Campbell Soup Company (CPB)

0.87 2.11
Prev Close 41.20
Open 41.05
Day Low/High 40.26 / 41.29
52 Wk Low/High 39.76 / 53.77
Volume 4.70M
Exchange NYSE
Shares Outstanding 302.11B
Market Cap 12.54B
P/E Ratio 19.25
Div & Yield N.A. (N.A)

Today's Trading

This morning I added to the following longs: * - I am buying every dip in the precious metal. * - I beleive the leadership change from FANG to consumer non durables has only started. * , , and - See "Trade of the Week"  * - The Barron's story added ...

From the Street of Dreams - A Possible Rotation Into Consumer Non Durables?

This morning UBS upgraded their rating on to buy. With bond yields dropping and FANG losing its leadership - a return and rotation back to consumer non durables seems possible. I have added to , which should be a beneficiary of that possible rotatio...

Today's Trades

I added to my and longs and I sold Friday's long rental at $262.65. I am back to market neutral in exposure.

Just Wishin' and Hopin'

Wishin' and hopin' and thinkin' and prayin' Plannin' and dreamin' each night of his charms That won't get you into his arms So if you're lookin' to find love you can share All you gotta do is hold him and kiss him and love him And show him that you ...

Adding to WFC, CPB Longs

I added to and longs. I took a small trading long rental in at $267.70 (its a sixty minute trade!).

I'm Alright!

I'm alright Don't nobody worry 'bout me You got to gimme a fight Why don't you just let me be Do what you like, Doing it nat'rally But if it's too easy They're gonna disagree -- Kenny Loggins,  I'm Alright Today was a modest victory for the Bears as...

Pretty Good

"Pretty good. Pretty, pretty, pretty, pretty good." -- Larry David, Curb Your Enthusiasm All in all I had one of my best days in a long time - short SPDR S&P 500 , long SPY puts really helped. But oddly, many of my longs -- Alternative Harvest ETF ,...

Buyer Beware of Consumer Staples Sellers Amid the Emerging Retail Monopsony (Part Deux)

"In economics, a monopsony (from Ancient Greek µ¿¿¿¿ (mónos) "single" + ¿¿¿¿¿a (opsonía) "purchase") is a market structure in which only one buyer interacts with many would-be sellers of a particular product. In microeconomic theory of monopsony, a ...

Mr. Market

The markets broke out of my 2725-2750 (S&P) price target on Friday. The apparent reason for the impressive Friday ramp (on the ninth anniversary of The Generational Bottom) was the reaction to a much better than expected jobs number coupled with sti...

Trade Update

I added to the following longs today: ETFMG Alternative Harvest ETF , The Hartford Financial Group  , Campbell Soup , and Wells Fargo . I am offering more VanEck Vectors Retail ETF on the short side (above the market).

Recommended Reading

Barron's online has a positive article on Campbell Soup this morning.

My Portfolio Updated

Broadly speaking (not all inclusive!) my portfolio looks like this: * Short Large Spyders ( ) * Short Large Bonds ( ) * Long Large Gold ( ) * Long Large Pot ( ) - Speculative! * Short Retail ( , , ) * Long Large Selected Individual Equities ( , , ) ...

Adding to Several Longs

During the market weakness I added to the following longs this morning: , , ,  and .

More From the Street of Dreams

Piper has lowered its rating on Campbell Soup -- reducing its price target from $53 to $45. "Multiple expansion is unlikely and execution risk remains, expecting +1% to +1.5% fiscal year 2019 EPS grown reflecting higher interest rates and lower than...

Adding to CPB, WFC, HIG

Added to , and longs. Shorted a larger amount of at $278.30 (average cost today around $278.20). Now slightly (ever so!) net short in aggregate exposure.

My Conclusion About Campbell Soup

I will try to reconstruct my Campbell Soup  analysis (lost in the internet) -- at some time in the near future but not today as I am just too pissed! In early September, 2017 I wrote a critical review of consumer packaged goods companies (and I init...

Things Aren't Looking M'm! M'm! Good

Not a good start of the day. As promised, I just wrote a several thousand word update on Campbell Soup , but it's disappeared from my computer. Wonderful.

Building Cash Reserves

On today's early and sharp ramp in retail stocks I have sold out the balance of my and longs. (I remain concerned about a possible low takeout price which could adversely impact the group over the short term.)  I would be a buyer of both stocks in a...

Campbell's Looks M'M! M'M! Good to This Insider

There's word of a small insider buy in Campbell Soup Co . Luca Mignini, president of global biscuits and snack, recently bought 4,400 shares at about $45.53.

More Campbell Soup

Doing more Campbell Soup research. Nothing else to communicate!  

Diving Into Campbell Soup

A reminder, I will be on Radio Silence in the early to mid-afternoon as I do a deeper dive in my attempt to better understand Campbell Soup's weakness yesterday.

Why the Soup Was Cold Yesterday

Campbell Soup and its peers of consumer nondurables were conspicuously weak yesterday. I suspect the weakness was a function of the continued rise in interest rates (rendering their dividends less "valuable") coupled with continued threats to the co...

Today's Trades

I added to longs Intel , Hartford Financial and Campbell Soup (more on the earnings report on Tuesday, I have to digest it more fully over the weekend.) I covered some of my SPDR S&P 500 rental -- moving back to small sized.

Five-Day Winning Streak in Stocks Expected to Continue

Five-Day Winning Streak in Stocks Expected to Continue

On Thursday alone, we experience both free-fall, as well as a raucous rally.

Pretty Good!

* But on Valentine's Day I Am Falling Out of Love (Again) * Took SPY Long Profit and Went Short SPY Near the Close after a 600 Point Intraday Move In the DJIA Pretty good. Pretty, pretty, pretty, pretty, good. I wanted to briefly review and comment ...

Subscriber Comment of the Day

From Chuckie -- this is the first price revision higher for Campbell Soup that I can recall in the last year: Elihu Smails • an hour ago Campbell Soup Company(CPB) has had its price target raised to $55 from $53 a share by RBC Capital Markets. The f...

The Charts of Campbell Soup Are Showing Positive Signals Again

The Charts of Campbell Soup Are Showing Positive Signals Again

A number of bullish technical signals on CPB are again suggesting that we probe the long side of CPB.

For Traders Only: Look at What's Up Today

If you are interested (as I am) in looking for individual long rentals in order to play for a possible market recovery over the near term (and solely from a trading basis) -- I would begin by looking at stocks that are up in a sea of red today. This...

Modest Increases

Besides the Intel add, I also modestly increased longs in Campbell Soup , Dillard's and Macy's .

Adding to Campbell Soup and Intel

I have added to my large investment position in Campbell Soup and to my trading long rental in Intel just now.