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J.M. Smucker SJM

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    1. 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 our expectations due to significant volume deterioration

    2. Dropping Coverage of SJM Holdings

      Commentary

      Mon, 16 Jun 2014

      We are dropping analyst coverage of SJM Holdings. Morningstar provides broad coverage of more than 1,500 companies across more than 90 industry groups, and we adjust our coverage as necessary based on client demand and investor interest.

    3. 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, and we do not anticipate a significant change to our $95 fair value estimate

    4. SJM Holdings Continues to Lose Market Share in 1Q; Shares Undervalued

      Commentary

      Mon, 12 May 2014

      SJM Holdings reported first-quarter results that ..... more than HKD 10 per share. We currently view SJM as materially undervalued, with the stock ..... EBITDA increased 3% to HKD 1.9 billion. SJM 's market share in Macau was 23% in the first

    5. Placing SJM Holdings Under Review

      Commentary

      Fri, 18 Apr 2014

      We're putting our coverage of SJM Holdings under review as we reassess our assumptions surrounding the firm's under-construction Cotai Strip casino. We expect to raise our fair value estimate substantially.

    6. 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

    7. From Barron’s, October 28, 2013 (Part 1)

      Commentary

      Sat, 26 Oct 2013

      licenses] is Melco Crown [ MPEL ], Galaxy Entertainment [27.hk], MGM China [2282.hk], Sands China [1928.hk], SJM [880.hk], Wynn Macau [1128,hk]. Pg M8, Emerging Markets: Chinese consumer plays have been hot but are now slowing

    8. From Barron’s, October 14, 2013 (Part 2)

      Commentary

      Sat, 12 Oct 2013

      9_0210-investorsentimentreadings.html Bullish stories: 6 stocks with rising earnings estimates [ ALL, COF, CELG, SJM , OXY, SNA ; pg 21]; semiconductor equipment maker Kulicke & Soffa [ KLIC ; forward P/E 3 after backing out $6.65/share

    9. From Barron’s, September 23, 2013 (Part 1)

      Commentary

      Sat, 21 Sep 2013

      include banks, real-estate firms [5x-8x fwdE], international trading houses, and Macau gaming stocks traded in HK [ SJM Holdings , 0880.hk]. The ETFs are EWH and small-cap EWHS . Pg M7, Emerging Markets: There were 14 Chinese IPOs in 2011

    10. Lowering Uncertainty Rating to High From Very High for a Number of Casino and Lodging Operators

      Commentary

      Wed, 11 Sep 2013

      Accor, Galaxy Entertainment, InterContinental Hotels, Las Vegas Sands, Marriott, Melco Crown, MGM China, Hyatt Hotels, SJM Holdings, Starwood Hotels & Resorts Worldwide, Wyndham Worldwide, and Wynn Resorts. Since 2010, these companies have reduced

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