THS : Analysis & Opinions

  1. Bear of the Day: Medifast (MED) - Bear of the Day

    August 18, 2014
    Bear of the Day: Medifast (MED) - Bear of the Day
  2. Better Margins Are Nice, But Are Green Mountain Investors Too ...

    May 9, 2013
    Are investors going to get scalded by this Starbucks-Green Mountain deal?
  3. ConAgra Wins Ralcorp After A Long Chase

    November 27, 2012
    ConAgra finally gets its deal with Ralcorp.
  4. TreeHouse Foods Falls Back To Earth

    November 7, 2012
    TreeHouse stumbles, but the valuation still isn't compelling.
  5. ConAgra Doing Better, But Can It Last?

    June 26, 2012
    ConAgra's lower returns on invested capital and weaker brand values suggest that its discount is appropriate. The good news ...
  6. Campbell Soup Still Well Below Simmer

    May 24, 2012
    While it's hard to ignore a company with high teens return on invested capital, famous brands and a solid dividend, Campbell's ...
  7. TreeHouse Foods – Store Brands At A Premium Price

    November 8, 2011
    TreeHouse is building value in off-brand products, but the stock is no bargain.
  8. ConAgra Chooses To Move On

    September 26, 2011
    ConAgra seems to be making smarter choices, but is management's strategy enough to significantly improve business?
  9. Higher Costs Are Climbing Up The Value Chain

    March 23, 2011
    Even premium brands are vulnerable to higher costs.
  10. Big Money In Private Labels

    November 9, 2010
    The growth of private label and store brands represents an interesting opportunity for investors.
  11. Bank CEO Salary Cap Sucks

    February 13, 2009
    The $500,000 salary cap has no teeth, as long-term incentives already make up 70% of executive compensation.
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