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Smucker's SJM

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    1. From Barron’s, March 30, 2015 (Part 2)

      Commentary

      Sat, 28 Mar 2015

      for 2016; P/tBV 1.3; pg 23]; J . M . Smucker [ SJM ; expanding into pet foods; pg 26; see ..... essentially doing a backdoor IPO; pg 37]. SJM story http://online.barrons.com/articles/ smuckers -lucrative-pet-foods-deal-1427505303

    2. Smucker ’s Expanded Partnership With Dunkin' Should Be a Positive, but Shares Are Fully Valued

      Commentary

      Thu, 26 Feb 2015

      partnership with Keurig and J . M . Smucker is a positive for Smuckers narrow economic moat, since ..... bargaining power with retailers. Smuckers own K-Cup sales have faltered ..... expect an immediate change to Smuckers $95 fair value estimate

    3. Expanded K-Cup Partnership With Keurig and Smucker Reinforces Dunkin's Potential and Narrow Moat

      Commentary

      Thu, 26 Feb 2015

      distribution partnership with Keurig and J . M . Smucker is significant for two reasons ..... expanded partnership are sparse, but Smucker will distribute/market Dunkin ..... available online in spring 2015. Smucker estimates that at-home coffee

    4. Smucker Reports Soft 3Q, Lowers Guidance Due to Falling Coffee Volume; Further Weakness Expected

      Commentary

      Fri, 13 Feb 2015

      J . M . Smucker reported a soft third quarter and lowered its fiscal 2015 earnings outlook ..... coffee segment. We are keeping the shares under review as we assess Smucker ' s acquisition of Big Heart Pet Brands, but we will adjust our estimates

    5. Smucker Announces Transformational Acquisition of Big Heart Pet Brands; Shares Under Review

      Commentary

      Wed, 4 Feb 2015

      We are placing J . M . Smucker ' s shares under review after the firm ..... Vestar. The transaction marks Smucker ' s largest transaction to date, and ..... though not necessarily strengthen Smucker ' s own narrow economic moat, since

    6. Smucker Announces Poor Preliminary 2Q Results as Consumers Balk at Coffee Price Increases

      Commentary

      Wed, 12 Nov 2014

      J . M . Smucker announced weak preliminary second-quarter results that fell far below ..... to wait for a more attractive margin of safety. We still believe that Smucker commands a narrow economic moat, supported by brand intangible assets

    7. Smucker Reports Soft 1Q Due to Lower Price Realization; Maintains Full-year Earnings Outlook

      Commentary

      Wed, 20 Aug 2014

      Smucker reported soft first-quarter results due ..... Although management now expects that Smucker will fall short of its initial 5% revenue ..... easier comparisons. Moreover, we believe Smuckers narrow economic moat remains intact; while

    8. Smucker Reports Weak 4Q Due to Price Reductions; Expects Growth in Fiscal 2015 on Price Increases

      Commentary

      Thu, 5 Jun 2014

      J . M . Smucker ' s fourth quarter was in line with our expectations ..... view as achievable. We remain wary that Smucker faces growing competition from both the ..... variety of robust brands (Folgers, Jif, Smucker ' s ) that command leading share in their

    9. From Barron’s, February 17, 2014 (Part 1)

      Commentary

      Sat, 15 Feb 2014

      SIRI , 26% LYV , etc] out in the cold. But LMCA at 12% discount to its intrinsic value is attractive now. J . M . Smucker [ SJM ; P/E 16; yield 2.5%] is down on poor guidance on earnings and revenues but it is a buying opportunity for

    10. Negative Price Realization Weighs on Smucker's Top Line in 2013; but Profit Improvement a Plus

      Commentary

      Thu, 6 Jun 2013

      J . M . Smucker SJM reported fourth-quarter results that ..... profitability as commodity costs trended down. Smucker ' s fourth-quarter sales fell 1%, reflecting ..... growth remains robust, and we think Smucker should be able to leverage its strong

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