Campbell Soup Company (CPB)

Prev Close 48.75
Day Low/High 47.61 / 48.91
52 Wk Low/High 44.53 / 54.08
Exchange NYSE
Shares Outstanding 303.01B
Market Cap 14.77B
P/E Ratio 19.25
Div & Yield N.A. (N.A)

Another Abnormal Day

"Pachalafaka, pachalafaka they whisper it all over Turkey pachalafaka, pachalafaka it sounds so romantic and perky oh I know that phrase will make me thrill always for it reminds me of you, my sweet just the mention of that tender word of love gives...

Should You Listen to a Talking Head?

"Everyone is putting money in the market, so you might as well follow."  -- CNBC talking head  In the aggregate, the markets were uneventful -- with another remarkably narrow range in the S&P Index.  But there were some major movers.  On the upside,...

Cramer: Why the FANG Stocks Are Mouth Watering, Again

Cramer: Why the FANG Stocks Are Mouth Watering, Again

These stocks are now seen as a flight to safety.

No Love for Consumer Staples

While the consumer packaged goods stocks are stable today, yesterday they got schmeissed.   Campbell Soup was down by over $1, Procter & Gamble $1.70, Unilever $1 and so on.   This space represents a secular investment short for me.   To me these ar...

Cramer: Dominoes Are in Play Today

Cramer: Dominoes Are in Play Today

Apple, Bed Bath & Beyond, and General Mills are on the outs.

General Mills Disappoints

General Mills is down more than 5% as weak guidance underscores the likely continued weakness in consumer packaged goods shares, including Campbell Soup , Procter & Gamble , Unilever , Mondelez and Kraft Heinz , among others.   Here is my negative i...

My Takeaways and Observations (Late Session Edition)

"I satirize at all times, and my hyperboles are as nothing compared to the events to which they refer." - Marshall McLuhan    We are stuck in a fantasy legislative land.    Goldman Sachs gets on board with my Hurricane Harvey/Budget view.    Sell te...

From The Street of Dreams

Credit Suisse on Campbell Soup: Following up on Campbell Soup's public disagreement in the soup category with Wal-Mart , Credit Suisse says the dispute specifically relates to Wal-Mart's demands for lower everyday price points on Campbell's condense...

We're Still Not Warming Up to Campbell Soup

We're Still Not Warming Up to Campbell Soup

There are no bullish divergences between momentum and price to suggest the decline in the stock is slowing.

This is How Campbell's Soup is Trying to Stay Relevant in a Fast Casual World

This is How Campbell's Soup is Trying to Stay Relevant in a Fast Casual World

Campbell's Soup has had some interesting soups throughout the years.

The Strangest Star Wars Stuff Available in Force Friday II

The Strangest Star Wars Stuff Available in Force Friday II

Forget action figures, this is the strangest Star Wars stuff we can find on Force Friday II.

Warren Buffett Evolves as 'Ketchup Stand' Loses Value in Epic Retail Struggle

Warren Buffett Evolves as 'Ketchup Stand' Loses Value in Epic Retail Struggle

The Oracle realizes packaged-goods moats have been permanently damaged.

'The Ketchup Stand' Loses Value in Epic Retail Struggle

"In business, I look for economic castles protected by unbreachable 'moats'." -- Warren Buffett According to Warren Buffett, the wider a business' moat, the more likely it is to stand the test of time. In days of old, a castle was protected by a moa...

Jim Cramer Previews Campbell's Soup Earnings on Thursday

Jim Cramer Previews Campbell's Soup Earnings on Thursday

What to expect from Campbell's Soup earnings on Thursday.

My Takeaways and Observations

"Yeah, well, that's just, like, your opinion, man." -- The Dude, The Big Lebowski Strikes and gutters today -- in a market characterized by winners and losers and weakening breadth. Ups and downs.    Amazon's shares may be signaling there is no fun,...

An Open Letter to the Dorrance Family

Your family (by virtue of your 50%+ ownership) possesses voting control in the shares of Campbell Soup .   Respectfully and in light of the following considerations you should consider the sale of Campbell Soup -- as it seems unlikely that the marke...

I've Dumped the Rest of the Soup

Per my Thursday column, I am no longer in Campbell Soup .

Sorry, but I've Lost My Taste for Campbell Soup

"Mmm mmm good. That's what Campbell Soup is mmm mmm good." --Campbell Soup commercial I have been wrong on Campbell Soup and I plan to now cut my losses on much of my position. My thesis on CPB was that: * The company would reconstitute its product ...

Going Larger in 3 Longs

I have added to the following longs: Dillard's , Campbell Soup and Wells Fargo .

My Takeaways and Observations

"I wanted a perfect ending. Now I've learned, the hard way, that some poems don't rhyme, and some stories don't have a clear beginning, middle, and end. Life is about not knowing, having to change, taking the moment and making the best of it, withou...

Today's Trades

I sold my ProShares Trust UltraPro Short QQQ ETF long and covered my iShares Russell 2000 ETF short -- trying to work with fewer names and to consolidate my short index positions -- for profits.   I added to the following longs: Radian , Campbell So...

Working Back Into Longs

Eleven days ago and right before the first break in the S&P Index I warned: Going Long-Less for the Third Time in All My Days Aug 10, 2017 ' 10:46 AM EDT   Prior to Tuesday, there were only two times in my life that I held no long investment positio...

Break in! Trump Forum to Disband

The Trump Strategic and Policy Forum is set to disband.   This Forum includes a number of important business leaders -- it was the President's "community."   Campbell Soup's  CEO, Denise Morrison is the latest to announce that she is leaving the Tru...

CEOs Dump Donald Trump

CEOs Dump Donald Trump

CEOs exit President's Council after Charlottesville response

A Soupçon of Campbell's is Enough For Some

Over in Columnist Conversation Gary "The Sun Will Come Out To-" Morrow is ditching Campbell Soup  after two weeks of good performance. My timeframe is much longer and I continued to add today. And, good short term call from Gary!

Update on the Hartford and Campbell

Hartford Financial Services Group hits a multiyear high and Campbell Soup keeps on creeping.

Two Winners in a Red Week

Campbell Soup (which I have been adding to for weeks) continues to creep higher -- even in the face of a weak market over the last two days. Same for another fav, Hartford Insurance Group . I always like to see holdings in the black when there is a ...

Soup Simmers as Market Cools

I have been a steady buyer of Campbell Soup (more in the next few days on this investment). It is black today in a sea of market red.

The Long and Short of It

Here's a trading update. I'm adding to my Twitter and Campbell Soup longs this morning. I also have moved to medium in size in my iShares 20+ Year Treasury Bond ETF short. My TLT cost basis is now $125.87.

A Roundup of My Open Positions

A Roundup of My Open Positions

Update on the last few Action Alerts Options trades.