Post Holdings

Post Holdings is a consumer packaged goods holding company. The company operates in five segments: Post Consumer Brands segment, which manufactures, markets and sells branded and private label ready-to-eat (RTE) cereal and hot cereal products; Weetabix, which primarily markets and distributes branded and private label RTE cereal products; Refrigerated Food, which produces and/or distributes egg products, sausage, side dishes, cheese and other refrigerated products; Active Nutrition, which markets and distributes beverages, bars, powders and other nutritional supplements; and Private Brands, which manufactures and distributes private label peanut and other nut butters, dried fruit and nuts.
  • TickerPOST
  • ISINUS7374461041
  • ExchangeNew York Stock Exchange
  • SectorFood Producers
  • CountryUnited States

ValuEngine Rating and Forecast Report for POST

ValuEngine Rating and Forecast Report for POST

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

ValuEngine Rating and Forecast Report for POST

ValuEngine Rating and Forecast Report for POST

ValuEngine Rating and Forecast Report for POST

ValuEngine Rating and Forecast Report for POST

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • No one knows just how the COVID-19 plays out, but yes, at some point this too will pass. We would expect volatility to continue and headlines to trump (pun not intended) trends. The divergence between Technology and the Energy, Materials, and Industrials Sectors has been disturbing to us for some time. Small-Caps and emerging markets have been lagging the Tech heavy S&P 500 significantly as well. • We believe that widening spreads between high-yield corporates and 10-yr Treasuries could be the canary in the coal mine. A decisive break above the trend line may usher in a much m...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • The decline in interest rates has investors seeking dividend related equities (ex. VZ, POST, VTS, WELL, ESS, O, NNN, EPR, FE, AEP, PNW, and NI) • A few Restaurants acted well despite the plunge in Friday's market (ex. DRI, MCD, YUM, and SBUX) • A few Staples Sector names are attractive. (ex. SJM, POST, SAFM, COKE, and KMB)

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • Emerging Markets are showing signs of RS reversals. We would like to see price inflections. • Automotive parts retailers remain attractive as consumers look to repair their cars rather than buy new ones. • The Communications Sector continues to indicate leadership.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Yield surge tests equities; Downgrading Discretionary Bent, but not broken. That is how we would classify the state of the S&P 500. Recent market weakness has been chalked-up to the 10- and 30-year Treasury yields surging above critical resistance areas - 3.1% and 3.25%, respectively. We have highlighted rising rates numerous times in recent months as having the potential to derail the market's advance, and so far the market has done nothing but go down. However, we must keep in mind that the weakness has come on the heels of all-time highs and the S&P's multi-month uptrend remains intact. We...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Short Shots: Technically Vulnerable Stocks

Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.

Alexander Korda

Forgotten IPO-Spin Can Lead to Index Play, Pending Announced Distribution

We expect Post Holdings, Inc. (POST) to announce the distribution of its remaining stake in BellRing Brands, Inc. (BRBR) on its earnings call on Friday, May 8, 2020. Once distributed, BRBR will have a full free float and may have an index play depending on the stock price, so we've examined how other IPO-Spins have performed in the six months post-Spin. Our findings are included in the analysis, and our recommendation based on those findings is to keep POST and BRBR on a watchlist for now. The Edge View... On October 17, 2019, Post Holdings, Inc. (POST) successfully took steps towards complet...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Encouraging Signs, But Not Out Of The Woods Positive news flow surrounding COVID-19 is encouraging on many fronts, and we welcome headlines such as peaking infections/deaths in Italy & Spain, certain European governments making plans to ease lockdowns, and that US death projections were likely overestimated. Despite encouraging news and the S&P 500 (SPX) hitting multi-week highs, market signals continue to suggest that this is a fairly standard bear market rally, making us believe the broad equity market is not yet out of the woods and remains vulnerable. · S&P 500 Levels. Short-term...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Thanks to a better fundamental star rating, POST HOLDINGS INCO. sees an upgrade to Neutral

The independent financial analyst theScreener just awarded an improved star rating to POST HOLDINGS INCO. (US), active in the Food Products industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 2 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as moderately risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date April 3, 2020, the closing price was USD 86.11 and its expected value was estimated at USD 91.96.

Moody's announces completion of a periodic review of ratings of Post Holdings, Inc.

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of Post Holdings, Inc.. Global Credit Research- 13 Apr 2020. New York, April 13, 2020-- Moody's Investors Service has completed a periodic review of the ratings of Post Holdings, Inc. and other ratings that are associated with the same analytical unit.

Post Holdings, Inc.: Covenant Quality Post-Sale Snapshot: $1,250m 4.625% Senior Notes due 2030

Post Holdings, Inc.’s covenant package provides weakest-level protection, reflecting a covenant quality score of 4.43.

Post Holdings, Inc.: Covenant Quality Post-Sale Snapshot: $1,250m 4.625% Senior Notes due 20230

Post Holdings, Inc.’s covenant package provides weakest-level protection, reflecting a covenant quality score of 4.43.

Moody's assigns B2 to Post Holdings' $1 billion senior unsecured notes offering

Rating Action: Moody's assigns B2 to Post Holdings' $1 billion senior unsecured notes offering. Global Credit Research- 11 Feb 2020. New York, February 11, 2020-- Moody's Investors Service has assigned a B2 rating to Post Holdings, Inc.' s proposed $1 billion of senior unsecured notes due 2030 being offered today.

Post Holdings, Inc.: Update to Discussion of Key Credit Factors

Our view reflects high financial leverage, the serial pace of acquisitions, good business diversification, and solid cash flows.

ValuEngine Rating and Forecast Report for POST

ValuEngine Rating and Forecast Report for POST

ValuEngine Rating and Forecast Report for POST

ValuEngine Rating and Forecast Report for POST

ValuEngine Rating and Forecast Report for POST

ValuEngine Rating and Forecast Report for POST

ValuEngine Rating and Forecast Report for POST

ValuEngine Rating and Forecast Report for POST

ValuEngine Rating and Forecast Report for POST

ValuEngine Rating and Forecast Report for POST

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