Post Holdings, Inc.

• 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 Robert 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 |

  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 »