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POST STOCK WRITE UP

POST (POST HOLDINGS) P/E: 127.4 GAAP DILUTED Y-O-Y GROWTH LAST QUARTER: $1.07 SECTOR: CONSUMER NON-DURABLES ASSETS-LIABILITIES: 148 DIVIDEND: NONE Although famous primarily for its cereal, Post is rapidly expanding its business. Utilizing cost-cutting techniques in combination with the innovation of popular products, the company experienced exponential growth in its most recent quarter. Post has an opportunity to grow in competition with other US cereal leaders Kellogg, and General Mills. Post has only 1 cereal in the top 10 best-selling cold cereals and 2 in the top 10 best-selling warm cereals, and produces less than half the revenue of Kellogg last year. However, Post is diversifying its product base with the introduction of Premier Protein, and the expansion of its Dymatize protein powder. Dymatize is a leading brand in the whey protein market geared towards bodybuilders, while Premier Protein is marketed to casual fitness enthusiasts. Post al...