The J.M. Smucker Company (NYSE:SJM)

CAPS Rating: 4 out of 5

The Company operates principally in one industry, the manufacturing and marketing of branded food products on a worldwide basis, although the majority of the Company's sales are in the United States.

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Member Avatar pchop123 (78.31) Submitted: 4/4/2014 1:27:30 PM : Outperform Start Price: $98.14 SJM Score: -1.13

excelent buy now

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Member Avatar thorbs (< 20) Submitted: 9/14/2013 9:43:42 AM : Outperform Start Price: $107.40 SJM Score: -18.86

Smuckers stable of products include folgers, there own Jellys and jams, pills bury, and hungry jack products, and don't forget the best selling peanut in JIF. They have been said to have the best management in the food product business. I would be surprised if warren hadn't already tried to buy this company outright.

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Member Avatar DrLinks (52.23) Submitted: 7/24/2013 2:10:44 AM : Outperform Start Price: $107.89 SJM Score: -20.15

Inflation will REALLY take off these next 6 months and food and energy will REALLY BECOME NOTICEABLY more expensive!

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Member Avatar chris293 (87.15) Submitted: 6/24/2013 9:47:00 PM : Outperform Start Price: $99.02 SJM Score: -19.96

Whenever you think of jam, most of the time people will think of J.M. Smucker Company for the best products

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Member Avatar TMFJMo (71.05) Submitted: 6/6/2013 3:39:07 PM : Outperform Start Price: $96.47 SJM Score: -14.58

Virtually every pantry in the US has something made by these guys. This by no means lights the world on fire, but it's a well-managed company with a good record of outperforming the market over long periods of time and that's partly thanks to the 2.1% and rising dividend yield. Looking for a holding for 5+ years? This is one to consider and I said so today on Investor Beat.

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Member Avatar TMFBigFrog (97.13) Submitted: 12/8/2012 12:44:51 AM : Outperform Start Price: $85.32 SJM Score: -17.73

Unedited excerpt from a CAPSCall article scheduled for publication on 10-DEC-2012:

The third selection for the newly launched Inflation-Protected Income Growth Portfolio is comfort food kingpin J.M. Smucker (NYSE: SJM). As anyone who has ever had or been a kid knows, Peanut Butter & Jelly sandwiches are a staple food of childhood. Smucker not only makes its namesake jelly, but it completes that perfect pairing with Jif Peanut Butter. To top it all off, Smucker happily sells Folgers Coffee for the busy moms who have to wake up at the crack of dawn to make those PB&Js.

Disclosure: I currently own shares of JM Smucker stock.

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Member Avatar RugbyViking13 (92.24) Submitted: 7/12/2012 9:10:24 PM : Outperform Start Price: $72.16 SJM Score: -5.23

with a name like smuckers, it's got to be good

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Member Avatar renoryan100 (31.34) Submitted: 2/29/2012 10:43:12 AM : Outperform Start Price: $71.39 SJM Score: -0.45

Dividend Monk

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Member Avatar TMFmd19 (95.78) Submitted: 2/26/2012 1:24:11 PM : Outperform Start Price: $70.99 SJM Score: -0.82

They've silently built up a nice stable of brands.

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Member Avatar phaiban40 (< 20) Submitted: 2/22/2012 8:23:16 PM : Outperform Start Price: $69.43 SJM Score: +2.19

all of their .products are top quality. I have been a consumer of Smucker products for over forty years wioth total satisfaction.

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Member Avatar chopchop0 (35.96) Submitted: 2/16/2012 10:02:55 AM : Outperform Start Price: $68.26 SJM Score: +3.57

Buying on the dip. food stocks are a harbor of safety (minus DMND LOL)

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Member Avatar TMF1000 (99.77) Submitted: 9/22/2011 12:11:48 PM : Outperform Start Price: $67.86 SJM Score: -22.21

Caps price: 71.96 - Reupping this one to strengthen overall caps portfolio. Finding 200 stocks that outperform the markets without going short isn't easy. over time, I want to have my best ideas listed. Even so its going to take more years to accomplish. I do build my caps portfolio very similarly as I build my own portfolio. I am always strengthening my portfolio by buying at better and better value points. Since caps is only a one value point tool, I reup to simulate buying at better and better value points.

They continue to raise their dividend - the annual dividend now is $1.96 giving them a dividend yield of 2.7%. I add to my dividend paying stocks when I believe the economy is about to take a hit. I don't over lighten growth companies. They will give me opportunities to add to them next. But these bad times gives me a chance to add to my dividend paying companies at higher yields that offer maximum growth. These companies tend to be mature and past the times when they can give investors big growth, but during bad times you can lock in both a higher yield and more growth.

SJM has a long history of success - over 100 years. They own about 40% of the peanut butter and fruit spread market. And they have some big coffee brands. They are investing in their future which has hurt cash flow recently, but should mean greater growth in 2012 and beyond. The dividend yield is back by cash flow and nearly a billion in assets. Operating income is about 11 times interest expense.

In bad times, investors will seek companies that pay a dividend as a safe haven for some of their money. I believe they will continue to beat the S&P500

February 17, 2011 3Q:2011 earnings’ highlights:
** Revenues were $1.312 billion up from $1.206 billion
** TTM revenues were $4.72 billion or $39.82 per share
** Earnings were $1.11 down from $1.14
** TTM earnings were $4.22
** Diluted share count 118.434 million
** Cash flow for nine months were $283.3 million down from $399 million
** TTM cash flow was $460.8 million or $3.89
** Cash and securities $588.2 million: Debt $1.27 billion
** Annual dividend $1.76 per share
** Trading range between February 17, 2011 and June 9, 2011 was $67.54 to $79.84: PE ratio range was 16 to 18.92: Cash flow yield range was 4.9% to 5.6%: Dividend yield range was 2.2% to 2.6%

June 9, 2011 4Q:2011 earnings’ highlights:
** 4Q revenues were $1.187 billion up from $1.069 billion
** Fiscal 2011 $4.826 billion up from $4.605 billion
** TTM revenues were $4.826 billion or $41.81
** Diluted share count 115.43 billion
** 4Q earnings were $0.82 up from $1.01
** Fiscal 2011 earnings $4.05 down from $4.15
** Dividends per share $1.76
** Cash flow for the year $211.5 million down from $576.495 million
** Cash flow for the quarter Negative ($71.8 million) down from $177 million
** TTM cash flow was $211.5 million or $1.83 per share
** Cash $319.845 million: Debt $1.3 billion
** Trading range between June 9, 2011 and August 18, 2011 was $70.08 to $80.25: PE ratio was 17.3 to 19.81: PS ratio range was 1.68 to 1.92: Cash flow yield range was 2.28% to 2.6%: Dividend yield range was 2.3% to 2.5%

August 18, 2011 1Q:2012 earnings’ highlights:
** Revenues were $1.189 billion up 14% from $1.047 billion
** TTM revenues were $4.97 billion or $43.47 per share
** Earnings were $0.98 up from $0.86
** TTM earnings were $4.17
** Annual dividends $1.92
** Cash flow for the quarter was negative ($125.87 million) down from ($54.184 million)
** TTM Cash flow was $139.8 million or $1.22
** Diluted share count 114.335 million
** Cash $102.475 million: debt $1.31 billion: Assets $926 million
** Trading range between August 18, 2011 and the present September 22, 2011 was $66.43 to $74.81: PE ratio range was 15.93 to 17.94: PS ratio range was 1.53 to 1.72: Cash flow yield range 1.6% to 1.84%: Dividend yield range was 2.57% to 2.89%

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Member Avatar cmmtgnmn (68.11) Submitted: 8/17/2011 3:22:14 PM : Outperform Start Price: $71.08 SJM Score: -19.75

Will probably report better earnings tomorrow

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Member Avatar BKITU (96.96) Submitted: 8/11/2011 5:12:15 PM : Outperform Start Price: $70.40 SJM Score: -20.07

Long-time cash-cow. Financially solid. As globalism increases (and disposable income for families around the globe likewise increases), look for companies producing inexpensive consumables to find plenty of room for growth.

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Member Avatar Dent001 (69.20) Submitted: 8/10/2011 8:09:05 PM : Outperform Start Price: $67.76 SJM Score: -21.86

growth through acquisitions

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Member Avatar CraigCS (95.56) Submitted: 8/3/2011 8:29:17 AM : Outperform Start Price: $70.63 SJM Score: -11.41

Solid dividend payer. Family name is on the front door.

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Member Avatar lcison (< 20) Submitted: 6/18/2011 11:07:49 AM : Outperform Start Price: $72.18 SJM Score: -13.24

smuckers

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Member Avatar rd80 (98.66) Submitted: 2/3/2011 11:07:58 PM : Outperform Start Price: $60.65 SJM Score: +10.79

Smucker turned up in How to Cook a Turkey / 5 Stocks Lynch Could Love
http://www.fool.com/investing/dividends-income/2010/12/21/5-christmas-stocks-that-lynch-could-love.aspx

So far, the pick isn't doing well. A weaker than hoped for earnings report and trying to keep up with market strength have put red numbers on the CAPS score. Once dividends start whittling away the starting price and if we get a soft or sideways market, SJM should do just fine.

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Member Avatar rwhite3651 (67.48) Submitted: 12/30/2010 11:13:43 AM : Outperform Start Price: $60.76 SJM Score: +10.87

Good Brand Name from a company with a solid rep.

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Member Avatar emhutchins (52.14) Submitted: 12/20/2010 2:59:13 PM : Outperform Start Price: $60.73 SJM Score: +9.68

Rock-solid dividend performer in a recession-resistant sector (food products).

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