CAG : Analysis & Opinions

  1. Is the Fed Getting Hawkish? - Ahead of Wall Street

    March 20, 2014
    The Fed didn't really move the goal post much, but the overall perception in the market is that the incremental change is ...
  2. Consumer Staples Stock Outlook - Feb 2014 - Industry Outlook

    February 18, 2014
    Consumer Staples Stock Outlook - Feb 2014 - Industry Outlook
  3. Consumer Staples Stock Outlook - Oct 2013 - Industry Outlook

    October 22, 2013
    Consumer Staples Stock Outlook - Oct 2013 - Industry Outlook
  4. Earnings Expectations For The Week Of September 16: FedEx, Oracle ...

    September 15, 2013
    Highlights on the earnings front this week will be the reports from FedEx (NYSE: ORCL). Analysts are looking for marginal ...
  5. Unilever Stays Neutral - Analyst Blog

    July 8, 2013
    We reaffirm our Neutral recommendation on fast moving consumer goods giant Unilever following appraisal of its first quarter ...
  6. Benzinga Market Primer: Friday, June 28: End of Month Edition

    June 28, 2013
    Futures Rise On Better Japan DataU.S. equity futures rose in early pre-market trade following lots of stronger than expected ...
  7. McCormick Looks Premium-Priced Even With Premium Performance

    June 27, 2013
    McCormick is a great food company, but it still delivers food company growth and valuation is too high
  8. Earnings Expectations for the Week of June 24

    June 23, 2013
    Quarterly reports from Nike (NYSE: BBRY) will be among the highlights on the earnings front this week. Here is a quick look ...
  9. Post-Fed, but Pre-Earnings - Earnings Preview

    June 21, 2013
    Post-Fed, but Pre-Earnings - Earnings Preview
  10. Earnings Expectations for the Week of June 17

    June 16, 2013
    Quarterly reports from FedEx (NYSE: KR) will be among the highlights on the earnings front this week. Here is a quick look ...
  11. Diamond Foods Making Better Moves, But Large Uncertainties Remain

    June 11, 2013
    Diamond Foods' turnaround continues, but the company cannot afford to slip against large rivals.
  12. General Mills Held at Neutral - Analyst Blog

    February 6, 2013
    On Feb 5, we maintained a Neutral recommendation on global consumer food company General Mills Inc. (GIS) following appraisal ...
  13. Unilever Sheds Skippy Biz Ex-China - Analyst Blog

    February 4, 2013
    Consumer products giant Unilever Plc (UL) has completed the sale of its Skippy peanut butter business to Austin, MN-based ...
  14. Margins Hurt Hershey's 4Q Earnings - Analyst Blog

    February 1, 2013
    Renowned chocolate maker, The Hershey Company's (HSY) fourth quarter 2012 adjusted earnings of 74 cents a share missed the ...
  15. Earnings Preview: Hershey - Analyst Blog

    January 29, 2013
    We expect chocolate maker, The Hershey Company (HSY) to beat expectations when it reports fourth quarter and full year 2 ...
  16. Still Neutral on Kellogg - Analyst Blog

    January 28, 2013
    On Jan 24, we maintained a Neutral recommendation on Kellogg Company K), following its third quarter results. Why the Neutral ...
  17. Earnings Preview: McCormick - Analyst Blog

    January 22, 2013
    McCormick & Co. Inc. (MKC), processed and packaged food maker, is all set to unveil its second quarter 2012 results on June ...
  18. General Mills Offers Yogurt for Kids - Analyst Blog

    January 18, 2013
    Packaged food giant General Mills Inc. (GIS) recently announced the launch of its Yoplait branded Greek yogurt for kids, ...
  19. Unilever Stays Neutral - Analyst Blog

    January 11, 2013
    We reaffirm our Neutral recommendation on Unilever N.V. (UN) following the appraisal of its third quarter 2012 results. This ...
  20. Bearish View on Diamond Foods - Analyst Blog

    January 2, 2013
    We have downgraded our long-term recommendation on Diamond Foods, Inc. (DMND) to 'Underperform' following its dismal first-quarter ...
  21. Ahead of Wall Street - December 20, 2012 - Ahead of Wall Street

    December 20, 2012
    Thursday, December 20, 2012 The favorable tone of this morning's economic releases this morning will likely do nothing ...
  22. Diamond Foods Reports Weak 1Q - Analyst Blog

    December 18, 2012
    Diamond Foods Inc.'s (DMND) first-quarter fiscal 2013 adjusted earnings of 24 cents per share plummeted 66.2% from the year-ago ...
  23. Ecolab Among Consumer/Non-Cyclical's Biggest Movers on December ...

    December 12, 2012
    So far today, the Nasdaq remains relatively unchanged, the S&P 500 has risen 0.2% and the Dow has climbed 0.2%. The biggest ...
  24. Diamond Foods Reports Dismal 4Q - Analyst Blog

    December 10, 2012
    Diamond Foods Inc.'s (DMND) fourth-quarter fiscal 2012 earnings of 5 cents per share plummeted 78% from the prior-year earnings ...
  25. Early Research Calls

    November 30, 2012
    New York, November 30th (TradersHuddle.com) – Following are some of the upgrades and downgrades before the market open. Brown-Forman ...
  26. ConAgra Wins Ralcorp After A Long Chase

    November 27, 2012
    ConAgra finally gets its deal with Ralcorp.
  27. ConAgra and Other Big Movers In Consumer/Non-Cyclical on November ...

    November 27, 2012
    The market is having a bad day so far. The Nasdaq has decreased 0.2%; the S&P 500 is down 0.2%; and the Dow has fallen 0.3%. ...
  28. General Mills Retains Neutral Tag - Analyst Blog

    November 2, 2012
    We have a Neutral recommendation on General Mills Inc. (GIS) following appraisal of first quarter fiscal 2013 results. General ...
  29. Neutral Stance on ConAgra - Analyst Blog

    October 1, 2012
    We currently maintain our Neutral recommendation on ConAgra Foods Inc. (CAG), a leading processed and packaged food company ...
  30. Dean Foods to Offload Morningstar - Analyst Blog

    September 27, 2012
    Leading processor and distributor of milk and other dairy products, Dean Foods Company (DF) is looking for buyers for its ...
  31. CAG Eyes Expansion, Invests $100M - Analyst Blog

    September 25, 2012
    Shares of ConAgra Foods Inc. (CAG), one of the leading processed and packaged food makers in North America, inched up 2 cents ...
  32. Canadian National Railway Among the NYSE's Biggest Movers on ...

    September 20, 2012
    The market is down this morning. The Nasdaq has declined 0.3%; the S&P 500 is down 0.3%; and the Dow has fallen 0.1%. Today, ...
  33. ConAgra Raises $750M via Notes - Analyst Blog

    September 12, 2012
    The processed and packaged food giant, ConAgra Foods, Inc. (CAG) recently raised funds from the market through issuance of ...
  34. Neutral on Hormel - Analyst Blog

    September 7, 2012
    We are maintaining our Neutral recommendation on Hormel Foods Corporation (HRL) over the long term. We are optimistic on ...
  35. Heinz Doing OK, But Can It Squeeze Out Better Profits?

    August 30, 2012
    Heinz is doing alright, but that's not enough to push the stock much higher.
  36. Hormel's EPS In Line, Revs Beat - Analyst Blog

    August 23, 2012
    Hormel Foods Corporation (HRL) posted earnings per share of 41 cents in the third quarter of 2012, in line with the Zacks ...
  37. Smucker Still A Relatively Tasty Option

    August 21, 2012
    Smucker continues to show rare price leverage in a stressed-out packaged food sector.
  38. Earnings Preview: Hormel Foods - Analyst Blog

    August 17, 2012
    Hormel Foods Corp. (HRL) is set to report its third-quarter 2012 results on Thursday, May 23, 2012. The current Zacks Consensus ...
  39. Tyson Finally Interesting, But Risks Growing

    August 7, 2012
    A margin squeeze could crush Tyson's profitability. However, because Tyson shares are trading at more than 10% below book ...
  40. Hormel Sets New Environmental Goals - Analyst Blog

    July 30, 2012
    Hormel Foods Corporation (HRL) recently announced new environmental goals based on key sustainability metrics and improvements ...
  41. Big Movers on the NYSE Today

    July 18, 2012
    It's been a bad morning for the market, with the Nasdaq slipping 1.1%, the S&P 500 declining 0.9% and the Dow falling 0.7%. ...
  42. General Mills May Be Making A Mistake With Its Spending

    June 29, 2012
    Underspending on advertising could put sales growth at risk in fiscal 2013. That aside, General Mills is an OK option in ...
  43. Stable Volumes Support Premium Valuation For McCormick

    June 29, 2012
    McCormick is one of the best-performing food companies, and the stock reflects that
  44. Company News for June 22, 2012 - Corporate Summary

    June 22, 2012
    •    Bed Bath & Beyond Inc. (NASDAQ:BBBY) plunged 17% after it lowered on earnings forecast for the next quarter. This is ...
  45. Jobless Claims Stay Escalated - Analyst Blog

    June 21, 2012
    This morning's weak Jobless Claims data provides another reminder of the labor market's recent loss of momentum. Growth worries ...
  46. Jobless Claims Continue Downward Slide - Analyst Blog

    June 21, 2012
    This morning's weak Jobless Claims data provides another reminder of the labor market's recent loss of momentum. Growth worries ...
  47. Ahead of Wall Street - June 21, 2012 - Ahead of Wall Street

    June 21, 2012
    Thursday, June 21, 2012 This morning's weak Jobless Claims data provides another reminder of the labor market's recent ...
  48. Neutral on Hormel Foods - Analyst Blog

    June 11, 2012
    We are maintaining a Neutral view on Hormel Foods Corporation (HRL). We are optimistic on the company's continuously improving ...
  49. TreeHouse Foods And The Good Business / Good Stock Gap

    June 4, 2012
    TreeHouse is a fine play on private label, but the price is looking like a premium.
  50. Heinz's Growth Doesn't Seem To Merit This Kind Of Premium

    May 29, 2012
    While Heinz has solid non-U.S. exposure and growth potential, the potential isn't large enough to justify a premium valuation, ...
  51. Hormel Doing Better Than Most

    May 28, 2012
    Hormel has excellent returns on capital, despite the volatility that goes with pork and turkey processing. While today's ...
  52. Campbell Soup Still Well Below Simmer

    May 24, 2012
    While it's hard to ignore a company with high teens return on invested capital, famous brands and a solid dividend, Campbell's ...
  53. The Insider's Guide to Food Investing-Including 38 Picks!

    April 19, 2012
    It’s time to be bullish on everything related to food—restaurants, food producers, fertilizers, equipment makers, ...
  54. Global Growth Still Driving The Coca-Cola Story

    April 17, 2012
    Coca-Cola continues to gain share in the beverage market, but still represents no bargain.
  55. Costs Keep The Squeeze On Heinz

    February 22, 2012
    Heinz is having difficulties absorbing cost inflation.
  56. PepsiCo Needs To Go Further

    February 13, 2012
    PepsiCo's mediocre performance and uninspiring strategic plan don't inspire much demand in its stock.
  57. Ralcorp Needs To Offer More

    November 30, 2011
    Ralcorp isn't doing poorly, but it's hard to find a strong reason to buy today.
  58. Hope For Hormel To Get Cheaper

    November 28, 2011
    Hormel did better than it seems, but the stock is no bargain.
  59. Trying To Shake More Value Out Of Heinz

    November 22, 2011
    Heinz stumbled this quarter, but remains a dependable defensive name.
  60. TreeHouse Foods – Store Brands At A Premium Price

    November 8, 2011
    TreeHouse is building value in off-brand products, but the stock is no bargain.
  61. Kellogg's Diet Crashes

    November 7, 2011
    Always dependable Kellogg has faltered, but the stock is not a buy yet.
  62. McCormick A Good Mix Of Stable And Spicy

    October 4, 2011
    McCormick is a good defensive growth idea, but it's not cheap.
  63. No Need To Chase General Mills

    September 23, 2011
    General Mills isn't as strong as its numbers suggest.
  64. Diamond Foods Polishes Growth

    September 20, 2011
    Diamond Foods continues its growth into becoming a major snack food company.
  65. Ralcorp Adds Both Clarity And Confusion

    July 19, 2011
    Ralcorp proposes a big restructuring in lieu of bowing to ConAgra's bid.
  66. What Happened To Food Inflation's Crimped Margins?

    July 15, 2011
    Six months ago, food inflation was going to crush food company margins. What's really happened in the meantime?
  67. High Expectations In Place For McCormick

    July 4, 2011
    McCormick is executing well, but investor expectations seem nearly ridiculous.
  68. General Mills Between A Rock And A Hard Place

    July 1, 2011
    Higher prices are saving General Mills' margins but costing it market share and growth.
  69. Diamond Foods Sharpens Growth

    June 7, 2011
    Diamond Foods showed impressive progress with its expansion plans, via its fiscal third quarter earnings.
  70. Campbell On Defense

    May 25, 2011
    Campbell's core business is contracting, but the company is managing profitability.
  71. Tim Hortons Faces Coffee Headwinds

    May 13, 2011
    Tim Hortons faces the challenge of rising commodity prices, including the price of coffee.
  72. Kraft Braces Itself For Headwinds

    May 10, 2011
    Can Kraft produce operating profit increases in the face of accelerating commodity costs?
  73. Bite Into J&J Snack Foods

    April 28, 2011
    J&J's future is bright, despite trading 3% from an all-time high.
  74. 4 Important Earnings Announcements For March 24

    March 23, 2011
    Earnings reports are significant events for every stock. Here are 4 earnings announcement for March 24 to check out.
  75. Heinz Sticking To A Smart Plan

    March 4, 2011
    Slow and steady wins the race, and Heinz is fully aware of that. The company is set for some decent long-term growth, despite ...
  76. Kraft Stares Down A Catch-22

    February 15, 2011
    Kraft is growing faster than people think and its global platform may help it weather higher prices better than most competitors.
  77. Clues From Earnings Season's Biggest Letdowns So Far

    January 28, 2011
    Though it's still in the early stages, some industry trends are rising from the earnings ashes.
  78. 5 Mid-Caps With Major Dividends

    December 24, 2010
    Mid-Cap stocks may be more risky then their counterparts in the large-cap equity sector, but they can also offer worthwhile ...
  79. What's Your Stock's Repurchase Premium?

    December 23, 2010
    Take a closer look at your favorite stock's statement of equity; you never know what you're going to find
  80. Diamond Foods' Prospects Still Sharp

    December 13, 2010
    Although net income was a bit off for the past quarter, sales skyrocketed.
  81. Dividends Not To Be Ignored

    December 1, 2010
    Dividends can be a great way to supplement a healthy stock's return, and these are some of the best in their field right ...
  82. KKR Feasts On Del Monte Foods

    November 29, 2010
    The KKR-led buyout of Del Monte Foods is likely a function of cheap credit and a decent valuation.
  83. Should Investors Put Hormel On The Plate?

    November 25, 2010
    Hormel is doing well, but the stock leaves little room for dessert.
  84. Diamond Foods Still Has Luster

    October 13, 2010
    Snack nut producer Diamond Foods continues to produce strong revenue and earnings growth.
  85. Sara Lee North American Business Review

    September 27, 2010
    We look at what Sara Lee is doing to grow earnings in North America over the next few years.
  86. General Mills Succeeds In A Shaky Sector

    September 24, 2010
    General Mills is the best of its breed, but that may not be enough right now.
  87. Del Monte Foods Gets Canned

    September 6, 2010
    A food stock with volume troubles is a dangerous place to be in a skittish market.
  88. Del Monte Posts So-So Quarter, Very Good Year

    June 15, 2010
    Del Monte Foods had a disappointing fourth quarter, but a solid fiscal year for earnings.
  89. European Value Buys

    June 14, 2010
    Europe is offering some interesting bargains if investors focus on export based companies
  90. Investing In The Food Groups

    April 27, 2010
    We look at many major food companies to see which food group yields the best investment.
  91. 3 Companies That Are Raising Their Outlooks

    April 1, 2010
    These three companies are raising their earnings forecasts despite lingering economic problems.
  92. Diamond Foods Chips In

    March 4, 2010
    Diamond Foods sells walnuts and popcorn, and now potato chips with the acquisition of Kettle Foods. We look at what this ...
  93. A Different Magic Formula

    February 23, 2010
    Joel Greenblatt's Magic Formula is very useful when comparing some of the biggest processed and packaged goods companies ...
  94. Frozen Pizza: A Sizzling Investment

    January 13, 2010
    As long as Americans are pressed for time and money, frozen pizza is likely to remain a staple. Find out how to cash in on ...
  95. A Case Can Be Made For Cheap Stocks

    December 23, 2009
    Net net working capital produced some stellar micro cap gains in 2009. Can it work for larger stocks?
  96. Heinz Is Worth A Look Ahead Of Earnings

    November 13, 2009
    Heinz is looking like a promising play, and should look even better after its earnings announcement on November 24.
  97. Kraft Paves A Path

    November 5, 2009
    Kraft reported profits of 55 cents a share, compared to 91 cents per share a year earlier.
  98. 5 A-Rated Stocks With Healthy Dividends

    October 16, 2009
    These issues have distinguished themselves with stable growth, earnings and dividends over a 10-year period.
  99. Is Hershey Worth Savoring?

    October 7, 2009
    This company is poised to provide sweet returns for investors down the line, but its current price is less palatable.
  100. Campbell Soup: Steady And Focused

    September 18, 2009
    Campbell Soup had a mixed earnings report but announced an intriguing commitment to remain a core-focused company.
  101. Del Monte Foods Earnings Fruitful

    September 9, 2009
    Del Monte Foods had another solid quarter and continues to gain earnings momentum as the economy heads into recovery.
  102. Heinz Positioned For Better Times

    September 1, 2009
    Heinz's earnings were down a bit in the recent quarter, but the company looks ready to steadily grow as the recession ends.
  103. Campbell's Soup Made From Good Stock

    August 21, 2009
    Campbells upcoming earnings could be filling, in this economy.
  104. Kraft Insiders Gobble Up Stock

    July 15, 2009
    This stock has the potential to do really well thanks to its well-known brands. Insiders agree.
  105. Dean Foods Organic Experiment

    July 14, 2009
    Dean Foods recently announced a lower-priced "natural dairy" product to complement its organic brands. The organics industry ...
  106. Five Reasons To Love Del Monte

    June 3, 2009
    Del Monte's diverse product line and promising sales and outlook make it a healthy investment.
  107. Tasty Earnings For Kraft

    May 7, 2009
    Food stocks are a great-looking long-term buy. Some of the larger companies (like Kraft) have some impressive foods under ...
  108. Winning The Organic Food Game

    March 31, 2009
    The organic food business is expected to have a bad year, but there are still some promising investments.
  109. General Mills Wages Food Fight With Suppliers

    March 19, 2009
    Food retailers threaten to "chew up" suppliers that fail to roll back prices in 2009.
  110. Halliburton's A-Bubblin' A Win Over Expectations

    March 16, 2009
    A company that beats earnings estimates may be on track for solid performance going forward.
  111. Archer Daniels Midland: A Top-Notch Low P/E Stock?

    March 6, 2009
    Low P/E stocks can prove to be companies that should be added to your watch list.
  112. John Bean Plants The Seed For Growth

    January 22, 2009
    The ever-increasing demand for convenience food is a golden egg for profit-hungry investors.
  113. Ralcorp's Private Label Boom

    November 14, 2008
    Despite a sagging economy, Ralcorp's fourth quarter earnings results boomed.
  114. Heinz Cooks Up Global Expansion, Ketchup On The Side

    November 14, 2008
    Instead of waiting for the markets to settle, investors can find great picks by scanning their cupboards for investment ideas.
  115. Diamond Foods' Pop Secret Acquisition

    October 1, 2008
    Diamond Foods saw a 23% Q4 earnings surprise. Could its move beyond almonds and walnuts continue to pay dividends?
  116. Frozen Food For Thought

    September 19, 2008
    Despite rising food and energy costs, Overhill Farms is making strides. We examine this micro cap's potential future.
  117. Five Companies That Love (Earnings) Surprises

    June 20, 2008
    Stocks that can string together many quarters of positive earnings surprises are usually rewarded. Learn why the market loves ...
  118. Dean Foods Past Its Expiration Date?

    June 10, 2008
    Dairy producer Dean Foods is under pressure, and one of its directors just sold stock while it's on the way down, should ...
  119. Preserve Your Portfolio With Smucker's

    May 28, 2008
    Investors looking for that rare recession-proof stock should try Smucker's. It's building a tidy little empire through acquisition.
  120. Sara Lee's Half Baked Q3

    May 9, 2008
    Third-quarter earnings and sales were up, but a repeat performance is doubtful. Rising input costs could be a serious drain ...
  121. Kraft Sales Grow, Input Costs Drag

    April 30, 2008
    Despite a drop in profits, Kraft beat estimates and saw its sales climb.
  122. Investigating A Corny Subject (ADM, CPO, CAG)

    July 25, 2007
    A look at three corn producers who use innovation to differentiate themselves in a competitive market.
  123. Dining In (KFT, CAG, GIS)

    May 2, 2007
    A look at three companies who make pre-packaged food for those rare occasions when we stay in to eat.
  124. Heinz Still a Smart Buy (HNZ)

    February 26, 2007
    Even in light of a strong share price run-up since the beginning of 2006, HNZ shares appear to have substantial upside going ...
  125. A Healthy Choice (CAG)

    October 27, 2006
    ConAgra breathes new life into many of its food brands.
Investing News
  1. Bad Investor Behavior: Overemphasizing Experience

    Behavioral finance researchers have discovered that our personal experiences disproportionately ...
  2. Thoughts From The Frontline: Every Central Bank For Itself

    Thoughts from the Frontline: Every Central Bank for Itself
  3. 3 Dumb Ways to Borrow Money

    Money — everyone needs it, but not everyone has it. Many people who find themselves in a ...
  4. Infographic - The Lifecycle of a Bond

    Basic information on how Bonds work.
  5. What $200,000 Will Buy In The Atlanta Real Estate Market

    Atlanta housing prices are up from last year, but they're still lower than the national median. ...
  6. Bubble Bursting? Only For Biotech & Internet Stocks

    The recent sluggish performance of U.S. stocks is leading some market watchers to question ...
Trading Center