Foodies are on the prowl. Morgan Stanley's rated food retailing analysts, Andy Fowler and Amita Gulati, walked out last Wednesday. Their timing was impeccable - the resignations came the day after Tesco rang up its £1bn profit and Sainsbury reported solid results. The two will be in big demand now that the sector is back in favour. At last, people with money have decided that companies that make profits are rather good after all. It won't be long before Fowler and Gulati reappear well-fed.