Kraft Heinz Company (KHC)

Kraft Heinz  - slow and steady wins the race.

* The U.S. stock market remains materially overpriced * I would use market rallies to reduce equity exposure * Value is stretched now (financials and energy) while growth valuations are vulnerable to higher interest rates * I am looking towards some...

* Kraft Heinz technical condition continues to steadily improve  "He likes it, hey Mikey!" - Life Cereal  This morning Bruce Kamich analyzed Kraft Heinz's technicals.  He sees a positive setup for KHC.

Kraft Heinz = world's fair! Up another $1 1/2.  

Once again Mr. Market rallied from the morning's weakness. Nevertheless, the pivot from growth to value was conspicuous (just look at Viacom , Kraft , the banks, etc.). I continue to add to my aggregate net short exposure. Thanks for reading my Diar...

Kraft Heinz continues its nice rally (+4%) following the quarter beat.    

* Verizon and Chevron purchased, banks and gold sold * None of these portfolio moves surprised me - but some might surprise the markets Warren Buffett pulled down his cash position a bit and got more busy in the latest reporting period.   Notably:  ...

Long standing investment long - and laggard - Kraft Heinz shot and scored mightily today with better than expected EPS results.  I remain very large long this conservative name.  More tomorrow on the quarter.    

* Ss over Ns yesterday * I remain negative on the market outlook Yesterday's market action was eventful - with the Nasdaq exhibiting about a -230 handle loss.  NYSE Composite breadth was modestly positive (1620 to 1540) - not bad relative to the Nas...

Old fav Kraft Heniz was +$0.75 yesterday and was higher in pre-market trading and at the open.  Looks like an old fashioned breakout.  

* My continued mantra is less pontificating and more trading/investing * Considering a short in SPY and QQQ on further strength   * Breadth disappointing (negative - 1475 advancers, 1565 decliners on the NYSE) relative to +25 S&P and +210 Nasdaq * I...

* Strong EPS beat * I am sticking with this inexpensive stock as I expect the trend to private label to continue TreeHouse's EPS of $0.71 was a nice beat relative to consensus of $0.63-$0.65. The driver was strong (+28%) EBIT growth as fixed cost le...

I recently added to  and the shares have slowly climbed recently, from $28 on September 24th to $32.45 today.  I was asked in The Comments Section as to why the stock has begun to rise.  Here is my best guess...  Data from Nielsen suggests that Kraf...

* Some laggards that I have been buying "Well, I've spent a lifetime lookin' for you; singles bars and good time lovers were never true. Playin' a fools game hopin' to win; and tellin' those sweet lies and losin' again. I was lookin' for love in all...

In response to some email questions... very recent buys include , , , , , , , (upgraded), , , (I wrote several columns on the company yesterday), etc. __________  Long SJM (large), THS (large), GS (large), MS (large), GLD (large), WMT, GM (large), K...

I just added to . Here is my most recent write up.

* This is not your father's market -- as old rules don't apply   If your trading and investment decisions are based solely on price action (and charts) you should stop reading this column!   Since two Wednesdays ago, I have been looking for a series...

I am holding my large position and Sarge (who I respect immensely) is paring and might sell:  From Neil the Real Deal:  Neil S  Kraft Heinz turns Guggenheim into a believer after investor day event Guggenheim upgrades Kraft Heinz (KHC +0.4%) to a Ne...