Tag: 10Ks

— 78 items —

Diamond Foods extracts a problematic chemical…
October 7, 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…
September 2, 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…
July 19, 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 […]

Bob Evans Defines __£Homestyle__ã for 2011__»
July 6, 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)…
June 8, 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 […]

The Sims: Electronic Arts’ Executive Exit Edition __»
June 1, 2010—Companies often shower executives with gifts while showing them the door — cash, a year or two of health-care benefits, even a car or cell-phone, plus, of course, accelerated options and restricted stock. But those gifts come with strings. Most typically, that means a non-compete clause (you can’t take a nice severance package and go […]

Airgas’ Attempt to Foil Hostile Takeover Not Cheap…
June 1, 2010—Sometimes “no” really means “no,” and that seems to be the case in Airgas, Inc.’s (ARG) repeated rejection of Air Products & Chemicals, Inc.’s (APD) unsolicited takeover attempts. It’s not exactly a David and Goliath situation, but Air Products – with a market cap of $14.66 billion – is practically three times as large as […]

Bold-faced names in the filings…
April 7, 2010—While we don’t usually pay much attention to companies under $250M in market cap, there was something about the 10-K filed by tiny Industry Concept Holdings (INHL) that caught our attention. It wasn’t just because it was filed late on Friday on a day when the market was closed, though that certainly piqued our initial […]

A closer look at Home Depot’s 10K…
March 26, 2010—Home Depot (HD) filed its 10K late yesterday and we’ve taken a closer look at the filing which includes some interesting new disclosures.

Exxon Mobil directors say fill er up…
March 2, 2010—Gas prices may be much lower than they were during the summer of 2008, when they were approaching $5 a gallon in many parts of the country. But we couldn’t help but think about gas prices as we dipped into the 10-K that Exxon Mobil (XOM) filed on Friday. In the filing, which was significantly […]