Investopedia: Can Casey's Ring Up Better Cash Flow?

Plenty of stocks work even though their models fly in the face of academic notions of how financial markets are supposed to work. Take the case of Casey's General Stores (Nasdaq:CASY). While this company has a business plan that makes ample sense (building stores in small Midwestern communities) and has delivered good growth and reasonable returns on capital, the free cash flow generation has not been so great. So although Casey's doesn't work so well from a discounted cash flow perspective, I don't think that's going to hurt the stock all that much.

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Middleby Making The Right Kind of Smoke

Given that Middleby (Nasdaq:MIDD) is in the business of making commercial food service equipment, it is generally not good news for words like "smoking" or "on fire" to be attached to the company. Still, the company is making a rather impressive recovery from the worst of the recession and the nadir in restaurant equipment spending. 

A Solid Third Quarter
Middleby reported that revenue rose more than 15% as reported, and nearly 12% on an organic basis. That was basically in line with estimates, though Middleby is not a particularly widely followed stock. Profitability was a bit soft; gross margin dropped about 50 basis points on higher steel costs, and operating income rose 14% despite close to $1 million in expenses tied to severance and reduction programs. 


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