Please join us live for our Black Book presentation on The WhiteWave Foods Company (WWAV) on Thursday, June 18th at 1:00 pm ET. We have had WWAV on our Best Idea List since 4/11/14, and will provide a detailed 90+ page updated presentation.
Yes valuation is rich, but rightfully so, WWAV has been lapping its competitors in the marketplace. We strongly believe that this name still has more room to run. WWAV operates in many segments that are nowhere near their full potential, and are still gaining popularity among mainstream consumers.
Their brands are all number one or two in their respective categories, with the ability to transcend across categories. We have seen it with Horizon, entering the center-of-store with Mac & Cheese and other snacks and Earthbound into frozen, So Delicious into creamers, the list goes on and will continue to get longer.
Bottom line this growth story is not over, and we are very excited to tell you more about our thought process during our live presentation.
Longer term there are many way you can win with WWAV:
US Toll Free:
Confirmation Number: 39984323
Materials: CLICK HERE
If you have any questions heading into the call please let us know.
This indispensable trading tool is based on a risk management signaling process Hedgeye CEO Keith McCullough developed during his years as a hedge fund manager and continues to refine. Nearly every trading day, you’ll receive Keith’s latest signals - buy, sell, short or cover.
Takeaway: We're adding Financial Engines (FNGN) to Investing Ideas today.
Please note that we are adding Financial Engines (FNGN) to Investing Ideas today. Below is a note from Hedgeye CEO Keith McCullough explaining why. We will include additional, in-depth research color from Financials analyst Jonathan Casteleyn in this weekend's edition of Investing Ideas.
According to McCullough:
I've been trying to get longer (net) in signal/idea terms (on red, patiently) ahead of this Fed decision tomorrow. If the Fed does nothing but reiterate what it has been saying all year long ("data dependence") I go with the "buy everything" call on that (just like I did at the March 18th Fed decision).
"Buy everything" is more of a generalization obviously - what I mean by that is a dovish Fed means A) Rates Down (bonds up) B) Dollar Down (stocks and commodities up). With Financial Engines specifically, we have a very much hated high short interest stock whose fundamentals have recently shifted from slowing to #accelerating.
Here's Jonathan Casteleyn's latest take on that front:
Buy signal here at the low-end of the FNGN risk range (power users of the #Process note that this recent correction in the stock came on decelerating volume, whereas the recent highs came on accelerating volume.
Cheers from London where its Pub time,
In this one-minute excerpt from today's edition of The Macro Show, Hedgeye Energy sector head Kevin Kaiser is asked if his short thesis on Chesapeake Energy could be upended by an acquisition.
Subscribe to The Macro Show today for access to this and all other episodes.
Subscribe to Hedgeye on YouTube for access to all of our free video content.
Get The Macro Show and the Early Look now for only $29.95/month – a savings of 57% – with the Hedgeye Student Discount! In addition to those daily macro insights, you'll receive exclusive content tailor-made to augment what you learn in the classroom. Must be a current college or university student to qualify.