With shares of Kellogg (NYSE:K) trading around $59, is K an OUTPERFORM, WAIT AND SEE, or STAY AWAY? Let�� analyze the stock with the relevant sections of our CHEAT SHEET investing framework:
T = Trends for a Stock’s MovementKellogg is engaged in the manufacture and marketing of ready-to-eat cereal and convenience foods. Kellogg�� principal products are cereals, cookies, crackers, toaster pastries, cereal bars, fruit-flavored snacks, frozen waffles, and veggie foods. It also markets under other brands such as: Keebler, Cheez-It, Murray, Austin, and Famous Amos to supermarkets in the United States. The company�� cereal products are generally marketed under the Kellogg�� name and are sold principally through direct sales forces for resale to consumers. As of this year, their products were manufactured in 17 countries and marketed in more than 180 countries. Convenience food continues to see increased demand so a company like Kellogg that can provide these products at affordable prices across the globe stands to make significant profits.
Top 10 Up And Coming Stocks To Own For 2015: Lance Inc.(LNCE)
Snyder?s-Lance, Inc. manufactures, markets, and distributes snack food products primarily in the United States. Its products include pretzels, sandwich crackers, kettle chips, cookies, potato chips, tortilla chips, other salty snacks, sugar wafers, nuts, and restaurant style crackers. The company sells its products principally under the Snyder?s of Hanover, Lance, Cape Cod, Krunchers!, Jays, Tom?s, Archway, Grande, Stella D?oro, O-Ke-Doke, EatSmart, and Padrinos brand names. It also purchases and sells cakes, meat snacks, and candy under its brands, as well as partner brand products for resale. Snyder?s-Lance, Inc. sells its products through direct-store-delivery network, distributors, and direct sales to grocery/mass merchandisers, convenience stores, club stores, discount stores, food service establishments, drug stores, schools, military and government facilities, recreational facilities, offices, and other independent retailers. The company was formerly known as L ance, Inc. and changed its name to Snyder?s-Lance, Inc. in December 2010. Snyder?s-Lance, Inc. was founded in 1912 and is headquartered in Charlotte, North Carolina with additional offices in Hanover, Pennsylvania.
Advisors' Opinion:- [By Alex Planes]
At a quarter the size of Snyder's-Lance (NASDAQ: LNCE ) , Diamond could actually be a buyout candidate in its own right, assuming its larger competitors can come to trust its accounting. It would be an easy acquisition for either Kellogg or General Mills� (NYSE: GIS ) , neither of which has any notable nut or popcorn brands to speak of.
- [By Rich Duprey]
As part of snack food maker�Snyder's-Lance's� (NASDAQ: LNCE ) first-quarter earnings report today,�it�announced the payment�of its regularly quarterly dividend of $0.16 per share.
Top Supermarket Companies To Own In Right Now: Interpublic Group of Companies Inc (IPG)
The Interpublic Group of Companies, Inc. (Interpublic), incorporated in September 1930, is a global advertising and marketing services companies. Interpublic�� companies specialize in consumer advertising, digital marketing, communications planning and media buying, public relations and specialized communications disciplines. The Company has two segments: Integrated Agency Networks (IAN) and Constituency Management Group (CMG). IAN is comprised of McCann, Draftfcb, Lowe, Mediabrands and its domestic integrated agencies. CMG is comprised of a number of its specialist marketing services offerings. During the year ended December, 31, 2011, it completed 22 acquisitions, which included purchases of controlling interests in previously unconsolidated subsidiaries. Of these acquisitions, 18 are included in IAN operating segment and four are included in CMG operating segment. All acquired agencies have been integrated into one of its global networks or existing agencies. The acquisitions included service creative agencies in Australia, a public relations firm in Brazil, digital and direct marketing agencies in the United Kingdom, a healthcare communications firm in Germany and a social media agency in the United States. In November 2013, Interpublic Group of Companies Inc's MRM, a global digital and direct agency within McCann Worldgroup, a unit of the Interpublic Group of Companies, acquired the Brazilian agency E/OU. In January 2014, Interpublic Group of Companies Inc announced that its division Lowe and Partners, announced the acquisition of the global digital network Profero.
The Company�� agencies create customized marketing programs for companies. The Company has three global networks: McCann Worldgroup (McCann); Draftfcb and Lowe & Partners (Lowe), that provide integrated, advertising and marketing solutions for clients, and two global media services companies, UM and Initiative, operating under the Mediabrands umbrella. It premier also has domestic integrated and interactive agencies. ! Its solutions vary from project-based activity involving one agency to long-term, integrated campaigns created by multiple IPG agencies working together.
McCann offers a range of communications tools and resources to companies and brands. McCann Erickson Advertising has operations in over 100 countries. MRM Worldwide is its global digital and customer relationship management (CRM) network. Momentum Worldwide is engaged in experiential marketing and promotions, as is McCann Healthcare Worldwide in healthcare communications. Draftfcb is an agency model for clients seeking creative and accountable marketing programs delivered in a media-neutral manner under a unified, integrated business.
Lowe is a creative agency. Lowe is developing ideas that connect with culture. Mediabrands delivers on the scale and breadth of its media capabilities. UM and Initiative seek to deliver business results by advising clients on how to navigate an increasingly complex and digital marketing landscape. Specialist brands within Mediabrands focus on areas, such as the targeting and aggregation of audiences in the digital space, hyper-local marketing, media barter and a range of other capabilities.
The Company�� domestic integrated independent agencies include agency brands, including Campbell-Ewald, Hill Holliday, The Martin Agency and Mullen. The marketing programs created by the group incorporate all media channels, CRM, public relations and other marketing activities and have helped build some of the brands in the United States, across all sectors and industries. It has marketing specialists across a range of disciplines. These include Jack Morton (experiential marketing), Octagon (sports marketing), public relations agencies, such as Weber Shandwick and GolinHarris, FutureBrand (corporate branding), and its digital specialist agencies, led by R/GA and HUGE. Its healthcare communications specialists reside within its three global brands: McCann, Draftfcb and Lowe.
Advisors' Opinion:- [By Holly LaFon]
In the second half of the year, Crescent established new positions in a few companies that have more such global footprints. We initiated investments in Google (GOOG), as well as the advertising agencies Interpublic (IPG) and WPP (WPP). The fortunes of all three are tied directly to the level of global advertising spend, and they all saw their shares prices decline due to concerns of a recession-related slowdown. At our purchase price, we believe we were buying each at roughly 11-13x our estimated earnings for 2012 should the fears of a macroeconomic slowdown prove correct. This strikes us as a very reasonable multiple to pay for asset-light global businesses that generate strong free cash flow across the business cycle and have the capability to grow earnings greater than GDP in a normal economic environment.
- [By Wallace Witkowski]
��onsumer discretionary earnings will be an interesting bellwether on what�� been driving growth,��McMillan said. Companies specific to the consumer discretionary sector reporting in the coming week include Chipotle Mexican Grill Inc. (CMG) , Mattel Inc. (MAT) , Interpublic Group of Cos. (IPG) �and Omnicom Group Inc. (OMC) .
- [By Monica Gerson]
The Interpublic Group of Companies (NYSE: IPG) is projected to report its Q3 earnings at $0.18 per share on revenue of $1.71 billion.
Kansas City Southern (NYSE: KSU) is estimated to report its Q3 earnings at $1.11 per share on revenue of $622.27 million.
Top Supermarket Companies To Own In Right Now: Novo Nordisk A/S (NVO)
Novo Nordisk A/S, a healthcare company, engages in the discovery, development, manufacture, and marketing of pharmaceutical products in Denmark and internationally. The company operates in two segments, Diabetes Care and Biopharmaceuticals. The Diabetes care segment covers insulins, oral antidiabetic drugs, and other protein-related products and projects comprising glucagon and protein-related delivery systems, as well as GLP-1 analogue. The Biopharmaceuticals segment provides products in the areas of haemophilia, growth hormone therapy, hormone replacement therapy, and inflammation therapy. Its products are marketed and distributed through subsidiaries, distributors, and independent agents in 180 countries. Novo Nordisk A/S has a collaboration agreement with Archimedes, Inc. The company was founded in 1925 and is headquartered in Bagsvaerd, Denmark.
Advisors' Opinion:- [By Maxx Chatsko]
The company will now compete more readily with industry leaders Novozymes from Novo Nordisk (NYSE: NVO ) and Genencor from DuPont (NYSE: DD ) . However, the biggest effects could be felt at Codexis (NASDAQ: CDXS ) , which has also licensed the cutting-edge host organism from Dyadic. Will BASF's push into industrial enzymes, specifically using the C1 platform, vindicate Codexis or shove it out of the way?
- [By Dan Carroll]
Novo Nordisk (NYSE: NVO ) is one of the best examples of how a company has succeeded in China. It has dominated China's diabetes market -- a market that �Novo Nordisk estimated at 93 million total diabetic Chinese patients last year. With diabetes prevalence rising in China, Novo has carved out a 37% market share in the niche, more than double that of its nearest rival, Bayer. Novo's Chinese sales grew by 28% last year, and if the company can maintain its hold in the diabetes market, its stock -- which has slumped into the red in 2013 but is up nearly 150% over the last five years -- will rise on the back of China's growing pharmaceutical needs.
- [By Nicholas Vardy]
One reason for EDEN's impressive returns is its 41% exposure to the healthcare sector. The ETF�� largest holding, drug giant Novo Nordisk (NVO), accounts for over 24% of the fund�� weight.
Top Supermarket Companies To Own In Right Now: Deutz AG (DEZ)
DEUTZ AG is a Germany-based manufacturer of diesel engines. The Company produces engines with outputs of between 19 kilowatts (kW) and 520 kW for on-road as well as non-road applications. Its activities cover development, design, production, sales and services for diesel engines that are cooled by water, oil or air. DEUTZ AG divides its activities into two segments: DEUTZ Compact Engines and DEUTZ Customized Solutions. DEUTZ Customized Solutions segment focuses on air-cooled engines and large liquid-cooled engines with capacities of more than eight liters. The segment DEUTZ Compact Engines comprises liquid-cooled engines with capacities of less than four liters as well as engines with capacities of four to eight liters. The Company is the executive and operating company within the DEUTZ Group. It has a global reach with its production sites, ten distribution companies, nine sales offices, as well as over 800 distribution and service partners in more than 130 countries worldwide. Advisors' Opinion:- [By Jonathan Morgan]
RWE AG (RWE) jumped 6.4 percent, leading a gauge of utilities higher. Deutz AG (DEZ) plunged the most in more than two years after an investor sold a 8.4 percent stake in the manufacturer of diesel engines. ProSiebenSat.1 Media AG (PSM) dropped 1.1 percent after Telegraaf Media Groep NV sold its stake in the company.
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