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Archive for the '10Ks' Tag

Diamond Foods extracts a problematic chemical…

Thursday, October 7th, 2010

We’ll admit to having a genuine fondness for Kettle chips, those salty, extra-crispy potato slices that deliver more crunch and flavor than the potato chips we ate as kids. Somehow paying more for a bag doesn’t seem so unreasonable, since to our palates the chips taste better and are made without trans fats, MSG, or [...]

Paying more than necessary at Meredith…

Thursday, September 2nd, 2010

The publishing world buzzed at Meredith Corporation’s (MDP) August 2 announcement that John H. (Jack) Griffin, Jr., the President of its National Media Group, was leaving four days later “to pursue another opportunity.” News leaked – even before an official announcement was made – that Time Warner, Inc. (TWX) had tapped Griffin to become Time, [...]

Unpacking FedEx’s annual report…

Monday, July 19th, 2010

At 198 pages, there was a lot of information in the annual report that FedEx (FDX) filed last week. By now, the stock analysts have parsed the financial data, but here are a few nuggets that caught our attention for various reasons: Plan for take-off: FedEx has an upbeat take on near-term economic growth, expecting “stronger demand for [...]

Bob Evans Defines “Homestyle” for 2011…

Tuesday, July 6th, 2010

While the market has been a little shaky today, one of the stocks that has taken a hit is Bob Evans Farms, Inc. (BOBE), whose stock is down 4.21 percent so far today. When we read the annual report filed June 29, though, it’s not all doom and gloom. There are some short-term challenges, but [...]

Landing a Keeper (from Matrixx Initiatives)…

Tuesday, June 8th, 2010

Reading SEC filings every day is a little like standing on the river bank, rod in hand, waiting for a bite. (Admittedly, a river offers nicer scenery than the view from our offices, but we like not having to deal with the mosquitos and sunburn.) However, the point is: We catch a lot of interesting [...]