Core-Mark Holding Company, Inc.

• Event-Driven Hedge Fund Focusing on These Big Plays

  By Meena Krishnamsetty - April 18, 2013 | Tickers: AIG, CORE, DLPH, LYB, USCR

  The most striking feature of Monarch Alternative Capital is that, despite being a $5.4 billion hedge fund, its equity portfolio is quite small, and very concentrated. The top five take up 83.3% of the entire portfolio. The fund focuses on distressed debt and bankrupt companies and maintains a research and event-based strategy. According to the 13F filing from 4Q 2012, the fund added three new positions, which, not more »

• Event-Driven Hedge Fund Focusing On These Big Plays

  By Meena Krishnamsetty - April 16, 2013 | Tickers: AIG, CORE, DLPH, LYB, USCR

  The most striking feature of Monarch Alternative Capital is that, despite being a $5.4 billion hedge fund, its equity portfolio is quite small, and is very concentrated. The top five take up 83.3% of the entire portfolio. The fund focuses on distressed debt and bankrupt companies and maintains a research and event-based strategy. According to the 13F filing from 4Q 2012, the fund added three new positions, which more »

• This Convenience Store Distributor Is for the Long Run

  By Anh HOANG - March 28, 2013 | Tickers: CORE, SYY, UNFI

  Since 2009, one convenience store distributor has risen consistently, from $16.90 per share in March 2009 to more than $51 per share as of now. This company is also the fourth-largest holding of Brown Advisory Small Cap Fundamental Value Fund, accounting for 3.22% of its portfolio value. The company in question is Core-Mark Holding (NASDAQ: CORE). Should investors get bullish about Core-Mark at its current price? Let’s more »

• Good Things Come From Sysco

  By Shas Dey - March 18, 2013 | Tickers: CORE, SYY, UNFI

  The food retail and distribution segment has been growing due to the increased preference of consumers towards take out foods. The foodservice market in the United States and Canada is ~$225 billion. According to industry sources, the foodservice, or food-away-from-home, market represents approximately 46% of the total dollars spent on food purchases made at the consumer level in US. This segment is highly fragmented, and is comprised of ~15 more »

• This Company Could Become One of Buffett's Favorites (Part 3)

  By Anh HOANG - March 9, 2013 | Tickers: CORE, SYY, UNFI

  In previous articles, I wrote about Archer Daniels Midland and Mosaic. Those two stocks belong to the Thomson Reuters' list of 28 stocks that have similar characteristics to those that Warren Buffett has bought in the past. In this article, I will talk about another consumer non-cyclical business in that list. It is Sysco (NYSE: SYY), a North American distributor of food and related products to the Foodservice, or the more »

• A Cheap Commodity Stock with Upside Potential

  By Ishfaque Faruk - January 10, 2013 | Tickers: CQB, CORE, DOLE, FDP, SYY

  A great long term investment requires a look at a company's business prospects from various angles. In my previous post on Fresh Del Monte (NYSE: FDP), I highlighted why Fresh Del Monte will benefit from struggling competitors, primarily based on its much stronger relative position in the fresh produce space. It operates in a generic agricultural commodity marketplace, however, Fresh Del Monte has separated itself from the pack with more »

• A Juicy Food Company With Room to Run

  By Ishfaque Faruk - December 3, 2012 | Tickers: CQB, CORE, DOLE, FDP, SYY

  Most food producing companies are usually fairly valued, because of their stable demand/supply characteristics especially during economic downturns. Screening the large universe of food companies, it is often hard to find a good bargain.  Fresh Del Monte Produce (NYSE: FDP) happens to have a lot of bang for the buck.

  Fresh Del Monte is a leading global producer, marketer and distributor of fruits, vegetables and prepared foods including fresh more »

• Should You Be Greedy When Others Are Fearful?

  By Palwasha Saaim - November 26, 2012 | Tickers: CQB, CORE, DOLE, FDP, SYY

  Dole (NYSE: DOLE) reported its third quarter earnings last week. The fresh and packaged foods manufacturer missed both earnings and revenue forecasts. The company reported a loss per share of -$0.06, which is a huge miss compared to the EPS of $0.14 that analysts were expecting. Revenues of $1.96 billion also fell short of expected $2.07 billion. Directly after the earnings announcement, the stock plummeted almost more »

• Is Dole Foods a Value Trap?

  By Palwasha Saaim - September 10, 2012 | Tickers: CQB, CORE, DOLE, FDP, SYY

  He buys it. He buys more of it. And he can't get enough of it. David Murdock, 89 year old CEO and Chairman of Dole Foods (NYSE: DOLE) has recently been seen on a buying spree. Over the last two months, he's amassed millions worth of Dole shares. His latest stock purchase, for which he paid a price of $12.5 apiece (which also happens to be the more »

• Big Food, Little Food

  By Kevin Gill - August 21, 2012 | Tickers: CORE, DOLE, NAFC, SYY, CHEF

  No matter what the stock market does or what the economy, even the global one, does there are certain things that have potential and appeal. Looking at the basic human needs of food, water and shelter opens the door to investment strategies. Regardless of what sectors are doing well, it is given that something is providing a dividend or doing well in the areas of food, water and shelter. Yes more »