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H.J. Heinz Company

  • Why You Should Listen to Flight Attendants

    By Marie Palumbo - May 16, 2013 | Tickers: BRK-B, BRK-A, HNZ, JCP, JPM

    Humans are great at accumulating insurance. There's life insurance. Home insurance. Health insurance. Car insurance. Flood insurance. Ring insurance. And now there’s even a market for, of all things, vacation insurance.

    It’s easy to get insurance. You do some research, pick up the phone, pay for coverage, and then you can forget about it. One and done. It’s as if safety requires almost no thinking.

    Actually more »

  • Three Consumer Goods Companies And The Issues Ahead

    By Damian Illia - May 15, 2013 | Tickers: CAG, HNZ, KRFT

    The food industry is facing an era of lower margins. High commodity inflation is impacting the companies, as raw materials, packaging and fuel prices increase. Unfortunately, rising prices is not an option a great number of value oriented price sensitive consumers will divert their consumption towards lower priced products.

    Let’s analyze three food companies to see how they handle the pressure.

    H. J. Heinz: Main focus on growth and more »

  • Beating the Dow with Index-Based Small Cap Stocks

    By Jeff Stouffer - April 24, 2013 | Tickers: ETN, HNZ, HCP, IWR, MPC

    The iShares Russell MidCap Index Fund (NYSEMKT: IWR) is a basket of stocks that is based on the latest trend of index tracking portfolios. IWR has outperformed the DJIA during the last 12 months with a posted return of 19.47%, while the popular DJIA showed an 18.22% return in the same period.

    The iShares Russell MidCap Index Fund is an ETF that is based on holding the smallest more »

  • How Will This Brand Progress With The Buffett Backing?

    By Mike Thiessen - April 18, 2013 | Tickers: BRK-B, HNZ

    As the world knows, H.J. Heinz (NYSE: HNZ) announced it agreed to be acquired by Berkshire Hathaway (NYSE: BRK-B) and 3G Capital, a private equity firm, on Feb. 14, 2013 for $72.50 per share, or about $28 billion. The offer is a 20% premium to the closing price the prior day, which is on the low end versus historic premium levels. Initially the stock traded up to $72 more »

  • How Will This Brand Progress With The Buffett Backing?

    By Mike Thiessen - April 16, 2013 | Tickers: BRK-B, HNZ

    As the world knows, H.J. Heinz (NYSE: HNZ) announced it agreed to be acquired by Berkshire Hathaway (NYSE: BRK-B) and 3G Capital, a private equity firm, on February 14, 2013 for $72.50 per share, or about $28 billion. The offer is a 20% premium to the closing price the prior day which is on the low end versus historic premium levels. Initially the stock traded up to $72 more »

  • If Only They Could Manage Their Debt

    By Shas Dey - April 12, 2013 | Tickers: CAG, GIS, HNZ

    ConAgra Foods (NYSE: CAG), the maker of Hunt’s ketchup and Orville Redenbacher’s popcorn, has a customer base across millions of American households . Recently, ConAgra was in the news for its $5 billion acquisition of Ralcorp Holdings, a private-label food maker, as well as for the 57% drop in its third-quarter profit due to the acquisition. Lets quickly discuss these numbers in what follows.

    Ralcorp Acquisition

    The deal witnessed more »

  • Is This Food Stock Still Good Value?

    By Lee Samaha - April 10, 2013 | Tickers: CAG, HNZ, THS

    Good investing often lies somewhere between the extremes of rigidly sticking to preset ideas and following the latest investing fashion. Quite often one of these things works against you in order to suddenly make you realize the underlying risk that you actually took on. In the case of ConAgra Foods(NYSE: CAG) I would argue that investors may be buying both ends of the aforementioned extremes at the same time more »

  • Is This Food Stock Still Good Value?

    By Lee Samaha - April 7, 2013 | Tickers: CAG, HNZ, THS

    Good investing often lies somewhere between the extremes of rigidly sticking to preset ideas and following the latest investing fashion. Quite often one of these things works against you in order to suddenly make you realize the underlying risk that you actually took onboard. In the case of ConAgra Foods(NYSE: CAG) I would argue that investors maybe buying both ends of the afore mentioned extremes at the same time more »

  • Berkshire Being Likable Despite Taking Huge Risks

    By Jeremiah Feliciano - April 4, 2013 | Tickers: BRK-A, HNZ, IBM

    In Warren Buffett’s recently published letter to shareholders, he mentioned how the S&P 500 outpaced Berkshire Hathaway, (NYSE: BRK-A) in terms of market gains over the last four years. Soon after the disclosure, there came Larry Smith’s article entitled “Berkshire Hathaway is a Sell,” guiding investors away from the firm. Despite claims of Berkshire being a “Sell,” there are actually enough reasons why investors should think otherwise more »

  • Boring Liquor's Exciting Opportunities

    By Matthew Luke - March 26, 2013 | Tickers: BEAM, BF-B, DEO, HNZ, PDRDY.PK

    Boring companies can be some of the most exciting investment opportunities. When I say “boring" companies, I mean the types of companies that sell the types of products that have existed mostly unchanged for decades, if not longer. When looking for these types of boring investments, it does not get much more boring than the alcoholic beverage industry. Despite being boring, this industry is not entirely without a little excitement more »

  • Apple, and Why Buffett Really Bought Heinz

    By Chris Marasco - March 19, 2013 | Tickers: AAPL, BRK-B, HNZ, JNK

    No doubt you’ve heard of Hedge Fund Titan David Einhorn. He has been plastered all over the news lately. Einhorn was pestering Apple (NASDAQ: AAPL) to pay out cash to shareholders. The interesting part is that Einhorn wasn’t pushing for a simple dividend increase on common stock.

    Instead, Einhorn wanted Apple to create a special preferred equity instrument whose payouts were tied to Apple’s secure stream of more »

  • Pickup in Deal Activity Another Catalyst for the Market

    By RyanGlosier - March 14, 2013 | Tickers: BRK-B, DELL, HNZ

    As of the close of trading on Friday, March 8, the S&P 500 had already surged almost 9% in 2013 and the Dow Jones Industrial Average was sitting at new all-time highs. Investor confidence has also picked up substantially, sending the CBOE Volatility Index down near 52-week low levels.

    Global Liquidity a Market Catalyst

    Thus far, the bullish thesis for 2013 which was laid out by top investors such more »

  • Healthy Value Opportunity: Danone

    By Matthew Luke - March 13, 2013 | Tickers: BRK-B, DANOY.PK, HNZ, MDLZ, PEP

    Just four months ago activist investor Nelson Peltz took a 1% stake in and laid out his investment thesis for the Paris-based food giant Groupe Danone (NASDAQOTH: DANOY). Peltz most recently made headlines when Warren Buffett’s Berkshire Hathaway announced the $23 billion dollar acquisition of ketchup maker HJ Heinz. This is a deal that was made possibly due in part to Peltz’s advocating for change at Heinz going back in 2006. Shares of Heinz are up about 125% (including dividends) since that time. Peltz’s track record is not limited to Heinz, as he has played a role in the turnaround of many other large-cap food companies. This is a man who knows his food. With the Heinz acquisition now behind the M&A world, it might be prudent to take a look at Peltz’s latest food project.

  • Tips To Finding M&A Deals

    By Federico Zaldua - March 5, 2013 | Tickers: BUD, SAM, CCU, HNZ, PKD

    Last week I wrote about the transaction that Warren Buffett and 3G Capital are intending to complete: taking Heinz private. In the Heinz post I tried to explain why, to my understanding, that company was a clear M&A target: strong global brands, solid (and stable) free cash flow generation, and low leverage. In this post I will try to make a short but useful analysis of what to look more »

  • Beating Buffett? It’s Possible With "2nd-Place" Stocks

    By Michele Tatum - March 4, 2013 | Tickers: BRK-A, KO, CL, HNZ, MTB, NTRS, PEP, PG, BK, USB, WFC

    It is not a stretch to call Warren Buffett the greatest value investor of all time. Buffet’s personal fortune of more than $50 billion confirms as much as do the latest batch of quarterly results out of his financial conglomerate, Berkshire Hathaway (NYSE: BRK-A).

    Last week, the company said its fourth-quarter net income surged 49% to $4.55 billion. Even after Berkshire’s $12 billion commitment to the $23 more »

  • Darden Restaurants: A Good Fit For Berkshire

    By Sammy Pollack - March 4, 2013 | Tickers: BRK-B, DRI, HNZ

    On February 14, 2013, as I suggested was possible a month earlier, Berkshire Hathaway (NYSE: BRK-B) announced a joint deal with Brazilian based 3G ventures to buy H.J. Heinz (NYSE: HNZ) for $23.2 billion. However, despite this large deal, Buffett has said he is still looking for more acquisitions. I believe Darden Restaurants (NYSE: DRI) would be a good fit for Berkshire.

    Buffett Buys What He Knows

    One more »

  • An Investment Idea for Warren Buffett´s Sweet Tooth

    By Andrés Cardenal - March 1, 2013 | Tickers: BRK-B, BRK-A, KO, HNZ, HSY

    Warren Buffett is famous for investing in simple, stable companies with strong and durable competitive advantages, and the food and drinks industry can be a very fertile ground when it comes to looking for those kinds of investing opportunities.

    Well known brands coupled with easy to understand business models and high returns on invested capital make a mouthwatering combination, so it’s no wonder at all that the Oracle of more »

  • A Lot of Potential Upside for This Food Giant

    By Anh HOANG - February 26, 2013 | Tickers: CPB, HNZ, K

    Recently, Warren Buffett teamed up with 3G, a Brazilian private equity firm, to acquire H. J. Heinz (NYSE: HNZ) at around $72.50 per share, with a total transaction value of $28 billion. After the deal's announcement, CEO Denise Morrison of Heinz’s competitor Campbell Soup (NYSE: CPB) said that the company decided to take a closer look at its own cost structure. In the past 10 years, Campbell more »

  • Is Further Consumer Staples Consolidation Coming?

    By Robert Ciura - February 25, 2013 | Tickers: BRK-B, CPB, HNZ, HRL

    Warren Buffett has done it again.  His Berkshire Hathaway (NYSE: BRK-B) has, in his terms, ‘bagged another elephant’.  In February, it was revealed that Berkshire and a Brazilian private equity firm would be purchasing Heinz (NYSE: HNZ) in a deal worth $23 billion.  Investors may be wondering if this signals a turnaround for mergers and acquisitions.  In a recent segment on CNBC, Jim Cramer claimed that we are now in more »

  • Buffet is Playing Catch Up

    By Kyle Campbell - February 25, 2013 | Tickers: BRK-B, DVA, DTV, HNZ

    Fiscal 2012 was fairly uneventful for Berkshire Hathaway (NYSE: BRK-B) in terms of acquisitions; Warren Buffett and his loaded rifle found no elephants large or impressive enough to bag. However, this year may be shaping up differently, with a decent-sized acquisition already announced just two months into 2013. With interest rates lower than the average rate of inflation, Berkshire’s cash is losing buying power with every passing day. For more »

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