Is Campbell Soup ($CPB) a buying opportunity with all this pessimism? Hope value may be there with changes at the top and portfolio review. Who knows things could turn better with bit of fat reduction and efficient product mix.
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    Like most of the big names, $CPB is more than just soup. Plum Organics, V8 Juices, Goldfish crackers, etc. See Ian Bezek's rationale in his IMF series. Today's selloff is definitely an overreaction to a meh quarter. Bought shares today, but FWIW I'm not a huge $CPB fan. Even with the selloff, I have a feeling I'll be asking myself why I diversified instead of using the cash to buy more $PEP at its current sub-$100 level.
    With my divvies just bought $GIS, $BT, $GE, $VER, $IVZ, $PEP, & $NYCB
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    Absolutely, a lot of rotation
    Small add to $PEP and $TAP
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    $MO I can't stop buying as it keeps going lower. Bought more $PEP $MO $PM $GIS $V all this week.
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    Blury8
    11 May
    Like the move there Austinbroker
    Buying more $MO $PM $PEP and $V here too
    Small add to $CVS and $CMCSA
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    $PEP also hitting 52 week lows today
    Blury8
    6 May
    $PEP vs $KO ?
    Right now I go with $PEP and adding more here, still I am long $KO though and holding forever there.
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    Blury8
    7 May
    Agreed :-) like $PEP here too and long both currently as well