takeovers

We first recommended Lamb Weston as a spinoff buy at $47 in our first issue of TSI Spinoffs, Takeovers and Special Situations. Since then—October 2017—the stock has risen 49%.


We feel Lamb Weston has more gains ahead as it continues to expand sales and profits....

Global food giants are eager to spur growth—either by swapping their sugary offerings for more healthful treats or by acquiring and then streamlining smaller competitors. Apart from market leaders PepsiCo and Coca-Cola, other big firms, like Kraft Heinz, are looking to make more acquisitions.

Below are special reports on two smaller food companies that we cover in our Spinoffs, Takeovers & Special Situations newsletter....

Although it dominates the recreational vehicle (RV) industry, Camping World Holdings has seen its share price fall this year thanks in part to a number of risk factors.

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Recently some Inner Circle members have asked why the price/earnings ratios, or P/Es, of automakers, such as Ford Motor Co., are as low as they are today. They wonder if these low P/Es represent a warning sign, or a buying opportunity. There’s no simple answer to that question....

One key to our success is that we look for stocks with hidden or under- appreciated assets. In Mondelez’s case, it recently turned its minority stake in a European coffee maker into a significant holding in Keurig Dr Pepper. It’s the seventh-largest food and beverage company in the U.S....

We recently upgraded our advice on Mondelez from hold to buy in our Wall Street Stock Forecaster.

That’s mainly because the company is now starting to see the benefits of a multi-year restructuring plan. Besides improving its profitability, new plants and machinery have also made it easier for Mondelez to alter the size and composition of its snack foods to meet changing consumer tastes in various countries.

The company’s stake in Keurig Dr Pepper—now the seventh-largest food and beverage company in the U.S....

Premium Brand Holdings distributes food through two businesses to many different outlets across Canada—and pursues an aggressive growth-by-acquisition strategy.

Here’s a new addition to stocks we cover in our Spinoffs, Takeovers and Special Situations newsletter.

Sleep apnea gets far less media attention than other health issues such as high blood pressure, obesity, diabetes, depression, stroke and heart problems....

Honeywell was one the first stocks we analyzed in our Spinoffs, Takeovers & Special Situations newsletter, which is part of our Inner Circle Pro service.

In 2017, the company came under activist pressure to improve shareholder value by spinning off its Aerospace business....