K : Analysis & Opinions

  1. 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 ...
  2. Consumer Staples Stock Outlook - Feb 2014 - Industry Outlook

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

    January 28, 2014
    Restaurant Stock Outlook - Jan 2014 - Industry Outlook
  4. Q3 Earnings: The Best of 2013 Thus Far - Earnings Trends

    November 7, 2013
    Q3 Earnings: The Best of 2013 Thus Far - Earnings Trends
  5. Consumer Staples Stock Outlook - Oct 2013 - Industry Outlook

    October 22, 2013
    Consumer Staples Stock Outlook - Oct 2013 - Industry Outlook
  6. 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 ...
  7. 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
  8. 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
  9. 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.
  10. Kellogg Retained at Neutral - Analyst Blog

    July 2, 2013
    On Jul 2, we maintained a Neutral recommendation on Kellogg. While the cereal and snack company???s long-term fundamentals ...
  11. 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
  12. Kellogg Introduces More Snack Flavors - Analyst Blog

    June 14, 2013
    Kellogg Company recently introduced a number of products
  13. 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
  14. 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.
  15. 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.
  16. 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 ...
  17. General Mills' Third Quarter Earnings

    March 20, 2013
    General Mills is a solid company that delivered a solid quarter, but valuation may have gotten too steep.
  18. Annie's Surfing A Rising Tide In Food

    February 14, 2013
    Annie's is expensive, but that won't necessarily preclude more gains.
  19. Dean Foods Beats Estimates - Analyst Blog

    February 13, 2013
    Dean Foods Company (DF) reported adjusted earnings of 40 cents per share for the fourth quarter of fiscal 2012, substantially ...
  20. How is Kraft Foods Placed for 4Q? - Analyst Blog

    February 12, 2013
    Kraft Foods Group Inc. (KRFT) is set to report fourth quarter 2012 results on Feb 15. Last quarter it posted a 16.18% positive ...
  21. Reynolds Beats, Gives 2013 View - Analyst Blog

    February 12, 2013
    Leading cigarette maker Reynolds American Inc. (RAI) delivered adjusted earnings of 76 cents (excluding a one-time charge ...
  22. 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% ...
  23. Will PepsiCo Beat in 4Q? - Analyst Blog

    February 11, 2013
    PepsiCo, Inc. (PEP) is set to report fourth quarter 2012 results on Feb 14. Last quarter it posted a 3.45% positive surprise. ...
  24. Philip Morris Beats, Gives View - Analyst Blog

    February 8, 2013
    Philip Morris International Inc. (PM) reported adjusted third quarter 2012 earnings per share of $1.24, surpassing the comparable ...
  25. Kellogg Poised to Beat, Yet Again - Analyst Blog

    February 4, 2013
    We expect cereal maker, Kellogg Company K) to beat expectations when it reports fourth quarter 2012 results on Feb 5 before ...
  26. Stock Market News for January 28, 2013 - Market News

    January 28, 2013
    Strong earnings from major companies once again propelled benchmarks to a finish in the green.    Following these results, ...
  27. B&G Foods Upgraded to Strong Buy - Analyst Blog

    January 16, 2013
    On January 15, Zacks Investment Research upgraded B&G Foods Inc. (BGS) to a Zacks Rank #1 (Strong Buy) as it has a bright ...
  28. 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 ...
  29. Agree Buys Two Premium Assets - Analyst Blog

    December 3, 2012
    Farmington Hills, Michigan-based real estate investment trust (REIT), Agree Realty Corporation (ADC), recently added a Big ...
  30. Campbell Soup Still More "Ho Hum" Than "Mmm Mmm"

    November 21, 2012
    Campbell Soup's lackluster growth is likely to continue.
  31. 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.
  32. Has The Market Already Noticed ConAgra's Improvements?

    September 21, 2012
    ConAgra is a decent hold and if it can find a way to lift its free cash flow margin into the high single-digits, this could ...
  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. Still Waiting For A Better Plan From Campbell Soup

    September 6, 2012
    Campbell Soup still seems to be struggling to find new roads to growth.
  35. Ecolab and More Big Movers in Consumer/Non-Cyclical on August ...

    August 30, 2012
    It's been a bad day for the market after the morning's trading. The Nasdaq has fallen 0.9%; the S&P 500 is down 0.7%; and ...
  36. Smucker Still A Relatively Tasty Option

    August 21, 2012
    Smucker continues to show rare price leverage in a stressed-out packaged food sector.
  37. Kellogg Looking Like A Better Part Of A Complete Portfolio

    August 16, 2012
    Kellogg may be seeing the turn in its business.
  38. Consumer/Non-Cyclical Sector's Biggest Movers: Ecolab and More

    August 2, 2012
    The market is currently down, with the Nasdaq slipping 0.4%, the S&P 500 declining 0.8% and the Dow down 0.8%. The Consumer/Non-Cyclical ...
  39. How Do You Invest for the Coming Crop Crisis? - Real Time Insight

    July 20, 2012
    Thanks to record heat across much of the crucial grain growing regions of the U.S., prices for a number of key staple products ...
  40. Consumer Staples Stock Outlook - July 2012 - Zacks Analyst Interviews

    July 5, 2012
    Stocks in the Consumer Staples sector have carried out their traditional defensive role despite concerns about the prolonged ...
  41. Stable Volumes Support Premium Valuation For McCormick

    June 29, 2012
    McCormick is one of the best-performing food companies, and the stock reflects that
  42. 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 ...
  43. 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 ...
  44. 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 ...
  45. For General Mills, Better Means Less-Bad

    March 23, 2012
    General Mills is deteriorating more slowly, but still is no bargain.
  46. ConAgra Still Getting A Lot Of Benefits Of The Doubt

    March 23, 2012
    ConAgra needs to prove that it can generate high single-digit free cash flow margins akin to General Mills, but don't count ...
  47. Cozying Up To Kraft

    February 27, 2012
    Kraft is showing good growth in a difficult pricing environment.
  48. 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 ...
  49. PepsiCo Needs To Go Further

    February 13, 2012
    PepsiCo's mediocre performance and uninspiring strategic plan don't inspire much demand in its stock.
  50. Tasty Return Potential From General Mills

    December 26, 2011
    General Mills investors can reasonably expect low double-digit annual shareholder gains for roughly the next five to 10 years.
  51. ConAgra Reheats Some Leftovers

    December 21, 2011
    ConAgra is posting better results, but the company's direction is unclear.
  52. Dollar General's Impressive Run Continues

    December 6, 2011
    Dollar General’s stock is bumping up against its all-time highs and is therefore less appealing to prospective shareholders.
  53. 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.
  54. It Will Take Time To Fix Campbell Soup

    November 29, 2011
    Campbell is paying for years of strategic lethargy.
  55. Dean Foods' Stocks Are Condensing

    November 22, 2011
    Got milk stocks? You could be in trouble.
  56. Trying To Shake More Value Out Of Heinz

    November 22, 2011
    Heinz stumbled this quarter, but remains a dependable defensive name.
  57. 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 ...
  58. 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.
  59. Has Kraft Saved The Best For Last?

    November 3, 2011
    Kraft finally seems to be working, just ahead of a split. Maybe two companies will work better than one.
  60. PepsiCo Really Close Now

    October 14, 2011
    If there's anything good about widespread market routes, it's that they can often bring expensive stocks back to life. And, ...
  61. McCormick A Good Mix Of Stable And Spicy

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

    September 23, 2011
    General Mills isn't as strong as its numbers suggest.
  63. Leave Campbell Soup On The Shelf For Now

    September 2, 2011
    Campbell is losing share and beating earnings by cutting back on marketing.
  64. Hormel May Be More Organic Than You Think

    August 26, 2011
    Hormel has more growth potential than a typical meat company.
  65. Kraft Hopes Two Is Better Than One

    August 10, 2011
    Kraft's earnings were OK, but the company's decision to split up is a head-scratcher.
  66. PepsiCo Leaves A Funny Aftertaste

    July 27, 2011
    PepsiCo had a valuation that the performance couldn't support, and it's still no bargain.
  67. Ralcorp Adds Both Clarity And Confusion

    July 19, 2011
    Ralcorp proposes a big restructuring in lieu of bowing to ConAgra's bid.
  68. 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?
  69. 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.
  70. Four Stocks To Watch Next Week

    June 23, 2011
    Check out four stocks worth watching as we head into the upcoming Q2 earnings season.
  71. 5 Stocks At 52-Week Highs

    June 9, 2011
    Five stocks in five different industries at different points in their business cycle. These stocks are hitting highs in their ...
  72. Campbell On Defense

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

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

    May 10, 2011
    Can Kraft produce operating profit increases in the face of accelerating commodity costs?
  75. 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.
  76. ConAgra And Ralcorp - If You Can't Beat Them

    May 6, 2011
    ConAgra seems to be throwing in the towel on branded packaged goods with a bid for Ralcorp.
  77. 4 Stocks Hitting Highs During The Pullback

    May 6, 2011
    Four stocks that are holding up well during a short-term market pullback.
  78. 4 Companies Clipped By Rising Commodity Costs

    May 6, 2011
    These major companies experienced profit shortfalls in the first quarter of 2011, due to a rise in commodity costs.
  79. Earnings Preview for May 4

    May 3, 2011
    Here are four major earnings announcements for May 4.
  80. Tasty Restaurant Dividends

    April 14, 2011
    The restaurant sector is often one of the first leaders out of a recession and has recently posted increased gains in same ...
  81. Diamond Foods Adds A New Facet

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

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

    March 10, 2011
    Consumer staples are a great way to hedge your investments during a volatile economy.
  84. 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 ...
  85. Can NutriSystem Find A Healthy Size?

    February 28, 2011
    NutriSystem got crushed on bad earnings guidance, but there could be more value here than people realize.
  86. Kraft Feels The Pricing Pinch

    February 15, 2011
    In response to rising commodity costs, Kraft is forced to raise its prices.
  87. 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.
  88. 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.
  89. Pepsico Says Sharp Cost Increases Loom

    February 14, 2011
    Pepsi delivered a mixed earnings report, but the market reacted unhappily to the company's news of a coming surge in input ...
  90. A Bumper Crop For ADM

    February 3, 2011
    Bad harvests around the world have been a boon to U.S. crop exports and ADM's handling business.
  91. 5 Important Earnings Announcements For February 3

    February 2, 2011
    Earnings reports are significant events for every stock. Here are 5 earnings announcement for February 3 that you should ...
  92. DuPont - From Gunpowder To Plastics To Yogurt

    January 12, 2011
    DuPont reinvents itself yet again, this time entering the food and industrial enzyme industries.
  93. 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.
  94. 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
  95. A Royal Present For Martek Shareholders

    December 23, 2010
    DSM furthers its transition to a food and health-focused chemical company.
  96. Nothing Appetizing About ConAgra

    December 23, 2010
    ConAgra has little momentum and little fundamental value without signficant changes.
  97. Look To General Mills For Income And Safety

    December 20, 2010
    General Mills has a solid historical track record at leveraging low single-digit growth into high single-digit profit growth.
  98. Take A Pass On The Pantry

    December 17, 2010
    The Pantry's profits have been erratic over the past few years, so investors can't count on consistent growth going forward.
  99. 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. ...
  100. Retailers Fall Short On Creating Shopping "Experience"

    December 9, 2010
    Successful experiential retail should provide consumers with something fresh and new, but this seems to be lost on many companies.
  101. Kroger At Risk For A Double-Dip

    December 7, 2010
    Kroger will need to keep spending to stay efficient and keep its store base spruced up.
  102. Big Money In Private Labels

    November 9, 2010
    The growth of private label and store brands represents an interesting opportunity for investors.
  103. 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 ...
  104. Facts Versus Food

    September 29, 2010
    The FTC and FDA are going after unsubstantiated nutritional claims with much more vigor, threatening a large honey pot for ...
  105. 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.
  106. ConAgra Looking To Go From Stale To Fresh

    September 23, 2010
    ConAgra continues to muddle along as a below-average food company.
  107. Cash Flow Improving At Kroger

    September 20, 2010
    Kroger completed another quarter of respectable, yet unspectacular growth.
  108. Del Monte Foods Gets Canned

    September 6, 2010
    A food stock with volume troubles is a dangerous place to be in a skittish market.
  109. Kraft's Quarter Only OK

    August 13, 2010
    Kraft reported higher revenues and net income, in part from acquiring Cadbury. EPS was less impressive as the company faces ...
  110. Tyson Still Hard To Digest

    August 10, 2010
    Tyson is showing excellent growth now, but the investment characteristics are still far from good.
  111. Balchem Steady As Ever

    August 4, 2010
    Balchem's three business segments provide some of the world's biggest companies with the essential ingredients and nutrients ...
  112. 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.
  113. 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.
  114. General Mills Treads Water

    June 30, 2010
    General Mills is seeing good volume, but that's not enough to make it a great stock.
  115. Dividend Income From Your Dinner Table

    June 22, 2010
    These food companies offer up some tasty dividends.
  116. Cadbury Sweetens Kraft's Quarter

    May 11, 2010
    The additional growth makes Kraft an even greater bargain relative to its peers.
  117. The Spice Is Right

    April 1, 2010
    McCormick's announced fiscal 2009 year-end earnings recently and they were above expectations.
  118. General Mills Begins The Day With Profits

    March 26, 2010
    General Mills posted solid quarterly earnings again, as it has throughout the recession.
  119. 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.
  120. 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 ...
  121. The Everyday Portfolio

    January 21, 2010
    Successful investing could be as simple as examining the products you use and consume in any given day.
  122. General Mills Continues Strong

    December 23, 2009
    General Mills increased its second quarter earnings, as it continued its strong performance through this recession.
  123. ConAgra's Feeding Frenzy

    December 23, 2009
    Companies like ConAgra are in an enviable position in this economic environment.
  124. Campbell Serves Up Wholesome Numbers

    November 25, 2009
    Campbell and other "boring" food companies are still comparatively stable investments.
  125. Tyson Plucks Along

    November 24, 2009
    Continued improvement in cash flow, along with a insatiable desire to have meat at the dinner table, should get Tyson through ...
  126. Kraft Paves A Path

    November 5, 2009
    Kraft reported profits of 55 cents a share, compared to 91 cents per share a year earlier.
  127. China: The Answer to America's Consumer Spending Woes

    October 19, 2009
    American consumer companies and retailers turn to China to get them through the recession.
  128. J.M. Smucker Lays The Coffee Grounds

    August 21, 2009
    Smucker's has been focused on integrating a giant acquisition that looks to be transforming it for the better.
  129. One Of The Best Companies You've Never Heard Of

    August 5, 2009
    Staying simple is very underrated in today’s securities markets. Here is one company whose simple operation has resulted ...
  130. 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.
  131. General Mills Shining Quarter Reveals Thrifty Consumer

    July 3, 2009
    Consumer habits are dramatically shifting from those of casual spending to habit of frugality and these companies are benefitting.
  132. Is Campbell Soup Hot Or Cold?

    June 4, 2009
    Campbell Soup and other food companies have been feeling the recession, but can they bounce back?
  133. 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 ...
  134. March Losers

    April 3, 2009
    The five worst stocks in March were a collection of utilities and food companies, most of which were not guilty of anything ...
  135. Kroger Offers A Balanced Investment Diet

    March 13, 2009
    Kroger's consistency and low stock price make it appealing to many classes of investors.
  136. The NASCAR Portfolio: Stocks Headed To Victory Lane

    March 3, 2009
    Are NASCAR's sponsors worthy of the winner's circle, or will they crash and burn?
  137. Distinguishing Wants From Needs

    February 27, 2009
    Identifying portfolio prospects from individual spending habits.
  138. Upside Earnings Surprirses - They Do Exist

    December 12, 2008
    We highlight five companies that beat earnings estimates recently, with a focus on discount retailer Family Dollar.
  139. Time To Shelve This Campbell Soup

    December 10, 2008
    Despite the common investor sentiment to rely on consumer staples during a recession, Campbell Soup fails to stir things ...
  140. Ralcorp's Private Label Boom

    November 14, 2008
    Despite a sagging economy, Ralcorp's fourth quarter earnings results boomed.
  141. You Can Beat KD

    November 5, 2008
    Kraft posted strong growth numbers, but it can't stack up against its packaged food rivals.
  142. Is This The Season For McCormick?

    September 29, 2008
    Can this food company add spice to a portfolio?
  143. General Mills Still The Invesment Of Champions?

    September 19, 2008
    Investors who bought General Mills as a recession/depression/cataclysm hedge have been rewarded, but the run could be over.
  144. Campbell Soup On Simmer

    September 16, 2008
    Campbell Soup reported reasonable earnings, but the Street has already caught on to the comfort food story.
  145. Ralcorp Bringing More To The Breakfast Table

    August 21, 2008
    Private label food manufacturer Ralcorp closed its deal to buy Post cereals. Can the move to a name-brand business succeed?
  146. Food Inflation Could Boost Food Producer Profits

    June 11, 2008
    Consumer brand loyalty is generating higher profits for food producers as prices increase.
  147. 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 ...
  148. Benefit From The Inevitable

    March 7, 2008
    Consumer staples stocks offer excellent insulation against an economic freeze. One ETF provides both safety and return potential.
  149. 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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