The Kraft Heinz Co. (KHC)

31.26
0.60 1.90
NASDAQ : Consumer Non-Durables
Prev Close 31.86
Day Low/High 31.16 / 31.75
52 Wk Low/High 19.99 / 34.00
Avg Volume 6.23M
Exchange NASDAQ
Shares Outstanding 1.22B
Market Cap 39.16B
EPS 1.60
P/E Ratio 20.42
Div & Yield 1.60 (4.99%)

Latest News

The Long and the Short of It

* After "playing" the rally off of the March lows (with plenty of longs) I have recently (again) gotten net short of exposure To summarize some my recent activity: * I took off numerous investment longs (for profits) into the rally -- including , , ...

Tim on KHC

Yesterday, Tim "Not Judy or Phil" Collins looked constructively towards Kraft Heinz on a technical basis. I remain optimistic on the fundamentals of KHC and other packaged foods stocks (e.g., and ).

I've Got Friday on My Mind for This Kraft Heinz Trade

I've Got Friday on My Mind for This Kraft Heinz Trade

We may see another push from folks stocking up on food goods and/or eating out less.

Wednesday's Takeaways

Something feels "wrong" about this market.  Mr. Market is remarkably bifurcated, there is insane speculation in worthless securities and the breadth seems "shaky" -- among many other issues. I ended the day much shorter than I started the day. Jay P...

A Midday Market Review

With the exception of a short and an elimination of my holdings - I have done little this morning. * Breadth is still a strong 3.5:1. * Ss (S&P) over Ns (Nasdaq), again, and despite strong gains in Tesla and Amazon . * Bonds are quiet. (I covered my...

Is This High-Yield Dividend Stock Finally Out of the Woods?

Is This High-Yield Dividend Stock Finally Out of the Woods?

For investors willing to take a higher level of relative risk, the potential rewards could be significant here.

There's an Opportunity Here to Invest in Campbell Soup

There's an Opportunity Here to Invest in Campbell Soup

I wouldn't mind owning the shares, and they do yield 2.7%.

Kass: 1968 Redux?

Kass: 1968 Redux?

Nineteen Sixty-Eight was often considered to be one of the most turbulent and traumatic years of the 20th century in the U.S.

2020 Is Looking a Lot Like 1968, Without the Good Music

We are now in one of those times, like 52 years ago in 1968, that we and our children will always remember. Many of us have spent the weekend watching America burning in despair. As I write this missive, an extended portion of I-95 (in Palm Beach) h...

My Tactical Approach and Current Positioning

* I have liquidated a lot of my long positions and have been averaging into Index shorts lately * I worship at the altar of fundamentals and not of price momentum * Monday I will present a more lengthy analysis of my concerns over the balance of 202...

Tonight's Forecast... a Freeze(r) is Coming

Danielle DiMartino Booth on Food Storage Capacity (and by inference, the attraction of packaged food stocks -- such as Kraft Heinz , J. M. Smucker and TreeHouse Foods ): The April core CPI's decline of 0.4% was the largest ever, while the headline d...

The Overarching Level of Uncertainty Combines With Shifting and Worrisome Paradigm Shifts

* Big picture changes loom on the investment horizon * Many of these paradigm shifts are disruptive and market unfriendly * There will be some industry winners (healthcare/biotech, internet, packaged foods) but many industry losers (hotels, airlines...

Trading Volumes Rising, GDP Forecasts, Earnings and Trading Thoughts

Trading Volumes Rising, GDP Forecasts, Earnings and Trading Thoughts

Market leadership may be lacking on Thursday despite rising trading volumes, plus an update on Apple, Microsoft, Mastercard, Amazon and Gilead.

Kraft Heinz Reports Earnings Beat

Kraft Heinz reports an EPS beat. More later. Should trade higher.

Tomorrow! The Earnings Will Come Out, Tomorrow!

As we get ready for the barrage of earnings reports, and especially the seven key ones I outlined earlier, let's run through a quick checklist of what you can expect tomorrow morning: Economic Data Eurozone CPI ECB Decision and Press Conference Week...

Credit Suisse Endorses Packaged Foods Stocks This Morning

I recently endorsed the packaged foods goods sector and have purchased more Kraft Heinz , TreeHouse Foods and J. M. Smucker . (All three are on my Best Ideas List.) The stocks did quite well yesterday. Credit Suisse chimed in bullishly this morning ...

The Pivot From Growth to Value?

Today we see the pivot with some clarity: * A profound reversal in Amazon , which I discussed earlier in the day. The shares were +$35 and are now down by -$43 * Two areas of value - financials (money centers and brokerages) and packaged foods (e.g....

You Say Goodbye, I Say Hello

* From my perch, upside reward vs. downside risk turned more positive yesterday "You say yes, I say no You say stop and I say go go go, oh no You say goodbye and I say hello Hello hello I don't know why you say goodbye, I say hello Hello hello I don...

Kraft /heinz Raised to Hold at DZ Bank

The Secular Investment Case for Packaged Foods Stocks

* Structural shifts in demand for packaged goods are beginning to emerge from the Covid-19 crisis * A greater propensity for stay at home eating is at the core of my optimism * After 3-5 years of disappointing sales, a better than consensus secular ...

A New (Long) Investment Theme

Tomorrow I will present a summary of why I turned bullish last week on packaged goods stocks. I am long , and , among others.

Jim Cramer: Here Are the Stocks That 'Transom' Money Is Buying

Jim Cramer: Here Are the Stocks That 'Transom' Money Is Buying

They buy and buy and buy. The same stocks. Over and over. No end to it.

A New Long Theme - Packaged Foods

My packaged goods theme is based on a secular improvement of the stay-at-home consumption of food products. Though not as exciting as Netflix and Amazon , I feel this theme has been less exploited. Included in the package are Kraft Heinz , TreeHouse...

Increasing KHC

I have established a basket of packaged good stocks -- more on this new "theme" over the next few days -- and I have increased my already large long.

Kraft Heinz Has Finally Started to Bottom so Investors Need to Pay Attention

Kraft Heinz Has Finally Started to Bottom so Investors Need to Pay Attention

Recent price action is encouraging.

My New Multi-Group Portfolio Strategy for Trading the Pandemic

My New Multi-Group Portfolio Strategy for Trading the Pandemic

How has my book evolved since the Fed and Treasury rode into town? Here's how.

New Buy (and Short) Levels

* My revised levels I don't want there to be any ambiguity about the size of my positions or about my buy and short levels as I strive for as much transparency as possible. "When the time comes to buy, you won't want to." --Walter Deemer "When the t...

Kraft Heinz? I'm Here for the Dividend

Kraft Heinz? I'm Here for the Dividend

The shares are easier to buy than is the food in New York at this time.