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Dean Foods Company

  • Buying a Part of This Food Company May Be Better Than the Whole

    By Matthew Frankel - May 7, 2013 | Tickers: DF, GIS, WWAV

    Dean Foods (NYSE: DF), the leading U.S. dairy processor and distributor, is a much different type of investment than most food producers. For one thing, the company’s revenue has been somewhat erratic (see chart), but still on a general uptrend. Also, because of the erratic earnings, and the commodity-like nature of its products, the shares are much more volatile than many other food producers. 

    Stocks like this always more »

  • Consumer Stocks Poised to Rise as Economy Improves

    By Jacob Wolinsky - March 12, 2013 | Tickers: DF, DMND, CLX

    ValueWalk.com was started in January 2010, with a focus on value investing and value investors. As the site has grown, the scope has expanded. ValueWalk is now a news site with a team of global reporters covering all breaking financial news with an emphasis on value investing, hedge funds, large asset managers, Tech news, Business news.  The site contains archives of famous investors, and many investor resource pages.

    The site is famous among the value investing community as one of the best sites for evergreen and new content. ValueWalk has gained popularity among all circles for its breaking stories on hedge funds, and investigative reports on investments  by major funds.

    You can also check out ValueWalk Premium, where we analyze liquid stocks, which have little to no analyst coverage.

  • Bumpy Road For This Special Situation

    By Mike Thiessen - February 27, 2013 | Tickers: DF, WWAV

    On Feb. 13, 2013 Dean Foods (NYSE: DF) investors were jolted by a worse-than-expected fourth quarterearnings report that sent the company’s stock down by as much as 11 percent over the course of the day. At the close, Dean Foods had logged an 8 percent loss on the session. The stock has continued to fall on subsequent trading days. Recent Dean Foods spin-off WhiteWave Foods (NYSE: WWAV) also more »

  • A Breakfast Club for Investors

    By Michael Ugulini - February 11, 2013 | Tickers: DF, GIS, K

    Do we need to have 280 brands of breakfast cereal? No, probably not. But we have them for a reason - because some people like them. It's the same with baseball statistics.           --Bill James (American baseball writer, historian, statistician)

    It seems many people like breakfast cereals--in traditional and non-traditional formats. The advent of cereal bars has changed the morning breakfast routines of many consumers and opened up new revenue streams more »

  • Is Dean Foods a Buy After WhiteWave's Spinoff?

    By Anh HOANG - February 11, 2013 | Tickers: DF, GIS, WWAV

    In October 2012, Dean Foods (NYSE: DF) spun off the organic milk products manufacturer WhiteWave Foods (NYSE: WWAV). Since then, Dean Foods’ share price has increased from $9.50 per share to more than $18.80 per share, while WhiteWave has been fluctuating in the range of $14.60 - $16.75 per share. Should investors be bullish on either WhiteWave or Dean Foods at their current trading prices?

    The Divesture more »

  • Volatile Food Stock Could Soon Be a Bargain

    By Mike Thiessen - January 11, 2013 | Tickers: BNNY, DF, WWAV

    Dean Foods (NYSE: DF) recently spun off a portion of its WhiteWave Foods (NYSE: WWAV) dairy subsidiary and intends to make the division fully independent in 2013. Finalized in October 2012, WhiteWave's initial IPO was priced at $17 per share and involved 13 percent of the division's total outstanding shares. It valued WhiteWave at nearly $3 billion. 

    Dallas-based Dean Foods has three principal divisions that collectively bring in more »

  • Who Benefits from Rising Milk Prices?

    By Michael Carter - January 8, 2013 | Tickers: DF, DPZ, VSI | Editor's Choice

    We just drove the DeLorean with Marty McFly to the not-too-distant future.  It is the year 2015 and after many struggles by Congress the last few years to address a new farm bill with not merely extensions, but one that is long-term and fair for all involved parties, milk prices are now over $5 a gallon and slowly rising.  This is less than what was predicted back in 2012 when more »

  • This Stock Needs to Shed Its Baggage

    By Gerelyn Terzo - December 14, 2012 | Tickers: BOBE, DF, WWAV

    Bob Evans Farms' (NASDAQ: BOBE) food segment couldn't be launching its new frozen Breakfast Bake selections at a better time. Indeed, consumers are looking for a greater variety in their breakfast food items and, according to a recent study released by Mintel and cited in Food Business News, they're not afraid to pay more for those choices.

    Indeed, some 57% of people who participated in the Mintel survey more »

  • What Are Insiders Buying Recently?

    By Meena Krishnamsetty - December 13, 2012 | Tickers: BRKR, CLSN, DF, EXEL

    Our database of insider trading filings allows us to pick out companies that have seen recent insider purchases- studies show that on average stocks bought by insiders tend to beat the market- and take a brief look at the company to see if it might be worth investigating further. It’s impossible to buy every stock that insiders are buying, but it’s certainly possible to use insider buying as more »

  • Food Marketer Stock Roundup: The Good & The Bad

    By David Gould - December 11, 2012 | Tickers: CAG, DF, MDLZ, WWAV

    If you are looking to invest in food marketers, there are several variables to consider: (1) geographical strategy, (2) multiples, (3) dividend yields, and (4) strategic alternatives, which include acquisitions, sales, and spin-offs. In my view, the best companies to invest in are that are stable in existing geographies but have strong room to expand in emerging markets. Even if they are overvalued, this combination of stability and potential will more »

  • Here's a Performer for Your Portfolio

    By Himanshu Poddar - November 15, 2012 | Tickers: DF, GIS, WWAV

    The dairy industry has seen a lot of ups and downs in the last year. Factors such as weak economic conditions and increasing commodity prices have been weighing heavy on the industry players’ results. However, there is one player that has been crafting strategies to come out of the situation in a healthy manner. Dean Foods (NYSE: DF), a food and beverage provider, has some mind blowing weapons in its more »

  • Breaking Up Is Not Hard To Do

    By Gerelyn Terzo - November 9, 2012 | Tickers: BDBD, DF, WWAV

    Whoever said breaking up is hard to do was not thinking of corporate spin-offs. Since declaring a spin-off of its premium organic and soy division in August, shares of Dallas, Texas-based food and beverage company Dean Foods (NYSE: DF) have rallied more than 30 percent.

    WhiteWave Foods (NYSE: WWAV), the former Dean Foods segment, began trading as its own entity in late October in an initial public offering of nearly more »

  • A Sniff Test Before Earnings

    By AnnaLisa Kraft - November 6, 2012 | Tickers: DF, WWAV

    Dean Foods (NYSE: DF) reports earnings on November 8. Despite the plan to pay off part of its $3.65 billion in debt with $391 million in proceeds from the spinoff of its most profitable and fastest growing unit on November 2, the outlook may be turning sour on this dairy producer.

    White Wave Foods Company (NYSE: WWAV) was priced at $17 a share and spiked to $19, only to more »

  • No Need to Surf This Wave

    By Joel Eggerding - October 31, 2012 | Tickers: DF, WWAV

    As individual investors, we have advantages over professional money managers.  Buying and flipping IPOs should be left to the professionals, but there is a way we can profit.  I like to look at IPOs as there are regulatory filings and press coverage. If I like the IPO then I will put it on my wishlist and look to buy in 6-9 months when the professionals are on to the new more »

  • Dunkin' Brands: A Good Long-Term Buy

    By Gayatri Sharma - August 15, 2012 | Tickers: DF, DNKN, YUM

    Last month Dunkin' Brands Group (NASDAQ: DNKN) reported mixed 2Q results. Same store sales at Baskin-Robbins International (1.5% vs. 4.8% consensus estimates) and Dunkin’ U.S. (4% vs. 5.3% estimates) were disappointing, but better-than-expected sales at Baskin-Robbins U.S. (4.6% SSS vs. consensus estimates of 3.7%) and Dunkin’ International (3.5% SSS vs. consensus estimate for 2.6%) helped mitigate their effect. With strong dynamics more »

  • A Promising Pick for the Future

    By Himanshu Poddar - August 14, 2012 | Tickers: KO, DF, PEP, KR

    “Customer Is the King” – this is the best philosophy to be followed for a business to run well. A company which thinks of its customers first will always be a winner. This was well affirmed by the grocer Kroger (NYSE: KR), which has been following it for quite some time now. The company gained more than 11% on its bottom line in its first quarter by following the simple philosophy more »

  • Healthy Enough for a Health Food Spinoff

    By Eric Novinson - August 10, 2012 | Tickers: DF, HAIN, RNDY

    Sometimes a larger company includes one really appealing division and several less attractive divisions. It's tempting to invest in the company because of its growth division, but there's always the risk of its other divisions dragging down long term results. Investors considering Dean Foods (NYSE: DF) will soon get a reprieve from this dilemma, as Marshall Eckblad at the Wall Street Journal reports that Dean thinks it's more »

  • Organic Foods Take Hold

    By Mary Posey - August 10, 2012 | Tickers: BNNY, DF, HAIN

    Recent reports from Dean Foods (NYSE: DF) showed the dairy giant swinging to a profit in the second quarter.  The company also said that it would spin off a fast-growing unit that sells organic dairy products and soy milk.  Dean Foods is planning to launch an IPO for 20% of its White Wave-Alpro unit, which makes popular brands including Horizon organic milk, Silk soy almond milks, and Alpro soy foods more »

  • 3 Long Ideas From Consumer Stocks Making New 52 Week Highs

    By Ashish Sharma - July 6, 2012 | Tickers: BEAM, BF-B, STZ, DF, DEO

    The following is a list of three consumer stocks which have outperformed the broader markets in the last three months and have recently reached new 52 week highs. These stocks are seeing heavy interest given their strong fundamentals, and we see positive momentum for these stocks going forward.

    Company

    % change 3 month

    CMP

    52 Week High

    BEAM Inc (NYSE: BEAM)

    8.38%

    62.71

    65.42

    Dean Foods Company (NYSE: DFmore »)

  • Diversification the Right Way

    By Justin Carley - January 4, 2012 | Tickers: BMO, COG, CMI, DF, EP.DL, FDO, FSLR, HRB, HBAN, MWW, THC, WYNN, XL

    There are generally two schools of thought when it comes to investing; the trend is your friend and mean reversion.  Some investors only want to buy stocks at a 52-week low and others when the stock is breaking to a new high.  With the beginning of the year full of stock picks and forecasts, I propose a four stock portfolio comprised of the top two stocks in the S&P 500 over the previous calendar year and the two worst stocks in the S&P 500.  I back tested for just the past three years, but the results are pretty remarkable; 100% success in beating the Index and an average return of 32.8% versus 14.5% for the S&P 500.

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