|Day Low/High||49.46 / 50.52|
|52 Wk Low/High||40.70 / 57.54|
Bernstein lowers a number of consumer non-durable names, including one of my long favorites, Campbell Soup . I will be adding on weakness.
James Comey has the market comatose. A contrary view on financials. A contrary view on automobiles. Deutsche Bank ? Not! Very little trading today -- though I did add modestly to the short side. Up, down ... and stayed down -- but not materiall...
I have added small to my Hartford Financial Services Group and Campbell Soup longs this morning.
I wanted to start by congratulating El Capitan for his 12th anniversary for Mad Money tonight. Like the Energizer Bunny, he keeps going and going... HIgh yield gets junky -- despite protestations from Merrill's junk department! I have been warning ...
High above the Alps my Gnome continues to hear takeover rumblings surrounding Campbell Soup and Hartford Financial Services Group . The Gnome aside, I believe both may be takeover fodder and continue to hold on to large long positions in both.
This is a great invite, "Wall Street Goes to Washington," in which legendary journalist Michael Wolff will sit down with my pal, The Mooch! And it's free! Happy eighth anniversary, Mr. Market. My Generational Low call on The Kudlow Report was the b...
"Campbell Soup and Hartford Financial are appropriately sized to be acquired, have large opportunities for return-on-investment improvement and have saleable non-core assets and are currently priced at a reasonably large discount to private-market v...
I added to Campbell Soup and Twitter longs. I added to my UltraShort S&P 500 and Ultrapro Short QQQ longs. I covered a portion of my Lincoln National short.
In a paperless and cloudy world, are investors and citizens as safe as the markets assume we are? In a flat, networked and interconnected world, is it even possible for America to be an "oasis of prosperity" and a driver or engine of global economic...
I have added to my Campbell Soup long and SPDR S&P 500 ETF SPY short this morning.
I continue to add to Campbell Soup on every dip , which is now considerably my largest individual (equity) long position now. I might very well be wrong on this name but, as I wrote this week, the company clearly meets the broad qualifications of a ...
While I wont be having a "trade of the week" this week, last week's "trade" -- long Campbell Soup -- is starting to work. I continue to favor the upside/downside in this trade and investment.
I have added to my Hartford Financial Services Group and Campbell Soup longs and further reduced my Coca-Cola short.
Despite Kraft Heinz-Unilever misfire, there are still promising candidates on the menu.
As I have written consistently in my Diary, there is a reasonable chance that the Valeant equity has little value. I obviously would not bottom fish in VRX. Nor would I pick at Perrigo . However, I have been adding to Campbell Soup and Hartford Fina...
If I wanted to isolate the ideal corporate target that would be attractive to an activist or could be vulnerable to a takeover by another public or private company, it would have some of these characteristics: * A bite-size market capitalization in ...
I added to my ProShares UltraShort S&P500 , ProShares UltraPro Short QQQ and Campbell Soup longs. I added to my SPDR S&P 500 ETF and financial shorts.
Here's a portfolio update. My largest individual stock long: Campbell Soup My largest individual stock short: Goldman Sachs My largest individual ETF long: SPDR Gold Trust My largest individual ETF short: ProShares UltraShort S&P 500
I'm adding to my Campbell Soup long at $59.05. It's my Trade of the Week.
Longer on Hartford Group and Campbell Soup today. Other than the short rental, I am quiet.
Campbell Soup has given up its $0.60 gain from the morning high and I am back buying at $58.97.
Campbell Soup , my Trade of the Week, is getting a little jiggy in a neutral tape this morning.
This morning I have picked at the following longs: Hartford Financial Services Group and Campbell Soup .
This week's Trade of the Week is long Campbell Soup ($58.48). I view this trade as an opportunistic buy after the shares fell off mightily -- by more than $4 -- on Friday based on several factors: CPB had a bottom-line beat of three cents per share,...
I am out of the office, but I will be reviewing Campbell Soup's results when I return.