Mead Johnson Nutrition Co.

  • A Safe Way to Play Emerging Market Growth

    By Justin Carley - August 15, 2013 | Tickers: ABT, EEM, MJN, PM

    The benefits to investing in emerging markets have become well known during the last decade. The pros include better long-term growth and diversification form a portfolio standpoint. The cons are big losses during both cyclical and secular bear markets along with much higher volatility over the cycle. Investors often face this difficult tug-of-war when evaluating whether to invest in emerging markets, and if so, how much. A better alternative might more »

  • China is Tightening its Grip on the Baby Food Industry

    By Gretchen Stone - August 9, 2013 | Tickers: ABT, MJN

    Multinational baby food makers have hit another roadblock in China, as the government begins a three-month campaign to buoy the image and competitiveness of the weakened domestic milk industry. Both were damaged by the 2008 tainted milk scandal that left six babies dead and thousands hospitalized. A business strategist couldn't concoct a better three-point plan: leverage a price-fixing scandal, publicize precautionary recalls and consolidate the domestic market to shut more »

  • Baby Food: Go Long If Mr. Market Exaggerates the Effects

    By Federico Zaldua - July 12, 2013 | Tickers: DANOY.PK, MJN, NSRGY

    According to a survey by Credit Suisse, in China, 90% of respondents pay attention to food safety in their daily lives and 76% care more about food safety than a year ago. I do not blame them. In recent years, there have been reports of clenbuterol-contaminated pork, harmful chemicals in steamed buns, poisonous bean sprouts or even melamine contaminated milk, among several other food-contamination issues.

    Babies in danger

    In 2008 more »
  • Probing Into Infant Milk May Just Be the Beginning

    By Nick Chiu - July 12, 2013 | Tickers: ABT, MJN, NSRGY

    In early July, in hoping to restore consumers’ confidence, China is investigating several major foreign milk powder sellers for possible price manipulations and breaching of Chinese antitrust law. The pricing of infant formula sold by Abbott Laboratories (NYSE: ABT), Mead Johnson Nutrition (NYSE: MJN), Nestle (NASDAQOTH: NSRGY), Danone, and Royal FrieslandCampina NV are being investigated.

    The bigger picture

    The investigation may be part of China’s broader plan to boost more »

  • Will Investors Sour on This Formula Maker?

    By Bob Chandler - July 12, 2013 | Tickers: BEAM, MJN, HSY

    Mead Johnson Nutrition (NYSE: MJN), a global leader in pediatric nutrition, has long been a well-respected company and favorite of Wall Street. The firm, with a worldwide leading brand franchise in infant formula, has seen its stock rise from around $29 per share to over $80 since a 2009 spin-off from Bristol-Myers. But as good as its pedigree is, there are a couple of reasons why investor sentiment might start more »

  • Which Infant Formula Stock is a Best Buy Now?

    By Anh HOANG - July 9, 2013 | Tickers: ABT, DANOY.PK, MJN

    I always consider a short-term stock price decline to be an opportunity for investors to accumulate a company’s shares at a low price. Recently, Mead Johnson Nutrition (NYSE: MJN) experienced a significant decline of 8.1% on the market to only $68.85 per share. The huge fall in its stock price was due to the news that China has launched an investigation into possible antitrust violations. Other infant more »

  • Is this Stock the Mother's Milk?

    By Marshall Hargrave - July 8, 2013 | Tickers: ABT, DF, DANOY.PK, MJN

    The major baby formula companies were under pressure last week on reports that China is launching an investigation related to price fixing among the major formula companies. Mead Johnson (NYSE: MJN) is taking the most heat and its stock has fallen off a cliff. 

    It's only fair that Mead Johnson is being pulled down the most, given nearly 80% of its revenues are derived form the Asia and Latin more »

  • Is This Company's Cash Cow Drying Up?

    By Leo Sun - July 6, 2013 | Tickers: ABT, DANOY.PK, MJN, NSRGY

    Shares of Mead Johnson Nutrition (NYSE: MJN) plunged recently, after Chinese regulators stated that they were investigating claims that foreign companies were intentionally overcharging for infant formula to capitalize on fears of domestic contamination of dairy products. Foreign milk-powder companies have raised their prices 30% since 2008, according to China’s state-controlled People’s Daily newspaper.

    Will this investigation derail the growth of Mead Johnson and its industry peers in more »

  • July 3rd 2013: Why These Stocks Moved

    By Jacob Steinberg - July 3, 2013 | Tickers: CMG, ELX, XCO, MJN, THC

    On July 3rd 2013, we had a short trading day. These were some of the stocks that saw the largest movements. 

    Chipotle Mexican Grill Inc (NYSE: CMG)This company's stock price jumped up by 3.48% for the day and the stock is up 29.5% since the beginning of the year. On July 3rd, Argus upgraded the stock's target price to $430 and suggested that the company more »

  • The 5 Most Profitable Products on the Market

    By Mark Morelli - July 1, 2013 | Tickers: MO, AAPL, KO, MJN, MNST

    Many of the top U.S. companies derive a significant portion of their revenue and profit from only one or two products. In this article I'll take a look at the top five products as ranked by one gauge of profitability --- operating margin --- and how those products affect the businesses that market them. The list was compiled by 24/7 Wall Street.

    Baby formula

    Ranked number five is Enfamil more »

  • Insights From Lone Pine Capital’s Portfolio

    By Aubrey Tabuga - June 26, 2013 | Tickers: ISRG, MJN, MDT

    It is always interesting to peer into the transactions of large asset managers such as Lone Pine Capital. The fund manager had a whopping $19.3 billion assets under management as of the latest quarter (based on whalewisdom compilation). I looked into its 13F filings to extract some investment ideas, and two of its big buys caught my attention. Lone Pine increased its position in Mead Johnson Nutrition (NYSE: MJNmore »)

  • These Companies Have a Formula for Success

    By Mark Yagalla - June 12, 2013 | Tickers: ABT, DANOY.PK, MJN

    As populations grow and as food safety concerns increase, parents are being very selective about the infant baby formulas they buy. Infant formula is manufactured and designed for feeding of babies under 12 months of age.

    In China there is a very strong demand for brand-name baby formula after tainted formula from a Chinese manufacturer left 6 babies dead and over 300,000 suffering from adverse effects. The result is more »

  • 3 Picks of Generation Investment Management Which You Shouldn't Miss

    By Federico Zaldua - June 9, 2013 | Tickers: MJN, NLSN, SYY

    Generation Investment Management is a hedge fund started in 2004 by David Blood and Al Gore. The long-only equity fund is focused on investing only in socially and environmentally responsible companies that have good corporate governance. Besides, those companies need to operate in industries that are viable in the long run (clean energy, consumer goods, technology, and so on). I took a look at the fund's holdings at the more »

  • Billionaire Jim Simons and Insiders Are Bullish on These Stocks

    By Meena Krishnamsetty - June 5, 2013 | Tickers: HFC, MJN, PEP, PM, WFM

    We track quarterly 13F filings from hundreds of hedge funds including Renaissance Technologies, the large and highly successful hedge fund which has made its founder Jim Simons a multi-billionaire (see Renaissance's filings over time).

    One use of these filings is in developing investment strategies; we have found, for example, that the most popular small cap stocks among hedge funds generate an average excess return of 18 percentage points per more »

  • Feast on This Food Company or the Leftovers?

    By Marshall Hargrave - June 3, 2013 | Tickers: DF, GIS, MJN, WWAV

    Dean Foods (NYSE: DF) finished the official spin-off of WhiteWave Foods (NYSE: WWAV) earlier this year. Now the question is, is either stock worth investing in? Both stocks should perform nicely on the back of a growing population; as the global population grows at an increasingly rapid pace, this means there are more mouths to feed, which is a positive for food companies. As you can see, there are no more »
  • Bet Big on Boomers and Babies

    By AnnaLisa Kraft - May 28, 2013 | Tickers: ABT, DANOY.PK, MJN

    With more baby boomers hitting retirement age and their babies starting families (the so-called Echo Boom) several stocks are bound to benefit. There are plenty of ways to play the greying generation, but far fewer that cover the space at the ends of the womb-to-tomb continuum...and even fewer that cover both ends. And I'm not talking diaper stocks.

    Best of breed plays

    In the next seventeen years the more »

  • An Insider Just Bought This Hedge Fund Darling

    By Meena Krishnamsetty - May 6, 2013 | Tickers: CPB, GIS, SJM, K, MJN

    According to a filing with the SEC, an LLC connected to Mead Johnson Nutrition (NYSE: MJN) board member Howard Bernick purchased a little over 3,500 shares of the company’s stock on April 30 at an average price of $82.38 per share. Insiders should be reluctant to buy shares of their company, instead preferring to diversify - unless they are more confident in the stock’s prospects than the more »

  • Abbott Shifts Focus to Nutrition Demand Overseas

    By Eileen Rojas - May 3, 2013 | Tickers: ABT, MJN, NSRGY

    Abbott Laboratories' (NYSE: ABT) first-quarter earnings were boosted by its nutritional product lines, which include baby formula Similac, adult drink Ensure, and Glucerna bars. In January 2013, the company decided to move away from branded pharmaceuticals, splitting the business into AbbVie(NYSE: ABBV) The company's focus has turned to the nutritional products market.

    The nutritional products sector is growing rather quickly, especially in emerging markets such as China and India. In more »

  • Building a Stronger Core With Abbott Laboratories

    By Justin Carley - April 30, 2013 | Tickers: ABT, ABBV, MJN, MDT, RHHBY

    It has been more than a 100 days since Abbott Laboratories (NYSE: ABT) separated its research-based pharmaceutical business into a newly formed entity named AbbVie (NYSE: ABBV). As is often the case, the spin-off has been the initial winner. AbbVie has produced a total return of more than 32% in pretty quick order. Abbott has done well, but the 17% return has clearly not kept pace. AbbVie is now a more »

  • When Others Are Fearful: Danone and Europe

    By Matthew Luke - April 28, 2013 | Tickers: ABT, GIS, DANOY.PK, MJN

    Berkshire Hathaway’s annual shareholder meeting is quickly approaching and I am reminded of Warren Buffett’s famous quote from 8 years ago: “Be fearful when others are greedy and greedy when others are fearful.” That second part is easier said than done, as it is extremely difficult to have the financial courage to run towards danger when everybody else is fleeing from it at full speed. But that kind more »

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