Post Holdings, Inc.

  • Post Will Not Stabilize Despite Its Sensible Acquisition

    By Awais Iqbal - August 6, 2013 | Tickers: K, PEP, POST

    The positive trend of achieving quick growth through acquisitions has become the norm in many industries and the packaged food industry is one of them. Mergers and acquisition is a costly but a speedy way to achieve growth and an enhanced product range. Companies usually undertake acquisitions that are complementary to their existing business to penetrate deeper into the market rather than diversify into new businesses. A similar approach was more »

  • Billionaire Mario Gabelli’s Takeover Targets

    By Meena Krishnamsetty - July 22, 2013 | Tickers: K, NAV, POST, SLE, SFD

    Billionaire Mario Gabelli of GAMCO Investors appeared on CNBC on July 9 to discuss a variety of topics, including three stocks which he thought might be potential takeover targets. Acquisitions of public companies occur at significant premiums to the market price, allowing investors to earn high profits if they guess right, but we don’t like relying entirely on this kind of speculation and would advise to see if a more »

  • Which Cereal Is Best for Your Portfolio?

    By Mark Yagalla - July 16, 2013 | Tickers: GIS, K, POST

    Breakfast cereal has been around since the 1890s. It's an everyday staple for people all around the globe. While investors are out searching for the next Netflix, more prudent investors are looking for the next company that will be around in the next 100 years. Technology comes and goes, but breakfast cereal is here to stay.

    The first breakfast cereal

    Post (NYSE: POST) has been in business since 1895 more »

  • Mario Gabelli Offers 3 Takeover Targets

    By Alex Gray - July 15, 2013 | Tickers: NAV, POST, SLE

    Investing in a stock as a potential takeover target has never really been a strategy that I have employed. However, one prominent investor and billionaire has made a living on doing just that. Mario Gabelli, Chairman and CEO of GAMCO Investors, has had some big wins over the years buying larges stakes in companies that were later sold for multiples of his original investment.

    Mr. Gabelli recently appeared on CNBC more »

  • 3 Potential Takeover Targets

    By Anh HOANG - July 15, 2013 | Tickers: NAV, POST, SLE

    Billionaire Mario Gabelli, the Chairman and CEO of Gabelli Funds, has delivered an annualized compounded return of 7.9% in the past 15 years, beating the S&P 500’s return of only 4.5% during the same period. Recently, on CNBC, he pitched three stocks which could be a potential takeover targets.

    They are Navistar (NYSE: NAV), Hillshire Brands (NYSE: SLE), and Post Holdings (NYSE: POST). Let’s take more »

  • How Cereal Companies Will Weather Cost Increases

    By Stephanie Faris - July 4, 2013 | Tickers: GIS, K, POST

    As major cereal brands announced good news in recent earnings reports, it was hard not to notice the cautious optimism in each company's words. Rising food costs had General Mills (NYSE: GIS) warning investors that its future quarter may not be as fruitful, while competitor Kellogg (NYSE: K) showed results that already reflected the profit dip.

    Promising quarter

    For General Mills, the rising cost of grain and other ingredients more »

  • Three Companies For Your Morning Breakfast Portfolio

    By Kaitlyn Tokay - July 3, 2013 | Tickers: GIS, K, POST

    While many investors pursue the latest tech fad or the latest IPO, the supplier of your morning cereal, fruit bars, and morning sausage patties is also a great investment. With breakfast items a vital part of a morning routine, these companies are not only a great investment for your diet, but also for your wallet. 

    Your Lucky Charms 

    With net sales increasing 7% to $17.8 billion, General Mills (NYSE: GISmore »)

  • Invest in Breakfast for Healthy Returns

    By Joseph Harry - June 19, 2013 | Tickers: GIS, K, POST

    Some say breakfast is the most important meal of the day.

    Companies that rely heavily on breakfast foods for revenue and earnings would likely agree. Especially since breakfast eaten at home is "thriving, representing over 80% of all breakfast occasions last year," according to Don Mulligan, CFO of General Mills (NYSE: GIS).

    So how to invest in the lucrative breakfast business?

    The General and cereal...

    Cereal is one of the more »

  • This New Hedge Fund Is Buying ‘Old’ & ‘New World’ Stocks

    By Meena Krishnamsetty - June 3, 2013 | Tickers: CBI, GOOG, POST, PCLN, VLO

    Signpost Capital Advisors was launched in 2012 by Siddharth Thacker and Brandon Weber, previously of Citadel Investment Group. The fund tends to carry fairly low net exposure and recently filed its Q1 13F with the SEC, describing some of its main investments for the first three months of 2013. A quick look at the top 5 equity positions of this hedge fund might be a good starting point for your more »

  • Scout Capital Management Nears 7% of This Food Company

    By Meena Krishnamsetty - April 24, 2013 | Tickers: CAG, GIS, K, KRFT, POST

    Adam Weiss and James Crichton’s Scout Capital Management has reported a position of 2.3 million shares in Post Holdings (NYSE: POST), the $1.4 billion market cap packaged food company best known for its cereal brands including Honey Bunches of Oats. This comes out to 6.9% of the total shares outstanding. According to our database of 13F filings, which we use to help us develop investing strategies more »

  • The Largest Acqusition in the US Diversified Food Sector

    By Anh HOANG - February 7, 2013 | Tickers: CAG, POST, RAH

    One strategy for opportunistic investors is to invest in companies that have a high probability of being acquired. In order to pick the next potential buyout candidates, we need study the past buyout deals to understand about the reasoning behind each deal and the average buyout valuations. In November 2012, ConAgra Foods (NYSE: CAG) announced that it would acquire Ralcorp (NYSE: RAH) for $90 per share, with a total transaction more »

  • Why I Like This Cereal Business

    By Anh HOANG - February 5, 2013 | Tickers: GIS, K, POST

    Mario Gabelli, a famous investment manager, has beaten the S&P 500 by 2% per year for more than 25 years. In the Barron’s Roundtable this year, Mario Gabelli has discussed several stocks that he likes, including Hillshire Brands, a leader in meat-centric food solutions. In this article, I would talk about one more business that he recommended in the Roundtable: Post Holdings (NYSE: POST)

    Third largest player in more »

  • Start Your Day With a Bowl of Dividends

    By Bob Ciura - February 5, 2013 | Tickers: GIS, K, POST

    Investing in dividend stocks is one of the best ways to build wealth over long periods of time.  Businesses with the best track records of paying dividends for decades on end usually sell products that consumers buy regardless of the prevailing economic climate.  To that end, the major cereal makers in the United States offer what most dividend investors crave:  a constant stream of dividends that are raised on an more »

  • Post Gains Gluten Free Products With Attune

    By Eric Novinson - January 23, 2013 | Tickers: BDBD, GIS, K, POST

    Post Holdings (NYSE: POST) looks better positioned after buying the small health food company Attune. Attune offers a variety of gluten free foods that include several types of cereal and snack bars, as well as other health food products. Shoppers who have allergies to wheat and other grains go out of their way to find gluten free foods. Post could gain loyal customers and boost its margins with this move more »

  • Activist Hedge Fund Wins Seat on Ralcorp Board

    By Meena Krishnamsetty - October 10, 2012 | Tickers: GIS, K, PEP, POST, RAH

    In August of this year, Corvex Management filed a 13D with the SEC. declaring ownership of 2.8 million shares (and, therefore, 5.1% of total shares outstanding) of Ralcorp Holdings (NYSE: RAH). Ralcorp primarily manufactures food for private label brands, following the spinoff earlier this year of many of its brands in Post Holdings (NYSE: POST). Corvex’s recent involvement had been driven by calculations that the company could more »

  • The Cereal Wars

    By Mary Posey - July 18, 2012 | Tickers: GIS, K, POST

    Food may be a necessity.  However, brand names are not.  As budgets become tighter, families start looking for ways to cut costs.  They trade in their brand names for generics as the main focus becomes pricing, which becomes a problem for those companies that rely on their branding for market position.  This is clearly evident when it comes to cereal companies.

    Cereal giants such as General Mills (NYSE: GIS), Kellogg more »

  • General Mills Is Confident, Are You?

    By John Casteele - July 11, 2012 | Tickers: ADM, CAG, GIS, POST | Editor's Choice

    I live out in the country, away from the hustle and bustle of the cities. It's peaceful out here, and it gives me an appreciation for how the weather can affect crops since I have to pass by several farms whenever I plan on going anywhere.

    Up until this week I've felt the same punishing heat as the local farmers every time I've stepped outside and looked more »