Kraft Heinz Company

KHC-Q

NASDAQ:KHC

30.51
0.12 (0.38%)
Kraft Foods Inc. was an American multinational confectionery, food and beverage conglomerate. It marketed many brands in more than 170 countries.
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Analysis and Opinions about KHC-Q

Signal
Opinion
Expert
BUY
BUY
February 16, 2017

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

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Kraft Heinz Company (KHC-Q)
February 16, 2017

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

COMMENT
COMMENT
January 13, 2017

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.

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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.

WEAK BUY
WEAK BUY
January 5, 2017

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.

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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.

PAST TOP PICK
PAST TOP PICK
December 30, 2016

(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.

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Kraft Heinz Company (KHC-Q)
December 30, 2016

(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.

COMMENT
COMMENT
November 29, 2016

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.

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Kraft Heinz Company (KHC-Q)
November 29, 2016

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.

COMMENT
COMMENT
November 18, 2016

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.

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Kraft Heinz Company (KHC-Q)
November 18, 2016

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.

TOP PICK
TOP PICK
October 27, 2016

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.

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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.

COMMENT
COMMENT
October 19, 2016

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.

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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.

TOP PICK
TOP PICK
September 15, 2016

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%.

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Kraft Heinz Company (KHC-Q)
September 15, 2016

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%.

TOP PICK
TOP PICK
August 4, 2016

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%.

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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%.

COMMENT
COMMENT
July 19, 2016

(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.

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(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.

TOP PICK
TOP PICK
June 16, 2016

What is very unique about is that it is a great cost cutting story, but there is also some good revenue growth coming through on it. Heinz was a much more international company, and Kraft was much more of a US branded company. Kraft has some great products and will be able to sell off some of them, but also they will be able to use Heinz distribution network and push those products through the rest of the world. Dividend yield of 2.7%.

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What is very unique about is that it is a great cost cutting story, but there is also some good revenue growth coming through on it. Heinz was a much more international company, and Kraft was much more of a US branded company. Kraft has some great products and will be able to sell off some of them, but also they will be able to use Heinz distribution network and push those products through the rest of the world. Dividend yield of 2.7%.

TOP PICK
TOP PICK
March 24, 2016

Really likes the story. Pays a good dividend. Not cheap from a P/E basis, but 2 things are happening. Heinz had a great global distribution while Kraft is really North American. Thinks Kraft products are going to be better distributed through the Heinz distribution network. Expects to see some really decent organic growth, and a bigger acquisition down the road. Very good at cost cutting, and expects they will be taking a lot of costs out of Kraft over the next couple of years. Dividend yield of 3.01%.

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Really likes the story. Pays a good dividend. Not cheap from a P/E basis, but 2 things are happening. Heinz had a great global distribution while Kraft is really North American. Thinks Kraft products are going to be better distributed through the Heinz distribution network. Expects to see some really decent organic growth, and a bigger acquisition down the road. Very good at cost cutting, and expects they will be taking a lot of costs out of Kraft over the next couple of years. Dividend yield of 3.01%.

TOP PICK
TOP PICK
December 31, 2015

This is a merger of Kraft and Heinz. Very good on costs, and thinks they are going to be able to derive a lot of revenue from the Heinz business. Dividend yield of 3.16%.

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Kraft Heinz Company (KHC-Q)
December 31, 2015

This is a merger of Kraft and Heinz. Very good on costs, and thinks they are going to be able to derive a lot of revenue from the Heinz business. Dividend yield of 3.16%.

COMMENT
COMMENT
September 17, 2015

Trading at about 25X forward earnings with a 12% long-term growth rate. You are paying about a 2X PEG ratio, which sounds like a lot, but you are paying this kind of valuation for a lot of consumer stable names. Dividend yield of almost 3%. Given the merger, there is greater opportunity for margin expansion through increased negotiating power, distribution and cost efficiencies.

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Kraft Heinz Company (KHC-Q)
September 17, 2015

Trading at about 25X forward earnings with a 12% long-term growth rate. You are paying about a 2X PEG ratio, which sounds like a lot, but you are paying this kind of valuation for a lot of consumer stable names. Dividend yield of almost 3%. Given the merger, there is greater opportunity for margin expansion through increased negotiating power, distribution and cost efficiencies.

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