WhiteWave Foods

• Buying a Part of This Food Company May Be Better Than the Whole

  By Matthew Frankel - May 7, 2013 | Tickers: DF, GIS, WWAV

  Dean Foods (NYSE: DF), the leading U.S. dairy processor and distributor, is a much different type of investment than most food producers. For one thing, the company’s revenue has been somewhat erratic (see chart), but still on a general uptrend. Also, because of the erratic earnings, and the commodity-like nature of its products, the shares are much more volatile than many other food producers. 

  Stocks like this always more »

• Bumpy Road For This Special Situation

  By Mike Thiessen - February 27, 2013 | Tickers: DF, WWAV

  On Feb. 13, 2013 Dean Foods (NYSE: DF) investors were jolted by a worse-than-expected fourth quarterearnings report that sent the company’s stock down by as much as 11 percent over the course of the day. At the close, Dean Foods had logged an 8 percent loss on the session. The stock has continued to fall on subsequent trading days. Recent Dean Foods spin-off WhiteWave Foods (NYSE: WWAV) also more »

• Is Dean Foods a Buy After WhiteWave's Spinoff?

  By Anh HOANG - February 11, 2013 | Tickers: DF, GIS, WWAV

  In October 2012, Dean Foods (NYSE: DF) spun off the organic milk products manufacturer WhiteWave Foods (NYSE: WWAV). Since then, Dean Foods’ share price has increased from $9.50 per share to more than $18.80 per share, while WhiteWave has been fluctuating in the range of $14.60 - $16.75 per share. Should investors be bullish on either WhiteWave or Dean Foods at their current trading prices?

  The Divesture more »

• Mario Gabelli's Potential Takeover Candidate (Part 2)

  By Anh HOANG - February 11, 2013 | Tickers: BDBD, HAIN, WWAV

  In the 2013 Barron’s Roundtable, Mario Gabelli, a successful investment manager, has shared his ideas about several businesses that are potential takeover candidates.  In my previous article I wrote about Patterson Companies, a distributor of dental, veterinary, and rehabilitation products. In this article I will look closer at Boulder Brands (NASDAQ: BDBD), a functional food marketer, to see whether or not investors should follow Gabelli into this company.

  Business more »

• Four Natural Food Stocks for Portfolio Health and Profit

  By Meryl Baer - January 21, 2013 | Tickers: BNNY, BDBD, HAIN, WWAV

  The natural and organic foods and personal care products industry is a dynamic, growing business. New products, new companies and new consumers appear daily. Over the past few years the industry has emerged from the fringe marketplace of health nuts and special diet devotees to mass-market acceptance.

  Expansion continues as consumers become more health-conscious, intent on avoiding obesity, minimizing consumption of chemical-laden products, and interested in foods that might relieve more »

• Volatile Food Stock Could Soon Be a Bargain

  By Mike Thiessen - January 11, 2013 | Tickers: BNNY, DF, WWAV

  Dean Foods (NYSE: DF) recently spun off a portion of its WhiteWave Foods (NYSE: WWAV) dairy subsidiary and intends to make the division fully independent in 2013. Finalized in October 2012, WhiteWave's initial IPO was priced at $17 per share and involved 13 percent of the division's total outstanding shares. It valued WhiteWave at nearly $3 billion. 
  
  Dallas-based Dean Foods has three principal divisions that collectively bring in more »

• Four Analysts Make Four Calls That Are Worth Noting

  By Brian Nichols - January 10, 2013 | Tickers: AIG, CHK, SLCA, WWAV

  Sometimes an analyst issues a revised outlook or changes his/her rating but does not inform investors of the reasons behind the call. These typically move stocks on the call alone; the price target and outlook. However, some analysts provide detailed reasons behind the call and these are the outlooks that should be noted and used as part of your fundamental research. Therefore, I am taking a look at such more »

• What Are Hedge Funds Buying Right Now?

  By Meena Krishnamsetty - December 21, 2012 | Tickers: ADT, CBOU, CPWR, FCS, WWAV

  We follow hedge fund activity in 13D and 13G filings so that we can get the most up to date information on how hedge funds are buying large percentage stakes in publicly traded companies (unfortunately, this generally limits the companies in question to small and mid caps). These picks from hedge fund managers can be reviewed, and investors can decide whether or not to buy the stock as well if more »

• This Stock Needs to Shed Its Baggage

  By Gerelyn Terzo - December 14, 2012 | Tickers: BOBE, DF, WWAV

  Bob Evans Farms' (NASDAQ: BOBE) food segment couldn't be launching its new frozen Breakfast Bake selections at a better time. Indeed, consumers are looking for a greater variety in their breakfast food items and, according to a recent study released by Mintel and cited in Food Business News, they're not afraid to pay more for those choices.

  Indeed, some 57% of people who participated in the Mintel survey more »

• Food Marketer Stock Roundup: The Good & The Bad

  By David Gould - December 11, 2012 | Tickers: CAG, DF, MDLZ, WWAV

  If you are looking to invest in food marketers, there are several variables to consider: (1) geographical strategy, (2) multiples, (3) dividend yields, and (4) strategic alternatives, which include acquisitions, sales, and spin-offs. In my view, the best companies to invest in are that are stable in existing geographies but have strong room to expand in emerging markets. Even if they are overvalued, this combination of stability and potential will more »

• Here's a Performer for Your Portfolio

  By Himanshu Poddar - November 15, 2012 | Tickers: DF, GIS, WWAV

  The dairy industry has seen a lot of ups and downs in the last year. Factors such as weak economic conditions and increasing commodity prices have been weighing heavy on the industry players’ results. However, there is one player that has been crafting strategies to come out of the situation in a healthy manner. Dean Foods (NYSE: DF), a food and beverage provider, has some mind blowing weapons in its more »

• Breaking Up Is Not Hard To Do

  By Gerelyn Terzo - November 9, 2012 | Tickers: BDBD, DF, WWAV

  Whoever said breaking up is hard to do was not thinking of corporate spin-offs. Since declaring a spin-off of its premium organic and soy division in August, shares of Dallas, Texas-based food and beverage company Dean Foods (NYSE: DF) have rallied more than 30 percent.

  WhiteWave Foods (NYSE: WWAV), the former Dean Foods segment, began trading as its own entity in late October in an initial public offering of nearly more »

• A Sniff Test Before Earnings

  By AnnaLisa Kraft - November 6, 2012 | Tickers: DF, WWAV

  Dean Foods (NYSE: DF) reports earnings on November 8. Despite the plan to pay off part of its $3.65 billion in debt with $391 million in proceeds from the spinoff of its most profitable and fastest growing unit on November 2, the outlook may be turning sour on this dairy producer.

  White Wave Foods Company (NYSE: WWAV) was priced at $17 a share and spiked to $19, only to more »

• No Need to Surf This Wave

  By Joel Eggerding - October 31, 2012 | Tickers: DF, WWAV

  As individual investors, we have advantages over professional money managers.  Buying and flipping IPOs should be left to the professionals, but there is a way we can profit.  I like to look at IPOs as there are regulatory filings and press coverage. If I like the IPO then I will put it on my wishlist and look to buy in 6-9 months when the professionals are on to the new more »