acquisition of denisco. then a divestiture of performance coatings. now, we have been looking at the chemical segment for a few months. so now with all the noise in the marketplace and various chemical businesses we have in order to get the work done and in order to engage the way we need internally and externally in the company. we need to make this transparent. we need to get on with these alternatives and determine what the future of these businesses are. >> we spoke with an analyst that gave you props for the job you did and talked about how you have helped the company perform. nelson peltz, however, have you spoken with him at all since the announcement he made last week? >> no, i have not. you know, it's interesting. i did
mr. peltz did say when he looks at dupont, he has one word in mind. word is "paint." view spurred by what nelson peltz said last woo ec? >> you know, i heard those same rumors as well. we sold the paint business in february if you recall. we have been looking since 2009, we have been working on the transformation of dupont. it started with the acquisition of denisco. then a divestiture of performance coatings. now, we have been looking at the chemical segment for a few months....