At the same time that the US experiencing an obesity crisis, more people are turning to more healthy-eating alternatives, and Greg Harmon of Dragonfly Capital takes a technical look at two healthy-food stocks that could benefit.
When you think of healthy food, most people think of Whole Foods (WFM). The chart of that stock looks promising but it is set to report earnings today after the market close though. Many do not like to hold stocks through earnings and will avoid it. You can protect the position if you want to with options or wait until after the report to see the reaction. The other thing you can do is to broaden your horizons. Whole Foods is not the only healthy food stock. Two others The Fresh Market (TFM) and United Foods International (UNFI) might be better plays in the short run.
The Fresh Market (TFM)
The Fresh Market (TFM), has been rising off of a bottom in March. It recently went through a 'W' consolidation and jumped higher, but is now retesting the top of the 'W'. The relative strength index (RSI) has held the mid line during the pullback and remains bullish while the moving average convergence divergence indicator (MACD) is not as positive. A turn higher, back over 53.50 could be a catalyst for a long entry, but a fall under 52 sets a target for a measured move (MM) lower to 50. This stock does not report earnings until late August.
Hot Gold Companies To Invest In Right Now: 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 Rich Duprey]
It may have been a win for consumers, but cereal maker Post Holdings� (NYSE: POST ) lost out when its second-quarter earnings got milled by falling prices on top of higher costs.
- [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.
- [By Will Ashworth]
No? That’s OK — very few have. It doesn’t exist. At least not in a real investment account. It’s a figment of my imagination created after reading about Bill Stiritz, the current CEO of Post Holdings (POST) and former CEO of Ralston Purina.
Top 5 Managed Healthcare Stocks To Invest In 2014: TNT Express NV (TNTE)
TNT Express NV is the Netherlands-based express delivery company. It collects, transports and delivers documents, parcels and freight on a time-certain or day-definite basis. The Company operates worldwide with domestic, regional and intercontinental delivery. It has own operations in more than 60 countries and can deliver to more than 200 countries through own operations, subcontractors and agents. Its customers are international companies, as well as small and medium enterprises. The Company serves industries such as technology, automotive, industrial, healthcare and lifestyle, as well as financial institutions and governments. The Company operates interconnected international air and road networks. The air network consists of a central air hub in Liege, Belgium, and a fleet of more than 50 aircrafts. The road networks are operated in Europe, the Middle East, Asia, Australia and South America. Advisors' Opinion:- [By Inyoung Hwang]
TNT Express NV (TNTE) lost 4.3 percent to 6.33 euros, its lowest price in four months. PostNL NV, the Dutch mail service with operations in the U.K. and Germany, said it will sell about half of its 29.8 percent stake in the Dutch package-delivery company to reduce debt. The 15 percent stake up for sale is valued at about 540 million euros ($738 million), according to data compiled by Bloomberg. PostNL gained 1.8 percent to 4.17 euros.
- [By Robert Wall]
One of the country�� largest employers with more than 150,000 staff, Royal Mail has shifted away from letters to more lucrative package shipping, competing with TNT Express NV (TNTE) of the Netherlands and Deutsche Post AG (DPW)�� DHL Express.
Top 5 Managed Healthcare Stocks To Invest In 2014: Ignite Restaurant Group Inc (IRG)
Ignite Restaurant Group, Inc., incorporated on February 4, 2002, operates two restaurant brands, Joe's Crab Shack (Joe's) and Brick House Tavern + Tap (Brick House). The Company�� Joe's Crab Shack and Brick House Tavern + Tap operate in a diverse set of markets across the United States. Joe's Crab Shack is a national chain of casual seafood restaurants serving a variety of seafood items, with an emphasis on crab. Brick House Tavern + Tap is a casual restaurant brand that provides guests a gastro pub experience by offering a blend of menu items. As of December 31, 2012, the Company owned and operated 144 restaurants in 33 states. In September 2013, Ignite Restaurant Group Inc announced the opening of its newest Joe's Crab Shack restaurant, located in Newark, New Jersey.
Joe's Crab Shack
The Company�� Joe's Crab Shack offers an outdoor patio for guests to enjoy eating and drinking and a children's playground. Joe's also has many locations that are located on waterfront property. Interior design elements include a nautical, vacation theme to invoke memories of beach vacations and a genuine crab shack experience. Joe's Crab Shack restaurants have over 200 seats. Many of the Company�� restaurants also include a small gift shop where guests can purchase souvenirs to commemorate their dining experience. Joe's Crab Shack also leverages its crab-forward menu with other crab items, including Made-From-Scratch Crab Cakes, Crab Nachos and Crazy-Good Crab Dip. In addition to its core crab-focused menu, Joe's also offers a range of entrees featuring a variety of seafood, including the Get Stuffed Snapper, Surf 'N Turf Burger and The Big Hook Up, as well as a range of traditional seafood entrees like the Fisherman's Platter. Joe's also offers several out of water options, such as Pan Fried Cheesy Chicken and Whiskey Smoked Ribs. In addition, alcoholic beverages include the Shark Bite, Category 5 Hurricane and Mason Jar cocktails emerging as guests' top choices. Joe's menu inc! ludes more than 29 items made with either Queen, Snow, Dungeness or King Crabs sourced from government regulated and sustainable fisheries. Its menu offers 14 appetizers, including Made-From-Scratch Crab Cakes, Crab Nachos and Crazy-Good Crab Dip, and over 50 entrees, including Steampots, Crab in a Bucket, Skillet Paella, Stuffed Snapper and out of water options like Whiskey Smoked Ribs.
Brick House Tavern + Tap
The Company�� Brick House's interior decor includes custom lighting, dark mahogany woods, open sight lines, high definition television (HD TVs), and an inviting fireplace. In addition to a traditional dining room and bar area, Brick House also offers large communal tables and a section of leather recliners positioned in front of large HD TVs, where guests receive their own TV tray for dining. Outdoor seating is also available on the patio or around an open fire pit at nearly all locations. Both food and beverages are served by personable and engaging service staff. The typical Brick House restaurant is approximately 8,500 square feet and averages approximately 250 seats, which includes both traditional tables and seating options. Brick House offers its guests a selection of contemporary tavern food. Brick House's menu includes 17 appetizers and over 53 entrees. Handcrafted appetizers include Deviled Eggs, Meatloaf Sliders, Brick Pizza, Meat and Cheese Board and Fried Stuffed Olives. Brick House offers an array of burgers, including The Kobe, which is hand formed from American Wagyu beef. Guests can also choose from a selection of homemade entrees, such as Drunken Chops, BBQ Baby Backs, Chicken & Waffles, and its Prime Rib Sandwich. In addition, Brick House's Brick Burgers, include the Gun Show Burger and the Black & Bleu Burger. Brick House's beverage selection includes imported and domestic beers along with hand-pulled cask beer. All Brick House restaurants have a bar that supports a variety of liquor drinks, wine and beer cocktails like the Shandy and Bee Sting, a! s well as! specialty cocktails like the Dark & Stormy, Moscow Mule and The Zombie.
The Company competes with Red Lobster, Bonefish Grill, Landry's Seafood, Bubba Gump Shrimp Company, BJ's Restaurants, Yard House, Cheesecake Factory, Bravo Brio and Buffalo Wild Wings, Applebee's, Chili's, T.G.I. Friday's, Texas Roadhouse and Outback Steakhouse.
Advisors' Opinion:- [By Victor Selva]
The firm is currently Zacks Rank # 3 - Hold, and it also has a longer-term recommendation of ��nderperfom.��For investors looking for a Zacks Rank # 1 ��Strong Buy, Ignite Restaurant Group Inc. (IRG) and The Wendy's Company (WEN) could be the options.
- [By Seth Jayson]
Margins matter. The more Ignite Restaurant Group (Nasdaq: IRG ) keeps of each buck it earns in revenue, the more money it has to invest in growth, fund new strategic plans, or (gasp!) distribute to shareholders. Healthy margins often separate pretenders from the best stocks in the market. That's why we check up on margins at least once a quarter in this series. I'm looking for the absolute numbers, so I can compare them to current and potential competitors, and any trend that may tell me how strong Ignite Restaurant Group's competitive position could be.
Top 5 Managed Healthcare Stocks To Invest In 2014: Pacific Drilling SA (PACD)
Pacific Drilling S.A., incorporated on March 22, 2011, is an international offshore drilling Company. The Company is a provider of ultra-deepwater drilling services to the oil and natural gas industry through the use of high-specification drilling rigs. The Company�� primary business is to contract its ultra-deepwater drilling rigs, related equipment and work crews, primarily on a dayrate basis, to drill wells for its customers. The Company is primarily focused on the ultra-deepwater market. The Company generally consider ultra-deepwater to begin at water depths of more than 7,500 feet and to extend to the maximum water depths, in which rigs are capable of drilling, which is approximately 12,000 feet.
The Company operates four drillships and has four drillships under construction, two of which are under customer contract. In connection with the Restructuring, the Company�� Predecessor was contributed to a wholly owned subsidiary of the Company by a subsidiary of Quantum Pacific International Limited.
Advisors' Opinion:- [By Ben Levisohn]
On the surface, offshore drilling stocks appear inexpensive with multiples at the low end of historical ranges and many stocks trading below book values. While contrarian and deep value players are beginning to nibble, we believe the offshore floating rig companies are still in the early innings of a cyclical downturn in utilization and dayrates. After a decade of good times, the deepwater drilling rig market is facing a multiyear down-cycle. Historically, most offshore drilling cycles have been short-lived as there have usually been sudden demand shocks that tend to self correct relatively quickly. This time, it is more of a new rig supply problem compounded by a moderation in offshore spending from the suddenly ��eturn driven��multinational major oil companies. That means this down-cycle should be more drawn out than usual. Specifically, we think the downturn will take about three years to play out with average floater day-rates falling about 25% with over 60 floating rigs needing to be stacked (either warm stacked or cold stacked). More importantly for investors, we think consensus 2016 floater estimates (on average) are still about 25% too high. Put another way, earnings multiples are not as attractive as some now think, in our view. Obviously, the lower-end, older floating assets will be hit the hardest. While everyone loses in this environment, we are more comfortable in owning companies with higher-quality assets that also carry higher floater contract coverage, as we expect this to provide relative safety during this downturn. Specifically, we relatively favor Ocean Rig UDW (ORIG), Pacific Drilling (PACD), and Rowan, given their high-specification exposure. Of course, this downturn is not limited to the floater side of the offshore arena. Next week, we will detail our expectations for the timing and magnitude of the utilization and dayrate declines for the offshore jackup space.
- [By David Smith]
Chevron has been working hand-in-glove in implementing DGD with offshore rig operator Pacific Drilling (NYSE: PACD ) . Pacific's drillship Pacific Santa Ana was specifically built to Chevron's DGD-enhancing specifications and is working for the big company in the Gulf of Mexico.
- [By Ben Levisohn]
Land drillers / pressure pumpers may be approaching valuation support levels and could be triggered to consolidate if current weakness persists. The theme could nevertheless be premature in offshore drilling as larger players (Diamond Offshore Drilling (DO)/Transocean/Seadrill) are still addressing dividend concerns while smaller companies (Atwood Oceanics (ATW)/Pacific Drilling (PACD)) still trade close to replacement value.
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