Campbell Soup Company (CPB)

*It's a non trivial possibility! Overnight I reflected upon the abysmal news at Kraft Heinz : * SEC accounting probe * EPS miss (based principally on rising costs as top line growth was, more or less, in line) * Lower profit guidance (see above, cou...

"We're all hurt someplace and we're all looking for a painkiller." -- Katherine, Looking For Mr. Goodbar As I have previously remarked there is an old trading adage that long trading opportunities often occur in stocks that are green in a sea of red...

"We believe that free market capitalism is the best path to prosperity!" - The Kudlow Creed Dear Larry, You and I go way back - we have been friends for many years. I deliver this letter to you out of respect and in recognition of that friendship. I...

* Wednesday's stock action was revealing - And, to me, possibly haunting * Too many are drawing a straight line from an oversold market to a resumption of the Bull Market * The bond vigilantes are likely back... for good * The new regime in volatili...

... It was the changing market structure that set us up for and has exacerbated the schmeissing. Randolph Duke: Money isn't everything, Mortimer. Mortimer Duke: Oh, grow up. Randolph Duke: Mother always said you were greedy. Mortimer Duke: She meant...

"It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season of Light, it was the season of Darkness, it was the spring ...

* CAMPBELL SOUP'S MANAGEMENT CONTINUES TO SHOW ITS INEPTITUDE "This morning Campbell Soup  has said in a press release that it is exploring the sale of businesses to pay down the large debt load that it only recently was laden with following the Sny...

"This morning Campbell Soup  has said in a press release that it is exploring the sale of businesses to pay down the large debt load that it only recently was laden with following the Snyder's-Lance takeover. In the annals of managements and directo...

I would avoid consumer packaged goods stocks after the recent strong run. Kraft Heinz , the subject of my disaffection yesterday, continues to fall this morning. And now Campbell Soup is trending lower as well.

If I owned Kraft Heinz and/or Campbell Soup I would be a seller now. (Jim "El Capitan" Cramer takes a different and more upbeat view this morning.) Late last week, the New York Post speculated that KHC is undertaking due diligence for a possible CPB...

I recently took a +$9 profit in a trading long rental in Kraft Heinz (above $64/share) - as well as a $8 profit in Procter & Gamble . The defensive consumer group was hit badly today and is a key market feature - with losses across the board. Includ...

* The market is broken in price and in structure * Over the near term the easy money may have been made on the short side * Over the intermediate term (the balance of 2018) the market outlook remains bearish * We may now be seeing the initiation of ...

"It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price." - Warren Buffett I am constantly reminded of Warren Buffett's simple but brilliant investment philosophy and process. The quote above is an exampl...

Credit Suisse raises its price target from $30 to $32 on Campbell Soup : Campbell isn't Kraft Heinz' top pick for an acquisition, but KHC probably could justify buying CPB for the cost savings if at the right price. However, we doubt that the Dorran...

With trading +$2.50 (at over $41) I am reducing my very large long holdings to medium sized. This move is based on my perception of upside reward to $50-$52 on a deal and downside risk to about $35. That's +$10 of upside and -$6 of downside -- still...

This morning JP Morgan opined on a possible Kraft Heinz acquisition of Campbell Soup , "When You Buy a Hat Like This I Bet You Get a Free Bowl of Soup." I have long surmised that a Kraft Heinz acquisition of Campbell Soup made sense. Increasing mana...