Campbell Soup Company (CPB)

49.78
0.37 0.74
NYSE
Prev Close 50.15
Open 50.39
Day Low/High 49.85 / 50.48
52 Wk Low/High 40.70 / 57.54
Volume 395.62K
Exchange NYSE
Shares Outstanding 303.01B
Market Cap 15.01B
P/E Ratio 19.25
Div & Yield N.A. (N.A)

Market Bends but Doesn't Break

While I was away this afternoon, the market bent a bit but didn't break.  I would describe the post-noon trading hours as relatively meaningless and "uneventful."  * Bonds improved in price -- yields dropping by four to five basis points. The 10-yea...

Takeaways and Observations

I started the day with a discussion of the new administration's policies and why I believe there are headwinds to their passage over the next few months or quarters.  I covered last evening's Procter & Gamble short for a profit.  "For Traders Only."...

Have You Had Your Soup Today?

"Have you had your soup today? Campbells of course... Mmm Mmm Good... Once a day Every day You should have a bowl of Campbell Soup Have some Campbells right now!" -- Campbell Soup commercial   Another new high in Campbell Soup  shares. Orderly and n...

My Takeaways and Observatons

"As to the markets, it trades like participants are sleeping off hangovers from partying hard during last night's Super Bowl thriller." -- "Is Another Lesson Soon to be Learned?"   With such little price action it seemed like a snore fest (see above...

Recommended Reading

"How do you weigh the risk of volatility versus the reward of profitable investment? Do you have to avoid the stock market altogether because we have a president with a different, more emphatic and less predictable style, or can you find a way to ma...

Dollar Benefits from Defensive Consumer Staples

The continued U.S. dollar weakness is benefiting defensive consumer staples. Procter & Gamble  , Coca-Cola  and Kimberly Clark   are higher. New high in long fav Campbell Soup  (up 1%).

Some Brief Observations on the Day

Some brief observations on the day:   Apple  stole the show. Without AAPL, the market would have had a much different character. (Read: More negative). Today had something for everyone. For the bears, there was a clear reversal (becoming a bit more ...

My Takeaways and Observations

We are likely in a Trump-centric investment world in 2017.   My theme that the president will make market volatility and uncertainty great again, continues.    Consider the contrary, Part Deux.    Mo' gold and I will accumulate under any weakness go...

My Takeaways and Observations

Risk happens fast.    Is the presidential honeymoon over? One of the 10 questions I asked myself today.    "The Return of the Orange Swan?"    Has Boca Biff done it again? Another top call?    Ten questions. In particular, read my comments on Steve ...

My Takeaways and Observations

"The Dow hit 20,000 and I am proud of it ... Now we have to go up, up, up. It's gone up a lot since I won. We hit a number that has never been hit before. So, I am very honored." --President Donald Trump, ABC interview Wednesday night If the market ...

The Good, the Bad and the Ugly (Early Afternoon Edition)

"You see, in this world there's two kinds of people, my friend: Those with loaded guns and those who dig. You dig." -- Blondie, "The Good, the Bad and the Ugly" Here's a quick review of today's market action at 3 p.m. (we are at daily highs with buy...

An Important Observation

Campbell Soup has hit a new high this afternoon and is now trading over $63 a share.   But, more importantly:   A weakening U.S. dollar, some renewed concerns about the reflation trade (and a move lower in leveraged industrial plays) and, in turn, l...

My Takeaways and Observations (Early Edition)

I had my most active day of the year trading. It was also my most profitable.   Regardless of one's market view, I continue to see more opportunities on the trading side vs. the investing side in the months ahead.   I started the day with a story re...

New Highs for 3 Stocks on My Best Ideas List

New highs in three (long) Best Ideas List: Radian , Hartford Financial and Campbell Soup .   Mmm mmm good!

The Good, the Bad and the Ugly in Today's Trading (Early Afternoon Edition)

"You see, in this world there's two kinds of people, my friend: Those with loaded guns and those who dig. You dig." -- Blondie, " The Good, the Bad and the Ugly" Here's a quick review of today's market action at 2 pm: The Good Bonds and bond-equival...

Campbell Soup: M'm M'm Good Charts

Campbell Soup: M'm M'm Good Charts

CPB looks appetizing on a wet January day.

My Takeaways and Observations

I have a series of meetings this afternoon and tomorrow morning so I want to get "Takeaways" out early today. I started with what I think is an important opening missive, "Wary in an Uncertain World" in which I covered a number of bases. I truly bel...

Mmm Mmm Good!

My soup is hot this morning. Campbell Soup , that is!   It's up around 2.7% in early trading.

My Takeaways and Observations

"I don't feel Tuesday...Tuesday has no feel." -- Seinfeld  I started the day with some food for thought -- on the changing channels of retail distribution. In this opener please pay some attention to not only the ramifications for retail stocks but ...

My Takeaways and Observations

I wrote in my 15 Surprises for 2017 that Mr. Market may make a yearly high in the first two weeks of January. We are now wrapping up that period -- and I plan to expand my relatively small short exposure.   In other words, I am sticking to my script...

Reviewing My Investment Troops

* Allergan (my fav large-cap long for 2017) remains the "world's fair" and market leader. Now up $25 a share above my initial purchase price. * Caterpillar (my fav large-cap short for 2017) looks like it could be rolling over. In part, competitor De...

Buying Some Campbell Soup

I am back picking up some Campbell Soup  under $59.70 on the long side.

Reviewing My Investment Troops

Allergan (updated earlier ) up by another six beaners (that's up $6 to those that understand my slang) to over $221.80. This favorite large-cap stock for 2017 was put on my Best Ideas List (only recently) in late December at $194. Some normal profit...

My Takeaways and Observations

I love gold.    Trade of the Week -- short Apple at $116.15. (The SoftBank investment is a non-event).   Dwyerama is chillin' and I am re-establishing my ProShares UltraShort S&P500 ETF  long -- back in a revolutionary mindset.    As January goes......

Reviewing My Investment Troops

Some morning observations: The Mighty Oak -- Oaktree Capital Group -- is regaining some leaves as it is up $1.20 for the second up day in a row. I surmised that tax selling held the shares back in December; perhaps I was on the right track! Radian G...

My Takeaways and Observations (3:30 p.m. Edition)

The markets started the day like Usain Bolt at the start of a 100-meter race. But, unlike Bolt, the finish wasn't as strong as the start.   I thought one of the day's features was the reversal in bond yields, particularly after the good data.    The...

Mmm Mmm Good!

A new high in Campbell Soup  shares (near $61) this morning. CPB was my second choice (to Allergan ) as my best large-cap for 2017. So far, AGN is in the lead by several lengths! Giddy up!

My Takeaways and Observations

"Who you tryin' to get crazy with, 'ese? Don't you know I'm loco?..." -- Cypress Hill, Insane in the Brain 2017 will be the year of "The Dude."    My favorite large-cap long Allergan  and short Caterpillar   for next year.  AGN closed up by $4(!) wh...

The Good, The Bad and The Ugly in Today's Trading (Early Afternoon Edition)

"You see, in this world there's two kinds of people, my friend: Those with loaded guns and those who dig. You dig." - Blondie, "The Good, the Bad and the Ugly" Here's a quick review of today's market action: The Good Mr. Market continues to follow t...

What Am I Bidding for?

I am bidding $60 for more Campbell Soup  , $48 for more Hartford Financial  , $36.20 for more , $50.70 for more Kohl's  and $8.65 for more JC Penney  .