Mark Swartzberg Quotes (7 Quotes)

looks excessive for the right to own a loss-making, share-losing business.

We expect the earnings news to further the relief rally underway in the shares and therefore continue to recommend modest buying.

The company missed by a lot.

I think we see the power of some of the decisions they've made to be a total liquid-refreshment company,

We remain concerned about the company's long-term outlook and management's preparedness to address the challenges. Still, built-in expectations or valuation appear to be low, and 2006 should benefit from the structural elimination of Brazil and a year of disappointing results in 2005.

Our upgrade is prompted by an assessment of free cash flow power that concludes the shares are below fair value. We expect the company to consistently meet or beat consensus EPS estimates in 2006.

I think it's worth noting, but our initial take is that it's more about fine tuning than about a major change in opinion. He's known as a long-term value investor.