Viewing Company Kraft Heinz Company (merged) | StockChase
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Compiling comments that experts make about stocks while on public TV.

Kraft Heinz Company (merged) Stock Symbol: KHC-Q

Notes:

Merged July 2015

Last Price Recorded: $90.8300 on 2017-04-27

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Date Signal Expert Opinion Price
2017-04-20 BUY Mark Grammer

This industry is a very reliable cash flow generator and management here has a very good track record of being able to improve profitability.  It is probably a reasonable investment if you have a long term approach.


Price:
$92.040
Subject:
GLOBAL
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Unknown
2017-03-09 COMMENT Stan Wong

Consumer staples is an area which has more defensive types of names, and is rather expensive. This is trading at 24X forward PE with a 15% growth rate. Their profitability has really come from the synergies of their merger. They’ve implemented zero based budgeting, which is accounting for expenses on an ongoing basis. In 2018, US regulations are coming in for new labelling highlighting added sugars, which could be a headwind.


Price:
$91.530
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-03-08 PAST TOP PICK Paul Harris, CFA

(A Top Pick March 24/16. Up 22.19%.) You have a lot of top line growth, but they are really good at cutting costs. They have some of the highest margins in the industry. He thinks he can see some top line growth at some point and will give some really great margin expansion and some great bottom line. They are going to do another deal, even though it may not be with Unilever. Still a Buy.


Price:
$90.900
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-02-17 BUY Hap (Robert) Sneddon FCSI

They are going to take over UL-N.   Companies are going up during an acquisition now.  There is a nice general trend in this stock.  We are probably just coming up to valuations.  The down side is probably about $91.  It is looking pretty good in its space.


Price:
$96.650
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Unknown
2017-02-16 BUY David Baskin

(Market Call Minute) People are not going to stop eating.  They have great brands.  It is fairly priced and very solid.


Price:
$87.280
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-01-13 COMMENT Stan Wong

A consumer staples name, and the stock has been a little bit weak in the last little while. Investors have been pulling money out of this space. However, it is one of the faster growing names in packaged food, growing at about a 20% clip in terms of EPS. Pays a decent yield of about 2.75%. Technically, it is probably one of the better consumer staple stocks and is still trading above its 200-day moving average. The only concern he has is that it probably generates quite a bit of its revenues from outside of the US, and will probably lose some money on the top line due to fighting foreign currencies coming in.


Price:
$87.030
Subject:
NORTH AMERICAN & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-01-05 WEAK BUY Brian Acker, CA

His model price is $71.65, a 17% downside.  It is cheap in its balance sheet.  The fundamentals are coming up to meet the stock price.  He thinks the action will be elsewhere in 2017.  There is potential upside as the earnings come in. 


Price:
$86.530
Subject:
NORTH AMERICAN - LARGE
Bias:
BULL
Owned:
Unknown
2016-12-30 PAST TOP PICK Paul Harris, CFA

(A Top Pick Dec 31/15. Up 23.69%.) He really likes this company. They have cut costs a lot. Heinz had this great global distribution franchise and Kraft didn’t, so he is looking for them to move a lot of the Kraft products through that. Also, Kraft had some terrible Return on Capital products, so bringing down the number of products is going to help. Also feels they will make a bigger acquisition, possibly a year from now.


Price:
$87.320
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-11-29 COMMENT Paul Harris, CFA

He likes this and will continue to hold it. Kraft was very much a US business while Heinz was more global with a global distribution. They are trying to move Kraft products through this global distribution, which he thinks will slowly increase revenue. They’ll also take down a lot of costs as they are very efficient managers.


Price:
$84.000
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-11-18 COMMENT Stan Wong

This looks very similar to a lot of other consumer staple names. The chart is showing a topping pattern, really flat lining over the past 6 months or so, and is now starting to fall. Trading below its 200-day moving average, and the shorter term moving averages are starting to fall. You are paying 25X earnings for the stock, which is not cheap. 2.9% dividend yield.


Price:
$82.530
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
No
2016-10-27 TOP PICK Paul Harris, CFA

It has a 2.74% dividend yield.  He likes that Kraft was very domestic and Heinz was very international before the merger.  There is a lot of room to distribute Kraft products through the Heinz network.  Commodity prices have come down and that helped also.  You will see a lot more cost cutting over the next little while.  He thinks they will make a bigger acquisition.


Price:
$88.370
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-10-19 COMMENT Gavin Graham

This has done well, but longer-term you would have to think it is not the stock you want to be in. It is mainly in developed markets, as opposed to emerging markets.


Price:
$88.080
Subject:
NORTH AMERICAN/GLOBAL - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-09-15 TOP PICK Paul Harris, CFA

He really likes the story. This is a combination of Kraft and Heinz. They are a big cost cutter. Kraft was primarily a domestic company and Heinz was much more of a global distribution business, and they think they can take a lot of Heinz products and move through the global distribution so you can see some more top line growth. Thinks they will do another acquisition once they have digested this. Dividend yield of 2.69%.


Price:
$89.170
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2016-08-04 TOP PICK Paul Harris, CFA

This was a merger of Kraft and Heinz. Earnings just came out and they quadrupled their bottom line because of cost cuts and lower commodity costs. Kraft was a much more US domestic business and Heinz was a much more international business, so cross-selling will be really important. Trading at around 20X earnings. This will do another acquisition, much bigger, down the road. Dividend yield of 2.8%.


Price:
$85.540
Subject:
NORTH AMERICAN/GLOBAL
Bias:
BEAR
Owned:
Yes
2016-07-19 COMMENT David Burrows

(Market Call Minute.) A consumers’ staple, so it is going to behave. You could also buy (PBJ-N), the ETF of all of these things.


Price:
$88.970
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
Showing 1 to 15 of 113 entries
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