|Day Low/High||42.53 / 42.99|
|52 Wk Low/High||19.99 / 36.37|
Wishin' and hopin' and thinkin' and prayin' Plannin' and dreamin' each night of his charms That won't get you into his arms So if you're lookin' to find love you can share All you gotta do is hold him and kiss him and love him And show him that you ...
Last week I moved my to a large sized position - joining POS Campbell Soup and last week's Trade of the Week, Procter & Gamble , in the much hated consumer packaged good space. I expect mergers and restructurings ahead in this sector - as a means of...
I have no shorts and I am long , and in the food space. I expect a consolidation period ahead for the heavily hated consumer packaged goods companies.
I have added to the following longs this afternoon: Box , Comcast , Campbell Soup , Procter & Gamble and Kraft Heinz . I am ever slightly net long now, Fish!
Also, yesterday I talked up consumer staples in a lower rate environment - a contrarian view. (Note: CNBC has had a feature on the woeful outlook for packaged goods companies. First level thinking, me thinkst.) Second level thinking asks have the pr...
* The Italian debt crisis will result in a downgrading of European economic growth and lower interest rates for longer * Plunging Treasury yields provide short term and long term risks and opportunities Over the last week, as the emerging markets ha...
Adding to the following longs this afternoon: Procter & Gamble , Kraft Heinz , Campbell Soup , Citigroup , Bank of America , and JPMorgan Chase .
I have added to my and longs today, consistent with my opening missive. PG is now my second largest individual long position - with recent buying, Wells Fargo has taken over the first spot.
* Large mergers may be the solution to the price/cost squeeze facing the consumer packaged goods space * An industry consolidation would serve to create important economies of scale, sizeable cost saves and needle-moving synergies Back in September,...
As you probably already know, Campbell Soup announced Friday that CEO Denise Morrison is abruptly retiring. I wrote recently in It Is Time for the Dorrance Family To Consider Selling Campbell Soup that it's time for the company to sell itself to War...
There are subtle indications that KHC can do better in the next few weeks.
Consumer staples names were considered safe havens, but something has changed.
These stocks are like spewing volcanoes. You do not want to get hit by one of them.
What's really surprising is the emergence of so many household names on the list.
I was out on Friday but as I noted in Columnist Conversation I have initiated two long rentals in deeply oversold and . I have also moved my Alphabet long to large-sized. As to the market here is what I wrote on CC on Friday: dougie • 3 days ago Hi ...
I don't care if Elon Musk challenges Warren Buffett on See's Candy, but I do care about a possible TSLA short squeeze.
Most important, for us, there will be talk of stocks galore, especially Buffett's portfolio.
TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer sheds light on the rebound in the consumer packaged goods stocks, such as Kraft Heinz, ConAgra, Kellogg's, and Procter & Gamble.
Consistency in discipline will make the difference.
KHC's price momentum has been improving.
It is time for Campbell Soup's controlling shareholders, the Dorrance family, to recognize that a sale of the company is in their interests and the interests of Campbell's shareholders. The competitive pressures facing consumer packaged goods compa...
Wall Street continues to like what it's hearing from Blackberry CEO John Chen. Watch what Chen just told TheStreet after earnings on Wednesday.