Hillshire Brands Company (NYSE:HSH)

CAPS Rating: 2 out of 5

The Company is a global manufacturer and marketer of brand-name products. Its has six business segments, North American Retail Meats, North American Retail Bakery, Foodservice, International Beverage, International Bakery, and Household and Body Care.

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Member Avatar Cardz (71.22) Submitted: 4/2/2013 10:42:34 AM : Underperform Start Price: $27.33 HSH Score: -90.71

Long-term holder of SLE, since well before they spun off Coach. Missed Coach and opted for SLE, instead. Years of languishing aound and below $20/share lead me to predict no price appreciation after HSH bottomed out. Competition, fluctuating commodity prices, already high prices on sliced meats are detractors; positive factors are brand recognition and what appears to be a successful turnaround by shedding assets and paying down debt. Nice dividend payout while you wait but I still believe it will be hard pressed to outperform the S&P without some magic from management.

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Member Avatar HP2006 (74.51) Submitted: 1/28/2013 12:57:26 AM : Outperform Start Price: $29.99 HSH Score: +77.64

food demand & inflation

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Member Avatar TMFDeej (99.41) Submitted: 1/20/2013 11:27:10 AM : Outperform Start Price: $29.40 HSH Score: +80.23

Mario Gabelli's first recommendation of the 2013 Barron's Roundtable is Hillshire Brands (HSH).

What I like about this stock:

- It's a spinoff (from Sara Lee), of course.

- It's a potential takeover target, as many spunoff companies ultimately are. Per Gabelli "Three or four companies were looking to buy Hillshire from Sara Lee before it was spun off.

- HSH is using its solid cash flow to rapidly pay down its $694 million in debt.

- Gabelli's Bottom Line, "The stock trades for $29 and change, and could be $35 to $50 a share two years out...It will be bought by someone. Meanwhile, management is doing a terrific job of getting back to basics."

- "The sausage market is growing by about 5% a year in the U.S." I really don't care about this statistic, but I found it funny for some reason :)

I doubt that I am going to put real money behind this idea, but I do believe that it will out-perform the S&P 500 going forward and I will add it to my CAPS portfolio.

Deej

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Member Avatar Investstack (< 20) Submitted: 11/16/2012 10:55:39 AM : Outperform Start Price: $25.70 HSH Score: +98.10

Slow steady growth

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Member Avatar katdaddie (< 20) Submitted: 4/12/2012 6:36:47 PM : Outperform Start Price: $58.82 HSH Score: -36.05

the $3 dividend looks promising there giving soon

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Member Avatar bradford86 (99.78) Submitted: 1/4/2012 10:33:54 AM : Underperform Start Price: $51.14 HSH Score: +33.20

115. Sara Lee Corp (NYSE: SLE) is worth no more than $19.50. Seeing as how this is hovering just under $19, I'm delighted to downthumb this one. It's peaked about this high a few times earlier this year. Before that, it hasn't been this high since 2005 for a reason. I don't think that now is the time to buy, but the time to sell. Sara Lee is not a growth company but it is priced as if it is one. Thus, their present price suggests that this stalwart is transitioning into becoming a growth company. That's something I like to bet against.

http://beta.fool.com/bradford86/2012/01/03/price-market-part-21/

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Member Avatar rich501 (< 20) Submitted: 12/14/2011 11:11:57 AM : Outperform Start Price: $49.60 HSH Score: -35.67

OUTPERFORM S&P

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Member Avatar seduncan (85.63) Submitted: 6/16/2011 11:51:58 PM : Outperform Start Price: $50.87 HSH Score: -31.13

TW

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Member Avatar jsgant13 (99.14) Submitted: 11/22/2010 2:54:04 PM : Outperform Start Price: $39.70 HSH Score: -6.69

ValueAct is second largest shareholder. (it is also their largest equity position)

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Member Avatar ashes569 (20.73) Submitted: 8/1/2010 7:57:42 AM : Outperform Start Price: $38.81 HSH Score: -14.79

its food

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Member Avatar alaskiian (< 20) Submitted: 5/17/2010 9:26:55 PM : Outperform Start Price: $38.56 HSH Score: -9.30

Strong Strong & beating there new high.Thumbs up

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Member Avatar JMCBLACK (74.54) Submitted: 3/22/2010 8:44:12 PM : Outperform Start Price: $35.76 HSH Score: +6.24

sle has very good products and div. it should go to $19

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Member Avatar doctorklc (< 20) Submitted: 2/11/2010 7:00:11 PM : Outperform Start Price: $32.87 HSH Score: +6.22

This stock used to hold steady at about $20/share. It was a dog for a long time. They have been restructuring now for about 2 years and it should start to pay off. Unfortunately, most of their brands are so-so and mature. Nonetheless, they should gradually get back to the $20 range (14-15 P/E) but don't expect a barn-burner unless I missed something.

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Member Avatar Princepts (64.07) Submitted: 1/12/2010 12:52:03 AM : Outperform Start Price: $30.69 HSH Score: +31.04

Large Brand name recognition and a good price

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Member Avatar ChairmanMAObama (63.62) Submitted: 4/21/2009 5:31:02 PM : Outperform Start Price: $21.01 HSH Score: +61.84

coffee 50% of their business. hopefully seling parts to buy down debt and stock buy back 12.70 porice target.

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Member Avatar jobasm (< 20) Submitted: 2/4/2009 7:40:05 PM : Outperform Start Price: $23.38 HSH Score: +25.24

Undervalued and underpriced

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Member Avatar Midsouthtrader (86.04) Submitted: 11/21/2008 3:19:57 PM : Outperform Start Price: $19.74 HSH Score: +55.79

This dog of a stock will see immediate improvement from lower commodity and energy costs, which have fallen by half in just two months! SLE's products are recession proofed to a large extent (food!!!), so sales should hold the top line while expenses fall.

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Member Avatar maxier7 (< 20) Submitted: 11/18/2008 4:26:27 PM : Outperform Start Price: $22.53 HSH Score: +42.56

HAS THE BEST PRODUCT IN THAT LINE. HAS A SMALL DIVIDEND

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Member Avatar MViscio1 (99.59) Submitted: 10/23/2008 9:42:00 PM : Outperform Start Price: $24.91 HSH Score: +11.08

people never stop eating in a econo slowdown

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Member Avatar s03244adir (< 20) Submitted: 9/13/2008 4:38:26 PM : Outperform Start Price: $33.74 HSH Score: +18.57

this company will surprise moving forward

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