General Mills

GIS-N

NYSE:GIS

53.71
0.53 (0.98%)
General Mills, Inc., is an American multinational manufacturer and marketer of branded consumer foods sold through retail stores. It is headquartered in Golden Valley, Minnesota, a suburb of Minneapolis.
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Analysis and Opinions about GIS-N

Signal
Opinion
Expert
SELL
SELL
October 3, 2018

People don’t eat cereal as much. They kind of mismanaged their portfolio. It is reliable poor. You want the opposite. Low growth rates. Trying to buy investor’s confidence with higher dividend payouts. Don’t rationalize poorness. Move to something that has some growth.

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General Mills (GIS-N)
October 3, 2018

People don’t eat cereal as much. They kind of mismanaged their portfolio. It is reliable poor. You want the opposite. Low growth rates. Trying to buy investor’s confidence with higher dividend payouts. Don’t rationalize poorness. Move to something that has some growth.

DON'T BUY
DON'T BUY
June 8, 2018

This company is in a bad place right now. When the cycle turns down, consumer staples will get hurt early. This is not a defensive stock to hide in, due to their weak fundamentals. Yield 4.6%.

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This company is in a bad place right now. When the cycle turns down, consumer staples will get hurt early. This is not a defensive stock to hide in, due to their weak fundamentals. Yield 4.6%.

COMMENT
COMMENT
October 20, 2017

This has done reasonably well. As we know, banks are a protected species in Canada. Chart is showing a series of higher lows and higher highs, and feels this could go a little higher. The chart looks pretty good.

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General Mills (GIS-N)
October 20, 2017

This has done reasonably well. As we know, banks are a protected species in Canada. Chart is showing a series of higher lows and higher highs, and feels this could go a little higher. The chart looks pretty good.

COMMENT
COMMENT
June 13, 2017

This is a name that has really struggled. The sector of staples is struggling. It is a bond proxy structure, so as rates go higher, then this sector is going to struggle. There are better places to go. 3.3% dividend yield.

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General Mills (GIS-N)
June 13, 2017

This is a name that has really struggled. The sector of staples is struggling. It is a bond proxy structure, so as rates go higher, then this sector is going to struggle. There are better places to go. 3.3% dividend yield.

DON'T BUY
DON'T BUY
May 2, 2017

There has been food inflation in the environment for some time. This is a company, along with a great many other consumer packaged good companies, that struggles for growth. If they can eke out low single digit growth in many, many of their categories, it is a win for them. As an owner of the stock, you have to be very, very careful, because a lot of these companies have been labelled as stable and good dividend producers, but have been bid up, and you are paying 16, 17 and sometimes 20 times earnings for a company that is growing at 2%, 3% or 5%, a huge risk. He would stay away from the sector.

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There has been food inflation in the environment for some time. This is a company, along with a great many other consumer packaged good companies, that struggles for growth. If they can eke out low single digit growth in many, many of their categories, it is a win for them. As an owner of the stock, you have to be very, very careful, because a lot of these companies have been labelled as stable and good dividend producers, but have been bid up, and you are paying 16, 17 and sometimes 20 times earnings for a company that is growing at 2%, 3% or 5%, a huge risk. He would stay away from the sector.

COMMENT
COMMENT
April 16, 2015

General Mills (GIS-N) or Kellogg’s (K-N)? This one is strictly focused on cereals and is the world’s largest producer. About 20% of their revenues comes from Wal-Mart (WMT-N), which has been actively opening stores increasing their distribution channel. He sees future growth in the cereal market in emerging markets, especially Asia. Their demand for cereal is expected to go up 2X over the next few years. This would be his preferred play.

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General Mills (GIS-N)
April 16, 2015

General Mills (GIS-N) or Kellogg’s (K-N)? This one is strictly focused on cereals and is the world’s largest producer. About 20% of their revenues comes from Wal-Mart (WMT-N), which has been actively opening stores increasing their distribution channel. He sees future growth in the cereal market in emerging markets, especially Asia. Their demand for cereal is expected to go up 2X over the next few years. This would be his preferred play.

SELL
SELL
March 25, 2014

He tends not to gravitate to the defensive growth stories. The problem that he has with food producers is that there is always a reason why they are missing their numbers or something has gone wrong. Really not his favourite. Prefers beverage companies and would look at PepsiCo (PEP-N). Great company and very well run.

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General Mills (GIS-N)
March 25, 2014

He tends not to gravitate to the defensive growth stories. The problem that he has with food producers is that there is always a reason why they are missing their numbers or something has gone wrong. Really not his favourite. Prefers beverage companies and would look at PepsiCo (PEP-N). Great company and very well run.

COMMENT
COMMENT
January 10, 2014

Very stable company. Revenues come off quite strongly last quarter, but looking at it going forward, she feels there is a bit of optimism with lower input prices and maybe new products coming on stream. It really comes down to valuation and she sees it hovering around where it typically does. You’re probably not getting a great deal on this one.

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General Mills (GIS-N)
January 10, 2014

Very stable company. Revenues come off quite strongly last quarter, but looking at it going forward, she feels there is a bit of optimism with lower input prices and maybe new products coming on stream. It really comes down to valuation and she sees it hovering around where it typically does. You’re probably not getting a great deal on this one.

DON'T BUY
DON'T BUY
September 5, 2012

A packaged goods company. 75% US and 25% non-US. Near-term, she thinks the earnings outlook will be somewhat muted. Cereal is a main product for them along with yogurt. With rising grain prices it could affect costs. Also, higher grain prices will affect dairy costs. Have been losing market share in yogurts so may have to increase their spending here.

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General Mills (GIS-N)
September 5, 2012

A packaged goods company. 75% US and 25% non-US. Near-term, she thinks the earnings outlook will be somewhat muted. Cereal is a main product for them along with yogurt. With rising grain prices it could affect costs. Also, higher grain prices will affect dairy costs. Have been losing market share in yogurts so may have to increase their spending here.

DON'T BUY
DON'T BUY
August 21, 2012

Packaged foods so a little bit of a challenge if you are talking short-term with regards to input prices for the products. Drought will have an impact on their margins. Decent dividend. Reasonable flattish performance over the last 4-5 years. Nothing to get too excited about in the short run.

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General Mills (GIS-N)
August 21, 2012

Packaged foods so a little bit of a challenge if you are talking short-term with regards to input prices for the products. Drought will have an impact on their margins. Decent dividend. Reasonable flattish performance over the last 4-5 years. Nothing to get too excited about in the short run.

HOLD
HOLD
July 5, 2012
He doesn’t own any of the food stocks right now. The one head wind you might have going forward is the drought conditions in the US could cause their input prices to go up. If you own, put a Stop at its last low.
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He doesn’t own any of the food stocks right now. The one head wind you might have going forward is the drought conditions in the US could cause their input prices to go up. If you own, put a Stop at its last low.
DON'T BUY
DON'T BUY
June 20, 2012
Not enough growth and a little bit higher than the market multiple. Would rather have some decent growth and pay a little bit more. Trading at 14X earnings. 3% yield
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General Mills (GIS-N)
June 20, 2012
Not enough growth and a little bit higher than the market multiple. Would rather have some decent growth and pay a little bit more. Trading at 14X earnings. 3% yield
COMMENT
COMMENT
June 7, 2012
Consumer staples stock with a very low beta of 0.62. Nice dividend of 3.2%. Likes this one for its defensive characteristics. When and if, the economy start to heat up again, it will probably start to lag.
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Consumer staples stock with a very low beta of 0.62. Nice dividend of 3.2%. Likes this one for its defensive characteristics. When and if, the economy start to heat up again, it will probably start to lag.
BUY
BUY
March 4, 2009
Significant organic presence. Dividend yield, free cash flow and secure balance sheet.
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General Mills (GIS-N)
March 4, 2009
Significant organic presence. Dividend yield, free cash flow and secure balance sheet.
TOP PICK
TOP PICK
December 10, 2004
Quality companies is very important when the Fed is tightening. Defensive pick. Under appreciated. when the economy slows, we still have to eat.
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General Mills (GIS-N)
December 10, 2004
Quality companies is very important when the Fed is tightening. Defensive pick. Under appreciated. when the economy slows, we still have to eat.
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