Kraft Heinz Company

KHC-Q

NASDAQ:KHC

30.47
0.48 (1.60%)
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
August 8, 2014

Has had a heck of a run. Likes the food business very much, but he is having trouble with this company’s growth. Where are they going to expand and what are they going to do?

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Has had a heck of a run. Likes the food business very much, but he is having trouble with this company’s growth. Where are they going to expand and what are they going to do?

COMMENT
COMMENT
August 5, 2014

(Market Call Minute.) Saputo Cheese (SAP-T) is his preferred name in the cheese business.

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(Market Call Minute.) Saputo Cheese (SAP-T) is his preferred name in the cheese business.

BUY
BUY
August 1, 2014

You could do well buying this for the longer term at these prices. They’ve had a few missteps, but when you look at the global brands and the growth, they are well positioned on a global basis to grow. 3.9% dividend yield.

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You could do well buying this for the longer term at these prices. They’ve had a few missteps, but when you look at the global brands and the growth, they are well positioned on a global basis to grow. 3.9% dividend yield.

TOP PICK
TOP PICK
March 27, 2014

Likes it for the 3.7% dividend. Lots of restructuring and margin improvements.

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Likes it for the 3.7% dividend. Lots of restructuring and margin improvements.

WEAK BUY
WEAK BUY
January 9, 2014

Packaged food business has really lagged over the last 12 months. You are not getting revenue growth. They have a margins problem, lower than peers. The opportunity is for earnings growth alone due to management initiatives. There are better places to put your money, though.

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Packaged food business has really lagged over the last 12 months. You are not getting revenue growth. They have a margins problem, lower than peers. The opportunity is for earnings growth alone due to management initiatives. There are better places to put your money, though.

TOP PICK
TOP PICK
November 1, 2013

A really good execution story. Have a lot of intangibles such as shelf space, pricing a little better than competition and mix is a little bit better in their product offering in stores. Felt expectations were very low for the company and execution would be rewarded by investors when they saw what the company could post. Taking out a lot of the legacy costs in their business. Reinvesting in some of their core brands. Good balance sheet. Looking for $57-$58 on fairly conservative estimates.

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A really good execution story. Have a lot of intangibles such as shelf space, pricing a little better than competition and mix is a little bit better in their product offering in stores. Felt expectations were very low for the company and execution would be rewarded by investors when they saw what the company could post. Taking out a lot of the legacy costs in their business. Reinvesting in some of their core brands. Good balance sheet. Looking for $57-$58 on fairly conservative estimates.

PAST TOP PICK
PAST TOP PICK
October 29, 2013

(Top Pick Oct 12/12, Up 22.83%) Kept the other half when they split. Kept it for a while and sold in May at $57. Not an entry point now.

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(Top Pick Oct 12/12, Up 22.83%) Kept the other half when they split. Kept it for a while and sold in May at $57. Not an entry point now.

WEAK BUY
WEAK BUY
October 17, 2013

Consumer staples. He is shifting away from defensive to economically sensitive cyclical names. You get a good dividend of 3.9% that will grow by 5%/year over the next 5 years and has low beta of 0.9. Their spin off has cheaper valuation and will have stronger growth rates. He got out because he was lowering his weightings.

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Consumer staples. He is shifting away from defensive to economically sensitive cyclical names. You get a good dividend of 3.9% that will grow by 5%/year over the next 5 years and has low beta of 0.9. Their spin off has cheaper valuation and will have stronger growth rates. He got out because he was lowering his weightings.

BUY
BUY
August 29, 2013

(Market Call Minute.) Has some issues, but given where it is, along with the nice yield of 3.5%, he would buy at these levels.

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(Market Call Minute.) Has some issues, but given where it is, along with the nice yield of 3.5%, he would buy at these levels.

DON'T BUY
DON'T BUY
August 28, 2013

Approaching the 200 day moving average of $50.89. He is cautious on the consumers’ staples area. Has performed reasonably well and is owned for its defensive properties, which is all fine and good, but this is a business that is not going to be a huge beneficiary of a recovering economy over the next couple of years.

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Approaching the 200 day moving average of $50.89. He is cautious on the consumers’ staples area. Has performed reasonably well and is owned for its defensive properties, which is all fine and good, but this is a business that is not going to be a huge beneficiary of a recovering economy over the next couple of years.

DON'T BUY
DON'T BUY
August 8, 2013

This is the old, tired 1950s/1960s company that has all the old tired brands, trying to rejuvenate them and cutting costs by renovating old factories that are old and costly. 3.5% dividend yield is safe. The big issue for many of these old, tired large caps is what kind of dividend growth are they going to give. Dead money.

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This is the old, tired 1950s/1960s company that has all the old tired brands, trying to rejuvenate them and cutting costs by renovating old factories that are old and costly. 3.5% dividend yield is safe. The big issue for many of these old, tired large caps is what kind of dividend growth are they going to give. Dead money.

DON'T BUY
DON'T BUY
June 4, 2013

A good holding for the long-term but valuations are a little high right now in the entire consumers’ product group. Management has done a good job. You are paying a high teens multiple for growth that hasn’t improved. Pretty fully valued.

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A good holding for the long-term but valuations are a little high right now in the entire consumers’ product group. Management has done a good job. You are paying a high teens multiple for growth that hasn’t improved. Pretty fully valued.

HOLD
HOLD
May 24, 2013

Good play on US and international growth. A lot of investors are looking for stable companies with growth. You will probably be safe.

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Good play on US and international growth. A lot of investors are looking for stable companies with growth. You will probably be safe.

PAST TOP PICK
PAST TOP PICK
May 9, 2013

(Top Pick May 17/12, 24.96%) Actually the spin-out, MDLZ-O. He ultimately exited the KRFT-O.

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(Top Pick May 17/12, 24.96%) Actually the spin-out, MDLZ-O. He ultimately exited the KRFT-O.

COMMENT
COMMENT
May 1, 2013

Would you choose Kraft (KRFT-Q) or Mondelez (MDLZ-Q)? Doesn’t follow these closely but does know that Mondelez is a consumer beverage. Probably the better play going forward is Kraft. Good sector to be in. He would probably take a profit on Mondelez and buy Kraft and then maybe staple on some Starbucks (SBUX-Q) as well.

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Would you choose Kraft (KRFT-Q) or Mondelez (MDLZ-Q)? Doesn’t follow these closely but does know that Mondelez is a consumer beverage. Probably the better play going forward is Kraft. Good sector to be in. He would probably take a profit on Mondelez and buy Kraft and then maybe staple on some Starbucks (SBUX-Q) as well.

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