Kraft Heinz Company (KHC)

* 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...

Kraft Heinz's Investor Day provided a realistic pathway towards creating shareholder value over the next 3-5 years. The projected growth rates seemed conservative - no new consumers following the Covid "benefit" of cook at home and limited new produ...

Kraft Heinz has been the object of criticism by both Jim "El Capitan" Cramer on Mad Money late last week and by technician Bruce Kamich yesterday on RMP.  I continue to be at odds with their downbeat views - based on fundamentals.  This morning, dur...

* 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 ...

Back in mid-July I posited (and Tim Collins previously wrote) that Kraft Heinz  was breaking out technically:   Jul 16, 2020 ' 12:30 PM EDT DOUG KASS Kraft Heinz Break Out? Less than a month ago Tim "Not Judy or Phil" Collins delivered a positive te...

* Buffett clearly remains cautious about the overall markets * Neither the purchase of a gold stock or some reductions in Berkshire's bank holdings seem meaningful * Here is why...  This weekend Berkshire Hathaway announced the changes in its portfo...

Morgan Stanley analyst Adam Jonas raises Tesla's  price target to $1,050 from $740 with a bull case target of $2,500. Also, Piper Sandler upgrades Kraft Heinz to overweight with a price target of $39.      

Less than a month ago Tim "Not Judy or Phil" Collins delivered a positive technical analysis of Kraft Heinz .   As you all know, I share a fundamentally constructive view of the name.  Today the stock (+3%) looks like it may be breaking out of its r...