Kraft Heinz Company (KHC)

40.49
0.35 0.87
NASDAQ
Prev Close 40.14
Open 40.22
Day Low/High 39.77 / 40.52
52 Wk Low/High 19.99 / 36.37
Volume 4.99M
Exchange NASDAQ
Shares Outstanding 1223.15B
Market Cap 49.10B
P/E Ratio N/A
Div & Yield N.A. (N.A)

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.

For a Trade?

As I have remarked in the past, there is an old trading adage - buy what is up in a down market (for a trade). Today I see these stocks as green in a sea of red: , , , , , , .

What's Down the Aisle for Kroger?

What's Down the Aisle for Kroger?

Kroger could produce strong earnings as it stands by its guidance, but uncertainty lingers, so here's how I'd play the name.

I've Been Back in ConAgra Since the Day I Saw Those Empty Shelves

I've Been Back in ConAgra Since the Day I Saw Those Empty Shelves

I have no false illusion about striking it rich in this name, but a staple such as this can have a place in my portfolio.

I See a Smorgasbord of Possible 'Generational' Opportunities: Constructing an Investment Portfolio for the Next 1-3 Years

* Before you read this opening missive be sure you understand your risk appetite and profile as well as your time frame * I see a possible "generational" investment opportunity developing and I am now even more aggressively buying for the intermedia...

Real Money Post Industrial Average Holds Own Amid Covid-19 Selloff

Real Money Post Industrial Average Holds Own Amid Covid-19 Selloff

Amid a flood of corporate warnings over the coronavirus, all the major stock market indexes finished last month down 6.4% to 10.1%.

Can Markets Build From Here? G7 on Covid-19, Panic Buying Boosts Several Stocks

Can Markets Build From Here? G7 on Covid-19, Panic Buying Boosts Several Stocks

I would still like to see a day where the broad indices perform well on volume that grows from the day prior, but is that because I am too experienced?

Time for Some Risk Assessment

Time for Some Risk Assessment

While it might be tempting to buy any dip, the coronavirus' quick spread, recent downgrades, softness in services and other factors should give pause.

Let's Unpack the Recent Downgrades to Junk

Let's Unpack the Recent Downgrades to Junk

Kraft Heinz, Macy's and Renault have all recently been downgraded, and now the question must be asked: Is this the start of something bigger?

My Takeaways: Here We Go Again

After gapping lower, the market saw its all-too familiar rally occur. As mentioned in my Diary, I sold short into the strength (adding a layer of trading shorts on top of my investment short position).  Down, up, down. The rally from the lows was st...

Coronavirus Spreads, Reducing 'Big Oil', 4 Stocks to Watch, Adding Store Capital

Coronavirus Spreads, Reducing 'Big Oil', 4 Stocks to Watch, Adding Store Capital

Newly confirmed cases of the Covid-19 virus spiked from Hubei Province in China, where the city of Wuhan is located. The number of related deaths increased as well.