UnThreaded | Threaded | Whole Thread (4) | Ignore Thread Prev | Next
Author: yielderA Two stars, 250 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 8080  
Subject: Re: CAG Enough FCF to pay '06 Dividend? Date: 8/18/2005 11:04 PM
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Recommendations: 1
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
Post New | Post Reply | Reply Later | Create Poll Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (4) | Ignore Thread Prev | Next

Announcements

Motley Fool Income Investor
Are you a dividend-savvy investor? Check out our Income Investor newsletter.
Invest Better Hub
Take advantage of our newest free service, Invest Better!
New Fool-Branded Credit Card Available!
How does your card compare to ours?
Post of the Day:
Macro Economics

Book Review: "The World Before Yesterday"
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Facebook Fool Fan Club
Be a fan of the Fool over on Facebook!
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Get the Fool Phone App
Save and share content, zero in on sectors, podcasts, and much more!
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement