$CPB target $40 from latest $33.69 for 18% profit. 3-12 months.
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    --jwm--
    3 Jan
    $CPB holding up nicely. Dipping into/ out of the green territory in this tough market.
    Reply
    --jwm--
    3 Jan
    #CPB on fire (relatively speaking)
    Me XMan
    14 Dec 2018
    $KHC $GIS $CPB Why these foods companies tanking? Everyone going on diet? Turning Vegan?
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    TraderJoeZ
    12 Dec 2018
    $CPB www.theonion.com/... New product innovation
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    TraderJoeZ
    13 Dec 2018
    :D
    --jwm--
    11 Dec 2018
    Picked up some $CPB and some FEB 15 2019 $39 Call options. Ferrero (maker of Nutella, Rocher) is in talks to take over Campbell's intl. cookie biz for about $2 billion.
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    TraderJoeZ
    25 Nov 2018
    www.reuters.com/... "Campbell Soup nears deal with Third Point to end board challenge: sources" $CPB
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    TraderJoeZ
    26 Nov 2018
    :))))
    Swingstocktrader
    20 Nov 2018
    Stocks to watch today! $PFE, $PCG, $GOLD, $QEP, $MDT and $CPB
    Reply
    Yonakit
    12 Nov 2018
    $CPB I voted the white card the moment it arrived in the mail a week or so ago.
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    Yonakit
    12 Nov 2018
    Footnote credits the the statement to a 2012 acquisition announcement by Lance. This is the first time I've ever voted on any of my shares.
    TraderJoeZ
    5 Nov 2018
    Check out $KHC incubator arm, "Springboard"

    www.springboardbrands.com/...

    Boom
    Reply
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    Speaking of elections ending when will $CPB stop sending me ballots as of yesterday I've received 18 ballots for a stock I sold October 10th. I feel like I'm singlehandedly saving USPS
    Yonakit
    3 Nov 2018
    Regarding $GIS, $KHC, $BUD, etc. - I think we've all played it wrong. I do not know how many times I've caught a knife thinking it was the bottom only to be proven wrong. The bottom may be in on those names, but I think on the dips, better names are out there. $GIS and $KHC need to cut the dividend IMO. And that's coming from someone that took an over 30% haircut on BUD and am fine with their decision.
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    giofls
    3 Nov 2018
    $KHC problem isn't the div, it is how they are managing the business. FFO covers capex plus the div, that isn't the problem.

    The problem is that the 3G slash and burn approach has run out of steam. It works great for a few years while brand momentum is still strong, but in time the lack of investment in the brand catches up with it and things start to go south. What the market (probably correctly) sees isn't just the struggles today, but that this mgmt model will make things get worse.

    I was connected to $CPB about 20 years ago when they decided to save money by taking a little bit of chicken (a fraction of a gram) out of every can of soup every year to save money. At the end of Year 1, it was brilliant! Same in Year 2. Then in about Year 5 the bottom fell out of Chicken Noodle sales. It was inevitable. Cost them 5-10x more to get those customers back than they saved while the savings program was "working".

    That is the fate of $KHC unless they turn their approach around.
    TraderJoeZ
    31 Oct 2018
    $KHC near 52 week low...I guess input costs will be higher, and if oil will be high in the coming decade, input costs may stay high too.
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    Yonakit
    31 Oct 2018
    If even half of that is true, it falls into the "too hard" pile for me. I'm fine riding whatever out with my small stake. I will never view it as a core holding. $CPB falls into that category as well. Once those turn LT, they're eligible for the chopping block.
    Added to $DWDP fighting the urge to get back into $CPB
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    Yonakit
    18 Oct 2018
    $DWDP is one of the more interesting stocks out there right now. I would maybe sell a put here with $CPB but I doubt I'll outright add shares until at least below $35.
    Sold the rest of $CPB purchased 9/27
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    Blury8
    10 Oct 2018
    No Soup for @Keith E. Williams ;-)