Wednesday, July 23, 2014

Top 5 Food Companies For 2015

Potash Corporation of Saskatchewan (POT) also known as PotashCorp is a Canadian fertilizer company with the largest integrated fertilizer production operation in the world. PotashCorp operates three major business segments Potash, Phosphate, and PCS Nitrogen.

PotashCorp has the world's largest potash operation based on capacity. In fact, PotashCorp's potash operation accounts for about 20% of world capacity and 17% of world production. The international potash business has relatively few players which are located in Belarus, Canada, Germany, Israel, and Russia. Canada is the largest single player with about 30% of total world capacity coming mostly from the Saskatchewan region. Potash is an important fertilizer which supplies the critical element Potassium to growing crops. About 90% of potash production is used for fertilizer with the rest going into the production of drilling mud, de-icers, water softeners, food products, and soap. The Potash segment's revenues account for about 42% of PotashCorp's total revenues. Within this segment, there is approximately a 40/60 revenue split between North American (40%) and Overseas (60%) sales. PotashCorp operates 7 potash mines in Canada with 1 in New Brunswick and 6 in Saskatchewan. These mines have an annual production capacity of 15 million tons/year.

Top 5 Food Companies For 2015: CVR Partners LP(UAN)

CVR Partners, LP engages in the production of nitrogen fertilizers including ammonia and urea ammonium nitrate. The company was incorporated in 2007 and is based in Sugar Land, Texas. CVR Partners, LP operates as a subsidiary of CVR Energy, Inc.

Advisors' Opinion:
  • [By Susan J. Aluise]

    CVI is structured into two Managed Limited Partnerships (MLPs): CVR Refining (CVRR) and the nitrogen fertilizer unit CVR Partners (UAN). CVR Energy owns 71% of CVR Refining and 53% of CVR Partners. This is an interesting play in the energy sector, given UAN�� lower cost of ammonia and urea ammonium nitrate and CVRR�� edge as an MLP refiner.

  • [By Maxx Chatsko]

    Since many companies in the fertilizer industry are adored for their incredibly high payouts, and those payouts are dictated by the bottom line, investors have good reason to worry. The market has reacted by sending fertilizer stocks down in the first four months of 2013. Should you abandon ship in anticipation of deflating bottom lines and shrinking payouts? If you're looking for high payouts but are wary of rising natural gas prices, there is still one stock you can buy. CVR Partners (NYSE: UAN  ) �produces high-priced nitrogen fertilizers without using�one iota of natural gas.

  • [By Eric Volkman]

    A sizable block of units of�CVR Partners (NYSE: UAN  ) is on the move. A subsidiary of the company, Coffeyville Resources, is offering 12-million common units of its parent in a secondary public offering priced at $25.15 per unit. Also, the offering's underwriters have been granted a 30-day option to buy up to an additional 1.8 million units from the seller.

Top 5 Food Companies For 2015: McCormick & Company Inc (MKC)

McCormick & Company, Incorporated (McCormick) manufactures, markets and distributes spices, seasoning mixes, condiments and other flavorful products to the food industry, retail outlets, food manufacturers and foodservice businesses. The Company�� sales, distribution and production facilities are located in North America and Europe. Additional facilities are based in China, Australia, Mexico, India, Singapore, Central America, Thailand and South Africa. The Company operates in two business segments: consumer and industrial. During the fiscal year ended November 30, 2011, the Company�� consumer business contributed 59% of sales and 79% of operating income and the industrial business contributed 41% of sales and 21% of operating income.

McCormick�� products are sold directly to customers and also through brokers, wholesalers, and distributors. In the consumer segment, products are resold to consumers through a range of retail outlets, including grocery, mass merchandise, warehouse clubs, discount, and drug stores under a range of brands. In the industrial segment, products are used by food and beverage manufacturers as ingredients for their finished goods and by food service customers as ingredients for menu items to enhance the flavor of their foods. Customers for the industrial segment include food manufacturers and the foodservice industry supplied both directly and indirectly through distributors.

Consumer Business

The Company�� brands in the Americas include McCormick, Lawry�� and Club House. The Company also markets brands, such as Zatarain��, Thai Kitchen and Simply Asia. In Europe, the Middle East and Africa (EMEA) its brands include the Ducros, Schwartz and Kamis brands of spices, herbs and seasonings and a line of Vahine brand dessert items. In the Asia/Pacific region its primary brand is McCormick, with the exception of India where its joint venture owns and trades under the Kohinoor brand. The Company�� customers span a variety of retail o! utlets that include grocery, mass merchandise, warehouse clubs, discount and drug stores, served directly and indirectly through distributors or wholesalers. In addition to marketing its products to these customers, the Company is also a supplier of private label items, also known as store brands. More than 250 other brands are sold in the United States with additional brands in international markets.

Industrial Business

In its industrial business, the Company provides a range of products to multinational food manufacturers and foodservice customers. The foodservice customers are supplied both directly and indirectly through distributors. Its range of products include seasoning blends, natural spices and herbs, wet flavors, coating systems and compound flavors. In addition to a broad range of flavor solutions, we strive to achieve customer intimacy.

Advisors' Opinion:
  • [By Pendulum]

    Best In Class Food Companies:

    Coca-Cola (KO)Pepsico (PEP)Mondelez (MDLZ)Kraft Foods (KRFT)General Mills (GIS)Kellogg (K)ConAgra Foods (CAG)Hershey (HSY)J.M. Smucker (SJM)McCormick (MKC)Dean Foods (DF)

    A few comments about this analysis:

  • [By Reuters]

    Toby Talbot/AP NEW YORK -- A voluntary effort by the world's largest food and beverage companies to remove billions of calories from the products they sell in the United States to help combat the nation's obesity epidemic has far exceeded its five-year goal, according to an independent evaluation released Thursday. In May 2010, 16 of the nation's biggest food and beverage companies, from Coca-Cola (KO) to Kraft Foods Group (KRFT), pledged to remove 1 trillion calories from the U.S. marketplace by 2012 and 1.5 trillion by 2015, compared with a 2007 baseline. In fact, as of 2012 they sold 6.4 trillion fewer calories, found an analysis by researchers at the University of North Carolina at Chapel Hill. "Reports like this, and the fact that they exceeded their commitment by fourfold, really shows that you can make progress in giving American families more healthy options," said Larry Soler, president of the Partnership for a Healthier America, a non-profit chaired by first lady Michelle Obama. The group was formed in 2010 to work with the private sector on anti-obesity strategies. At the time, critics said the Partnership relied too heavily on the good will of the industry and couldn't replace the role of tighter regulation on how food is manufactured and marketed. Such voluntary efforts by industry "are not a magic bullet," said Jeff Levi, executive director of Trust for America's Health, a non-profit policy group. "Particularly with kids, there is a role for regulation" in reducing demand for unhealthy, high-calorie fare. It isn't clear yet how the companies accomplished the dramatic calorie reduction, said UNC public health researcher Barry Popkin, who led the analysis funded by the Robert Wood Johnson Foundation, the nation's largest public health philanthropy. Some of the decline may have come from the recession, as financially strapped families cut back on junk food. When the pledge was announced, companies said they would substitute lower-calorie pro

Best European Companies To Own In Right Now: Amira Nature Foods Ltd (ANFI)

Amira Nature Foods Ltd., incorporated on February 20, 2012, is a provider of packaged Indian specialty rice, with sales in over 40 countries. It generates the majority of its revenue through the sale of Basmati rice, a long-grain rice grown only in certain regions of the Indian sub-continent. The Company sells its products, primarily in emerging markets, through a distribution network. It sells its Amira brand in more than 25 countries. The Company sells its Amira branded products to Indian retailers such as Bharti Wal-Mart, Big Bazaar, Metro Cash & Carry, Spar, Spencer's Retail, Star Bazaar (Tesco in India) and Total and retailers, such as Carrefour, Costco, Jetro Restaurant Depot, Lulu's and Smart & Final, and through the foodservice channel. It participates across the entire rice supply chain from the procurement of paddy to its storage, aging, processing into rice, packaging, distribution and marketing. In June 2013, the Company announced that it has launched Amira branded products in the United Kingdom. In January 2014, Amira Nature Foods Ltd acquired Basmati Rice GmbH.

The Company operates an automated and integrated processing and milling facility that is located in the vicinity of the key Basmati rice paddy producing regions of northern India. The facility spans a covered area of 310,221 square feet, with a processing capacity of 24 metric tons of paddy per hour. During the year ended March 31, 2012, 34% of its revenue was derived from sales in India, and 50.3% was derived from sales in the Europe, Middle East and Africa region, or EMEA, 14.3% was derived from sales in the Asia Pacific region, and 1.4% was derived from sales in North America.

Advisors' Opinion:
  • [By Roberto Pedone]

    A consumer goods player that's starting to trend within range of triggering a big breakout trade is Amira Nature Foods (ANFI), a global provider of packaged Indian specialty rice, with sales in over 40 countries. This stock has been in play with the bulls over the last three months, with shares up 25%.

    If you take a look at the chart for Amira Nature Foods, you'll notice that this stock has been uptrending strong for the last five months, with shares soaring higher from its low of $7.44 to its recent high of $17.41 a share. During that uptrend, shares of ANFI have been making mostly higher lows and higher highs, which is bullish technical price action. Shares of ANFI have started to break out above some key near-term overhead resistance levels today at $15.92 to $16.25 a share. That move is quickly pushing shares of ANFI within range of triggering another big breakout trade.

    Traders should now look for long-biased trades in ANFI if it manages to break out above its all-time high of $17.41 a share with high volume. Look for a sustained move or close above that level with volume that hits near or above its three-month average action of 226,387 shares. If that breakout triggers soon, then ANFI will set up to enter new all-time-high territory, which is bullish technical price action. Some possible upside targets off that breakout are $25 to $27 a share.

    Traders can look to buy ANFI off any weakness to anticipate that breakout and simply use a stop that sits right below its 50-day at $15.03 a share or around more key near-term support at $14.72 a share. One could also buy ANFI off strength once it starts to clear $17.41 a share with volume and then simply use a stop that sits a comfortable percentage from your entry point.

  • [By Jeremy Bowman]

    What:�Shares of�Amira Nature Foods� (NYSE: ANFI  ) were looking healthier today, gaining as much as 11% after the company named a new chief financial officer last night.

  • [By Jeremy Bowman]

    What: Shares of Amira Nature Foods (NYSE: ANFI  ) were looking rotten today, falling as much as 12% after reporting earnings this morning.

Top 5 Food Companies For 2015: Bell AG (BELL)

Bell AG is a Switzerland-based company that is primarily engaged in the production and distribution of meat. The Company has seven product groups. The Fresh Meat product group is involved in the supply of self-service meat products for the retail trade and products for the restaurant trade, as well as Vaudois specialties. The Charcuterie (own and purchased) product groups offer ready-cooked products, both under the Bell brand and under a number of customers' own brands. The Poultry product group offers various poultry products, as well as specialty meats, such as rabbit, game, ostrich and kangaroo. The Convenience product group offers ready-cooked seasonal convenience products, such as domestic and imported fish. Within the Seafood product group, the Company offers fresh and frozen seafood. Bell AG�� brands include Abraham, Zimbo and Polette, among others. The Company operates subsidiaries in Switzerland, Germany, France, Spain, Belgium, Hungary and other countries. Advisors' Opinion:
  • [By Tannor Pilatzke]

    Investment ideas are scarce and hard to come by at times. People constantly ask me about companies they work for (Bell) or businesses they purchase a lot of product from (P&G or Coca-Cola), and what I think about the prospects/valuation. When it is not the blue chips in the limelight it certainly is the Netflix��,Tesla's, 3-D printing, and other companies I would classify as speculative. It is not that I am a Grinch, but I do not like giving out investment ideas. Rather, I attempt to give lessons. As Maimonides said, ��ive a man a fish, feed him for a day; teach a man to fish and feed him for a lifetime.��/p>

Top 5 Food Companies For 2015: Prestige Brand Holdings Inc.(PBH)

Prestige Brands Holdings, Inc., together with its subsidiaries, engages in marketing, selling, and distributing over-the-counter healthcare and household cleaning products primarily in North America. The company?s Over-The-Counter Healthcare segment offers a portfolio of OTC products under nine core OTC brands, including Chloraseptic sore throat remedies, Clear Eyes eye drops, Compound W wart removers, Dramamine motion sickness products, Efferdent and Effergrip denture products, Little Remedies pediatric healthcare products, Luden's cough drops, PediaCare pediatric healthcare products, and The Doctor?s brand of oral care products. This segment also provides other significant brands that include Dermoplast first-aid products, Murine eye and ear care products, NasalCrom allergy relief product, New-Skin liquid bandage, and Wartner wart removers. Its Household Cleaning segment markets household cleaning products, such as abrasive and non-abrasive tub and tile cleaner, scrubb ing pads and sponges, dilutables, anti-bacterial hard surface spray for counter tops, and glass cleaners under the Comet, Chore Boy, and Spic and Span brands. Prestige Brands Holdings distributes its products through various retail channels, including drug, food, dollar, and club stores, as well as supermarkets and mass merchandisers. The company was founded in 1996 and is headquartered in Irvington, New York.

Advisors' Opinion:
  • [By Eric Volkman]

    Prestige Brands (NYSE: PBH  ) is reaching to the other side of the world for its latest acquisition. The company announced that it has purchased the privately held Care Pharmaceuticals, based in New South Wales, Australia. The terms of the deal were not disclosed, although Prestige Brands did admit that it would be funded by monies drawn from an existing credit facility combined with cash on hand.

  • [By Seth Jayson]

    Calling all cash flows
    When you are trying to buy the market's best stocks, it's worth checking up on your companies' free cash flow once a quarter or so, to see whether it bears any relationship to the net income in the headlines. That's what we do with this series. Today, we're checking in on Prestige Brands Holdings (NYSE: PBH  ) , whose recent revenue and earnings are plotted below.

  • [By Sean Williams]

    What: Shares of Prestige Brands (NYSE: PBH  ) , a marketer of over-the-counter health care and household cleaning products, jumped as much as 14% after it announced the acquisition of Australia's Care Pharmaceuticals.

  • [By Ben Levisohn]

    Castor believes the cash has disappeared into working capital, which has grown from 23% to more than 50% since 2008. Comparable company Prestige�Brand (PBH) uses 11%; Unilever�(UL) and Colgate-Palmolive�(CL) far less.

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