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8:32 am
November 11, 2011
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somrh
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I frankly didn't consider the merger aspect to this. I was actually more or less thinking in terms of buying a stock that will at least hold value and pay a steady stream of dividends. That certainly adds another dimension to this.
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7:57 pm
November 10, 2011
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Graeme
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He's totally a forum lurker
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9:53 pm
November 9, 2011
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Jae Jun
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And as soon as you mentioned it, Landry's comes and buys out MKC.
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9:38 am
November 7, 2011
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somrh
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nell said:
Just a quick overview of companies in ConAgra Foods industry.. Nice asymmetric relation between value (p/iv) and quality (croic) ;-)
Best wishes
That relation shows up nicely. That may very well corroborate Jae's claim. On the other hand, Buffett did claim buying a great company at a fair price can be the better investment.
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6:15 pm
November 6, 2011
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Jae Jun
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a lot of well known brands in there but I would say that most are pay fair value for a good company type of investments. This industry does not tend to offer much discount. Those that do are razor thin margin businesses.
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7:02 am
November 6, 2011
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nell
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| Member | posts 103 |
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| Ticker |
Company |
Sector |
Industry |
P/IV |
ROI |
ROE |
CROIC |
Price |
IV |
| MGPI |
MGP Ingredients Inc. |
Consumer Goods |
Processed & Packaged Goods |
0.72 |
0.17 |
0.19 |
-0.1 |
5.82 |
8.04 |
| SNAK |
Inventure Foods, Inc. |
Consumer Goods |
Processed & Packaged Goods |
0.74 |
0.17 |
0.15 |
-0.02 |
4.24 |
5.76 |
| OME |
Omega Protein Corp. |
Consumer Goods |
Processed & Packaged Goods |
0.79 |
0.15 |
0.13 |
0.1 |
10.5 |
13.32 |
| JBSS |
John B Sanfilippo & Son Inc. |
Consumer Goods |
Processed & Packaged Goods |
0.87 |
0.13 |
0.0 |
0.01 |
8.73 |
10.05 |
| K |
Kellogg Company |
Consumer Goods |
Processed & Packaged Goods |
0.91 |
0.12 |
0.55 |
0.06 |
49.91 |
55.12 |
| CPO |
Corn Products International Inc. |
Consumer Goods |
Processed & Packaged Goods |
0.95 |
0.11 |
0.17 |
0.06 |
51.24 |
53.72 |
| SLE |
Sara Lee Corp. |
Consumer Goods |
Processed & Packaged Goods |
0.99 |
0.1 |
0.32 |
0.02 |
18.52 |
18.78 |
| SMBL |
Smart Balance, Inc |
Consumer Goods |
Processed & Packaged Goods |
1.01 |
0.1 |
0.06 |
0.04 |
5.49 |
5.41 |
| CAG |
ConAgra Foods, Inc. |
Consumer Goods |
Processed & Packaged Goods |
1.03 |
0.09 |
0.17 |
0.1 |
25.39 |
24.55 |
| GIS |
General Mills, Inc. |
Consumer Goods |
Processed & Packaged Goods |
1.03 |
0.09 |
0.28 |
0.06 |
38.67 |
37.57 |
| MKC |
McCormick & Co. Inc. |
Consumer Goods |
Processed & Packaged Goods |
1.23 |
0.06 |
0.24 |
0.12 |
49.73 |
40.49 |
| KTEC |
Key Technology Inc. |
Consumer Goods |
Processed & Packaged Goods |
1.27 |
0.05 |
0.08 |
0.17 |
13.25 |
10.46 |
| SJM |
The J. M. Smucker Company |
Consumer Goods |
Processed & Packaged Goods |
1.36 |
0.03 |
0.12 |
0.03 |
78.59 |
57.84 |
| MJN |
Mead Johnson Nutrition Company |
Consumer Goods |
Processed & Packaged Goods |
1.38 |
0.03 |
-4.27 |
0.26 |
71.26 |
51.64 |
| RAH |
Ralcorp Holdings Inc. |
Consumer Goods |
Processed & Packaged Goods |
1.41 |
0.03 |
0.11 |
0.03 |
79.84 |
56.51 |
| JJSF |
J&J Snack Foods Corp. |
Consumer Goods |
Processed & Packaged Goods |
2.13 |
-0.05 |
0.13 |
0.11 |
50.35 |
23.64 |
| OFI |
Overhill Farms Inc. |
Consumer Goods |
Processed & Packaged Goods |
2.53 |
-0.09 |
0.0 |
0.27 |
3.91 |
1.54 |
| GLDC |
Golden Enterprises Inc. |
Consumer Goods |
Processed & Packaged Goods |
3.06 |
-0.12 |
0.0 |
0.0 |
3.64 |
1.19 |
Just a quick overview of companies in ConAgra Foods industry.. Nice asymmetric relation between value (p/iv) and quality (croic) ;-)
Best wishes
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6:09 am
November 2, 2011
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somrh
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| Member | posts 336 |
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Since there is a lot of "bearish" sentiment, this might be an interesting idea. If there's one thing that should hold up in an environment like this are consumer staple stocks.
But another dynamic is here. With people trying to find ways to lower costs, they may choose to purchase "store brand" items. These items are often good replacements for the name brand items but at a much lower cost.
There's a few problems I've encountered in generating ideas here though. First, many of these products are produced by much smaller, private companies. The second problem (or is it not a problem?) is that many store brand products are actually manufactured by the same companies that produce the name brand stuff.
The sort of companies I have in mind are companies like Perrigo (PRGO) which produces many OTC drugs. They even have a page on their website devoted to Store Brand Versus National Brand.
Another example is ConAgra Foods (CAG) which has some of its own name brand products but also produces many store brand products as well.
I've been having difficulty coming up with a list of options and ideas.
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