Investopedia: TreeHouse Foods And The Good Business / Good Stock Gap
More and more these days, and seemingly especially in sectors like food,
there is a growing gap between good companies and good stocks. TreeHouse Foods (NYSE:THS)
is another good example. While management has built an increasingly
diversified and competitive private label packaged food business, and
private label brands continue to gain share at supermarkets, investors
seem to be overestimating just how valuable that market exposure is.