J.M. Smucker Is Poorly Positioned And Set To Underperform
J.M. Smucker business has seen a massive transformation over the past decade and is now predominantly coffee and pet food company. The massive...
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JDE Peet's IPO: Valuation Insights
JDE Peet (JDE US) is the world's largest pure-play coffee and tea group by revenue with a 7% market share in a fragmented market in 2019, according...
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U.S. Vital Signs: Actionable Stocks
Key Points: The Staples Sector is leadership and many names are staging price and RS reversals. REIT’s are breaking above bases and are showing RS...
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Issues Raised by WH Group and US Pork
Should we be concerned that a Chinese pork producer is buying the largest hog producer in the US? Growing concerns over food safety and problems...
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Intermarket Analysis (1): XLY Versus XLP
In this report, we use intermarket analysis to analyze XLY (Consumer Discretionary SPDR ETF) vs. XLP (Consumer Staples Select Sect. SPDR ETF). The...
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