Richmond Hill Investment Company Has Decreased Its Post Hldgs (POST) Position by $3.46 Million; As Kroger Co (KR) Valuation Declined, Napier Park Global Capital Us LP Trimmed Its Position

January 16, 2018 - By Stephen Andrade

Richmond Hill Investment Company decreased its stake in Post Hldgs Inc (POST) by 42.26% based on its latest 2017Q3 regulatory filing with the SEC. Richmond Hill Investment Company sold 39,289 shares as the company’s stock declined 1.97% while stock markets rallied. The hedge fund held 53,683 shares of the consumer non-durables company at the end of 2017Q3, valued at $4.74 million, down from 92,972 at the end of the previous reported quarter. Richmond Hill Investment Company who had been investing in Post Hldgs Inc for a number of months, seems to be less bullish one the $5.31 billion market cap company. The stock decreased 0.50% or $0.4 during the last trading session, reaching $80.19. About 495,648 shares traded. Post Holdings, Inc. (NYSE:POST) has risen 11.46% since January 16, 2017 and is uptrending. It has underperformed by 5.24% the S&P500.

Jim O’brien decreased its stake in Kroger Co (KR) by 95.83% based on its latest 2017Q3 regulatory filing with the SEC. Napier Park Global Capital Us Lp sold 287,500 shares as the company’s stock declined 14.05% while stock markets rallied. The hedge fund run by Jim O’brien held 12,500 shares of the food chains company at the end of 2017Q3, valued at $250,000, down from 300,000 at the end of the previous reported quarter. Napier Park Global Capital Us Lp who had been investing in Kroger Co for a number of months, seems to be less bullish one the $24.97 billion market cap company. The stock increased 0.68% or $0.19 during the last trading session, reaching $28.33. About 4.82 million shares traded. The Kroger Co. (NYSE:KR) has declined 16.08% since January 16, 2017 and is downtrending. It has underperformed by 32.78% the S&P500.

Richmond Hill Investment Company, which manages about $78.01M US Long portfolio, upped its stake in Advance Auto Parts Inc (NYSE:AAP) by 31,535 shares to 62,138 shares, valued at $6.16 million in 2017Q3, according to the filing.

Among 13 analysts covering Post (NYSE:POST), 12 have Buy rating, 0 Sell and 1 Hold. Therefore 92% are positive. Post had 29 analyst reports since August 10, 2015 according to SRatingsIntel. The firm earned “Buy” rating on Monday, August 17 by TheStreet. BB&T Capital upgraded the shares of POST in report on Thursday, June 23 to “Buy” rating. The stock has “Buy” rating by Stifel Nicolaus on Monday, October 23. The stock of Post Holdings, Inc. (NYSE:POST) earned “Hold” rating by Vertical Research on Wednesday, April 19. The rating was maintained by Pivotal Research on Friday, November 17 with “Buy”. The rating was initiated by KeyBanc Capital Markets with “Overweight” on Thursday, May 26. Pivotal Research maintained it with “Buy” rating and $90 target in Friday, May 6 report. The firm has “Buy” rating given on Thursday, August 10 by Stifel Nicolaus. The stock has “Buy” rating by Citigroup on Monday, August 10. The stock of Post Holdings, Inc. (NYSE:POST) has “Buy” rating given on Wednesday, September 30 by Suntrust Robinson.

Investors sentiment increased to 1.09 in 2017 Q3. Its up 0.04, from 1.05 in 2017Q2. It increased, as 33 investors sold POST shares while 77 reduced holdings. 38 funds opened positions while 82 raised stakes. 71.70 million shares or 1.02% more from 70.98 million shares in 2017Q2 were reported. Winfield Assocs reported 0% stake. Georgia-based Invesco has invested 0% in Post Holdings, Inc. (NYSE:POST). Laurion Mgmt LP has 28,500 shares for 0.01% of their portfolio. Moreover, Td Asset Mngmt has 0% invested in Post Holdings, Inc. (NYSE:POST) for 21,900 shares. Advantus Mgmt holds 8,366 shares. Wexford Limited Partnership accumulated 0.1% or 13,100 shares. Cohen Cap Management owns 63,594 shares or 1.36% of their US portfolio. Cubist Systematic Strategies Limited Liability invested 0.01% of its portfolio in Post Holdings, Inc. (NYSE:POST). Thompson Davis And Inc reported 250 shares. Bancshares Of Montreal Can invested in 0.04% or 434,797 shares. Dupont Capital Mngmt Corp reported 109,900 shares. Banced has invested 0.67% in Post Holdings, Inc. (NYSE:POST). Us Bank De has 0.04% invested in Post Holdings, Inc. (NYSE:POST). Arizona State Retirement owns 37,528 shares. The Louisiana-based Louisiana State Employees Retirement has invested 0.07% in Post Holdings, Inc. (NYSE:POST).

Analysts await Post Holdings, Inc. (NYSE:POST) to report earnings on February, 1. They expect $0.82 earnings per share, up 32.26% or $0.20 from last year’s $0.62 per share. POST’s profit will be $54.31M for 24.45 P/E if the $0.82 EPS becomes a reality. After $0.88 actual earnings per share reported by Post Holdings, Inc. for the previous quarter, Wall Street now forecasts -6.82% negative EPS growth.

Among 34 analysts covering Kroger (NYSE:KR), 16 have Buy rating, 0 Sell and 18 Hold. Therefore 47% are positive. Kroger had 97 analyst reports since August 25, 2015 according to SRatingsIntel. The rating was maintained by RBC Capital Markets on Wednesday, September 7 with “Sector Perform”. SunTrust initiated The Kroger Co. (NYSE:KR) on Tuesday, May 3 with “Neutral” rating. The firm has “Strong Buy” rating by S&P Research given on Monday, September 14. Wells Fargo maintained the stock with “Buy” rating in Monday, June 12 report. On Friday, June 16 the stock rating was downgraded by Goldman Sachs to “Neutral”. The firm has “Hold” rating given on Friday, December 2 by Pivotal Research. The firm has “Hold” rating by Jefferies given on Monday, July 24. The stock of The Kroger Co. (NYSE:KR) earned “Hold” rating by Pivotal Research on Monday, June 5. The rating was maintained by Telsey Advisory Group on Monday, September 12 with “Outperform”. The firm has “Buy” rating by Citigroup given on Monday, August 29.

Analysts await The Kroger Co. (NYSE:KR) to report earnings on March, 1. They expect $0.60 earnings per share, up 13.21% or $0.07 from last year’s $0.53 per share. KR’s profit will be $528.82M for 11.80 P/E if the $0.60 EPS becomes a reality. After $0.44 actual earnings per share reported by The Kroger Co. for the previous quarter, Wall Street now forecasts 36.36% EPS growth.

Since December 19, 2017, it had 0 insider buys, and 1 insider sale for $446,327 activity.

Investors sentiment decreased to 0.88 in 2017 Q3. Its down 0.12, from 1 in 2017Q2. It fall, as 94 investors sold KR shares while 232 reduced holdings. 91 funds opened positions while 196 raised stakes. 688.12 million shares or 3.98% more from 661.79 million shares in 2017Q2 were reported. Hudock Capital Group Inc Ltd Llc has 0.01% invested in The Kroger Co. (NYSE:KR) for 1,046 shares. Dekabank Deutsche Girozentrale owns 413,448 shares. The Missouri-based Benjamin F Edwards & Inc has invested 0.03% in The Kroger Co. (NYSE:KR). Janney Montgomery Scott Ltd Liability Com has invested 0.02% in The Kroger Co. (NYSE:KR). 32,996 are held by Murphy Cap Mngmt. State Of Tennessee Treasury Department accumulated 244,157 shares or 0.02% of the stock. Trustmark Bancshares Trust Department holds 0.09% of its portfolio in The Kroger Co. (NYSE:KR) for 38,528 shares. Amp Capital holds 333,768 shares or 0.04% of its portfolio. M&T Savings Bank Corp invested in 0.02% or 206,107 shares. Evercore Wealth Limited Com invested in 4,894 shares or 0% of the stock. Midas accumulated 94,000 shares. 2,525 are owned by Bessemer Gp Incorporated. Jpmorgan Chase has 17.37 million shares for 0.08% of their portfolio. Hgk Asset owns 15,020 shares. Majedie Asset Mngmt owns 155,196 shares.

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