NASDAQ:KHC

Kraft Heinz Company (KHC)

22.03
-0.79 (3.46%)
as of Jun 22, 2026, 8:00:00 pm Market Open.
62 watching
0
TOP PICK
Recently acquired Cadbury out of Europe. 50% of business is snack food. Growing in emerging markets. Turn around play. 3 to 4 years ago they had margins of 22% but are now down to 13%. New management is trying to grow them again. Terrific dividend yield. Trading at 10X earnings.
WATCH
Chart shows is starting to get back to the $32 level so you have to be careful if that is its ceiling. Doesn't particularly like the consumer staples area as it is more of a defensive play. Doesn't see a lot of earnings growth. 3.67% yield might be what is pushing the stock recently.
BUY
Longer term, the Cadbury acquisition makes sense. Food industry is relatively stable at this point. Commodity prices have dropped, which has helped their margins. 3.9% dividend.
DON'T BUY
Did a deal with Cadbury and he doesn't have Cadbury in his system yet. He feels this was a bad deal for Kraft and the model price will certainly come down. His current model price is the same as the current price.
HOLD
Pretty fully priced. Good solid company with decent yield 3.8%. Relatively cheap at the current price but concerned regarding the buyout of Cadbury and possible synergy problems. Slow growth business.
SELL
He sold it last year. Would be surprised if they make the acquisition of Cadbury. Would prefer a Canadian food stock.
DON'T BUY
Tried to unsuccessfully acquire the British chocolate firm Cadbury. They would have to pay substantially more which would bring the price of the stock down.
COMMENT
Recent quarter was pretty good. Only difficulty right now is that many investment managers are rotating out of stables into more economically sensitive names. Probably a pretty good entry point for a more conservative investor.
WAIT
Doesn’t see any risk on dividend being ‘sliced’. Signs they may turn the company around. Interesting in picking them up. Thinks they will be in a position to meet the lower expectations for the May 9’th announcements. Might want to wait until after that announcement but after the announcement you may buy at a higher price.
BUY
Valuation is a little expensive but earnings are stronger. A defensive stock. Food prices have increased over the last 6 months but input prices have gone down, which has helped margins. Good dividend and growing.
TOP PICK
Sales are skyrocketing. 4.2% dividend. Trades at about 13 X this year's earnings. Costs of food input are coming down so margins should expand this year.
DON'T BUY
His model price is $26.87, a negative differential of 15%.
COMMENT
Have looked at this one along with Campbell Soups (CPB-N), Smithfield Foods (SFD-N) and Tyson Foods (TSN-N) (poultry) as the food industry is defensive and will be the beneficiary of higher food prices.
DON'T BUY
He has a model price of $27.55, a -12% differential. A lot of people are going into the consumer staples area. Not mispriced. The bottom could be $27.30.
WAIT
(Market Call Minute.) Have some management changes going on and they are getting out of some assets. Would wait and see how those things work out.
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