Thursday, July 24, 2014

Top 5 Consumer Stocks To Own Right Now

On this day in economic and business history ...

On April 14, 2000, all but the most hopeless optimists probably sensed that the era of endless dot-com gains was finally over. That day, a four-day streak of losses became a five-day market rout as investors reacted to unexpected growth in consumer prices by selling off en masse.

The Dow Jones Industrial Average (DJINDICES: ^DJI  ) lost 616.23 points -- a 5.7% plunge -- narrowly avoiding a 700-point drop but nevertheless setting what was then an all-time record for losses in terms of points. The losses became so bad so quickly during the day's trading that circuit breakers tripped at the New York Stock Exchange, leading us to wonder how much worse the drop might have been without this protection. The once red-hot Nasdaq Composite (NASDAQINDEX: ^IXIC  ) collapsed, losing more than 9% in its largest one-day drop on record, capping a week that had shaved off a full quarter of its value. Over the course of the week, investors in American stocks lost $2 trillion in total wealth.

Top India Stocks For 2015: Anhanguera Educacional Participacoes SA (AEDU3)

Anhanguera Educacional Participacoes SA, formerly Mehir Holdings SA, is a Brazil-based holding company engaged in the education sector. The Company provides higher graduate and postgraduate education through full time and distance learning programs. It is also engaged in the provision of preparatory courses for public competition and other specialization courses. The Company offers the academic programs, such as full time graduate, distance graduate and post-graduate courses. Additionally, the Company provides selected courses through the methodology of distance learning, including graduate, post-graduate and continuous education courses. Anhanguera Educacional Participacoes SA offers its services for working adults and operates in approximately 71 campuses and around 500 learning centers located throughout each of around the 26 Brazilian states. Advisors' Opinion:
  • [By Ney Hayashi]

    Anhanguera Educacional Participacoes SA (AEDU3) tumbled after Brazil�� antitrust regulator signaled it may limit the education company�� merger with competitor Kroton Educacional SA. (KROT3) Lojas Renner SA (LREN3) led retailers higher after a report showed Brazil�� industrial production expanded faster than expected in October, easing concern that growth is faltering.

Top 5 Consumer Stocks To Own Right Now: J&J Snack Foods Corp (JJSF)

J & J Snack Foods Corp. (J & J), incorporated in 1971, manufactures nutritional snack foods and distributes frozen beverages, which it markets nationally to the food service and retail supermarket industries. The Company�� principal snack food products are soft pretzels marketed under the brand name SUPERPRETZEL and frozen juice treats and desserts marketed under the LUIGI��, WHOLE FRUIT, ICEE and MINUTE MAID brand names. In June 2012, the Company acquired the assets of Kim & Scott�� Gourmet Pretzels, Inc., a manufacturer and seller of a brand soft pretzel. In October 2013, J & J Snack Foods Corp. acquired the assets of New York Pretzel.

J & J is a manufacturer of soft pretzels in the United States, Mexico and Canada. Other snack food products include churros (an Hispanic pastry), funnel cake, dough enrobed handheld products and bakery products. The Company�� principal frozen beverage products are the ICEE brand frozen carbonated beverage and the SLUSH PUPPIE brand frozen uncarbonated beverage. The Company�� Food Service and Frozen Beverages sales are made to food service customers, including snack bar and food stand locations in chain, department, discount, warehouse club and convenience stores; malls and shopping centers; fast food outlets; stadiums and sports arenas; leisure and theme parks; movie theatres; independent retailers, and schools, colleges and other institutions. The Company�� retail supermarket customers are supermarket chains. The Company operates in three business segments: Food Service, Retail Supermarkets and Frozen Beverages.

The products sold by the food service segment are soft pretzels, frozen juice treats and desserts, churros, dough enrobed handheld products and baked goods. Its customers in the food service segment include snack bars and food stands in chain, department and discount stores; malls and shopping centers; casual dining restaurants; fast food outlets; stadiums and sports arenas; leisure and theme parks; convenience stores; m! ovie theatres; warehouse club stores; schools, colleges, and other institutions. The products sold to the retail supermarket channel are soft pretzel products, including SUPERPRETZEL, frozen juice treats and desserts, including LUIGI�� Real Italian Ice, MINUTE MAID Juice Bars and Soft Frozen Lemonade, WHOLE FRUIT frozen fruit bars and sorbet, ICEE Squeeze-Up Tubes and dough enrobed handheld products, including PATIO burritos. The Company sells frozen beverages to the food service industry primarily under the names ICEE, SLUSH PUPPIE, PARROT ICE and ARCTIC BLAST in the United States, Mexico and Canada. It also provides repair and maintenance service to customers for customers��owned equipment.

Soft Pretzels

The Company�� soft pretzels are sold under many brand names, which are SUPERPRETZEL, PRETZEL FILLERS, PRETZELFILS, GOURMET TWISTS, MR. TWISTER, SOFT PRETZEL BITES, SOFTSTIX, SOFT PRETZEL BUNS, TEXAS TWIST, CINNAPRETZEL and SERIOUSLY TWISTED!; and under private labels. Soft pretzels are sold in the Food Service and Retail Supermarket segments. During fiscal year ended September 29, 2012 (fiscal 2012), soft pretzel sales amounted to 18% of the Company�� revenue.

Soft pretzels, ranging in size from one to ten ounces in weight, are shaped and formed by the Company�� twister machines. These soft pretzel tying machines are for twisting dough into the traditional pretzel shape. In addition, it makes soft pretzels, which are extruded or shaped by hand. The Company�� marketing program in the Food Service segment includes supplying ovens, mobile merchandisers, display cases, warmers and similar merchandising equipment to the retailer to prepare and promote the sale of soft pretzels.

Frozen Juice Treats and Desserts

The Company�� frozen juice treats and desserts are marketed primarily under the LUIGI��, WHOLE FRUIT, ICEE and MINUTE MAID brand names. Frozen juice treats and desserts are sold in the Food Service and Retail Supermarke! ts segmen! ts. During fiscal 2012, frozen juice treats and dessert sales were 13% of the Company�� revenue.

The Company�� school food service MINUTE MAID and WHOLE FRUIT frozen juice bars and cups are manufactured from an apple or pineapple juice concentrate to which water, sweeteners, coloring (in some cases) and flavorings are added. The juice bars are produced in various flavors and are packaged in a sealed push-up paper container referred to as the Milliken M-pak. The balance of the Company�� frozen juice treats and desserts products are manufactured from water, sweeteners and fruit juice concentrates in various flavors and packaging, including cups, tubes, sticks, M-paks, pints and tubs.

Churros

The Company�� churros are sold under the TIO PEPE�� and CALIFORNIA CHURROS brand names. Churros are sold to the Food Service and Retail Supermarkets segments. During fiscal 2012, Churro sales were 6% of the Company�� sales. Churros are Hispanic pastries in stick form, which the Company produces in several sizes. The churros are deep fried, frozen and packaged. At food service point-of-sale they are reheated and topped with a cinnamon sugar mixture. The Company also sells fruit and creme-filled churros. The Company supplies churro merchandising equipment.

Handheld Products

The Company's dough enrobed handheld products are marketed under the PATIO, HAND FULLS, HOLLY RIDGE BAKERY, VILLA TALIANO, TOP PICKS brand names and under private labels. Handheld products are sold to the Food Service and Retail Supermarket segments. During fiscal 2012, handheld product sales amounted to 6% of the Company's sales.

Bakery Products

The Company�� bakery products are marketed under the MRS. GOODCOOKIE, READI-BAKE, COUNTRY HOME, MARY B��, DADDY RAY�� and JANA�� brand names, and under private labels. Bakery products include biscuits, fig and fruit bars, cookies, breads, rolls, crumb, muffins and donuts. Bakery products are sold ! to the Fo! od Service segment. During fiscal 2012, bakery products sales amounted to 32% of the Company�� sales.

Frozen Beverages

The Company markets frozen beverages primarily under the names ICEE, SLUSH PUPPIE, PARROT ICE and ARCTIC BLAST in the United States, Mexico and Canada. During fiscal 2012, frozen beverages are sold in the Frozen Beverages segment. During fiscal 2012, frozen beverage sales amounted to 16% of revenue in fiscal 2012.

Under the Company�� principal marketing program for frozen carbonated beverages, it installs frozen beverage dispensers for its ICEE and ARCTIC BLAST brands at customer locations and thereafter services the machines, arranges to supply customers with ingredients required for production of the frozen beverages, and supports customer retail sales efforts with in-store promotions and point-of-sale materials. During fiscal 2012, the Company also provided repair and maintenance service to customers for customers��owned equipment and sells equipment in its Frozen Beverages segment, revenue from which amounted to 7% of sales. The Company sells frozen un-carbonated beverages under the SLUSH PUPPIE and PARROT ICE brands through a distributor network and through its own distribution network.

Each new frozen carbonated customer location requires a frozen beverage dispenser supplied by the Company or by the customer. Company-supplied frozen carbonated dispensers are purchased from outside vendors, built new or rebuilt by the Company. The Company provides managed service and/or products to approximately 87,000 Company-owned and customer-owned dispensers.

Other Products

Other products sold by the Company include soft drinks, funnel cakes sold under the FUNNEL CAKE FACTORY brand name and smaller amounts of various other food products. These products are sold in the Food Service and Frozen Beverages segments.

Advisors' Opinion:
  • [By Suravi Thacker]

    Food industry is one of the safest options to invest in since food can never be out of vogue. Moreover, even snack making industry is quite a lucrative one with some of the prominent players being Kellogg (K), Mondelez International (MDLZ) and J&J Snack Foods (JJSF). However, it is important to understand which among these will be the best pick for any investor.

  • [By John Kell and Lauren Pollock var popups = dojo.query(".socialByline .popC"); ]

    Hologic Inc.(HOLX) named Eric Compton as its chief operating officer, a newly created position, amid a handful of leadership changes at the medical-equipment maker. Mr. Compton most recently worked as the world-wide president of Johnson & Johnson’s Ortho-Clinical Diagnostics. J&J(JJSF) in January agreed to sell the�blood-testing business for $4.15 billion to Carlyle Group L.P(CG).

  • [By Geoff Gannon] out the performance numbers on those three stocks over the last 10-13 years (I bought them at different times). You��l notice that if I just never sold those stocks I wouldn�� need to do anything else. Those three stocks would��e made a fine portfolio for the next decade or so.

    Well, I did sell those stocks. And I did a lot else. And some of it worked very well and some of it worked very badly. But, almost without fail, the net result was never better than what would have happened if I�� kept those three stocks.

    That�� not an accident. It took me a very, very long time to buy stocks when I was a kid. I bought six stocks in my first five years as an investor. That�� not quite a 20 punches approach ��but it�� pretty close.

    Why did I only buy one stock a year?

    Because I didn�� know anything about stocks. And I didn�� think I knew anything about stocks.

    My investment style was formed from a combination of extreme ignorance and extreme confidence. I was totally ignorant about stocks. And I was totally confident that I could learn all I needed to know about the stocks I needed to know about.

    That combination led to focusing on a few very specific stocks. Stocks I was comfortable with.

    When I was 14, there were only two places my money went. Into my brokerage account. Or into video games. So it�� not a surprise I bought Activision. At the time the video game industry had a much clearer future than it does today. And there was no better CEO of a video game company than Bobby Kotick. The balance sheet was pristine. When you backed out cash, the stock was cheap relative to sales. I looked at everything I could about video game companies and I decided sales were pretty profitable and pretty cash generative in this industry. All you needed was sensible capital allocation. All you needed was management that was going to run the place like a business. And I thought you had that.

    I worked as a cashier at Vi

Top 5 Consumer Stocks To Own Right Now: Nestle SA (NESN.VX)

Nestle SA is a Swiss Company engaged in the nutrition, health and wellness sectors. It is the holding company of the Nestle Group, which comprises subsidiaries, associated companies and joint ventures throughout the world. It has such business units as Food and Beverage, Nestle Waters and Nestle Nutrition. It is also active in the pharmaceutical sector. It divides its products into Powdered and liquid beverages, Water, Milk products and Ice cream, Nutrition, Prepared dishes and cooking aids, Confectionery, PetCare and Pharmaceutical products. In February 2011, the Company acquired CM&D Pharma Ltd.

Advisors' Opinion:
  • [By Michael Calia]

    Post Holdings Inc.(POST) agreed to acquire the PowerBar and Musashi brands from Nestle SA(NESN.VX), further expanding the cereal maker’s position in the active nutrition category.

Top 5 Consumer Stocks To Own Right Now: Koninklijke Ahold NV (AHONY)

Koninklijke Ahold N.V. (Ahold), incorporated on April 29, 1920, is engaged in the operation of retail food stores in the United States and Europe through subsidiaries and joint ventures. Ahold�� retail operations are presented in four segments: Stop & Shop/Giant-Landover, Giant-Carlisle, Albert Heijn and Albert/Hypernova. During the fiscal year ended January 3, 2010 (fiscal 2009), it operated 2,909 stores. On February 8, 2010, Ahold�� Giant-Carlisle acquired 25 stores from Ukrop�� Super Markets.

Franchisees operated 783 of the Albert Heijn, Etos and Gall & Gall stores, 463 of which were either owned by the franchisees or leased independently from Ahold. Of the 2,446 stores, 20% were company-owned and 80% were leased. Ahold�� stores range in size from 20 to over 10,000 square meters. Albert Heijn is a food retailer in the Netherlands. Etos is a health and beauty retailer in the Netherlands. Gall & Gall is a wine and liquor specialist in the Netherlands. Stop & Shop is a supermarket brand, operating in six states in the northeast United States. Giant-Landover is a supermarket brand, operating in four states in the mid-Atlantic United States. Peapod is an online grocery delivery service working in partnership with Stop & Shop and Giant-Landover. It also serves the metropolitan areas of Chicago, Illinois; Milwaukee and Madison, Wisconsin, and the northern areas of Indiana.

Advisors' Opinion:
  • [By Rich Duprey]

    As mentioned, Kroger is still swallowing Harris Teeter and has said it needs time to make more acquisitions. Royal Ahold (NASDAQOTH: AHONY  ) is also said to be leery about doing large acquisitions these days, while Cerberus recently finished acquiring the Albertsons and Acme chains from SUPERVALU (NYSE: SVU  ) �for $3.3 billion.

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