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Author: yielderA Two stars, 250 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 8775  
Subject: Re: CAG Enough FCF to pay '06 Dividend? Date: 8/18/2005 11:04 PM
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So, I would say it could be past the time when you should have already gotten another stock.

Possibly. Looking at the numbers the pivotal year seems to be 2001. Debt exploded and then exploded again in 2002. From that point on CF/share, ROA and ROC declined. I think this was the International Home Foods acquisition. Since then there's been a great deal of divestiture. It looks like a company in transition. It seems that it's exiting exiting commodity-related businesses and focusing on branded and value-added food products. FWIW, 4 years of decline doesn't sound like very good execution ;-) I'd go back over the annual reports to see what management has to say. If they don't talk about the problems or down play them or are constantly turning the corner, I'd head for the door until they showed me results.

Mike
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