whose gonna buy out DPS? doubtful. if anything they need to step up growth and buy some smaller brands or do alliances (like they are). They need to get away from Soda's but should not buy monster which would be a disaster. (not that they could afford it anyway).
the stock was pretty cheap a few years back though.
I also like TAP but i have not owned it since the europe acquisition.
the CEO has been extremely shareholder friendly and very fair to minority shareholders. We don't see anything wrong with the way the special dividend was financed. Personally i think think they could run with more leverage but he's conservative and won't.
i expect this to get sold. I do not understand why "bailout master" would sell. Nick has been signalling a sale for the past few months (in my view) an just like the signalling on the special dividend i think he comes thru.
interesting that you now think it's business as usual for the company after the letter and the earnings report. i think the exact opposite. i think he's signaling a sale or at least a distribution deal at the minimum (and most likely). you said in early Nov you thought a sale - not sure how the two pieces of information would change your view.
i'd be happy with a distribution deal to get sales up to 750-800mm a year.