Saturday, October 4, 2014

Best Consumer Companies To Own For 2014

China�� box office receipts will surpass that in the U.S. by 2018, and double the U.S. figure by 2025, said IMAX CEO Richard Gelfond at the 2013 National Committee on U.S. ��hina Relations Gala Dinner on Wednesday evening.

Gelfond�� optimism has its roots in IMAX�� rapid growth in China in recent years, as seen in the expansion of IMAX theaters from 22 in 2009 to 141 by the end of June. In late July, its long-term Chinese partner, Wanda Cinema Line Corporation, upgraded a 75-theater joint venture agreement with IMAX to between 115 and 195 theaters, and extended lease terms for new theaters from 10 years to 12. The Chinese government has also done it a big favor last year by allowing the import of an additional 14 foreign films in IMAX or 3D format, which Gelfond attributed partly to the lobbying efforts of his Chinese partners.

China�� box office receipts have maintained higher than 30% annual growth for the past ten years and totaled $2.7 billion in 2012, according to the State Administration of Radio, Film and Television. That is roughly a quarter of domestic grosses in America, which grew only 5.9% last year, and makes China the world�� second largest film market. More than half of the $2.7 billion came from foreign films, with three IMAX movies topping the popularity roster��n indication that the increasingly sophisticated Chinese consumers desire not simply more entertainment, but more world-class products, said Gelfond.

Hot Cheap Stocks To Invest In Right Now: McKesson Corp (MCK)

McKesson Corporation, incorporated on July 7, 1994, delivers pharmaceuticals, medical supplies and healthcare information technologies. The Company operates in two segments: McKesson Distribution Solutions segment and McKesson Technology Solutions segment. The McKesson Distribution Solutions segment distributes drugs, medical-surgical supplies and equipment and health and beauty care products throughout North America. The McKesson Technology Solutions segment delivers enterprise clinical, patient care, financial, supply chain, strategic management software solutions, pharmacy automation for hospitals, as well as connectivity, outsourcing and other services, including remote hosting and managed services, to healthcare organizations. In February 2013, the Company completed acquisition of Pss World Medical Inc. In February 2014, McKesson Corporation announced that its ownership in Celesio AG exceeds 75% interest.

Distribution Solutions

McKesson Distribution Solutions consists of the businesses, which include United States Pharmaceutical Distribution, McKesson Canada, Medical-Surgical Distribution, McKesson Specialty Health and McKesson Pharmacy Systems and Automation. United States Pharmaceutical Distribution business supplies pharmaceuticals and/or other healthcare-related products to customers in three primary customer channels: retail national accounts (including national and regional chains, food/drug combinations, mail order pharmacies and mass merchandisers); independent retail pharmacies, and institutional healthcare providers (including hospitals, health systems, integrated delivery networks, clinics and alternate site providers). This business also provides solutions and services to pharmaceutical manufacturers. This business sources materials and products from a range of different suppliers, including the production of certain generic pharmaceutical drugs through a contract-manufacturing program.

The Company�� United States pharmaceutical distribution b! usiness operates and serves thousands of customer locations through a network of 28 distribution centers, as well as a primary redistribution center, a strategic redistribution center and two repackaging facilities, serving all 50 states and Puerto Rico. It invests in technology and other systems at all of its distribution centers to enhance safety and reliability and provide the product availability for its customers. In addition, it offers Mobile ManagerSM, which integrates portable handheld technology with Acumax Plus to give customers complete ordering and inventory control. The Company also offers McKesson ConnectSM, an Internet-based ordering system that provides item lookup and real-time inventory availability, as well as ordering, purchasing, third-party reconciliation and account management functionality. Together, these features help ensure customers have the right products at the right time for their facilities and patients.

The offerings of the McKesson United States Pharmaceutical Distribution business by customer group can be categorized as retail national accounts, independent retail pharmacies and institutional healthcare providers. Retail National Accounts is a business solutions that help national account customers increase revenues and profitability. Solutions include Central Fill, Redistribution Centers, EnterpriseRx, RxPak, Inventory Management, McKesson OneStop Generics and ExpressRx Track.

Independent Retail Pharmacies is a solutions for managed care contracting, branding and advertising, merchandising, purchasing, operational efficiency and automation that help independent pharmacists focus on patient care while improving profitability. Solutions include Health Mart, AccessHealth, McKesson Reimbursement Advantage, McKesson OneStop Generics, EnterpriseRx, Sunmark, FrontEdge and McKesson Sponsored Clinical Services (SCS) Network. Institutional Healthcare Providers is a electronic ordering/purchasing and supply chain management systems that help customers ! improve f! inancial performance, increase operational efficiencies and deliver better patient care. Solutions include McKesson Pharmacy Optimization, Fulfill-Rx, Asset Management, SKY Packaging, McKesson Plasma and BioLogics, McKesson OneStop Generics and McKesson 340B Solution Suite and Macro Helix.

Medical-Surgical Distribution business provides medical-surgical supply distribution, equipment, logistics and other services to healthcare providers including physicians' offices, surgery centers, extended care facilities, homecare and occupational health sites through a network of distribution centers within the United States. This business is a provider of supplies to the full range of alternate-site healthcare facilities, including physicians' offices, clinics and surgery centers (primary care), long-term care, occupational health facilities and homecare sites (extended care). McKesson Specialty Health business provides solutions for oncology and other specialty practices operating in communities across the country, as well as for pharmaceutical and biotech suppliers who manufacture specialty drugs and vaccines.

The Company provides direct-to-physician specialty distribution services, ensuring supply chain safety and delivery of specialty drugs in manufacturer recommended conditions. Third party logistics (3PL), are offered primarily for vaccine distribution, including its exclusive distributor relationship in the Centers for Disease Control and Prevention's (CDC) Vaccines for Children program. The Company also offer its industry Lynx integrated technologies, the iKnowMed Electronic Health Record, and clinical and practice management tools, all of which help community practices improve inventory management, practice workflow and reimbursement processes, as well as deliver business efficiencies and clinical-decision support. McKesson Specialty Health works with manufacturers across all phases of the product development and commercialization lifecycle, including clinical research, to optim! ize deliv! ery of complex medication to patients.

McKesson Pharmacy Systems and Automation business supplies integrated pharmacy management systems, automated dispensing systems and related services to retail, outpatient, central fill, specialty and mail order pharmacies. Its primary approach is to provide the customer with a pharmacy management system that suits the particular needs of their business operation.

Technology Solutions

The Company�� Technology Solutions segment provides a portfolio of software, automation, support and services to help healthcare organizations. This segment also includes its InterQual clinical criteria solution, claims payment solutions and network performance tools. Technology Solutions markets its products and services to integrated delivery networks, hospitals, physician practices, home healthcare providers, retail pharmacies and payers. The product portfolio for the Technology Solutions segment is designed to address a range of healthcare clinical and business performance needs ranging from medication safety and information access to revenue cycle management, resource utilization and physician adoption of electronic health records (EHR). Technology Solutions consists of businesses, which include McKesson Health Solutions, Enterprise Medical Imaging and Ancillary Solutions, RelayHealth, Revenue Management Solutions, Enterprise Information Solutions, Hospital Automation and International Technology.

McKesson Health Solutions services and software products is designed to manage the cost and quality of care for payers, providers, hospitals and government organizations. Solution sets include InterQual Criteria for clinical decision support and utilization management; Claims payment solutions to facilitate accurate and efficient medical claim payments; Business intelligence tools for measuring, reporting and improving clinical and financial performance; Network management tools to enable health plans to transform the performance of ! their net! works, and RelayHealth financial solutions to facilitate communication between healthcare providers and patient aggregate data for claims management and trend analysis, and optimize revenue cycle management processes.

The Company offers medical imaging and information management systems for healthcare enterprises, including a picture archiving communications system, a radiology information system and a cardiovascular information system. The Company�� enterprise approach to medical imaging enables organizations to take advantage of specialty-specific workstations, while building an integrated image repository that manages all of the images and information captured throughout the care continuum. Through its vendor-neutral RelayHealth and its intelligent network, the Company provides health information exchange solutions that streamline clinical and administrative communication between patients, providers, payers, pharmacies, manufacturers, government and financial institutions. RelayHealth helps to accelerate the delivery of care and improve financial performance through online consultation of physicians by patients, electronic prescribing by physicians, and point-of-service resolution of pharmacy claims by payers.

The Company help providers focus their resources on delivering healthcare while managing their revenue cycle operations and information technology through a suite of managed services. Services include full and partial revenue cycle outsourcing, remote hosting and business office administration. The Company also provides a solution for physician practices of all sizes, whether they are independent or employed, that includes software, revenue cycle outsourcing and connectivity services. Software solutions include practice management and EHR software for physicians of every size and specialty. The Company provides clinical and financial information systems for hospitals and health systems of all sizes. These systems are designed to improve the safety and quality of pati! ent care ! and improve clinical, financial and operational performance. Clinical functionality includes a data repository, care planning, physician order entry and documentation, nursing documentation with bar-coded medication administration, pharmacy, surgical management, emergency department and ambulatory EHR systems, and a Web-based physician portal. Automation solutions include technologies that help hospitals re-engineer and improve their medication use processes. The Company provides patient administration systems and clinical products to health and social care systems of all sizes in the United Kingdom and other European countries.

Advisors' Opinion:
  • [By John Udovich]

    In the wake of the Obamacare�fiasco, small cap healthcare information systems stock Computer Programs & Systems, Inc (NASDAQ: CPSI) has put in a good performance, meaning its worth taking a closer look at the stock along with the performance of large cap players like Cerner Corporation (NASDAQ: CERN) and McKesson Corporation (NYSE: MCK) and small cap Quality Systems, Inc (NASDAQ: QSII).

  • [By Wallace Witkowski]

    In a recent note, Goldman Sachs highlighted 20 companies (excluding financials and utilities) it sees as top contributors to revenue growth for the third quarter. Of those companies, Amazon.com, WellPoint Inc. (WLP) �, McKesson Corp. (MCK) , Boeing, Microsoft, Freeport-McMoRan Copper & Gold Inc. (FCX) �, and United Technologies report in the coming week.

Best Consumer Companies To Own For 2014: Elecsys Corporation(ESYS)

Elecsys Corporation provides data acquisition systems, machine to machine (M2M) communication technology solutions, and custom electronic equipment for critical industrial applications in the United States and internationally. The company designs and manufactures wireless remote monitoring and telemetry solutions to the energy infrastructure sector, as well as other industrial markets under the Pipeline Watchdog and NTG brand names. It also provides process monitoring, data communication, and cyber security solutions under the SensorCast, Director, and zONeGUARD brand names; smart asset tagging solutions based on radio frequency identification (RFID) technologies, which include custom tags, readers, and software under the brand name of eXtremeTAG; custom electronic design and manufacturing services (EDMS) under the DCI brand name; and ultra-rugged handheld computing solutions, as well as handheld computers, printers, peripherals, and application software under the brand na me of Radix. In addition, the company designs, manufactures, and tests a range of electronic assemblies, including circuit boards, high-frequency electronic modules, microelectronic assemblies, and turn-key products; and provides liquid crystal displays (LCDs) devices and modules, and hardware and software design services to its original equipment manufacturers (OEMs) partners, as well as offers integrated data collection and reporting solutions. It primarily serves energy infrastructure, safety and security systems, industrial controls, irrigation and water management, transportation, military, and aerospace markets. Elecsys Corporation was founded in 1991 and is headquartered in Olathe, Kansas.

Advisors' Opinion:
  • [By John Udovich]

    Small cap machine-to-machine (M2M) stock Elecsys Corp (NASDAQ: ESYS) jumped 8.99% yesterday and is up 254% over the past year, meaning it might be time to take a closer look at the stock and its performance verses other small cap M2M stocks like Digi International Inc (NASDAQ: DGII), Numerex Corp (NASDAQ: NMRX) and Sierra Wireless, Inc (NASDAQ: SWIR). First of all though, I should mention that machine-to-machine (M2M) broadly refers to technologies that allow both wireless and wired systems to communicate with other devices of the same type and this can be through any type of technology ranging from instruments to networks to applications that create connections between devices.

Best Consumer Companies To Own For 2014: Fairway Group Holdings Corp (FWM)

Fairway Group Holdings Corp., incorporated on September 29, 2006, operates in the retail food industry, selling fresh, natural and organic products, prepared foods, and specialty and gourmet offerings along with a assortment of conventional groceries. The Company focuses on perishable product categories, which include produce, natural and organic, deli, specialty, cheese, butcher, seafood, bakery, coffee and kosher foods. Its non-perishable product categories consist of conventional groceries, as well as specialty foods. It operates two stores on the West Side of Manhattan, New York. As of September 24, 2012, it operated 11 locations in the Greater New York City metropolitan area, three of which include Fairway Wines & Spirits stores.

The Company�� natural and organic product categories include fruits and vegetables, natural and fresh juices, organic OBE beef and organic chicken, fresh organic peanut butter and natural almond butter, fresh roasted coffees and loose teas, dried fruits and nuts, full assortment of natural and organic groceries, cold cuts and cheeses, breads, supplements (homeopathy, vitamins, herbs), nutritional bars and protein powders, health and beauty aids, dairy, including Fairway-branded organic milk, eggs, including Fairway-branded organic eggs, vegetarian dairy alternatives, frozen foods, e gluten-free selections, baby food and baby care items and cleaning products. It offers a classic New York deli counter. It carries smoked salmon prepared using its own recipe and hand-craft its own fresh mozzarella daily.

The Company�� Specialty Imports and Specialty Grocery departments provide shoppers with specialty and gourmet items, such as Lapalisse pure and virgin nut oils; authentic Sicilian foodstuffs; Burgundy's organic La Trinquelinette fruit preserves made in small batches using only unrefined raw cane sugar; ready-to-eat vacuum-packed beets from the Loire Valley; L'Herbier de Milly La Foret verbena, hibiscus, peppermint and linden blossom infusions; L! a Quiberonnaise Vintage Sardines from Brittany, France; Pruneaux d'Agen (stuffed prunes), and Royal Medjool dates, Quercy's soft dried figs and apricots. It carries approximately 115 varieties of specialty olive oil, including numerous imported unfiltered olive oils, and offer all-day, every day tasting of olive oils in each of its stores.

The Company has meat delivered every day and it is cut and packaged at each of its stores within 24 hours of receipt. It also receives daily deliveries of fresh ice-packed chicken. It offers 50 to 80 different selections of fresh fish and seafood in each store every day. It utilizes a combination of on-site and centralized bakeries to produce our baked goods. Its full-service bakery prepares its signature cookies, tarts, cupcakes, baguettes and bagels. It offers over 100 types of artisanal coffee beans sold by the pound, as well as over a dozen varieties of Fair Trade certified and organic coffee.

The Company offers an array of kosher options, including Fairway's branded products, its conventional and specialty groceries, its coffee, as well as its baked goods, dairy, organic, gluten-free, imported and frozen items. It offers a variety of cuts of kosher poultry, red meat and seafood. It carries a range of conventional grocery items. Its grocery aisles are stacked high with the national brand names Tide, Bounty, Kleenex, Charmin, Lysol, Poland Spring, Oreo, Cheerios, Lipton, Hershey's, Coke, Green Giant, and many more. In addition, it offers an array of ethnic groceries that cater to each store's local demographic.

Advisors' Opinion:
  • [By John Udovich]

    Large cap natural and organic foods supermarket giant Whole Foods Market, Inc (NASDAQ: WFM), otherwise known as ��hole Wallet��r ��hole Paycheck,��is not the only player in the natural or organics supermarket space for consumers and investors alike as mid cap Sprouts Farmers Market Inc (NASDAQ: SFM) and small caps Fairway Group Holdings Corp (NASDAQ: FWM) and Natural Grocers by Vitamin Cottage Inc (NYSE: NGVC) are also players in the space. It should be mentioned that Whole Foods Market is down 15.7% since the start of the year and has a downward trending technical chart, but�shares are�still up 13% over the past year, up 426.3% over the past five years and up 3,108.6% since January 1992.

  • [By Jason Moser]

    You can be forgiven if you've never heard of Fairway Group Holdings (NASDAQ: FWM  ) . The company is responsible for Fairway Market, a small chain of high-end grocery stores currently in and around the greater New York City metropolitan area.

  • [By Rich Duprey]

    Indeed, shoppers can even find natural and organic produce at Wal-Mart, and with Fairway Group Holdings (NASDAQ: FWM  ) having gone public earlier this year, there's no shortage of places shoppers can choose from to buy their all-natural produce. What is Sprouts offering that differentiates it from all of its rivals?�Simply counting on a growth-by-expansion policy entails a lot of risk, so the only thing I see is its claim of better product selection and value.�

Best Consumer Companies To Own For 2014: Vector Group Ltd (VGR)

Vector Group Ltd is a holding company. The Company operates in Tobacco and Real Estate. The Tobacco segment consists of the manufacture and sale of cigarettes. The Real Estate segment includes the Company�� investments in consolidated and non-consolidated real estate businesses. The Company is engaged in the manufacture and sale of cigarettes in the United States through its Liggett Group LLC (Liggett) and Vector Tobacco Inc. (Vector Tobacco) subsidiaries, and the real estate business through its New Valley LLC (New Valley) subsidiary, which is seeking to acquire additional operating companies and real estate properties. New Valley has real estate-related investments, including Douglas Elliman Realty, LLC (Douglas Elliman Realty) (50% interest), New Valley Oaktree Chelsea Eleven LLC (40% interest) and Fifty Third-Five Building LLC (50% interest), Sesto Holdings S.r.L (7.2% interest), MS/WG 1107 Broadway Holdings LLC (1107 Broadway) (5% interest), NV SOCAL LLC (26% interest) and HFZ East 68th Street (18% interest), where other partners hold interests.

As of February 15, 2012, 52 of the 54 units in the Chelsea Eleven LLC real estate development had been sold. During the year ended December, 31, 2011, New Valley invested in MS/WG 1107 Broadway Holdings LLC for an approximate indirect 5% interest. In September 2011, MS/WG 1107 Broadway Holdings LLC acquired the 1107 Broadway property in Manhattan, New York. In February 2011, New Valley invested in Lofts 21 LLC for an approximate 12% interest. In October 2011, New Valley invested in Hill Street Partners LLP (Hill) for an approximate 17.39% interest. Hill purchased a 37% interest in Hill Street SEP (Hotel Taiwana), which owns a hotel located in St. Barts, French West Indies. The hotel consists of 30 suites, six pools, a restaurant, lounge and gym. The purpose of the investment is to renovate and the sell the hotel in its entirety or as hotel-condos. In December 2011, New Valley invested in a condominium conversion project for an approximate 1! 8% interest. The building is a 12-story, 105,000 square foot residential rental building located on 68th Street between Fifth Avenue and Madison Avenue in Manhattan, New York.

Tobacco Operations

Liggett is the operating successor to Liggett & Myers Tobacco Company. During 2011, Liggett was a manufacturer of cigarettes in the United States. Liggett�� manufacturing facilities are located in Mebane, North Carolina where it manufactures most of Vector Tobacco�� cigarettes pursuant to a contract manufacturing agreement. As of December 31, 2011, Liggett and Vector Tobacco have no foreign operations. The Company�� tobacco subsidiaries manufacture and sell cigarettes in the United States. Liggett produces cigarettes in approximately 118 combinations of length, style and packaging. Liggett�� brand portfolio includes PYRAMID, GRAND PRIX , LIGGETT SELECT , EVE and USA and various Partner Brands and private label brands.

Liggett Vector Brands LLC (LVB), which coordinates its tobacco subsidiaries��sales and marketing efforts, along with certain support functions, has an agreement with Circle K Stores, Inc., which operates more than 3,300 convenience stores in the United States under the Circle K and Mac�� names, to supply MONTEGO, a deep discount brand, exclusively for the Circle K and Mac�� stores. The MONTEGO brand was offered under LVB's Partner Brands program. LVB also has an agreement with Sunoco Inc., which operates approximately 675 Sunoco APlus branded convenience stores in the United States, to manufacture SILVER EAGLE. SILVER EAGLE, a deep discount brand, is exclusive to Sunoco and was the second brand to be offered under LVB's Partner Brands program. Liggett also manufactures BRONSON cigarettes as part of a multi-year Partner Brands agreement with QuikTrip, a convenience store chain with more than 580 stores.

New Valley LLC

New Valley is engaged in the real estate business and is seeking to acquire additional real estate properties an! d operati! ng companies. New Valley owns a 50% interest in Douglas Elliman Realty, LLC, which operates residential brokerage company in the New York City metropolitan area. New Valley also holds an investment in a 450-acre approved master planned community in Palm Springs, California (Escena), holds investment interests in various real estate projects in Manhattan, New York, southern California and Milan, Italy through both debt and equity investments.

Douglas Elliman Realty, LLC

Douglas Elliman Realty is engaged in the real estate brokerage business through its two subsidiaries which conduct business as Prudential Douglas Elliman Real Estate. The two brokerage companies have 62 offices with approximately 3,975 real estate agents in the metropolitan New York area. The Long Island brokerage operation, is the residential brokerage company on Long Island with 44 offices and approximately 1,850 real estate agents. During 2011, the Long Island brokerage operation closed approximately 6,163 transactions. Prudential Douglas Elliman Real Estate acts as a broker in residential real estate transactions.

Prudential Douglas Elliman Real Estate also offers relocation services to employers, which provide a variety of specialized services primarily concerned with facilitating the resettlement of transferred employees. These services include sales and marketing of transferees��existing homes for their corporate employer, assistance in finding homes, moving services, educational and school placement counseling, customized videos, property marketing assistance, rental assistance, area tours, international relocation, group move services, marketing and management of foreclosed properties, career counseling, spouse/partner employment assistance, and financial services. Clients can select these programs and services on a fee basis according to their needs. DE Capital Mortgage LLC primarily originates loans for purchases of properties located on Long Island, New York City and Westchester. Approx! imately o! ne-half of these loans are for home sales transactions, in which Prudential Douglas Elliman Real Estate acts as a broker.

Douglas Elliman Realty is also engaged in the management of cooperatives, condominiums and apartments though its subsidiary, Residential Management Group, LLC, which conducts business as Douglas Elliman Property Management and is a manager of apartments, cooperatives and condominiums in the New York metropolitan area. Residential Management Group provides service third-party fee management for approximately 350 properties, representing approximately 47,000 units in New York

The Company competes with Philip Morris USA Inc., Reynolds America Inc., Lorillard Tobacco Company, Commonwealth Brands, Inc., Century-21, ERA, RE/MAX, Coldwell Banker, GMAC Home Services and NRT LLC.

Advisors' Opinion:
  • [By Sean Williams]

    But, it isn't just Lorillard's premium brands that are doing the talking! Lorillard's discount brands, such as Maverick and Old Gold, are giving discount-only brand Vector Group (NYSE: VGR  ) , as well as traditionally bigger tobacco producers Altria and Reynolds American a run for their money. This helped push Lorillard's overall cigarette market share up 0.4% year over year to 14.9%. Not surprisingly, Lorillard has delivered market share increases in each of the past 10 years!�

  • [By Brian Pacampara]

    Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, cigarette maker Vector Group (NYSE: VGR  ) has received a distressing two-star ranking.

Best Consumer Companies To Own For 2014: Campbell Soup Co (CPB)

Campbell Soup Company (Campbell), incorporated on November 23, 1922, together with its subsidiaries, is a manufacturer and marketer of branded convenience food products. The Company operates in five segments: U.S. Simple Meals; Global Baking and Snacking; International Simple Meals and Beverages; U.S. Beverages; and North America Foodservice. In June 2012, the Company purchased 1300 Admiral Wilson Boulevard in Camden. On August 6, 2012, the Company completed the acquisition of BF Bolthouse Holdco LLC (Bolthouse Farms). In September 2012, Vilmorin & Cie SA acquired the tomato and pepper breeding and sales business of the Company. In June 2013, Campbell Soup Co completed the acquisition of Plum Organics. In August 2013, Campbell Soup Company completed the acquisition of Kelsen Group A/S.

In the United States, Canada and Latin America, the Company�� products are resold to consumers in retail food chains, mass discounters, mass merchandisers, club stores, convenience stores, drug stores, dollar stores and other retail, commercial and non-commercial establishments. In Europe, the Company�� products are resold to consumers in retail food chains, mass discounters, mass merchandisers, club stores, convenience stores and other retail, commercial and non-commercial establishments. In the Asia Pacific region, the Company�� products are resold to consumers through retail food chains, convenience stores and other retail, commercial and non-commercial establishments.

U.S. Simple Meals

The U.S. Simple Meals segment aggregates the operating segments: U.S. Soup and U.S. Sauces. The U.S. Soup retail business includes the products, such as Campbell�� condensed and ready-to-serve soups, and Swanson broth and stocks. The U.S. Sauces retail business includes Pregopasta sauces, Pace Mexican sauces, Campbell�� canned gravies, pasta, and beans, and Swanson canned poultry.

Global Baking and Snacking

The Global Baking and Snacking segment include Pepperi! dge Farm cookies, crackers, bakery and frozen products in the United States retail. It also includes Arnott�� biscuits in Australia and Asia Pacific.

International Simple Meals and Beverages

The International Simple Meals and Beverages segment aggregates the simple meals and beverages operating segments outside of the United States, including Europe, the retail business in Canada, and the businesses in Asia Pacific, Latin America and China. The segment�� operations include Erasco and Heisse Tasse soups in Germany,Liebig and Royco soups in France, Devos Lemmens mayonnaise and cold sauces and Campbell�� and Royco soups in Belgium, and Bla Band soups and sauces in Sweden. In Canada, operations include Habitant and Campbell�� soups, Prego pasta sauces, Pace Mexican sauces, V8 juices and beverages and certain Pepperidge Farm products. In Asia Pacific, operations include Campbell�� soup and stock, Kimball sauces, V8 juices and beverages, Prego pasta sauce and Swanson broths.

U.S. Beverages

The U.S. Beverages segment represents the United States retail beverages business, including V8 juices and beverages, and Campbell�� tomato juice.

North America Foodservice

The North America Foodservice segment represents the distribution of products, such as soup, specialty entrees, beverage products, other prepared foods and Pepperidge Farm products through food service channels in the United States and Canada.

Advisors' Opinion:
  • [By Brian Gilmartin]

    Campbell Soup (CPB):

    Recently a client inherited some Campbell Soup stock, and although we've never followed the company fundamentally, we looked at the chart and found CPB also oversold and also trading near its 200 day moving average:

Best Consumer Companies To Own For 2014: Sao Martinho SA (SMTO3)

Sao Martinho SA is a Brazil-based holding company primarily engaged in the sale and production of sugar and ethanol. It is engaged in the cultivation of sugar cane and production and sale of sugar, ethanol and other sugar cane products. The Company is also involved in the cogeneration of electricity and cattle breeding, as well as the provision of agricultural products. The Company produces hydrous ethanol, anhydrous ethanol, industrial ethanol, ribonucleic acid, fuel oil, yeast, sugar and sugarcane biogases, used to generate steam and electricity. Through its subsidiary Omtek, the Company produces ribonucleic acid (RNA) sodium salt, which is used in the pharmaceutical and food industries as a raw material and flavor enhancer. The Company operates through a numerous subsidiaries, including Vale do Mogi Empreendimentos Imobiliarios SA, SMA Industria Quimica SA, Usina Santa Luiza SA, Sao Martinho Energia SA and Santa Cruz SA, among others. Advisors' Opinion:
  • [By Ney Hayashi]

    Sugar and ethanol producer Sao Martinho SA (SMTO3) fell 1.8 percent to 25.53 reais after posting a quarterly profit that missed analysts��estimates.

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