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THS

TreeHouse

$51.92

0.72 (1.41%)

, CAG

Conagra Brands

$33.09

0.66 (2.04%)

12:54
11/17/18
11/17
12:54
11/17/18
12:54

Treehouse Foods stock may have room to gain, Barron's says

Treehouse Foods (THS) stock may see a 20%-25% rise over the next two years as the company continues to make good on promises to cut costs and better integrate Ralcorp, a private-label business it bought from Conagra Brands (CAG), Vito Racanelli writes in this week's edition of Barron's. Reference Link

THS

TreeHouse

$51.92

0.72 (1.41%)

CAG

Conagra Brands

$33.09

0.66 (2.04%)

THS TreeHouse
$51.92

0.72 (1.41%)

08/03/18
JPMS
08/03/18
UPGRADE
Target $49
JPMS
Neutral
TreeHouse upgraded to Neutral with $49 target at JPMorgan
JPMorgan analyst Ken Goldman upgraded TreeHouse Foods to Neutral from Underweight and raised his price target for the shares to $49 from $38. The analyst says that while he has limited visibility into TreeHouse's near- and longer-term fundamentals, he now sees the potential for upside and downside surprises as "fairly balanced." New management has "clearly righted the ship" and is probably being conservative on guidance, Goldman tells investors in a research note.
08/03/18
JPMS
08/03/18
UPGRADE
Target $49
JPMS
Neutral
TreeHouse upgraded to Neutral from Underweight at JPMorgan
JPMorgan analyst Ken Goldman upgraded TreeHouse Foods to Neutral and raised his price target for the shares to $49 from $38.
05/07/18
RHCO
05/07/18
NO CHANGE
Target $40
RHCO
Hold
TreeHouse price target raised to $40 from $35 at SunTrust
SunTrust analyst William Chappell raised his price target on TreeHouse to $40 after its better than expected Q1 results, noting that much of the adjustment in his model comes from a "lower amortization expense following the company's goodwill write down on its Flagstone acquisition". The analyst keeps his Hold rating, citing "continued difficult category dynamics, soft volumes, and margin pressure from increased freight and commodity costs".
01/04/18
WELS
01/04/18
NO CHANGE
Target $46
WELS
Market Perform
TreeHouse price target raised to $46 from $41 at Wells Fargo
Wells Fargo analyst John Baumgartner raised his price target for TreeHouse to $46 from $41, citing tax reform and stronger macros. The analyst reiterates a Market Perform rating on the shares.
CAG Conagra Brands
$33.09

0.66 (2.04%)

11/14/18
JPMS
11/14/18
NO CHANGE
JPMS
Conagra increasingly attractive for value investors, says JPMorgan
With shares weak on a competitor downgrade, JPMorgan analyst Ken Goldman is out with a research note calling Conagra Brands an increasingly attractive investment for value investors with a longer term time horizon. The analyst says that while Conagra's sales growth may not be as strong as he expected over the next year based on the latest Nielsen data, he still considers the company one of his favorite ideas for longer-term holders.
11/14/18
11/14/18
DOWNGRADE

On The Fly: Top five analyst downgrades
Catch up on today's top five analyst downgrades with this list compiled by The Fly: 1. Apple (AAPL) downgraded to Neutral from Buy at Guggenheim with analyst Robert Cihra saying the average selling price of the iPhone has increased a "dramatic" $220, or 40%, over the past 10 years, reflecting its "growing value to both consumer and business markets." 2. Kellogg (K) downgraded to Neutral from Overweight at JPMorgan with analyst Ken Goldman saying that while nothing at the company's investor day "necessarily disappointed" him, he also did not gain "much comfort that the bottom-line turnaround would be swift." 3. Apollo Global (APO) and Carlyle Group (CG) were downgraded to Equal Weight from Overweight at Morgan Stanley. 4. Conagra Brands (CAG) downgraded to Underperform from Market Perform at Bernstein with analyst Alexia Howard saying the frozen category has experienced positive growth over the past year, largely led by new product innovation from Conagra and Pinnacle Foods, but this now seems to be running out of steam. 5. Tenneco (TEN) downgraded to Underweight from Equal Weight at Morgan Stanley with analyst Armintas Sinkevicius citing its elevated leverage and limited free cash flow conversion in what he views as an increasingly uncertain environment for auto suppliers. This list is just a portion of The Fly's full analyst coverage. To see The Fly's full Street Research coverage, click here.
11/14/18
11/14/18
DOWNGRADE

Underperform
Conagra Brands downgraded to Underperform at Bernstein
As previously reported, Bernstein analyst Alexia Howard downgraded Conagra Brands (CAG) to Underperform from Market Perform as the company has completed the acquisition of Pinnacle Foods (PF) and expects to lever up to 5 times, while the growth momentum in frozen entrees has started to slow down. The frozen category has experienced positive growth over the past year, largely led by new product innovation from Conagra and Pinnacle Foods, but this now seems to be running out of steam, she contends. Although consumer takeaway remains positive and is still strong on a 2-year basis, Howard believes comparables become tougher from here, and distribution gains seem to be slowing fairly sharply.
11/14/18
BERN
11/14/18
DOWNGRADE
BERN
Underperform
Conagra Brands downgraded to Underperform from Market Perform at Bernstein

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DTIL

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MU

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DTIL

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WTRE

Watford Holdings

$28.24

0.5 (1.80%)

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RCII

Rent-A-Center

$21.35

0.07 (0.33%)

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ENGIY

Engie SA

$0.00

(0.00%)

, EME

Emcor

$79.55

2.64 (3.43%)

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$0.00

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CAL

Caleres

$27.55

0.425 (1.57%)

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DOV

Dover

$97.93

1.12 (1.16%)

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TEVA

Teva

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RCI

Rogers Communications

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-1.76 (-3.31%)

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TEVA

Teva

$14.36

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TBK

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Oneok

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MANH

Manhattan Associates

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NSANY

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BXG

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TSLA

Tesla

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