Sara Lee Corp.

  • Campbell Soup – An Easily Acquired Taste for Conservative Investors

    By Michael Ugulini - August 14, 2013 | Tickers: CPB, CAG, SLE

    Today, I’m focusing on Campbell Soup (NYSE: CPB). The company represents, I believe, a solid investment option. Here’s why.

    Foundational strength: soup still strong

    Company CEO Denise M. Morrison noted in a May earnings call, "Our U.S. Soup business delivered exceptionally strong third quarter performance. Condensed sales increased 11%, sales of our ready-to-serve soups increased 18% and sales in the broth business also rose 18%. Overall, the more »

  • Is it Time to Scrap Food Stocks?

    By Phillip Woolgar - August 14, 2013 | Tickers: K, SLE, UN

    Investors have been feasting on food stocks recently, and this has others wondering if these companies still have room to grow. Food stocks are up about 30% so far this year, and that beats the S&P 500 by about 10 percentage points. Let's take a look at some of the most popular names so far this year and see if they have what it takes to continue soaring more »

  • What To Expect From An Investment In Hillshire Brands

    By joshua kubiak - August 8, 2013 | Tickers: DF, SLE, TSN

    I find it funny that so many analysts are starting to voice concerns about Hillshire Brands' (NYSE: SLE) ability to cut costs and generate higher margins than competitors with proteins in its Hillshire Farms line.  I don't disagree but am curious about the timing because this is a rather simple argument to make and one that is inherent in the business, it is not some ground breaking news or more »

  • Could This Meat Company Fall Prey to A Competitor?

    By Mark Yagalla - July 22, 2013 | Tickers: HRL, SLE, TSN

    With the proposed acquisition of Smithfield Foods on the table, the attention now turns to which meat company could be next. Mario Gabelli got me thinking last week when he told CNBC that Hillshire Brands (NYSE: SLE) could be a takeover candidate:

    This company sells at $32. I think you have a $45, $50 stock.

    If he's right, that's not a bad return in an uncertain environment. He 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 »

  • 3 Mid-Cap Stocks Set to Smash Earnings Estimates

    By Jessica McCann - July 18, 2013 | Tickers: CBS, DHI, MDC, RHI, SLE, RYL

    Few surprises are as ugly for investors as an earnings miss.

    One of the reasons why is the flexibility of GAAP accounting itself: while there's no such thing as a free lunch, company CFOs have considerable latitude in how earnings are presented, as well what charges to take and when.

    Even trivial misses, so the thinking goes, may indicate that something is rotten in the state of Denmark, and more »

  • Trends That Give Kraft Foods a Buy Rating

    By Kiran Gulati - July 16, 2013 | Tickers: CAG, KRFT, SLE

    The improving employment data supports the view that the U.S. economy is gradually coming out of the economic crises. This will eventually result in increased consumption, contributing heavily towards higher consumer spending on food items both at home and away.

    As disposable income levels increase, I believe investors will witness growth in all food categories, particularly in refrigerated meals. Nonetheless, it must be noted, the overall consumption level at 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 »

  • A review of the current US Food Market

    By patricio kehoe - July 9, 2013 | Tickers: CAG, KRFT, SLE

    The US food markets sector is mature and competitive, yet the processed food industry is facing low growth rates and high energy costs (electricity and fuel). Nonetheless, there are still opportunities for companies that make acquisitions, cost reduction programs or differentiation strategies. We expect volumes in the next future to look better than they have in the past year due to the modest signals of recovery in the US economy more »

  • Price Wars To Hurt Kraft Foods

    By Red Chip - July 5, 2013 | Tickers: CAG, KRFT, MDLZ, SLE

    Kraft Foods Group, Inc. (NASDAQ: KRFT) is an American based consumer packaged food and beverage company in North America. The company manufactures and markets liquid concentrates, packaged juice drinks, coffee products, and hot beverage systems.

    Kraft foods divided its business into two units in last October and formed a new company named Mondelez International, Inc. (NASDAQ: MDLZ) which comprises of the global snacking and food brands of the former Kraft more »

  • Smithfield Could Be Worth Much More

    By Anh HOANG - July 2, 2013 | Tickers: HRL, SLE, SFD

    Smithfield Foods (NYSE: SFD) has received a lot of attention from the investment community with its recent buyout offer from the Hong Kong-based holding company Shuanghui International. The Chinese company offered to acquire Smithfield at around $34 per share, with the total transaction value of $7.1 billion including Smithfield’s debt.

    Interestingly, in the middle of June, activist investment fund Starboard Value, the owner of a 5.7% stake more »

  • Investing Carnivore Style

    By Ryan Palmer - July 1, 2013 | Tickers: SLE, SFD, TSN

    In terms of per capita meat consumption the United States ranks second in the world, Americans consume meat at a rate over three times the global average. We are indeed a country that loves our meat.

    In America, red meat has long been the most popular variety. But a myriad of health issues have been linked to the consumption of large amounts of red meat, colon cancer and cardiovascular disease more »

  • Billionaire Israel Englander’s Small Cap Picks

    By Meena Krishnamsetty - June 27, 2013 | Tickers: GDI, GXP, GPOR, MDR, SLE

    Our analysis of hedge funds’ 13F filings over time has found that their most popular small cap stocks earn an average excess return of 18 percentage points per year (learn more about our small cap strategy). We think that this is because large institutional investors such as mutual funds pay less attention to small caps (which we define as those with market capitalizations between $1 billion and $5 billion), making more »

  • Has Billionaire Ken Griffin Found Alpha in Small Caps?

    By Meena Krishnamsetty - June 3, 2013 | Tickers: GPOR, LSI, RAM, SLE, SM

    We have found that the most popular small cap stocks among hedge funds -- as determined by an analysis of 13F filings -- outperform the S&P 500 by an average of 18 percentage points per year, and our live testing of this strategy has returned 38% since September 2012. Why do hedge funds’ small cap picks do so well? We think that it is because these stocks generally receive less attention more »

  • Billionaire Israel Englander Catapults New Stocks

    By Marshall Hargrave - May 31, 2013 | Tickers: AAP, IRM, SLE

    Billionaire Israel Englander is a founding member of Millennium Management, with some $22 billion in assets under management. Englander also runs a $200 million subsidiary fund known as Catapult Capital. Founded in 2006, Catapult focuses on fundamental analysis. Outlined below are Catapult's top five stocks at the end of the first quarter (check out Catapult's portfolio).
     
    M&A play
     
    Catapult's number-one stock was Virgin Media, after adding more »
  • $6 Billion Hedge Fund Bullish on Hillshire Brands and These Little Guys

    By Meena Krishnamsetty - May 1, 2013 | Tickers: EPL, EXH, HCBK, SLE, SWC

    Because small cap stocks receive less attention from large institutional investors and the financial media, they are more likely to be mis-priced. We can also look at top small cap picks from individual managers to see what they like in this range; investors can then do more research on any interesting names. Clint Carlson’s Dallas-Based Carlson Capital is a multi-billion dollar, multi-strategy fund—no those two traits don’t more »

  • What Happened To That Classic Company?

    By Mike Thiessen - February 13, 2013 | Tickers: SLE, TSN

    In late June of 2012, famed prepared-foods company Sara Lee announced that it had finalized the spin-off of its global bakery and beverage businesses. The transaction split the decades-old company into two components: Chicago-based Hillshire Brands (NYSE: HSH) and Utrecht, Netherlands-based D.E. Master Blenders 1753. Most of Sara Lee's North American assets were subsumed into Hillshire Brands. Meanwhile, D.E. absorbed the company's coffee and tea businesses more »

  • A Profitable and High Yielding Food Company

    By Anh HOANG - February 1, 2013 | Tickers: HRL, SLE, TSN

    Mario Gabelli, the Chairman and CEO of GAMCO Investors, is famous for his long-term investment track record. Since 1986, he has beaten the S&P 500 by more than 2% per year. He also has grown the assets under management to over $30 billion. In a recent 2013 Barron’s Roundtable, Mario Gabelli talked about several stocks that he felt confident about. Let’s look closer into his thesis to more »

  • 5 High-Potential Stock Picks From Billionaires Bill Ackman & Dan Loeb

    By Meena Krishnamsetty - January 14, 2013 | Tickers: ALEX, HHC, MATX, SLE, WCC

    Hedge funds generate a substantial portion of their alpha from the small-cap space. On the whole, public research about the little guys tends to be less efficient. According to our own analysis, investing in hedgies’ most popular small-cap picks has produced an alpha of close to 120 basis points per month. We started publishing a quarterly newsletter at the end of August and shared the stock picks of this strategy more »

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