Company of the Day Tweets – 5 October 2010
Here are the company of the day Tweets from the last week:
Genzyme ($GENZ) http://bit.ly/bkIOWy | we see sligh
tly overvalued – Sanofi-Aventis hostile bid looks pretty fair
Motorola ($MOT) http://bit.ly/d2IdGU | We think it looks expensive – and is being sued by $MSFT over Android
Dollar Thrifty Automotive ($DTG) http://bit.ly/datLR7 | About to vote on $HTZ offer. Still cheap against $HTZ.
Barnes & Noble ($BKS) http://bit.ly/agxeSK | Looks very cheap – now heading into a sale process
Walgreen ($WAG) http://bit.ly/9qmWJt | Up 10% today on profit announcement – we still see upside.
AirTran ($AAI) | Acq by $LUV for $1.37bn. These multiples are yesterday http://bit.ly/b0apLB.
Southwest Airlines ($LUV) http://bit.ly/cB1YPi | Trading at a multiple below both $DAL and $CAL
The Krogers Co ($KR) http://bit.ly/bbc3IP | CEO sold $3.2m of shares this week – but we think $KR looks cheap. Hmmm
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