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Kraft Foods, Inc.

  • 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 »

  • Should We Follow Two Dodge & Cox's New Buys?

    By Anh HOANG - May 14, 2013 | Tickers: ABBV, KRFT, MDLZ

    Dodge & Cox was famous for its outstanding performance, delivering an annualized return of 12.5%, beating the S&P 500’s annualized return of 10.8% for the past 30 years. Founded in 1930, Dodge & Cox is currently managing around $84 billion in its long portfolio. In the first quarter 2013, Dodge & Cox initiated long positions in Kraft Foods (NASDAQ: KRFT) and AbbVie (NYSE: ABBV). Let’s take a closer more »

  • A Strong Quarter For This Food Giant

    By Timothy Green - May 7, 2013 | Tickers: CAG, KRFT, MDLZ

    Earlier this month Kraft Foods (NASDAQ: KRFT), a packaged food and beverage company recently spun off from the old Kraft, reported its first quarter earnings. Kraft Foods focuses mainly on the United States, meaning that growth is expected to be fairly slow since the US market is mature. Kraft reported that revenue grew by 2.1% year-over-year to $4.55 billion, beating analyst estimates by about 1.5%. Adjusted EPS more »

  • Turn a Lemon (Liz Lemon) of a Portfolio Into Lemonade

    By AnnaLisa Kraft - May 7, 2013 | Tickers: AAPL, DEO, KRFT, PFE, DIS

    How I miss the NBC show, "30 Rock". Suave exec Jack Donaghy asks head writer Liz Lemon if she watches CNBC. "No, CNBC gives me a headache. I get all my money advice from PBS." Cut to Liz on sofa watching a cartoon fox asking, "Where should I put my money? Tech stocks or the housing market?" Liz jumps up and down screaming,"Tech stocks, Foxy Moneybags!! Tech stocks!!"

    All more »

  • Avoiding Big Mistakes Is the Key to Success

    By Timothy Green - May 6, 2013 | Tickers: GRPN, KRFT, ZNGA

    What is the key to a lifetime of successful investing? People have all sorts of answers to that question, but I think that Warren Buffet's answer is the best:

    An investor needs to do very few things right as long as he or she avoids big mistakes.

    Speculating on a bunch of unproven companies can certainly lead to enormous gains if they make it big, but it can also more »

  • A Small Food Company With a Big Dividend

    By Timothy Green - April 29, 2013 | Tickers: BGS, KRFT, PF

    B&G Foods (NYSE: BGS) is a small packaged food company with a market capitalization of just $1.6 billion. B&G sells a variety of small niche brands such as Baker's Joy, Grandma's Molasses, Mrs. Dash, and Cream of Wheat, along with many others. The company's business model revolves around acquisitions of small, established brands, too small for the larger food companies to be interested in more »

  • Three Stocks to Profit from Zombie Apocalypse Thinking

    By AnnaLisa Kraft - April 29, 2013 | Tickers: ABBV, KRFT, ZTS

    The rationale behind the popularity of  doomsday zombie scenarios is that the future is so bleak even zombies come as a welcome alternative. That's the theory of author, Doug Rushkoff, whose "Present Shock" details the hurry up world that is traumatizing us.

    One example of his was the Facebook IPO. People expected to make immediate bucks and when they didn't they fled the stock. "When everything happens now more »

  • Scout Capital Management Nears 7% of This Food Company

    By Meena Krishnamsetty - April 24, 2013 | Tickers: CAG, GIS, K, KRFT, POST

    Adam Weiss and James Crichton’s Scout Capital Management has reported a position of 2.3 million shares in Post Holdings (NYSE: POST), the $1.4 billion market cap packaged food company best known for its cereal brands including Honey Bunches of Oats. This comes out to 6.9% of the total shares outstanding. According to our database of 13F filings, which we use to help us develop investing strategies more »

  • Are These Two Giants Set to Merge?

    By Leo Sun - April 22, 2013 | Tickers: KRFT, MDLZ, PEP

    Recently, shares of Mondelez International (NASDAQ: MDLZ) and PepsiCo (NYSE: PEP) have been moving on news that activist investor Nelson Peltz’s Trian Fund Management has accumulated large stakes in both companies. According to SEC filings at the end of 2012, Trian Fund Management owned a $494 million stake in Mondelez and $269 million stake in PepsiCo.

    However, recent reports indicate that Trian has increased its respective stakes in Mondelez more »

  • Three “Related” Safe Dividend Payers

    By Reuben Brewer - April 22, 2013 | Tickers: MO, KRFT, PM

    Barron's recently posted Citi's updated list of large, financially strong, high yielding, dividend paying companies. The recent list includes three names that all used to be part of the same company: Altria (NYSE: MO), Philip Morris International (NYSE: PM), and Kraft (NASDAQ: KRFT).

    The Citi List

    Citi creates a list of recommended companies with big yields every month. Part of its screen is the use of credit default more »

  • Taxes: Another Reason Buy and Hold is King

    By Timothy Green - April 15, 2013 | Tickers: CVX, KRFT, SPY

    As the years have passed investors seem to be holding stocks for less and less time. In 1960 the average holding period for a stock was 8 years, while today that number has dropped to less than one year.

    This decline has been partially brought about by the increase in day trading, in people trying to profit from short-term fluctuations in stock prices. But it seems that even those whom more »

  • The Ultimate Dividend Growth Portfolio

    By Timothy Green - April 12, 2013 | Tickers: GE, KRFT, LO, WAG

    Dividend growth investing has become popular lately, and for good reason. The idea behind this method is to invest in companies that are likely to have strong dividend growth in the future, thus continually increasing the amount of income generated from your portfolio. This income can then be reinvested into more dividend growth stocks, creating even more income. Dividend growth investing is like compounding on steroids. Imagine you have a more »

  • The Pod Innovation Problem

    By Mark Morelli - April 11, 2013 | Tickers: CHD, KRFT, PG, CLX | Editor's Choice

    There are some reports out that suggest that the introduction of the Procter and Gamble (NYSE: PG) Tide Pods last year is actually reducing overall revenue for the laundry products market.

    With a precise amount of detergent in each packet, that theory is plausible. Research indicated that many consumers used more product than needed with the old measuring system, so sales naturally would decline with a smaller amount consumed.

    Low more »

  • Will This Stock Move Higher?

    By Sonam Chamaria - April 6, 2013 | Tickers: CAG, GIS, KRFT

    ConAgra Foods (NYSE: CAG) has been trying its best to gain market share over competitors. Despite doing so, its net income dropped in the previous quarter. Does it mean that ConAgra is losing steam? Or is it just a temporary blip? Let's find out.

    Mixed bag

    Total sales this quarter amounted to $3.85 billion, up 13.4% from the previous year. Net income dropped 57.2% from the more »

  • The Pod Innovation Problem

    By Mark Morelli - April 6, 2013 | Tickers: CHD, KRFT, PG, CLX

    There are some reports out that suggest that the introduction of the Procter and Gamble (NYSE: PG) Tide Pods last year is actually reducing overall revenue for the laundry products market.

    With a precise amount of detergent in each packet that theory is plausible. Research indicated that many consumers used more product than needed with the old measuring system so sales naturally would decline with a smaller amount consumed.

    Low more »

  • Can These 3 Stocks Improve Your Portfolio's Health?

    By Madhu Dube - April 5, 2013 | Tickers: CPB, CAG, KRFT

    Consumer Analysts Group of New York (CAGNY) is a good platform for companies to meet analysts and convey their performance every year. For 42 years, this group has brought companies closer to their investors. In February, CAGNY organized this year’s annual gathering where many FMCG giants ran their presentations.

    Taking into consideration the disclosures made during this meet, I decided to analyze three stocks from this industry -- ConAgra Foods more »

  • This Fundamentals-Focused Hedge Fund Has Billions in AUM…What’s it Buying?

    By Meena Krishnamsetty - April 4, 2013 | Tickers: EIX, GG, HBAN, KRFT, RF

    $6 billion Carlson Capital, a Dallas-based hedge fund that focuses its strategies on philosophy, people and process, is a stark contrast to other funds, many of which have formulated complex algorithms to perform detailed quantitative analyses. As more and more non-Wall Streeters establish their own funds, many have begun to embrace manager Clint Carlson’s approach, and according to his most recent 13F filing with the SEC, Carlson added several more »

  • This Fundamentals-Focused Hedge Fund Has Billions in AUM…What’s It Buying?

    By Meena Krishnamsetty - April 3, 2013 | Tickers: EIX, GG, HBAN, KRFT, RF

    The $6 billion Carlson Capital, a Dallas-based hedge fund that focuses its strategies on philosophy, people and process, is a stark contrast to other funds, many of which have formulated complex algorithms to perform detailed quantitative analyses. As more and more non-Wall Streeters establish their own funds, many have begun to embrace manager Clint Carlson’s approach, and according to his most recent 13F filing with the SEC, Carlson added more »

  • Will This Stock Go Higher?

    By Sonam Chamaria - April 3, 2013 | Tickers: CAG, CBRL, GIS, KRFT

    This packaged food company has been trying its best to gain market share over its competitors. Despite doing so, its net income dropped this quarter. What can it mean? Let's have a look.

    ConAgra Foods (NYSE: CAG), the packaged food provider released its third quarter results.

    Mixed bag

    Total sales this quarter amounted to $3.85 billion, up 13.4% from the previous year. Net income dropped by 57 more »

  • Stock Selections Post CAGNY

    By Madhu Dube - April 2, 2013 | Tickers: CPB, CAG, KRFT

    Consumer Analysts Group of New York (CAGNY) is a good platform for companies to meet the analysts and convey their performance every year. For 42 years this group has brought the corporates closer to its investors. In late Feb 2013, CAGNY organized this year’s annual gathering in which many FMCG giants ran their presentations. Taking into considerations, the disclosures made during this meet I decided to analyze three stocks more »

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