K : Analysis & Opinions

  1. 'Tis The Season For Food And Beverage Stocks

    December 12, 2014
    The holidays tend to be a gift to investors in defensive consumer stocks. Here's a food and beverage sector ETF (and its ...
  2. Macroeconomic Factors Weigh on Consumer Staples Stocks - Industry ...

    October 14, 2014
    Macroeconomic Factors Weigh on Consumer Staples Stocks - Industry Outlook
  3. Are Cost-Control Measures Driving Consumer Staples? - Industry ...

    October 13, 2014
    Are Cost-Control Measures Driving Consumer Staples? - Industry Outlook
  4. Consumer Staples Outlook: Will Weakness Persist? - Industry Outlook

    October 10, 2014
    Consumer Staples Outlook: Will Weakness Persist? - Industry Outlook
  5. U.S. Restaurants Slog Through a Weak Industry - Industry Outlook

    September 19, 2014
    U.S. Restaurants Slog Through a Weak Industry - Industry Outlook
  6. Can Consumer Staples Rebound? - Industry Outlook

    June 10, 2014
    Can Consumer Staples Rebound? - Industry Outlook
  7. Costs Taking a Bite Out of Restaurant Stocks - Industry Outlook

    May 21, 2014
    Costs Taking a Bite Out of Restaurant Stocks - Industry Outlook
  8. Is It Time To Break Up Berkshire Hathaway?

    Is It Time To Break Up Berkshire Hathaway?

    May 5, 2014
    Warren Buffett's Berkshire Hathaway is at the pinnacle of success and that’s when business leaders have to be the most wary. ...
  9. Tentative Markets Reflect Earnings Doubts - Ahead of Wall Street

    May 1, 2014
    One of the reasons for the market???s tentative behavior is the uncertain corporate earnings growth outlook, as reflected ...
  10. Market volatility

    How To Smooth-Out Your Ride In The Stock Market

    March 3, 2014
    Volatility is back. For investors, this nasty problem of gyrating markets can be a real hindrance to your portfolio’s total ...
  11. Consumer Staples Stock Outlook - Feb 2014 - Industry Outlook

    February 18, 2014
    Consumer Staples Stock Outlook - Feb 2014 - Industry Outlook
  12. Restaurant Stock Outlook - Jan 2014 - Industry Outlook

    January 28, 2014
    Restaurant Stock Outlook - Jan 2014 - Industry Outlook
  13. Volatility in the markets has spiked over the past few weeks. Here are a few options that might help settle your portfolio's volatility.

    Is It Time For Low Volatility Funds?

    October 14, 2013
    The recent government shutdown, potential debt ceiling breach as well as dour global economic news has once again caused ...
  14. Campbell Soup Doesn't Seem To Be Prioritizing The Right Things

    August 29, 2013
    Campbell Soup continues to make iffy strategic moves and the stock is no bargain
  15. Hain Celestial's Valuation Already Incorporates Strong Expectations

    August 22, 2013
    Hain Celestial has strong top-line growth, but margins continue to lag more traditional food rivals
  16. With Scale, Flowers Foods Has Built A New Future For Itself

    August 14, 2013
    Flowers is building a strong business, though the shares have run a great distance already
  17. Can Mondelez Live Up To The Sell-Side Hype?

    August 9, 2013
    Investors already expect quite a bit from Mondelez, and the company may have a hard time living up to it.
  18. Kellogg Reports Unimpressive Earnings

    August 1, 2013
    Kellogg's weak volume is concerning as Wall Street looks for a big second half.
  19. General Mills Getting Back To Norm

    June 27, 2013
    Results at General Mills were as expected, and some of the momentum seems to be leaving the valuation
  20. Annie's Still A High Growth-High Multiple Proposition

    June 11, 2013
    Annie's continues its rapid growth, but the valuation already baked this in
  21. 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.
  22. Mondelez Isn't As Good As Nestle, But Priced Like It Is

    May 8, 2013
    Investors seem to bullish on Mondelez, given the relative performance at Kellogg and Nestle.
  23. Pinnacle Foods Gains 11% In IPO Debut--Now What?

    April 2, 2013
    Blackstone Group brought Pinnacle Foods (NYSE:PF) to market March 28. The maker of Vlasic pickles and other well known brands ...
  24. Annie's Surfing A Rising Tide In Food

    February 14, 2013
    Annie's is expensive, but that won't necessarily preclude more gains.
  25. Earnings Preview: Dr Pepper Snapple - Analyst Blog

    February 11, 2013
    Dr Pepper Snapple Group Inc (DPS) is set to report fourth quarter 2012 results on Feb 13. Last quarter it posted a 2.60% ...
  26. Earnings Preview: Procter & Gamble - Analyst Blog

    January 23, 2013
    We expect consumer giant, The Procter & Gamble Company (PG) to beat expectations when it reports second quarter fiscal 2 ...
  27. Inside the S&P 500 High Quality ETF (SPHQ) - ETF News And Commentary

    January 2, 2013
    With the strength of the market in question looking ahead, many investors are looking beyond broad S&P 500 investments and ...
  28. Unlike Twinkies, Hostess Proves Very Perishable

    November 16, 2012
    Unable to get its union on board, Hostess chooses to liquidate.
  29. Pringles Already Paying Off For Kellogg

    November 2, 2012
    Kellogg is doing better, but long-term growth still looks like a challenge.
  30. Wheat And Corn's Four-Year Summer High

    October 17, 2012
    Both corn and wheat prices continue to soar as the effects of the worst drought in over 25 years takes hold.
  31. Kellogg Remains Neutral - Analyst Blog

    October 1, 2012
    We have maintained our Neutral recommendation on Kellogg Company K) following the appraisal of second quarter 2012 results. ...
  32. Kellogg Forms JV to Expand in China - Analyst Blog

    September 25, 2012
    Kellogg Company K) and Wilmar International Limited (WIL) recently entered into a 50:50 joint venture for business expansion ...
  33. General Mills Seeing Good OUS Growth, But Yoplait Needs Help

    September 20, 2012
    General Mills is doing OK, but the yogurt business needs to be better.
  34. Kellogg Looking Like A Better Part Of A Complete Portfolio

    August 16, 2012
    Kellogg may be seeing the turn in its business.
  35. Change Is Coming At PepsiCo, One Way Or Another

    July 26, 2012
    PepsiCo is already getting a large benefit of the doubt.
  36. 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 ...
  37. Stable Volumes Support Premium Valuation For McCormick

    June 29, 2012
    McCormick is one of the best-performing food companies, and the stock reflects that
  38. 3 Brand Staples That Pay

    June 1, 2012
    These companies sell their wares through good times and bad. Investing in staples can give you some peace of mind.
  39. 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 ...
  40. PepsiCo Looking To Tweak Its Prospects

    April 2, 2012
    Pepsi needs to better compete with its archrival. Coca Cola has posted slightly higher average sales and earnings growth ...
  41. Post Cereal Worth Holding

    March 30, 2012
    Post is just getting going on its own, but could be an interesting investing story as spinoffs generally have a solid performance ...
  42. Dollar General Heating Up

    March 28, 2012
    Growth trends are really perking up at Dollar General.
  43. Cozying Up To Kraft

    February 27, 2012
    Kraft is showing good growth in a difficult pricing environment.
  44. Pringles Is A Big Bite For Kellogg

    February 21, 2012
    With the purchase of Pringles, Kellogg is levering up to buy a scarce asset.
  45. 2 of the Safest Stock Bets Around

    February 14, 2012
    Picking stocks that are increasing dividend payouts and growing in price, while meeting the moral requirements of a Catholic ...
  46. PepsiCo Needs To Go Further

    February 13, 2012
    PepsiCo's mediocre performance and uninspiring strategic plan don't inspire much demand in its stock.
  47. Kellogg A Solid Alternative To Bonds

    February 7, 2012
    Income-minded investors could consider shifting some of their bond portfolio into Kellogg.
  48. Hope For Hormel To Get Cheaper

    November 28, 2011
    Hormel did better than it seems, but the stock is no bargain.
  49. Dean Foods' Stocks Are Condensing

    November 22, 2011
    Got milk stocks? You could be in trouble.
  50. 3 Reasons To Own Hershey

    November 17, 2011
    Hershey's sits at less than 10% from its 52-week high. Despite the lofty price, we discuss three reasons why it shouldn't ...
  51. 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.
  52. Kellogg's Diet Crashes

    November 7, 2011
    Always dependable Kellogg has faltered, but the stock is not a buy yet.
  53. When Times Are Tough, Should Investors Go Swiss?

    September 15, 2011
    Swiss stocks may offer a more conservative hiding place.
  54. Kellogg Reaps Pricing Benefits

    August 4, 2011
    Kellogg turned in a solid second quarter performance, as they've been able to make the pricing issue work for them.
  55. ConAgra Still Not Very Appetizing

    June 24, 2011
    ConAgra is still a notable laggard in the food space.
  56. Kellogg Still A Very Stable Food Firm

    May 9, 2011
    Kellogg investors should be able to garner double-digit annual returns by investing in the stock over the long haul.
  57. Global X Food ETF

    May 9, 2011
    A new niche ETF covering the food sector launched this week - this article provides investors with a breakdown.
  58. 4 Stocks Hitting Highs During The Pullback

    May 6, 2011
    Four stocks that are holding up well during a short-term market pullback.
  59. Diamond Foods Adds A New Facet

    April 7, 2011
    Diamond's acuqisition of Pringles is a transformative deal.
  60. General Mills Tops Competition

    March 29, 2011
    General Mills has a solid record of leveraging mid-single-digit sales growth into higher profit increases.
  61. Value In Consumer Staples

    March 10, 2011
    Consumer staples are a great way to hedge your investments during a volatile economy.
  62. Corn: A Hot Play With Staying Power

    February 15, 2011
    Despite their grumbling, companies that rely on corn and wheat are likely to benefit greatly from rising prices.
  63. 6 Consumer Staples Yielding High Dividends

    January 12, 2011
    If it's security, stability and a dividend you're after, these stocks are worth a look.
  64. DuPont - From Gunpowder To Plastics To Yogurt

    January 12, 2011
    DuPont reinvents itself yet again, this time entering the food and industrial enzyme industries.
  65. A Royal Present For Martek Shareholders

    December 23, 2010
    DSM furthers its transition to a food and health-focused chemical company.
  66. 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
  67. Costco's Growth A Foregone Conclusion

    December 9, 2010
    Costco seems to have everything going for it: loyal customers, great profits and pricing advantage over its competition. ...
  68. Opportunity Cost Too High At Campbell Soup

    November 26, 2010
    Campbell’s has proven much less adept at leveraging modest sales growth into higher annual levels of profits over time.
  69. Big Money In Private Labels

    November 9, 2010
    The growth of private label and store brands represents an interesting opportunity for investors.
  70. Cadbury Makes Kraft’s Quarter

    November 8, 2010
    Kraft posted lower earnings year-over-year for its third quarter, though organic net revenue increased slightly. Can the ...
  71. Cash Flow Improving At Kroger

    September 20, 2010
    Kroger completed another quarter of respectable, yet unspectacular growth.
  72. Colgate-Palmolive Stock Hammered On Economic Fears

    August 4, 2010
    Colgate's second-quarter earnings report was greeted poorly by the market, despite increases in revenue and income.
  73. Tasty Breakfast Stocks

    July 30, 2010
    Breakfast is the most important meal of the day, and some of the companies serving it a worth a look.
  74. Dividend Income From Your Dinner Table

    June 22, 2010
    These food companies offer up some tasty dividends.
  75. Unpacking Heinz Earnings

    March 3, 2010
    Critics didn't like what they found while digging into Heinz's numbers, but the stock is still a worthwhile investment.
  76. 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 ...
  77. Is Campbells Um Um Good?

    February 23, 2010
    Campbell's role as a staple in American kitchens has helped it weather the recession, but it still faces big challenges. ...
  78. The Everyday Portfolio

    January 21, 2010
    Successful investing could be as simple as examining the products you use and consume in any given day.
  79. Kellogg Benefits From Brand Loyalty

    November 2, 2009
    Future economic uncertainty makes Kellogg and other blue chips your best bets.
  80. Kraft Delivers The Goods

    August 10, 2009
    On a relative basis, Kraft seems to offer the best value among the major food companies
  81. Kellogg Earnings Almost Double-Good

    August 7, 2009
    Kellogg posted higher profits despite a slight revenue decrease, showing promise for the rest of the year and the end of ...
  82. 3 Food Stocks Flying Under The Radar

    July 29, 2009
    Food may not be a sexy stock pick, but these three companies seem to offer steady dividends and stable growth.
  83. Corporate Bond Market Opens Up

    May 28, 2009
    The investment grade bond market has opened up and several companies have raised big capital, indicating an easing of the ...
  84. 3 Big Brand Staples It Pays To Own

    May 27, 2009
    These companies sell their wares through good times and bad. Investing in staples can give you some peace of mind.
  85. No More Tears For Johnson & Johnson

    May 21, 2009
    While it looks like Johnson & Johnson may have a slower year in 2009, investors would be doing themselves a favour by ...
  86. Back To The Basics: Safety And Diversification

    September 19, 2008
    With investors freaking out, it is time to examine a small portfolio of stocks to gain diversification and safety.
  87. Investor Relations Counts

    June 4, 2008
    Public companies that refuse to communicate with the public are dangerous investments. We examine those that are best at ...
  88. Nobody Does A Buyback Like Sara Lee (SLE)

    July 30, 2007
    Rising levels of dough are pitting shareholders and bondholders against each other.
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