Sara Lee Corp. (NYSE:SLE)
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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Recs
lovesaves
(86.84)
Submitted: 1/21/2012 4:01:55 PM :
Start Price:
$19.95
SLE Score:
-0.44
High P/E, High PEG and High P/B.
Recs
bradford86
(99.55)
Submitted: 1/4/2012 10:33:54 AM :
Start Price:
$18.93
SLE Score:
+0.97
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/
Recs
rich501
(< 20)
Submitted: 12/14/2011 11:11:57 AM :
Start Price:
$18.36
SLE Score:
-1.98
OUTPERFORM S&P
Recs
2win
(< 20)
Submitted: 8/22/2011 8:22:07 AM :
Start Price:
$17.37
SLE Score:
-2.21
food. buying on dip. no one stops eating in the bad times. everyone keeps eating Sara Lee. great company. brazil play
Recs
NajdorfSicilian
(99.73)
Submitted: 7/7/2011 3:48:15 PM :
Start Price:
$19.42
SLE Score:
+3.14
sold off most food divisions at peak, rationalized biz, going to pay spc dvd next year, market waking up to value
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jhuangwithnmr
(85.51)
Submitted: 2/3/2011 9:17:26 AM :
Start Price:
$16.51
SLE Score:
+17.43
Barron's Roundtable 2011 Mario Gabelli's pick
Recs
TMFDeej
(99.22)
Submitted: 1/30/2011 9:09:44 PM :
Start Price:
$16.91
SLE Score:
+12.79
Sara Lee [SLE]:
Special Situation: Spin-Off
Mario Gabelli pick.
Current Price: $17.17
Target Price: $23 for meat + ? for coffee
This food processing company is mainly involved in the meat and coffee segments. It sells its products under the Hillshire Farm, Ball Park, Jimmy Dean, Sara Lee, State Fair, Earth Grains, Colonial, Rainbo, Holsum, IronKids, Mother?s, Sunbeam, Sun-Maid, San Luis Sourdough, Heiner?s, Douwe Egberts, Senseo, Maison du Café, Marcilla, Merrild, Pickwick, Café Caboclo, Café Pilão, Bimbo, CroustiPate, Ortiz, and BonGateaux brand names.
After much speculation that it would be sold (and the unfortunate corresponding surge in the price of its stock) the Company just announced last week that it is not for sale, but is splitting into two companies instead. This news immediately caused the stock to drop by nearly $2.50/share.
Key Points
- $500 million of cash from the sale of assets. It wasn't mentioned in the article, but I believe that SLE is now using this cash to pay a $3/share special dividend.
- Gabelli values meat business at $23/share.
- Coffee business is attractive.
Deej
Recs
jerome67
(< 20)
Submitted: 12/26/2010 4:26:10 AM :
Start Price:
$17.07
SLE Score:
-9.13
branded food products
Recs
jsgant13
(96.14)
Submitted: 11/22/2010 2:54:04 PM :
Start Price:
$14.70
SLE Score:
+23.45
ValueAct is second largest shareholder. (it is also their largest equity position)
Recs
EdSenior
(67.00)
Submitted: 10/12/2010 11:01:25 AM :
Start Price:
$14.05
SLE Score:
+26.32
Takeover possibility that is all its got going for it.
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alaskiian
(< 20)
Submitted: 5/17/2010 9:26:55 PM :
Start Price:
$14.27
SLE Score:
+22.49
Strong Strong & beating there new high.Thumbs up
Recs
JMCBLACK
(44.46)
Submitted: 3/22/2010 8:44:12 PM :
Start Price:
$13.24
SLE Score:
+35.40
sle has very good products and div. it should go to $19
Recs
kevinim89
(63.99)
Submitted: 2/17/2010 5:17:23 PM :
Start Price:
$12.89
SLE Score:
+32.38
buying back shares
Recs
doctorklc
(< 20)
Submitted: 2/11/2010 7:00:11 PM :
Start Price:
$12.17
SLE Score:
+38.12
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.
Recs
Princepts
(58.13)
Submitted: 1/12/2010 12:52:03 AM :
Start Price:
$11.36
SLE Score:
+57.51
Large Brand name recognition and a good price
Recs
DaveOfDukeIPO
(72.50)
Submitted: 12/2/2009 1:17:42 PM :
Start Price:
$11.03
SLE Score:
+53.41
paid out a dividend of $0.11.
Recs
starrider78
(97.73)
Submitted: 5/7/2009 8:24:26 AM :
Start Price:
$8.54
SLE Score:
+87.54
253 quarters with a dividend, solid margins, just what the doctor ordered for an ailing portfolio.
"Nobody does it like Sara Lee!"
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