|Day Low/High||58.62 / 59.06|
|52 Wk Low/High||51.66 / 64.84|
A company needs both sales and profit growth, and Kraft Heinz isn't going to give you either on a sustainable basis.
This at-the-money, long put shooter is a high risk trade, so use discretionary capital.
Aside from trade reverberation headlines this morning, I'm seeing a number of pieces on the media M&A landscape, and refreshingly it's not all roses. Over at The Wall Street Journal, questions are being raised about the balance sheet impact on the l...
High above the Alps my Gnome continues to hear that Procter & Gamble's Board of Directors is looking at a spinoff into two or three separate companies. Don't know if it's true but this notion was part of my investment rationale, "I am Double Upgradi...
* 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,...
* After the share price's fall from grace, the PG Board may now be reassessing (Peltz's recommendation of) a breakup into three separate operating entities * Taking PG off of my Best Ideas List (short) * Putting PG on my Best Ideas List (long) On Au...
"Be fearful when others are greedy and greedy when others are fearful." - Warren Buffett The carnage in consumer packaged goods stocks continues apace today - with across-the-board losses. Consider the accumulating headwinds: * A changing competitiv...
Apple will have backed into a stream that grows even if they don't issue a new phone.
"I'm afraid there's no denyin' I'm just a dandy-lion A fate I don't deserve I'm sure I could show my prowess Be a lion, not a mouse If I only had the nerve." - The Cowardly Lion (Wizard of Oz) This morning P&G reported very weak organic growth for...
"I'm afraid there's no denyin' I'm just a dandy-lion A fate I don't deserve I'm sure I could show my prowess Be a lion, not a mouse If I only had the nerve." - The Cowardly Lion (Wizard of Oz) I placed Procter and Gamble on my Best Ideas (short) on ...
This may be the only way it can achieve growth.
When the dollar is strong, look inward and buy companies that do the lion's share of their business within the U.S.
You think we could avoid the collision, given that we hit all-time highs in the Dow and the S&P and the Nasdaq?
Unless it's the stock of a retailer, you have to take advantage of this pattern.
Here's where to look if the dollar follows a stronger -- or weaker -- scenario.
Three excellent candidates born elsewhere lost the CEO race to American-born ones.
Four are already close while others need to step up to the plate.
The magic of this portion of the consumer-products stocks seems to be gone.
Peltz is also saying that Millennials aren't interested in legacy brands and P&G disagrees.
The Oracle realizes packaged-goods moats have been permanently damaged.
I am short Mondelez , Procter & Gamble and Unilever -- in keeping with Warren Buffett's thoughts (see below).
"In business, I look for economic castles protected by unbreachable 'moats'." -- Warren Buffett According to Warren Buffett, the wider a business' moat, the more likely it is to stand the test of time. In days of old, a castle was protected by a moa...
If it turns out that things aren't so bad, stocks will be bought back.
These disparate names seem to fit quite well with the investment approach of the Oracle of Omaha.