I think I'm gonna go ahead and add the perennial dog Smuckers to the 2022 portfolio.
Its consolidated long enough.
The BOD needs to replace the family, give Jr. a sweetheart deal and bring in a seasoned player to run the show.
SJM-------> $135
I swear, eventually this one will pay off.
It has 15% in it going forward.
Of course I've said that before.
Sum of the parts though....
It's not easy to get their size of footprint in America's B&M.
Lousy balance sheet though... all things considered.
I still love their retail footprint.
That's about the only thing I love.
Muttley loves the Milkbones, but she also loves DG's house brand.
So no Peter Lynchian insight there.
Ahhhh.... Smuckers remains a potential 12% winner.
(fire the family)
2022 target: $147+
"Woof"!!!
++++++++++
J.M. Smucker brands currently include:
Coffee[40]
Its consolidated long enough.
The BOD needs to replace the family, give Jr. a sweetheart deal and bring in a seasoned player to run the show.
SJM-------> $135
I swear, eventually this one will pay off.
It has 15% in it going forward.
Of course I've said that before.
Sum of the parts though....
It's not easy to get their size of footprint in America's B&M.
Lousy balance sheet though... all things considered.
I still love their retail footprint.
That's about the only thing I love.
Muttley loves the Milkbones, but she also loves DG's house brand.
So no Peter Lynchian insight there.
Ahhhh.... Smuckers remains a potential 12% winner.
(fire the family)
2022 target: $147+
"Woof"!!!
++++++++++
J.M. Smucker brands currently include:
Coffee[40]
- 1850 Folgers
- Café Bustelo
- Café Pilon
- Dunkin' (K-Cup, pre-made coffee)[41]
- Folgers
- Medaglia D'Oro
- Adams (peanut butter)
- Bick's (pickles and condiments)
- Carnation (milk)
- Crosse & Blackwell (traditional English foods)
- Dickinson's (preserves)
- Double Fruit (preserves)
- Eagle Brand (milk products)
- Five Roses (flour in Canada)
- Golden Temple (Indian foods)
- Jif (peanut butter)
- Knott's Berry Farm (preserves)
- Laura Scudder's (peanut butter)
- R.W. Knudsen Family (fruit butters and sauces)
- Robin Hood (flour in Canada)
- Sahale Snacks (fruit and nut snacks)
- Santa Cruz Organic (peanut butter, juices)
- Smucker's Uncrustables (sandwiches)
- Smucker's (preserves, peanut butter)
- truRoots (quick-cook grains)
- 9Lives (cat food)
- Canine Carry Outs (dog food)
- Gravy Train (dog food)
- Kibbles 'n Bits (dog food)
- Meow Mix (cat food)
- Milk-Bone (dog treats)
- Milo's Kitchen (dog treats)
- Nature's Recipe (natural dog food)
- Pup-Peroni (dog treats)
- Rachael Ray Nutrish (dog and cat food)
- Snausages (dog treats)
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