Sysco

  • A Leading Food Distributor for Long-Term Shareholders

    By Anh HOANG - August 13, 2013 | Tickers: CORE, SYY, UNFI

    Sysco Corporation (NYSE: SYY) has just experienced a significant daily drop of nearly 6% on the market, to around $33 per share. Interestingly, famous investor Donald Yacktman accumulated Sysco for both of his funds, Yacktman Fund and Yacktman Focused Fund in the second quarter 2013. Should investors consider the recent drop as a good buying opportunity? Let’s dig deeper.

    Sluggish fourth quarter results

    The recent decline in Sysco’s more »

  • A Legendary Growth Investor Keeps Buying These Stocks

    By Ted Cooper - August 12, 2013 | Tickers: BCR, KO, SYY

    Donald Yacktman, manager of his eponymous $21 billion mutual fund company, has compounded his clients' money at 10.1% per annum over the last two decades -- the S&P 500 returned just over 8% in the same period. So when Yacktman buys a stock, investors should take note.

    Yacktman combines the best features of growth and value investing by purchasing growing companies at low prices. He looks for good businesses more »

  • Investing in Everlasting Trends

    By Marshall Hargrave - August 12, 2013 | Tickers: DRI, SYY, CAKE

    People won't stop eating. It's that simple. That's part of what makes McDonald's such a great investment. However, I like to look to lesser known names to find value. Sysco (NYSE: SYY) is one of those names.
     
    The company is one of the largest distributors of food products for the food-away-from-home industry. As the economy rebounds, so too should the dining-out market, a positive for Sysco more »
  • Two Grocers to Buy and One to Sell

    By Phillip Woolgar - July 30, 2013 | Tickers: SVU, SYY, WMT

    The grocery sector has always been extremely competitive, and it is often those who offer the best deals that come out on top. However, the industry is divided into those who cater to the general public, which is usually the middle class, and those who price products for bargain shoppers. Those who market their products to the general public often experience increased revenue as they increase their offerings. The bargain more »

  • Food Distribution Is a Great Business

    By Mark Yagalla - July 15, 2013 | Tickers: SYY, CHEF, UNFI

    One segment that is highly fragmented is the food-distribution business. There are many mom and pop food distributors spread out across the country. Many offer specialty items and few offer one-stop shopping for the restaurant industry. Many chefs shop from several food distributors to supply their restaurants by focusing on quality and price.

    The largest player in the segment is Sysco (NYSE: SYY) followed by privately-held US Foods. The segment more »

  • 5 Potential Retirement Stocks for Income Investors

    By Meena Krishnamsetty - June 27, 2013 | Tickers: CVX, CBU, JNJ, SCG, SYY

    Passive investing in equities for retirement requires prudent, conservative allocation of resources into those equity securities that assure stable or consistently rising income streams with little volatility of price returns over time; discover one particular market-beating strategy here. Companies that have earnings power and consistency through all business cycles are obviously preferable, but boring and defensive is what generally has been the norm among conservative retirement investments in stocks.

    The more »

  • An Alternative Way to Play the Organic Boom

    By Robert Baillieul - June 18, 2013 | Tickers: SYY, UNFI, WFM

    When the market is in panic I like to revisit big, secular themes. And with the industry set to double in size over the next ten years, it doesn't get any bigger than organic food. 

    Of course, almost every investor knows Whole Foods Market (NASDAQ: WFM) is the pure play on the booming organic grocery industry. The company is growing earnings at an 18% clip and set to triple more »

  • Breaking Glasses Is Positive for This Stock

    By Mark Lin - June 16, 2013 | Tickers: APOG, LBY, SYY

    If you thought selling razor blades was a good business, think about how many glasses are broken in a restaurant every month. A seller of glass beverageware benefits from high replacement sales and low price sensitivity.

    Libbey (NYSEMKT: LBY) is the second-largest casual glass beverageware manufacturer in the world selling primarily to the food-service, retail and business-to-business markets. It is a stock to consider, given such significant recurring revenue from 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 »

  • Distribution Masters

    By Reuben Brewer - June 5, 2013 | Tickers: CAH, GPC, SYY

    Getting things where they need to go is an unloved business. However, there are some companies that excel at it and have rewarded shareholders with annual dividend hikes along the way. Genuine Parts (NYSE: GPC), Sysco (NYSE: SYY), and Cardinal Health (NYSE: CAH) are just such companies.

    Widgets

    There are companies that make things and companies that sell things. In the middle are the companies that get the widgets from more »

  • Eating Out For Income

    By Reuben Brewer - June 3, 2013 | Tickers: DRI, MCD, SYY

    Although the restaurant industry has seen its share of competitive pressure of late, there are important long-term trends in place that support continued industry growth, including two worker households and an aging population. Darden Restaurants (NYSE: DRI), McDonald's (NYSE: MCD), and Sysco (NYSE: SYY) provide exposure to just about the entire industry and offer compelling yields, too.

    Big Trends

    When both spouses work, there is more money for eating more »

  • Sysco Corporation: Strong Dividends Set to Continue

    By siraj sarwar - June 3, 2013 | Tickers: CORE, SYY, UNFI

    Over the year, major market indices have been rising by nearly 15%. At the end of the first quarter, many corporate earnings have reached record levels and their dividends have grown accordingly. For dividend growth investors, my goal is to point-out stocks with increasing profits and growing dividends combined with increasing payouts, at favorable valuations. I think Sysco (NYSE: SYY) meets this criteria.

    Sysco distributes a line of fresh, frozen more »

  • Will You Be On The Mark With This Core Stock Pick?

    By Mark Lin - May 30, 2013 | Tickers: CORE, SYY, UNFI

    Peter Lynch loved to visit malls to seek out investment ideas. When you see convenience stores popping up in your neighborhood, Core-Mark Holding (NASDAQ: CORE), one of the largest distributors of fresh products to convenience stores in the U.S., might come up as an interesting investment candidate. Core-Mark is benefiting from the growth in single convenience stores and the increased focus on fresh food. Furthermore, it is undervalued relative more »

  • 5 Dividend Growth Companies For A Strong Portfolio Foundation

    By Kevin Quon - May 30, 2013 | Tickers: KO, CL, EMR, MDT, SYY

    Enterprises that have continued to increase their dividend payments offer the ideal amount of stability that both institutional and individual investors like to see. These consecutively rising dividend rates that occur over multiple decades offer a fortified sense of confidence for investors looking for predictability. For many investors, veteran companies such as these have come to represent some of the most stable investments fit for a portfolio. Taken together, they more »

  • The Health-Food Trend Could Be Healthy For Your Portfolio, Too

    By Matthew Frankel - May 21, 2013 | Tickers: SYY, UNFI, WFM

    One trend that is obvious in America is that we as a culture are becoming more and more aware of our diets, and specifically how bad they’ve been for a long time. Every time I go out to eat, or go to the grocery store, there seems to be a new way to replace something that has been a staple of my diet with a natural or organic version more »

  • The Top 5 Dividend Companies of First Eagle Investment Management

    By Karin Hernandez - May 16, 2013 | Tickers: CINF, INTC, MSFT, SYY

    I’ve been writing about dividend stocks for nearly a year, and have written close to a hundred articles. I have devised my own ratings system and put together my top ten companies into what I call my Perfect Dividend Portfolio.

    My ratings criteria include factors such as yield, number of years paying and raising dividends, five-year Dividend Growth Rate (DGR), five-year projected Earnings Growth Rate (EGR), total return for more »

  • 5 Big Buys by Yacktman Asset Management in 1Q13

    By Aubrey Tabuga - May 13, 2013 | Tickers: CHRW, KO, JNJ, MSFT, SYY

    The five big buys of Yacktman Asset Management as of March 31, 2013, were Microsoft (NASDAQ: MSFT), Sysco (NYSE: SYY), Coca-Cola (NYSE: KO), Johnson & Johnson (NYSE: JNJ), and C.H. Robinson Worldwide (NASDAQ: CHRW). Headed by the investment guru, Donald Yacktman, the hedge fund has a total of $19.52 billion of assets under management based on data compiled by whalewisdom.com.

    I have briefly analyzed all of these from more »

  • Three Newcomers to Citi's Safe Dividends List

    By Reuben Brewer - April 22, 2013 | Tickers: MSFT, NOC, SYY

    Barron's recently posted Citi's updated list of large, financially strong, high-yielding dividend paying companies. This month's list includes three new names worth considering: Sysco (NYSE: SYY), Microsoft (NASDAQ: MSFT), and Northrop Grumman (NYSE: NOC).

    The Citi list

    Each month, Citi creates a unique list of “safe” companies with big yields. The “safe” aspect is interesting because the company uses credit default swaps to gauge the market's more »

  • 3 Highest Yielding Stocks of the Yacktman Focused Fund

    By Anh HOANG - April 17, 2013 | Tickers: JNJ, MSFT, SYY

    Donald Yacktman, the President and Co-Chief Investment Officer of Yacktman Asset Management, is managing around $17 billion in total assets. Over the past ten years, his Yacktman Fund has achieved an annualized gain of around 10.5%, while the more concentrated fund, the Yacktman Focused Fund, has been a bit better with an 11% annualized gain.

    In this article, we will take a closer look at the highest yielding stocks more »

  • 4 Dividend Stocks: 3 to Buy and 1 to Sell

    By siraj sarwar - April 17, 2013 | Tickers: EXC, SYY, TGT, WIN

    Investors intent on pursuing high dividend stocks must be careful to only select those that can sustain such payments over time. For a company to accomplish this, it must have good income statements, strong balance sheets and consistent cash flows. In this article, I picked three companies that have been delivering consistently growing returns and one struggling company to avoid.

    These three companies have strong financial statements to support consistently more »

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