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
DON'T BUY
DON'T BUY
September 9, 2015

She sold it. She is not a buyer here because of excessive valuation. Prefers MDLZ-N because it is more emerging market.

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Kraft Heinz Company (KHC-Q)
September 9, 2015

She sold it. She is not a buyer here because of excessive valuation. Prefers MDLZ-N because it is more emerging market.

COMMENT
COMMENT
July 22, 2015

Prefers companies with pure growth that comes off the top line. You can only cut costs and become more efficient for so long. What tends to happen with a lot of these stocks is that people assign them a valuation that assumes that the cost cutting can go on indefinitely. This is a good solid company, but too expensive.

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Prefers companies with pure growth that comes off the top line. You can only cut costs and become more efficient for so long. What tends to happen with a lot of these stocks is that people assign them a valuation that assumes that the cost cutting can go on indefinitely. This is a good solid company, but too expensive.

HOLD
HOLD
July 2, 2015

The dividend is fully taxed in Canada. KRFT-Q split into two companies. There is no Canadian equivalent. He would just hold onto it if you have a huge tax burden.

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The dividend is fully taxed in Canada. KRFT-Q split into two companies. There is no Canadian equivalent. He would just hold onto it if you have a huge tax burden.

SELL
SELL
May 28, 2015

It is being bought by a Brazilian firm. You could sell your shares now because he thinks no one else will come in and bid on them. He thinks it will be a better company because of the acquisition.

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It is being bought by a Brazilian firm. You could sell your shares now because he thinks no one else will come in and bid on them. He thinks it will be a better company because of the acquisition.

COMMENT
COMMENT
April 21, 2015

Consumer staples is a sector that looks pretty attractive. The deal with Heinz is backed by some pretty smart people. 3G, who are the instigators, have a tremendous record of getting in, making acquisitions and bringing profitability. Great company and there is lots of opportunity for cost cutting between the 2 businesses. Expects this is a very good long-term hold.

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Consumer staples is a sector that looks pretty attractive. The deal with Heinz is backed by some pretty smart people. 3G, who are the instigators, have a tremendous record of getting in, making acquisitions and bringing profitability. Great company and there is lots of opportunity for cost cutting between the 2 businesses. Expects this is a very good long-term hold.

SELL
SELL
March 30, 2015

Merging with Heinz. Heinz is a high priced low growth situation, like a lot of the packaged foods types of companies. Habits are changing. If you own, grab your money and move on.

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Merging with Heinz. Heinz is a high priced low growth situation, like a lot of the packaged foods types of companies. Habits are changing. If you own, grab your money and move on.

COMMENT
COMMENT
March 27, 2015

He owns a small position himself and he doesn’t really want this to be taken out, but there are not enough details in terms of where that this will be publicly listed and how it is going to unfold. He is watching it, but there is no shame in taking some of your profit. For him, he is waiting for the next 2 weeks to see how this unfolds, in order to make a decision.

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He owns a small position himself and he doesn’t really want this to be taken out, but there are not enough details in terms of where that this will be publicly listed and how it is going to unfold. He is watching it, but there is no shame in taking some of your profit. For him, he is waiting for the next 2 weeks to see how this unfolds, in order to make a decision.

BUY
BUY
March 25, 2015

The deal makes sense. The private equity group they are working with have a great track record. He thinks they will make it a better business over the next 3 to 5 years.

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The deal makes sense. The private equity group they are working with have a great track record. He thinks they will make it a better business over the next 3 to 5 years.

PAST TOP PICK
PAST TOP PICK
March 19, 2015

(Top Pick Mar 27/14, Up 14.50%) This is the domestic play. It has an attractive dividend. Earnings growth can accelerate in 2015. They are focused on optimizing (consolidating) their portfolios of products and focusing on the ones that make them the most money. They should get bigger margins in 2016 and the stock should get re-rated.

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(Top Pick Mar 27/14, Up 14.50%) This is the domestic play. It has an attractive dividend. Earnings growth can accelerate in 2015. They are focused on optimizing (consolidating) their portfolios of products and focusing on the ones that make them the most money. They should get bigger margins in 2016 and the stock should get re-rated.

DON'T BUY
DON'T BUY
February 9, 2015

Stock vs. Stock. MDLZ-Q vs. KRFT-Q. Fairly expensive. Growth rate will be impacted by strong US dollar. Prefers Nestle because it has a lower multiple to either of the other two.

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Stock vs. Stock. MDLZ-Q vs. KRFT-Q. Fairly expensive. Growth rate will be impacted by strong US dollar. Prefers Nestle because it has a lower multiple to either of the other two.

COMMENT
COMMENT
February 3, 2015

Mondelez (MDLZ-Q) or Kraft (KRFT-Q)? Mondelez is effectively the high growth story with a lower dividend, while this one is slower growth, but with a higher dividend. Not sure the market has actually seen it this way as they have rewarded the high dividend story. This has a much higher debt. He likes both stories, but finds it difficult to digest the multiples on both stories. If there was a decent retracement on the stocks, that would be the time to add.

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Mondelez (MDLZ-Q) or Kraft (KRFT-Q)? Mondelez is effectively the high growth story with a lower dividend, while this one is slower growth, but with a higher dividend. Not sure the market has actually seen it this way as they have rewarded the high dividend story. This has a much higher debt. He likes both stories, but finds it difficult to digest the multiples on both stories. If there was a decent retracement on the stocks, that would be the time to add.

BUY
BUY
December 22, 2014

Kraft (KRFT-Q) or Mondelez (MDLZ-Q) for the next 12-18 months? He likes both. One pays a big dividend while the other has higher growth. They are both growth stories and both can be held for a long period of time. 3.4% dividend yield.

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Kraft Heinz Company (KHC-Q)
December 22, 2014

Kraft (KRFT-Q) or Mondelez (MDLZ-Q) for the next 12-18 months? He likes both. One pays a big dividend while the other has higher growth. They are both growth stories and both can be held for a long period of time. 3.4% dividend yield.

BUY
BUY
September 18, 2014

Used to own it. Prefers SAP-T Cheese. More excess cash flow. He likes food companies.

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Kraft Heinz Company (KHC-Q)
September 18, 2014

Used to own it. Prefers SAP-T Cheese. More excess cash flow. He likes food companies.

DON'T BUY
DON'T BUY
August 20, 2014

Historically these types of companies have paid out a good amount of their retained earnings in the form of dividends. What concerns him about this company is that with the split, this company got left with the slow growth, stodgy part of the business, and Mondelez (MDLZ-Q) got all the sugar stuff. This is trading at around 18 times which seems a little pricey to him for quite a slow growth situation.

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Historically these types of companies have paid out a good amount of their retained earnings in the form of dividends. What concerns him about this company is that with the split, this company got left with the slow growth, stodgy part of the business, and Mondelez (MDLZ-Q) got all the sugar stuff. This is trading at around 18 times which seems a little pricey to him for quite a slow growth situation.

DON'T BUY
DON'T BUY
August 14, 2014

(Market Call Minute) Bad revision on the earnings.

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(Market Call Minute) Bad revision on the earnings.

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