Wednesday, December 24, 2014

Best Food Companies To Buy For 2014

Who cares about falling jobless claims when Russia is massing troops along Ukraine’s border and banning food imports from the U.S.?

European Pressphoto Agency

Not the stock market. The S&P 500 fell 0.6% to 1,909.57, while the Dow Jones Industrial Average dropped 0.5% to 16,367.27 and is now down nine of the past 12 trading days. The Nasdaq Composite declined 0.5% to 4,334.97 and the small-company Russell 2000 dropped 0.5% to 1,119.76.

The losses came even as initial jobless claims fell to 289,000 last week, well below forecasts for a dip to 300,000. The four-week average dropped to 293,500, the lowest since 2006.

RBC’s Robert Stallard quotes the bank’s “geopolitical adviser” General Charles Vyvyan, who thinks the West needs to offer Vladimir Putin a way out:

Putin clearly will not, is not, able to respond to threats; he has invested too much in his nationalist rhetoric. If the West does not want a meltdown in global relations, it is up to them to offer him a lifeline. He knew, even if the vast majority of Russians did not know, that even before the impact of sanctions became apparent, his country was a failing state…I believe that Putin will pursue further offensive strategies in Ukraine which will attract yet more debilitating sanctions; and that he will then blame the disastrous situation in the country on the sanctions, thus absolving himself of all responsibility for a situation entirely of his own making.

Top 10 Life Sciences Companies To Buy For 2015: Amira Nature Foods Ltd (ANFI)

Amira Nature Foods Ltd., incorporated on February 20, 2012, is a provider of packaged Indian specialty rice, with sales in over 40 countries. It generates the majority of its revenue through the sale of Basmati rice, a long-grain rice grown only in certain regions of the Indian sub-continent. The Company sells its products, primarily in emerging markets, through a distribution network. It sells its Amira brand in more than 25 countries. The Company sells its Amira branded products to Indian retailers such as Bharti Wal-Mart, Big Bazaar, Metro Cash & Carry, Spar, Spencer's Retail, Star Bazaar (Tesco in India) and Total and retailers, such as Carrefour, Costco, Jetro Restaurant Depot, Lulu's and Smart & Final, and through the foodservice channel. It participates across the entire rice supply chain from the procurement of paddy to its storage, aging, processing into rice, packaging, distribution and marketing. In June 2013, the Company announced that it has launched Amira branded products in the United Kingdom. In January 2014, Amira Nature Foods Ltd acquired Basmati Rice GmbH.

The Company operates an automated and integrated processing and milling facility that is located in the vicinity of the key Basmati rice paddy producing regions of northern India. The facility spans a covered area of 310,221 square feet, with a processing capacity of 24 metric tons of paddy per hour. During the year ended March 31, 2012, 34% of its revenue was derived from sales in India, and 50.3% was derived from sales in the Europe, Middle East and Africa region, or EMEA, 14.3% was derived from sales in the Asia Pacific region, and 1.4% was derived from sales in North America.

Advisors' Opinion:
  • [By Garrett Cook]

    Amira Nature Foods (NYSE: ANFI) shares shot up 12.76 percent to $14.67 after the company reported better-than-expected fourth-quarter earnings.

    Shares of Global Eagle Entertainment (NASDAQ: ENT) got a boost, shooting up 10.38 percent to $12.12 after the company and Boeing (NYSE: BA) announced a satellite connectivity partnership.

  • [By Roberto Pedone]

    A consumer goods player that's starting to trend within range of triggering a big breakout trade is Amira Nature Foods (ANFI), a global provider of packaged Indian specialty rice, with sales in over 40 countries. This stock has been in play with the bulls over the last three months, with shares up 25%.

    If you take a look at the chart for Amira Nature Foods, you'll notice that this stock has been uptrending strong for the last five months, with shares soaring higher from its low of $7.44 to its recent high of $17.41 a share. During that uptrend, shares of ANFI have been making mostly higher lows and higher highs, which is bullish technical price action. Shares of ANFI have started to break out above some key near-term overhead resistance levels today at $15.92 to $16.25 a share. That move is quickly pushing shares of ANFI within range of triggering another big breakout trade.

    Traders should now look for long-biased trades in ANFI if it manages to break out above its all-time high of $17.41 a share with high volume. Look for a sustained move or close above that level with volume that hits near or above its three-month average action of 226,387 shares. If that breakout triggers soon, then ANFI will set up to enter new all-time-high territory, which is bullish technical price action. Some possible upside targets off that breakout are $25 to $27 a share.

    Traders can look to buy ANFI off any weakness to anticipate that breakout and simply use a stop that sits right below its 50-day at $15.03 a share or around more key near-term support at $14.72 a share. One could also buy ANFI off strength once it starts to clear $17.41 a share with volume and then simply use a stop that sits a comfortable percentage from your entry point.

Best Food Companies To Buy For 2014: American Lorain Corp (ALN)

American Lorain Corporation (ALN), incorporated on February 4, 1986, is an integrated food manufacturing company. The Company develops, manufactures and sells food products, which includes chestnut products, convenience foods, including ready-to-cook (RTC) foods, ready-to-eat (RTE) foods and meals ready-to-eat (MRE)), and frozen food products. The Company conducts its production activities in China. Its products are sold in 26 provinces and administrative regions in China and 42 foreign countries. The Company derives its revenues from sales in China, Japan and South Korea. During the year ended December 31, 2011, the Company produced 254 products, including 16 new products in its chestnut and convenience foods segment. During 2011, it discontinued three products in the convenience segment. In February 2014, American Lorain Corp acquired a 51% interest in Athena Group.

The Company manufactures its products in six facilities in China, three of which are located in Junan County, Shandong Province, one in Luotian County, Hubei Province, one in Miyun County, Beijing City and one leased facility in Dongguan, Guandong Province. As of December 31, 2011, the Company manufactured its products using 26 production lines. Each production line is used to produce between 10 and 50 products. The Company operates three product lines: deep-freezing lines, canning lines and convenience food lines. The Company sells its products in all first-tier cities in China, including Beijing, Shanghai, Tianjin and Guangzhou. Its export sales destinations include Asia pacific, primarily Japan, South Korea and Malaysia, but also Singapore, Philippines, Indonesia and Australia; Europe, primarily Belgium and the United Kingdom, but also France, Germany, the Netherlands, Spain, Poland, and Denmark the Middle East, primarily Saudi Arabia, Kuwait and Israel; North America, including the United States and Canada.

ALN owns 100% of International Lorain Holding, Inc. (ILH). ILH wholly owns two Chinese operating subsi! diaries, Luotian Green Foodstuff Co., Ltd. (Luotian Lorain) and Junan Hongrun Foodstuff Co., Ltd. (Junan Hongrun), directly. Junan Hongrun, in turn, wholly owns Dongguan Green Foodstuff Co., Ltd. (Dongguan Lorain). In addition, together with Junan Hongrun, ILH wholly owns Beijing Green Foodstuff Co., Ltd. (Beijing Lorain), Shandong Greenpia Foodstuff Co., Ltd. (Shandong Greenpia), and owns approximately 80% of Shandong Green Foodstuff Co., Ltd. (Shandong Lorain) (Shandong Economic Development Investment Co. Ltd. owns approximately 20%).

Chestnut Products

During 2011, the Company produced 57 processed chestnut products. During 2011, this segment contributed 51.7% of its total revenues. The Company's products include its aerated open-bottom chestnuts, which are chestnuts packaged with nitrogen; sweetheart chestnuts, which are sweet preserved chestnuts; chestnuts in syrup, and golden chestnut kernels.

Convenience Foods

The Company's convenience food products include RTC food products, RTE food products and MRE food products. During 2011, the Company's RTCs included beef and lamb products, and its RTEs included bean products and pickle products. The Company's self heating MREs are primarily for military use since no cooking device or other ingredients are needed other than water. The Company also introduced microwavable MREs for civilian uses, such as camping, traveling and other situations. The Company produces various MREs based on Chinese cuisine, which include its pork with garlic sauce over rice and kungpao chicken with rice. The Company produced 138 convenience food products, during 2011, including 14 new products, such as filled buns and fried sweet potato.

Frozen Food Products

The Company produces a variety of frozen foods, including frozen vegetables, frozen fruits, frozen fish, and frozen meats. The Company produced 63 frozen food products in 2011. The Company's frozen foods included, during 2011, were frozen asparagus a! nd frozen! corn.

The Company competes with Hebei Liyuan, Foodwell Corporation, Weifang Langdong Food Co. Ltd., Yuyao Hongji Food Co. Ltd. and Yantai Pengshun Food Co. Ltd.

Advisors' Opinion:
  • [By James E. Brumley]

    Truth be told, were it just today's 11% pop from American Lorain Corporation (NYSEMKT:ALN), it might not even be worth mentioning. It's not just today's 11% rally from ALN, though, that's made this stock so interesting. It's everything that's happened up until this point that may mean American Lorain deserves a spot at the top of your watchlist, if not in your portfolio.

Best Food Companies To Buy For 2014: Danone SA (DANOY)

Danone SA, incorporated on February 2, 1899, is a France-based company engaged in food processing activities. The Company operates in four business lines, including Fresh Dairy Products, Waters, Baby Nutrition and Medical Nutrition. The Fresh Dairy Products business line�� brands are Danone, Actimel, Activia, Danacol and Vitalinea. The Water business line offers brands, such as Evian, Volvic, Aqua, Bonafont, Font Vella and Lanjaron. The Baby Nutrition business line include Bledina, Gallia, Nutricia, Cow & Gate, Milupa, Mellin and Dumex brands. Medical nutrition business includes Nutricia, Nutrini, Nutrison, Fortimel, FortiCare, Fortisip, Neocate and Infatrini brands. As of December 31, 2009, the Company acquired Danone Clover and a 26.85% interest in Micropharma. In December 2010, the Company and Unimilk announced the finalization of the merger of their Fresh Dairy Product businesses.

In Europe the Company�� main markets are France, Spain, Germany, Italy, the Benelux countries, the United Kingdom, Poland and Russia. The Company�� product Actimel, the probiotic dairy product, if consumed daily, helps to strengthen the organism�� natural defenses. The Waters business line includes activities focused on natural or flavored mineral water and on fruit-flavored or tea drinks, with a positioning concerned with health benefits. The Company�� baby nutrition business line�� activities consist mainly of producing food for newborns and babies (infant milk formula, follow-on milk, and growing up milk). It also offers a diverse range of products for

children aged 6 to 36 months. Specially developed and clinically tested formulas have also been developed for babies suffering from milk protein intolerance. The Medical Nutrition business line develops nutritional products adapted to specific needs, namely those of hospitalized patients, in order to prevent malnutrition and to improve its consumers daily life.

The Company competes with Nestle, PepsiCo, Coca-cola, Abbott, Mead! Johnson and Fresenius.

Advisors' Opinion:
  • [By Andrew Marder]

    Yogurt for breakfast is good. Coffee for breakfast is good. Yogurt-coffee might be crossing a hidden line, though. Thankfully, that's apparently not what�Starbucks (NASDAQ: SBUX  ) and Danone� (NASDAQOTH: DANOY  ) had in mind when they recently announced a plan to release yogurt together starting in 2014. The companies both get a benefit from the agreement, with Danone using Starbucks to get more exposure in the American market, while Starbucks gets another arrow in its food-quiver.

Best Food Companies To Buy For 2014: Post Holdings Inc (POST)

Post Holdings, Inc., incorporated on September 22, 2011, is a holding company. The Company is a manufacturer, marketer and distributor of branded ready-to-eat cereals in the United States and Canada. The Company�� portfolio of brands includes Honey Bunches of Oats, Pebbles, Great Grains, Grape-Nuts, Shredded Wheat, Raisin Bran, Golden Crisp, Alpha-Bits and Honeycomb. It markets and sells ready-to-eat cereal products in three different categories: sweetened, balanced and unsweetened. Its sweetened products include Pebbles, Honeycomb, Golden Crisp, Alpha-Bits and Waffle Crisp. Its balanced products include Honey Bunches of Oats, Post Selects, Great Grains and Shreddies. The Company�� unsweetened products include Post Shredded Wheat, Post Raisin Bran and Grape-Nuts. Effective January 1, 2014, the Company announced it has completed the acquisition of private label pasta manufacturer Dakota Growers Pasta Company, Inc. Effective January 2, 2014, Post Holdings Inc acquired Agricore United Holdings Inc from Viterra Inc, a unit of Glencore Xstrata PLC, and the transaction also included Dakota Growers Pasta Company, Inc. Effective January 1, 2014, Post Holdings Inc acquired Dymatize Enterprises LLC, a Farmers Branch-based manufacturer and wholesaler of nutrition supplement. Effective January 1, 2014, it acquired Dymatize Enterprises LLC and Golden Boy Foods Ltd.

Honey Bunches of Oats is in the ready-to-eat cereal market. The Company�� Pebbles brands include Cocoa and Fruity Pebbles. The products are manufactured through a flexible production platform consisting of four owned primary facilities and sold through a variety of channels, such as grocery stores, mass merchandisers, club stores, and drug stores.

Advisors' Opinion:
  • [By Shamus Funk]

    Following the same line of logic, don't be surprised if Post (NYSE: POST  ) Grape-Nuts soon carry the GMO-free label. They are currently marketing Vintage Grape-Nuts which do not contain the likely GMO-laden isolated soy protein that is found in their current formulation of the cereal. Presumably with a little consumer demand, the transition back to the original recipe would be easy and enable the GMO-free label.

  • [By Seth Jayson]

    Post Holdings (NYSE: POST  ) reported earnings on May 13. Here are the numbers you need to know.

    The 10-second takeaway
    For the quarter ended March 31 (Q2), Post Holdings missed estimates on revenues and missed estimates on earnings per share.

  • [By Ali Berri]

    Equities Trading DOWN
    Shares of Post Holdings (NYSE: POST) were down 23.99 percent to $33.83 after the company reported a Q3 loss of $0.30 per share on revenue of $633.0 million. The company also announced its plans to acquire American Blanching Company. SunTrust Robinson Humphrey downgraded Post Holdings from Buy to Hold and lowered the price target from $70.00 to $45.00.

Best Food Companies To Buy For 2014: Wasgau Produktions & Handels AG (MSH)

Wasgau Produktions & Handels AG is a Germany-based retailer and producer of food articles. The Company divides its business activities into the two main segments Wholesale and Retail. The Wholesale�� businesses include seven Cash and Carry markets for restaurateurs and wholesale customers, as well as commercial businesses of the holding company WASGAU Produktions & Handels AG, which are supported by its subsidiary WASGAU Dienstleistungs & Logistik GmbH, active within warehouse management and transportation. The Operations within the Retail segment are mainly carried out through Company�� subsidiaries WASGAU Metzgerei GmbH and WASGAU Baeckerei & Konditorei GmbH, which produce and supply its stores with a variety of meats and bakery products, respectively. As of December 31, 2011, the Company operated through 24 affiliated companies and subsidiaries located in Germany. Advisors' Opinion:
  • [By Rex Crum]

    The action helped push the Nasdaq (COMP) �up by 14 points to close at 3,943. The Philadelphia Semiconductor Index (COMP) �rose 0.4% and the Morgan Stanley High-Tech Index (MSH) �also closed with a small gain.

  • [By Benjamin Pimentel]

    The Nasdaq Composite Index (COMP) �fell 0.4% to close at 4,052. The Morgan Stanley High Tech 35 Index (MSH) �and the Philadelphia Semiconductor Index (SOX) �each gained a fraction.

Best Food Companies To Buy For 2014: Biosev SA (BSEV3)

Biosev SA, formerly LDC Bioenergia SA, is a Brazil-based company active in the sugar and energy business. It is primarily engaged in the sugarcane processing. The Company produces sugar and ethanol, and supplies its products to domestic and international markets. Its refined sugar is sold under the Estrela brand name on the Brazilian retail market. The ethanol products comprise: hydrous ethanol, anhydrous ethanol and neutral ethanol. Other products from its plants include animal feed, dry yeast, molasses powder and bioelectricity from sugarcane bagasse. The Company�� customers include Nestle, Coca-Cola, AmBev, Kraft, Dori and Unilever, among others. The Company's production units are present in five Brazilian states: Mato Grosso do Sul, Sao Paulo, Minas Gerais, Paraiba and Rio Grande do Norte. Advisors' Opinion:
  • [By Lucia Kassai]

    Biosev SA (BSEV3), Louis Dreyfus Holding BV�� Brazil unit, tumbled in its debut after giving investors in its initial public offering a money-back guarantee.

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