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TreeHouse Foods, Inc.

  • Can This Company Continue Its Recovery?

    By Lee Samaha - May 23, 2013 | Tickers: CAG, KR, THS

    It has been a difficult couple of years for Treehouse Foods (NYSE: THS), and the share price is only above what it was back then thanks to the recent strong run. I’m sure that part of this is due to the market’s infatuation with the food sector this year (sparked by Buffett’s move into Heinz), but it is also down to the company successfully reorganizing its activities more »

  • The Key Earnings For The Week

    By Lee Samaha - May 9, 2013 | Tickers: BECN, NICE, PCP, RAX, THS

    Earnings season is starting to wind down this week and most of the really big names have already reported. Nevertheless there are still plenty of interesting companies giving results this week and there is no excuse for not trying to unearth value when you see an opportunity.

    Tuesday

    There is a health care theme to today’s results as surgical knife company Accuray gave results. Medical distributor McKesson also reported more »

  • Is This Food Stock Still Good Value?

    By Lee Samaha - April 10, 2013 | Tickers: CAG, HNZ, THS

    Good investing often lies somewhere between the extremes of rigidly sticking to preset ideas and following the latest investing fashion. Quite often one of these things works against you in order to suddenly make you realize the underlying risk that you actually took on. In the case of ConAgra Foods(NYSE: CAG) I would argue that investors may be buying both ends of the aforementioned extremes at the same time more »

  • Is This Food Stock Still Good Value?

    By Lee Samaha - April 7, 2013 | Tickers: CAG, HNZ, THS

    Good investing often lies somewhere between the extremes of rigidly sticking to preset ideas and following the latest investing fashion. Quite often one of these things works against you in order to suddenly make you realize the underlying risk that you actually took onboard. In the case of ConAgra Foods(NYSE: CAG) I would argue that investors maybe buying both ends of the afore mentioned extremes at the same time more »

  • A Fine Investing Afternoon: Flowers & Chocolates in a Treehouse

    By Michael Ugulini - March 6, 2013 | Tickers: FLO, HSY, THS

    It may be well past Valentine's Day, but flowers and chocolates are doing their best to woo investors their own way. The recent financial releases of Flowers Foods, Inc. (NYSE: FLO) and The Hershey Company (NYSE: HSY) should make investors stop and consider what these companies have to offer as part of an investment portfolio.

    Rosy Sales

    Operating 44 bakeries, Flowers Foods is the second-largest producer and marketer of 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 »

  • A Good Christmas Coming up for This Retailer?

    By Lee Samaha - December 2, 2012 | Tickers: DG, KR, THS, WAG, WFM

    In a recent article I described the fundamental attribution error in investing. In other words, it’s the tendency of investors to over-weigh performance based on inherent qualities of the management and under-weigh the effects of the macro environment. In the case of Yum! the reality caught up (with its fast food sales in China) in a negative way, but with Kroger (NYSE: KR) it got a whole lot better more »

  • Why This Stock is Riskier Than You Think

    By Lee Samaha - November 28, 2012 | Tickers: CPB, CAG, DG, HNZ, THS

    What to do with Campbell Soup (NYSE: CPB)?  On the one hand, it’s a company serving up mediocre growth in organic revenue and earnings, but on the other, it is exactly the kind of relatively high yield defensive stock that the market is in love with right now. The bias inherent in the latter argument is likely to stay as long as US Government bond yields remain at depressed more »

  • Why is Billionaire Steven Cohen Betting On This Organic Food Company?

    By Meena Krishnamsetty - October 10, 2012 | Tickers: BNNY, GIS, K, KRFT, THS

    At the end of June, SAC Capital and Sigma Capital Management, an SAC subsidiary, took new positions in Annie’s (NYSE: BNNY) that equaled almost 4% of the Annie’s outstanding shares—see all funds owning Annies at the end of June.

    Annies’ first quarter as a public company soundly beat consensus, and since the company’s IPO at end of March its stock price is up almost 30%. While more »

  • Another Disappointing Quarter For This Food Company

    By Lee Samaha - September 10, 2012 | Tickers: CPB, CAG, GIS, HNZ, THS

    Campbell Soup Company (NYSE: CPB) is one of those stocks that is trying very hard to dispel the idea that revenue and earnings growth are what drives stock prices. In essence, the company is not doing very well operationally but it is doing very well in the ugly sisters’ beauty contest of stably high yielding stocks. This is what the market wants right now and who am I to argue more »

  • Should You Buy Heinz?

    By Lee Samaha - September 5, 2012 | Tickers: CPB, HNZ, MCD, THS, YUM

    Usually when companies give results and the stock price gains a few percentage points there is a good reason. However, I’m struggling to see what was so exciting about H.J. Heinz (NYSE: HNZ) last earnings. In summary, outside of emerging markets the growth numbers were pretty anemic. Heinz operates in some difficult markets and on closer inspection there are some surprising things in this report which need to more »

  • 5 Reasons to Buy Dollar General

    By Ashish Sharma - August 24, 2012 | Tickers: DG, DLTR, FDO, THS

    Thanks to 2008 recession and a long, slow recovery after that, discount stores including dollar stores like Dollar General (NYSE: DG), Family Dollar (NYSE: FDO) and Dollar Tree (NASDAQ: DLTR) are enjoying a great run. The following chart summarizes these companies’ impressive run up since March’09.

    Going forward, we believe the dollar stores have strong long term prospects as consumers are likely to continue to shop for bargain prices 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 »

  • 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 »

  • Kellogg Faces Competitive Headwinds

    By Lee Samaha - April 30, 2012 | Tickers: GIS, DANOY.PK, K, KRFT, THS

    Kellogg (NYSE: K) is one of the classic ‘mom and pop’ stocks that has been bid up as a kind of replacement for seemingly overvalued US treasuries. For dividend hunters the recent pullback may well be an opportunity to catch some yield. For anyone else, I think there have been more questions than answers in Kellogg’s recent performance.

    Aside from some supply chain logistics and execution problems that need more »

  • How Ralcorp Can Unlock Value

    By SumZero Research - January 24, 2012 | Tickers: CAG, RAH, THS

    Ralcorp Holdings (NYSE: RAH)

    (This write-up is an edited and abbreviated pitch pulled from the SumZero community. It represents a fraction of the full report.)

    Recommended Action: Long
    Current Price: $86.00 Target Price: $105.00
    Source: Hedge Fund. New York, NY

    Brief Description

    Ralcorp is the largest publicly traded private label food manufacturer in the US, competing in the cereal, cookie/crackers, snacks/sauces/spreads, refrigerated/frozen bakery and more »