Ralcorp Holdings, Inc.

  • Didn’t Go to Harvard? At Least You Can See What They’re Buying

    By Meena Krishnamsetty - April 7, 2013 | Tickers: HCBK, PEB, RAH, TEA, WRC

    Harvard Management Co, run by Yale alum Jane Medillo, is the wholly-owned subsidiary of Harvard University and is one of the 11,000 funds that help manage Harvard’s working capital, pension and massive $32 billion endowment fund. Harvard’s endowment dwarfs the $17 billion endowment fund for Princeton, and $19 billion for Yale. With over $1 billion under her management in the equity portfolio alone, Medillo seems to prefer more »

  • Analysing 3 Defensive Stocks With High Yields

    By Piyush Arora - February 15, 2013 | Tickers: CAG, HNZ, RAH, UL

    When the markets are choppy, investing in the diversified food companies with modest yields is a good strategy. People need to consume, which ensures a relatively stable top line for food companies like Heinz (NYSE: HNZ), ConAgra (NYSE: CAG) and Unilever (NYSE: UL). These companies may not offer staggering growth, but investors looking for steady and stable returns over time, should consider investing in this industry.

    Why Heinz is Yummy 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 »

  • Litespeed Management’s Best Stock Picks

    By Meena Krishnamsetty - January 16, 2013 | Tickers: CAG, GSK, MIC, RAH, THRX

    Small-cap stocks don’t get as much attention from most players in the financial world, which often renders them less efficiently priced than larger stocks. As can probably be expected, hedge funds take advantage of this differential, and hence generate a significant portion of their alpha from the small-caps.

    At Insider Monkey, we started publishing a quarterly newsletter at the end of August that follows hedge funds’ top small-cap picks more »

  • ConAgra Processing the Future

    By Aditya Manpuria - January 4, 2013 | Tickers: CAG, HNZ, NSRGY, RAH

    ConAgra Foods, Inc. (NYSE: CAG) - operates as a food company primarily in North America. The company operates through two segments, Consumer Foods and Commercial Foods. The Consumer Foods segment provides branded, private label, and customized food products in various categories, such as meals, snacks, desserts, breakfast products etc. The Commercial Foods segment offers commercially branded foods and ingredients that are sold primarily to foodservice, food manufacturing, and industrial customers. As more »

  • Are You Ashamed To Buy Into This Trend?

    By AnnaLisa Kraft - December 31, 2012 | Tickers: BGS, CAG, RAH, THS

    I don't know why one would be ashamed of it since 99% of Americans do it now. One per cent of us are too old fashioned to do it.

    That's right, 99% of us buy private label merchandise, whether it's food, over-the-counter medicine, or pet food. The recession catalyzed 47% more Americans to start buying private label. Retailers, especially grocers and drugstores, sat up and took notice more »

  • This Food Stock is Sailing Smoothly

    By Gaurav Singla - December 31, 2012 | Tickers: CAG, GIS, HNZ, RAH

    Packaged foods will never be the "golden child" of the consumer staples space, but I think sentiment on the group is now overly negative. Inflation is turning out to be less severe than many feared, the restructuring charges provide sufficient overhead cost savings to cushion the bottom line, and volume is showing signs of a bottom now that food companies are lapping last year's massive price increases.

    ConAgra Foods more »

  • This Company Makes the Food We Love

    By Nitesh Agrawal - December 24, 2012 | Tickers: CAG, HNZ, K, MDLZ, NSRGY, RAH, UL

    ConAgra Foods (NYSE: CAG)the provider of food products of two segments namely Consumer Foods and Commercial ConAgra has been making good progress with its operating efficiency. It was its fourth straight quarter of beating estimates as it logged revenue of $3.74 billion for the recent second quarter results. Revenue rose by 7.7% in the second quarter of the last fiscal year, 6.9% in the third quarter more »

  • To the Victors Go the Spoils

    By Robert Hanley - December 4, 2012 | Tickers: BDBD, CAG, RAH

    On November 27, food giant ConAgra Foods (NYSE: CAG) finally attained its business transformation goal with an agreement to purchase competitor Ralcorp Holdings (NYSE: RAH) for roughly $5.1 billion, or $90 per share in cash.  The purchase price values the company at 1.5 times FY2012 sales and 30.3 times FY2012 adjusted EPS.  ConAgra initially set its sights on Ralcorp in March 2011, with an $82 per share more »

  • Kellogg: Strengths, Weaknesses, Opportunities, Threats

    By Ryan Guenette - November 13, 2012 | Tickers: GIS, K, RAH

    A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a great way to gain a detailed and thorough perspective on a company and its future. Fresh off a solid third quarter earnings report, I would like to pinpoint one of the largest cereal manufacturers in the world: Kellogg (NYSE: K).

    Strengths:

    • Solid Revenue Growth: In 2006, Kellogg reported revenue of $10.907 more »
  • Is This Company Still Tasty?

    By Shweta Dubey - November 13, 2012 | Tickers: GIS, K, RAH

    Kellogg has recently held its analyst day, in which it presented figures of an EPS growth of 5%-7% for FY13 against the consensus estimates of ~9%. However, based on its strong fundamentals, I feel the company should keep on growing in the long run. Kellogg has significantly higher quarterly revenue growth of 12% against its competitor General Mills, which showed a lesser revenue growth of only 5%, while Ralcorp more »

  • This $26 Billion Stock Has a Beta of Zero

    By Meena Krishnamsetty - November 9, 2012 | Tickers: CPB, GIS, SJM, K, RAH

    Well, we guess that people buy Cheerios no matter what. General Mills (NYSE: GIS) has so little exposure to the broader economy that statistically there is no relationship between movements in its stock price and the fluctuations of the market indices. As such, it is a good pick for any investors who worry about a bear market or merely want to offset a portfolio that carries quite a bit of 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 »

  • Hedge Fund Manager John Levin’s Top Stock Picks

    By Meena Krishnamsetty - September 25, 2012 | Tickers: JPM, MRK, MSFT, PFE, RAH

    Founded in 2005 and based in New York City, Levin Capital Strategies typically invests in large cap stocks that it identifies using fundamental analysis to develop a bottom-up perspective on a company’s value. John Levin, the portfolio manager at Levin Capital Strategies, previously ran Levin Management Company and served as the President of BKF Capital Group. Levin Capital Strategies filed its 13F with the SEC last month, disclosing a more »

  • Treehouse: Challenging Outlook Offsets Decent Q2

    By Ashish Sharma - August 22, 2012 | Tickers: CAG, RAH, THS

    Recently, Treehouse Foods Inc (NYSE: THS) reported 2Q12 adjusted EPS of $0.60 beating the consensus estimate of $0.58 cents. The EPS beat was primarily due to a lower than expected tax rate, as operations were modestly lower than expectations. However, the news came with management’s significant reduction in F12 EPS guidance, which was cut by 8% or $0.25. The new range resides at $2.75-$2 more »

  • What Makes ConAgra a Good Investment?

    By Ashish Sharma - August 15, 2012 | Tickers: CAG, KRFT, RAH

    While ConAgra Foods (NYSE: CAG) failed in its recent attempt to buy Ralcorp Holdings (NYSE: RAH), we continue to believe that each disciplined deal lends more credibility to CEO Gary Rodkin’s plans to grow ConAgra’s significant cash earnings power through patient use of the balance sheet.

    Small deals like this, Del Monte Canada, Odom’s, and National Pretzel together have deployed roughly $900 million in the past twelve more »

  • Which Companies are Adjusting to the New Retail Reality?

    By Lee Samaha - August 14, 2012 | Tickers: CPB, DG, HNZ, RAH, THS

    Theoretically the private label food manufacturers should be one of the great winners out of the new retail reality. However both the main listed plays Treehouse Foods (NYSE: THS) and Ralcorp Holdings (NYSE: RAH) are down substantially this year. Go figure! Unfortunately, there are many moving parts to their business and the food retail industry is in a genuine state of flux right now. So what is going on and more »

  • B&G Is Making The Right Noises; Are You Listening?

    By Himanshu Poddar - July 25, 2012 | Tickers: BGS, GIS, RAH, UN

    Many food retailers are adopting inorganic ways to grow their top lines, and ultimately their business, since lackluster economic conditions have been acting as an anchor for quite some time now. Also, passing on of higher costs to customers in terms of higher prices has remained a matter of concern for the food giants.

    A similar thing happened with General Mills (NYSE: GIS), which posted stellar results on account of more »

  • An Attractive Food Retailer with Yummy Numbers

    By Himanshu Poddar - June 27, 2012 | Tickers: CAG, HNZ, KRFT, RAH

    The business of selling food is amongst those businesses which never go out of vogue, and for obvious reasons. But of course, no business can escape ups and downs in its lifetime. However, a company which is engaged in the business of feeding the ever growing population of a country is quite well placed to tide over short term hiccups. An example of such a company is ConAgra Foods (NYSE: CAGmore »)

  • Ralcorp Posts a Disappointing Quarter

    By Himanshu Poddar - June 1, 2012 | Tickers: RAH, SLE

    The food industry has been suffering from cost inflation of its ingredients. Thus, it was no surprise that packaged food provider Ralcorp Holdings (NYSE: RAH) came out with its disappointing results. The results failed to please Mr. Market and Ralcorp’s shares fell drastically after the news. Let’s take a deeper look inside the company and its recent performance.

    Into the Numbers

    Increases in selling prices of the products more »

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