Stocks to Watch

" kinda check -- with component of -- see what bear watching this morning. The -- nothing I'm okay yeah I know David. He's been doing a lot of this capital raising stepping -- Amundsen edited a couple of that you mean out of out of demons and suntrust to that second -- you know what I know I'm into I'm glad you okay and then one other one bit bit. Is -- a new low big bank and in low which that's not. Not do you religions and keep core facility in December 1 just like today of the feel good story. I think Pepsi. Bottling. Is at a new -- And it -- Pepsi wants to buy anything you know 2950 funny and they want you -- that but look where they -- the stock has by the way just think it's going to have to raise their offer but they started you know India Turkey could -- is pretty smart but they started to I think and let's do this at seventeen. You now -- I'm not sure exactly when they started the idea but did that obviously that that wasn't when they made the bid. But. That's just some pretty smart timing by I think Pepsi itself to realize that said. -- stainless steel but the question is what are they -- ultimately do here prevail bank did you see it was funny how -- you and I don't talk and all of those two idiots that you get Pepsi yeah you do the Bali to a did you see the numbers that they haven't visited yeah forecasts and yeah. Raising the old line view raising second quarter view but didn't going to talk about reflation. And commodity costs but also. It improved US soft drink of market is as well as not as much volatility in in the foreign exchange market so were there at 2950. The group company said were worth at least thirty stand alone and then a lot of."

" Allison are agreeing with them. That they think the values certainly seen above what is currently offer from Pepsi which you know -- safe is suing them in Delaware -- done much beyond that since. See how things go as you point person to want to -- state -- out of control no that gives Harry has also. --"

" Trust it's funny I don't -- everybody -- but they're stuck up a -- the you know what was the size of the --"

" I think was sorry I I should have done this is there are accelerating capital raising accelerating the -- that it wasn't you know have a huge number of front row -- number. There's a 108 million shares. Thirteen dollars -- shares -- one point four -- not insignificant but their plans -- also repay massive eyes as quickly you know they wanted to heating up their -- talk briefly about city because of course they're not in any position to -- one does have to wonder when you've got. Goldman Morgan JPMorgan. Perhaps at some point BankAmerica."

" Paying back."

" Feeling like they're now free offer compensation that they deem appropriate or -- board of directors in shareholder or advertising that they might want to do our -- you know city NA NA NAM."

" A non competitive position did you see how they're trying to navigate these contracts. Let's got my client and a few other guys who laughed."

" So we pages some of what we urge you know we're not going to pay the rest what quarter contracts anymore after Chrysler mean feeling."

" Always argue about and it doesn't bankers were the -- what."

" We actually got a contract contracts recommend it it's kind of an overview of what's it like -- you if you can but it's something I'll hold you shouldn't think things they -- it would be upset if they sink into the -- million bucks to -- to figure hedge -- that that community yeah you know we want that money back."

" Finally can we and with this -- dated detained yet."

" I don't even know idea and unknown what they do it's cool what is it called that is they have a good deal he did did on him now -- different remains different. With the data putting data do you eat duplication."

" The."

" 25 dollar bid EMC comes back at at thirty bucks which is like forty times next year's earnings. Eighty times this year's earnings non GAAP adjusted earnings. We'll see if that -- how important scalability is prejudice. -- Terms of the availability with each different domains Athena -- million logic only that I have to remember that yeah yeah yeah. Where there's there's no."