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Dru E. Campbell

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  1. Land Sales Remained a Vital Profit Source for Plum Creek in 2014; Shares Aren't Cheap

    Commentary

    Mon, 26 Jan 2015

    shares despite our long-term bullishness on U.S. housing. With a market enterprise value of $10.3 billion (excluding Campbell Group JV debt), the firm trades at 30 times 2014 non-land sales EBITDA. Even doubling of that profit measure would imply

  2. Busting the Myth About Size

    Headlines

    Wed, 17 Dec 2014

    Myth of the Rational Market: A History of Risk, Reward, and Delusion on Wall Street. HarperCollins e-books. Harvey, Campbell R., Yan Liu, and Heqing Zhu. 2014. “...And the Cross-Section of Expected Returns.” NBER Working Paper No. 20592. Available at SSRN: http

  3. Campbell's Sales Simmer but Profit Cools; Shares Fairly Valued

    Commentary

    Tue, 25 Nov 2014

    While headline numbers suggest Campbell Soup began its fiscal year on more solid ..... innovation has been a strategic priority for Campbell , and the firm has not exhausted these ..... business mix, we don't anticipate Campbell 's gross margin will get back to historical

  4. Top-Line Weakness and Cost Pressures Plague Campbell in Fiscal 2014; Shares Fairly Valued

    Commentary

    Mon, 8 Sep 2014

    Stripping out the benefit of the extra week, Campbell Soup’s fourth-quarter and fiscal ..... Further, over the past 52 weeks, Campbell ’s dominant dollar share position in the U ..... to up 2%), particularly in light of Campbell ’s recent cost-savings efforts combined

  5. Research Affiliates: Finding Smart Beta in the Factor Zoo

    Headlines

    Wed, 13 Aug 2014

    2014. “Betting Against Beta.” Journal of Financial Economics, vol. 111, no. 1 (January):1–25. Harvey, Campbell R., Yan Liu, and Heqing Zhu. 2014. “...and the Cross-Section of Expected Returns.” Available at http

  6. Massive Sell-Off? Unlikely

    Headlines

    Mon, 11 Aug 2014

    of profitability and growth and have stronger balance sheets. Another study , from Yale’s Robert Shiller and John Y. Campbell , then of Princeton, used data from over 100 years to demonstrate that the price of shares in relation to a company’s

  7. Finding Smart Beta in the Factor Zoo

    Headlines

    Fri, 8 Aug 2014

    2014. “Betting Against Beta.” Journal of Financial Economics, vol. 111, no. 1 (January):1â 25. Harvey, Campbell R., Yan Liu, and Heqing Zhu. 2014. “â ¦and the Cross-Section of Expected Returns.” Available at http

  8. The Moneyball of Quality Investing

    Headlines

    Wed, 9 Jul 2014

    New Bottles.” Journal of Financial and Quantitative Analysis, vol. 10, no. 5 (December):775–784. Harvey, Campbell , Yan Liu, and Heqing Zhu (2014) “... and the Cross-Section of Expected Returns.” Working Paper (May 17). Available at http

  9. Is Hillshire Worth the Meaty Price?

    Headlines

    Wed, 4 Jun 2014

    Brands upon the split-up of the former Sara Lee. Sean Connolly, named CEO in January 2012, worked in various roles at Campbell Soup and Procter & Gamble before joining Hillshire Brands. We think his previous tenure at leading branded consumer goods

  10. UPDATE 3- Campbell cuts sales forecast as U.S. soup sales cool

    Headlines

    Mon, 19 May 2014

    * Cuts full-year sales growth forecast to 3 pct from 4-5 pct

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