99
99
Apr 20, 2017
04/17
by
CNBC
tv
eye 99
favorite 0
quote 0
not just valspar.one offer to get another company and if one gets past the regulators the whole company will have to get by the landscape. i know, you have to pay more for paint. you never want to pass up these for sale situations, especially when they happen in an industry already going strong. i think sherwin williams is a winner with the valspar. i think the biggest beneficiary turns out to be little axlta since they're getting it for a total complete bargain. what's not to like? to ian in kentucky. >> caller: what's going on skee-daddy? >> not a lot. what's shaking with you? >> caller: because of the holiday today i want to ask you two questions about scott's miracle-gro with the gradual decrease for state and federal relations for marijuana do you think their hawthorne division could beat out the regulatory division and do you think they could rival some of the alcohol giants. >> good question. i looked at hawthorne over and over again and get a billion dollar valuation. it depends on what's calle
not just valspar.one offer to get another company and if one gets past the regulators the whole company will have to get by the landscape. i know, you have to pay more for paint. you never want to pass up these for sale situations, especially when they happen in an industry already going strong. i think sherwin williams is a winner with the valspar. i think the biggest beneficiary turns out to be little axlta since they're getting it for a total complete bargain. what's not to like? to ian in...
157
157
Apr 21, 2017
04/17
by
CNBC
tv
eye 157
favorite 0
quote 0
but we did a piece about valspar, it's a win if you can get it. paint's going up, but it smacks of desperation to do these hostile bids, i just don't like them. can i go to ray in new jersey, please, ray? >> caller: my symbol is parts product, it split and yielded 6.5, so i wanted to know if you think that yield is safe and good to hold. >> this spinoff, and the bankers made a lot of money. i have to do more work on it because i haven't looked at the spinoff because i didn't know that goldman was talking about it and i did not read through the note because i decided all i cared about was hilton so i will come back on park hotels. sometimes these things happen, i try to do all the spinoffs, but i haven't gotten to that one yet. anyway, let them panic and you can seize the opportunity, some of these terrific companies can give you a rare part. if you can get 3m on a down day because of france or pepsico or dominos? next week is going to be interesting. the companies earnings may have shot them up but good. i'm sitting down with the ceo to find out w
but we did a piece about valspar, it's a win if you can get it. paint's going up, but it smacks of desperation to do these hostile bids, i just don't like them. can i go to ray in new jersey, please, ray? >> caller: my symbol is parts product, it split and yielded 6.5, so i wanted to know if you think that yield is safe and good to hold. >> this spinoff, and the bankers made a lot of money. i have to do more work on it because i haven't looked at the spinoff because i didn't know...
93
93
Apr 12, 2017
04/17
by
CNBC
tv
eye 93
favorite 0
quote 0
interesting that valspar sold the wood coatings business this morning and maybe that valspar sherwinill get passed. any time you get one of the deals where you have to sell something badly to get it, something that's -- that's how constellation brands was formed. that's how coors moved up a lot because they got that coors miller. watch axalta. >> right. people liked even that fmc deal remember -- >> dupont, a sweetheart deal. get the crop protection. look at fmc. philadelphia's only fmc. they won't be picked in the fourth round in the eagles like i will. but that's okay. >> to finish up here, bhp remember they came after them and they respond to elliott's proposals. don't have time to go through a lot of it, but basically remember elliott wants them to incorporate in the uk. collapse the structure from being australia and uk. but then benefit as an australian tax resident. bhp says the costs outweighs savings. no other material benefits to doing that. they said there would be a wastage, this is their word. i don't think that's a word, but i'll check. these are the credits they get in
interesting that valspar sold the wood coatings business this morning and maybe that valspar sherwinill get passed. any time you get one of the deals where you have to sell something badly to get it, something that's -- that's how constellation brands was formed. that's how coors moved up a lot because they got that coors miller. watch axalta. >> right. people liked even that fmc deal remember -- >> dupont, a sweetheart deal. get the crop protection. look at fmc. philadelphia's only...
123
123
Apr 24, 2017
04/17
by
CNBC
tv
eye 123
favorite 0
quote 0
they didn't like the valspar and sherwin williams deal. >> they take steps to make certain assurancesbout jobs and keeping jobs, you know, at akzo noble. operations in the netherlands and those kind of things, jim. and of course the presence of this reverse breakthrough. we'll be watching this one. but it is getting up there. >> is it ugly? >> getting a little ugly. don't forget the shticking. >> we'll get to cramer's "mad dash." virtually every global market in the green except for china interestingly. back in a moment. >>> six minutes before the opening bell. for the start of trading this week. we want to talk a little kimberly-clark in the "mad dash." >> we have to focus on some stocks that really didn't deliver. kimberly this is in relation to unilever not being able to be bought by kimberly. i mean, by kraft heinz. you better not outshort -- so unilever says no to kraft heinz. >> start speculating about what others might be in their sights. >> you would have seen the same reaction in colgate. >> that's right. >> so what happens now is we have to examine what if the earnings are a
they didn't like the valspar and sherwin williams deal. >> they take steps to make certain assurancesbout jobs and keeping jobs, you know, at akzo noble. operations in the netherlands and those kind of things, jim. and of course the presence of this reverse breakthrough. we'll be watching this one. but it is getting up there. >> is it ugly? >> getting a little ugly. don't forget the shticking. >> we'll get to cramer's "mad dash." virtually every global market...
311
311
Apr 13, 2017
04/17
by
WPVI
tv
eye 311
favorite 0
quote 0
donald trump seems to be a lot like the chameleon in the valspar commercial. whatever leader he seems to be standing next to he seems to change that position to adapt it to that leader. >> as martha talked about on the interests of russia and china, adapting to the reality of the facts on the ground in both regions right now. >> well, i don't think the facts fundamentally as regards russia, syria and china have fundamentally changed. we have known what assad as han doing and russia has been doing and we've known how china has been acting and what they've been doing so all of those fact, i don't think, have fundament fundamentally adjusted. it's donald trump's attention to them that has changed in this and i think it would be really interesting to know does this stay for the next 24, 72 hours? how long does this position stay? >> it does seem you're seeing the advice coming from the establishment figures like the secretary of state rex tillerson, the secretary of defense, james mattis and goldman sachs chief economic adviser gary cone is opposed to steve bannon
donald trump seems to be a lot like the chameleon in the valspar commercial. whatever leader he seems to be standing next to he seems to change that position to adapt it to that leader. >> as martha talked about on the interests of russia and china, adapting to the reality of the facts on the ground in both regions right now. >> well, i don't think the facts fundamentally as regards russia, syria and china have fundamentally changed. we have known what assad as han doing and russia...