Published: March 07, 2013
Dean Foods (DF) is spinning off the remainder of White Wave (WWAV), its soy milk division, in the next few months. DF currently owns 86.7% of WWAV. If you subtract out the value of the WWAV business, the DF stub has an implied P/E of 7.43. Once the spin-off is complete, the Dean Foods milk busine...
Published: July 11, 2012
The problem at P&G is more on innovation and the complacency than execution. P&G used to differentiate themselves by a huge pool of innovative products, branding strategies and full analysis of consumer behavior. Those edges faded away in recent years, especially after the turmoil in 2000.
Published: June 25, 2012
Generally the purpose of the SumZero site is to present obscure companies trading at significant discounts to their underlying intrinsic values. However, periodically "Mr. Market" undervalues large, well-known, blue-chip, high quality companies. I believe Procter & Gamble (NYSE: PG) is in this ca...