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Ackman 's Presentation on Kraft

By George on Sat, 2010-02-06 09:38
(via myinvestingnotebook.blogspot.com)

Ackman's presentation from the Boys and Girls Club today on Kraft.

Dividend growth stocks are attractive buyout targets

By Dividend Growth... on Wed, 2010-01-27 09:56
(via www.dividendgrowthinvestor.com)

Most of the companies which leave the dividend achievers or the dividend aristocrat indexes do so because of three reasons. Firtst, they might stop raising dividends because they needed cash for acquisitions. Another reason is that companies cut distributions because of poor economic conditions or need for cash in acquisition.

Kraft or Cadbury: Which is the Better Business? And Which is the Better Stock?

By GeoffGannon on Thu, 2010-01-14 10:17
(via www.gurufocus.com)

Article compares Kraft and Cadbury on business quality. Discusses margins, brands, etc.

Kraft Boosts Cadbury Bid’s Cash; Buffett Opposes ‘Blank Check’

By George on Wed, 2010-01-06 15:56
(via www.aliceschroeder.com)

Alice Schroeder shares her thoughts on Buffett's opposition to the current Kraft bid for Cadbury.