The New Kraft: Reinventing Itself - Part 2 [View article]
Sunshine123, I don't want to be in a position to worry, either. The one thing I can control is to select great companies though solid research and make sure I am diversified. Then I, too, enjoy the fruits these great companies provide in the form of increasing dividends! Appreciate your comments! Scott
The New Kraft: Reinventing Itself - Part 2 [View article]
Wanna, I don't disagree...too much debt is a concern. Although the Kraft load does seem managable. Nothing will arrest debt concerns like continued increased revenue, strong margins and increasing efforts to pay down the debt. Thanks for your comment!
The New Kraft: Reinventing Itself - Part 2 [View article]
Tedkipt, Thanks for your comment and detailed opinion of Kraft (as well as MDLZ). I agree they have been a dividend/cash machine for sometime.
I have to disagree with your comment that Kraft has tired brands. Sure, some have been around for a long time but the magic is that Kraft develops brand extensions that compliment a brand people are already familiar with. I found this analysis from Trefs dated May 3, 2013 really interesting (link below): "Kraft has been focusing on innovation in both product as well as packaging and marketing to revitalize its iconic brands. It generated around 13% of total net revenue in 2012 from new products, up significantly from around 6.5% in 2009. Just to emphasize, that implies incremental net revenues of approximately $1.2 billion during 2012. Incremental revenues were supported by both new product innovation as well as increased marketing" http://bit.ly/17mpz3q Scott
The New Kraft: Reinventing Itself - Part 2 [View article]
maillot jaune and Golferdood, Thanks for sharing your long term experience with the KFT family tree. I think you are both right and I anticipate dividend increases with KRFT and MDLZ.
The New Kraft: Reinventing Itself - Part 2 [View article]
Willaby, Good analysis of your situation with KRFT. Thank you. I wish I would have doubled down on KRFT post spin-off. In the article I cautioned to wait for a pull back to add shares...seems like a prudent choice at this point. I do think innovation and new product launches will add to a growth surprise...but time will tell.
The New Kraft: Reinventing Itself - Part 2 [View article]
Bearsrally08, Thanks for your comment. The KRFT dividend at $2.00 annualized is much improved over last years KFT dividend of $1.16 annualized (prior to the MDLZ-KRFT spin-off). http://bit.ly/ZOZUc4
The New Kraft: Reinventing Itself - Part 2 [View article]
maillot jaune, Good to hear from you again, thanks for the comment. I added to my KRFT position after the spin-off but didn't even it up like you did. Smart move on your part! I think over time both KRFT and MDLZ will do well. No doubt there have been a few bumps in the road for MDLZ. I appreciate how you think long term!
Why I Bought J.C. Penney: A Speculative Play With Upside [View article]
tampabay,
Right you are!
I was at my local JCP today and I have three observations. First there were shoppers....customers looking and buying so the TV ads and coupons in the paper may be working. Second, there was an impressive mix of older and younger. Third the sale racks and 'fifty percent off' signs that Johnson eliminated are back and in abundance. There may be hope! s
The New Kraft: Reinventing Itself - Part 2 [View article]
I don't want to be in a position to worry, either. The one thing I can control is to select great companies though solid research and make sure I am diversified. Then I, too, enjoy the fruits these great companies provide in the form of increasing dividends!
Appreciate your comments!
Scott
The New Kraft: Reinventing Itself - Part 2 [View article]
I don't disagree...too much debt is a concern.
Although the Kraft load does seem managable.
Nothing will arrest debt concerns like continued increased revenue, strong margins and increasing efforts to pay down the debt.
Thanks for your comment!
Scott
The New Kraft: Reinventing Itself - Part 2 [View article]
Appreciate these examples....love the new products and how they can invigorate an established brand!
Scott
The New Kraft: Reinventing Itself - Part 2 [View article]
Thanks for your comment and detailed opinion of Kraft (as well as MDLZ).
I agree they have been a dividend/cash machine for sometime.
I have to disagree with your comment that Kraft has tired brands. Sure, some have been around for a long time but the magic is that Kraft develops brand extensions that compliment a brand people are already familiar with.
I found this analysis from Trefs dated May 3, 2013 really interesting (link below):
"Kraft has been focusing on innovation in both product as well as packaging and marketing to revitalize its iconic brands. It generated around 13% of total net revenue in 2012 from new products, up significantly from around 6.5% in 2009. Just to emphasize, that implies incremental net revenues of approximately $1.2 billion during 2012. Incremental revenues were supported by both new product innovation as well as increased marketing"
http://bit.ly/17mpz3q
Scott
The New Kraft: Reinventing Itself - Part 2 [View article]
Thanks for your comments.
Good luck to you!
Scott
The New Kraft: Reinventing Itself - Part 2 [View article]
Thanks for sharing your long term experience with the KFT family tree. I think you are both right and I anticipate dividend increases with KRFT and MDLZ.
Scott
The New Kraft: Reinventing Itself - Part 2 [View article]
Good analysis of your situation with KRFT. Thank you.
I wish I would have doubled down on KRFT post spin-off.
In the article I cautioned to wait for a pull back to add shares...seems like a prudent choice at this point.
I do think innovation and new product launches will add to a growth surprise...but time will tell.
Scott
The New Kraft: Reinventing Itself - Part 2 [View article]
Thanks for your comment.
The KRFT dividend at $2.00 annualized is much improved over last years KFT dividend of $1.16 annualized (prior to the MDLZ-KRFT spin-off).
http://bit.ly/ZOZUc4
I do think patience will be rewarded.
Scott
The New Kraft: Reinventing Itself - Part 2 [View article]
Good to hear from you again, thanks for the comment.
I added to my KRFT position after the spin-off but didn't even it up like you did. Smart move on your part!
I think over time both KRFT and MDLZ will do well. No doubt there have been a few bumps in the road for MDLZ.
I appreciate how you think long term!
Good luck to you,
Scott
Buy, Sell Or Hold The Brand New 'CST Brands' Stock? [View article]
Thanks for your comment.
I am looking for the same opportunity to add to my CST position.
Scott
Valero: Double Digit Pullback Since March Creates A Classic Buying Opportunity [View article]
Why I Bought J.C. Penney: A Speculative Play With Upside [View article]
Right you are!
I was at my local JCP today and I have three observations. First there were shoppers....customers looking and buying so the TV ads and coupons in the paper may be working. Second, there was an impressive mix of older and younger. Third the sale racks and 'fifty percent off' signs that Johnson eliminated are back and in abundance.
There may be hope!
s
Buy, Sell Or Hold The Brand New 'CST Brands' Stock? [View article]
I am in your camp. Waiting for a pullback so I can increase my position.
Good luck to you,
Scott
Buy, Sell Or Hold The Brand New 'CST Brands' Stock? [View article]
Thanks for your comment....I am sure there are others who feel the same way. We all have our own goals and strategies to achieve them.
Scott
The Most Important Thing About Investing (Really) [View article]
Good article, solid advice...spot on.
One never wants to be in a position where they must sell into a down market.
Thanks,
Scott