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Woot!

http://finance.yahoo.com/news/Dean-Foods-Reports-First-prnew...

$0.14 EPS ahead of management's own expectation of $0.05 and the Street's $0.06 per share. Even better, management raised full-year guidance to a range above the previous top end of $0.65, to $0.67 to $0.75 per share. I'll have more when I've had a chance to read the release and conference call.

Cheers,
Jim
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Hi everyone,

Just put together an earnings take for Dean Foods and its first quarter. New expectations at $12.32 per share are 8.3% / 4.2% / 2.5% at 15% discount rate. That's still below the 13.5% 5-year historical rate for FCF growth, so we're not anywhere near having messed-up expectations to the high side. Right now, just enjoying the 47% returns for this company since it was purchased for the port. :-)

Cheers,
Jim
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Hi Jim,

I've been off the boards for a while preoccupied with some personal/family issues, but wanted to congratulate you on great quarters for PWER and DF, and SVU a few weeks back. I picked up positions in all three, and have been very happy to have them in the portfolio.

Keep up the great work.
Fletch
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Hi Fletch,

Glad to hear that you've made money on some of these! :-) I just now managed to get through Power-One's first quarter results from last week and will have to put up my thoughts.

Cheers,
Jim
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No. of Recommendations: 2
Hi everyone,

And here's the article I got out today (in less than an hour -- the fastest I've ever written an article). http://www.fool.com/investing/value/2011/05/10/dean-foods-no...

Cheers,
Jim
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