January 14, 2013

On WhiteWave Foods

Alyce, on the other hand, started out 2013 by buying shares of WhiteWave, a company recently spun out of Dean Foods (NYSE: DF  ) .
What Alyce loves the most about this recent IPO is that WhiteWave is busy selling some of the most popular plant-based and organic products out there -- namely, the Silk and Horizon Organic milk brands.
Alyce points out that non-lactose types of milk have shown impressive growth: "[S]ales of almond-based drinks alone have been growing like gangbusters. This subcategory achieved 170% CAGR from 2009 to 2011, and represented a $289 million market in 2011."
Alyce also points out that, for the time being, she's not thrilled that Dean Foods still retains a controlling interest in WhiteWave, but it's something she's willing to keep her eye on as she watches the story play out at WhiteWave.

January 8, 2013

Avago pullback a buying opportunity, says Citigroup

Citigroup recommends using the recent weakness in shares of Avago to add to positions in the name. After meeting with the company at CES, Citi believes iPhone fears are overblown and that Avago is well positioned to meet its January quarter wireless guidance. The firm keeps a Buy rating on the stock with a $45 price target.

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