Campbell Soup Company (CPB)

* Large mergers may be the solution to the price/cost squeeze facing the consumer packaged goods space * An industry consolidation would serve to create important economies of scale, sizeable cost saves and needle-moving synergies Back in September,...

"Desperado, why don't you come to your senses? Come down from your fences, open the gate It may be rainin', but there's a rainbow above you You better let somebody love you (let somebody love you) You better let somebody love you before it's too lat...

* Management is executing poorly on several fronts and, at the same time, faces a price/cost squeeze * The company lowered its 2018-19 earnings guidance * I plan to hold on to my shares (I purchased more 'in the hole' this morning) This morning's Ca...

As you probably already know, Campbell Soup announced Friday that CEO Denise Morrison is abruptly retiring. I wrote recently in It Is Time for the Dorrance Family To Consider Selling Campbell Soup that it's time for the company to sell itself to War...

As expected, Campbell Soup lowered guidance. And the company is replacing its horrible CEO. More after the conference call.

Yes, I added to in front of tomorrow morning's EPS release. I expect a 1-3 cents miss relative to expectations.

First Boston lowers their price target on Campbell Soup and takes down (slightly) quarterly and full year estimates this morning - principally based on higher costs associated with recent acquisitions: We are lowering our target price to $38 (from $...

* A move out of tech and into consumer packaged goods may lie ahead The consumer staples space is catching a bid - even that POS Campbell Soup ! is particularly jiggy (and the subject of my bullish thoughts yesterday). With defensive stocks starting...

* After the share price's fall from grace, the PG Board may now be reassessing (Peltz's recommendation of) a breakup into three separate operating entities * Taking PG off of my Best Ideas List (short) * Putting PG on my Best Ideas List (long) On Au...

This morning I added to  ,  , (now large), and .

"Be fearful when others are greedy and greedy when others are fearful." - Warren Buffett The carnage in consumer packaged goods stocks continues apace today - with across-the-board losses. Consider the accumulating headwinds: * A changing competitiv...

This morning I added to the following longs: , , and .

Here are some recent trading and investment moves: * I have added to my  short and I initiated an Alphabet trading short rental last week. * In retail I remain net short but I reestablished my and (acting suspiciously well in the last few days) long...

It is time for Campbell Soup's  controlling shareholders, the Dorrance family, to recognize that a sale of the company is in their interests and the interests of Campbell's shareholders. The competitive pressures facing consumer packaged goods compa...

  "I'm afraid there's no denyin' I'm just a dandy-lion A fate I don't deserve I'm sure I could show my prowess Be a lion, not a mouse If I only had the nerve." - The Cowardly Lion (Wizard of Oz) This morning P&G reported very weak organic growth for...

In the speculative FAANG space I have recently added a very small Alphabet (Google) short (added small to my short this morning at $1080) to join my currently medium sized Facebook short. I have aggressively been trading around a core FB short (it's...

Any contributors or subscribers see any reason/news why Campbell Soup is trading higher? I have been out of the office for a while - and we cant find anything.

Markets generally flatlined after the early rally -- basically erasing yesterday's losses. Banks and tech were conspicuously strong. Retailers -- the recent object of my disaffection -- turned lower and closed near the day's lows. FAANG -- Facebook ...

Today's long purchases: Add-ons to , , and .

I plan to add to the following investment shorts on further strength: * Retail ( , , ) * Disney over $105 * Starbucks at $59.50-$60.00 better * over $40 * at $260 or better * at $77 * at $122 I continue to add to the following longs: , and .

This new management appointment at Campbell Soup is a modest positive for the shares.

I have added to (speculative) Alternative Harvest  , bought the morning weakness in Campbell Soup , Hartford Financial and Twitter (moved to large long). I have covered my Market Vectors Retail ETF short for a profit. I have sold out my trading bank...

Yesterday I observed: A Late Day Observation Apr 3, 2018 ' 2:34 PM EDT Please watch the continued rotation into consumer non-durables and defensive securities - this could be important as we look at a changing market leadership and its possible (adv...

I sold my long rental. I added to , and .

* I covered a small amount of Market Vectors Retail ETF and will continue to cover the balance over the next few days given the lack of liquidity. * Bought more SPDR Gold Trust ETF . * Added to Wells Fargo , Bank of America , JPMorgan Chase and Citi...