Spinoff Report
CAG: Smart Insider Buys and You Should Too, MP Increase
A recent strategic insider purchase by a director at ConAgra Brands, Inc. (CAG) with a history of making massive returns on his buys has prompted us to increase our weighting in the company as it continues to optimize the integration of the acquired Pinnacle Foods assets and realize synergies ahead of the management's target. The company has also continued its string of non-core divestments (Wesson, Gelit, Canadian Del Monte), with its next anticipated sale to be its stake in Ardent Mills.

  • Strategic Insider Buying by CAG Director / +250% Increase to Holdings / History of Buying into Strength
  • CAG Entered MP in September 2016 Ahead of November 2016 Spin of Lamb Weston Holdings, Inc. (LW)
  • Acquisition of Pinnacle Foods, Inc. (PF) in October 2018 Filled Gaps in Health & Wellness Brand Portfolio
  • PF Brand Synergy Realization Surpassing Management Target / Any Price Dip is a Buy Opportunity
  • CAG Increases Its Spinoff Model Portfolio Weighting by +4% at the End of Today's (July 3) VWAP
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