The Kraft Heinz Company

Beleggen in aandelen beurs New York, Dow Jones index, Nasdaq-100 en S&P500
sjos
Forum elite
Forum elite
Berichten: 2190
Lid geworden op: 20 Jan 2012 11:51
waarderingen: 430
Contact:

Re: The Kraft Heinz Company

Berichtdoor sjos » 24 Feb 2019 10:42

en wat het mogelijk buyout scenario betreft:
"Buffett Holds Out Hope for Mammoth Deal as Cash Pile Grows
By Katherine Chiglinsky
23 februari 2019 14:08 CET Updated on 23 februari 2019 17:10 CET
Warren Buffett says he wants to spend Berkshire Hathaway Inc.’s growing pile of cash on a giant acquisition, but he doesn’t see that happening anytime soon.
“Prices are sky-high for businesses possessing decent long-term prospects,” Buffett wrote in his annual letter to investors, adding that will lead to buying more public stocks in 2019. “We continue, nevertheless, to hope for an elephant-sized acquisition.”
Berkshire’s cash pile rose to $112 billion, showing how hard it’s been for Buffett to put money to work as fast as Berkshire accumulates it. The legendary investor made his name by consistently outpacing the broader market, but that’s become harder as Berkshire has grown. While the company’s book value has increased at almost twice the rate of the S&P during his career, it has actually trailed the index over the last decade.
Berkshire slowed its stock buybacks in the fourth quarter, repurchasing $418 million of shares, down from $928 million in the third quarter. The board loosened its policy on stock buybacks in July, allowing Buffett and Vice Chairman Charlie Munger to buy back shares whenever the price was below what they considered the intrinsic value.
The Berkshire CEO said in his annual letter to investors Saturday that the company will probably become a “significant repurchaser” of its own stock in coming years.

Key Takeaways

An eye-popping $25 billion net loss in the quarter was driven by $27.6 billion in unrealized losses from the investment portfolio. Buffett has warned investors to look more at underlying operating figures, as accounting rules now incorporate unrealized gains and losses from stocks into net income. He said the volatile fourth quarter featured several days where Berkshire’s stock portfolio swung more than $4 billion.
Berkshire felt the ripple effects from Kraft Heinz Co.’s $15.4 billion writedown in the fourth quarter. As its biggest shareholder, Buffett’s company took a $2.7 billion markdown to its stake.
Berkshire benefited from its railroad and energy businesses, which along with tax cuts helped boost overall operating results to $24.8 billion in 2018.
The company’s insurance businesses posted an underwriting profit of $1.57 billion last year, rebounding from a $2.2 billion loss in 2017, the first in 15 years. That boosted overall operating earnings at the conglomerate 71 percent from a year earlier."
bron: https://www.bloomberg.com/news/articles ... ing-profit
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.



powered by Surfing Waves

sjos
Forum elite
Forum elite
Berichten: 2190
Lid geworden op: 20 Jan 2012 11:51
waarderingen: 430
Contact:

Re: The Kraft Heinz Company

Berichtdoor sjos » 25 Feb 2019 11:17

"...But others note that slimming down, along with its $15 billion write-down, could pave the way for Kraft Heinz to go private. Life in the public spotlight has been challenging for all Big Food companies, from Kellogg to General Mills, which are trying to rework portfolios full off off-trend foods. Campbell Soup, once seen as an obvious dance partner for Kraft Heinz, suffered its own public fall from grace, before also committing to shedding much of its packaged food empire.
Right now, though, the spotlight has been on the Jello-owner, which saw more than $16 billion of its market value erased in a day..."
bron: https://www.cnbc.com/2019/02/24/kraft-h ... -sale.html
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.

sjos
Forum elite
Forum elite
Berichten: 2190
Lid geworden op: 20 Jan 2012 11:51
waarderingen: 430
Contact:

Re: The Kraft Heinz Company

Berichtdoor sjos » 26 Feb 2019 11:49

Kraft Heinz: Buy When There Is Ketchup In The Streets?

https://seekingalpha.com/article/424327 ... up-streets
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.

sjos
Forum elite
Forum elite
Berichten: 2190
Lid geworden op: 20 Jan 2012 11:51
waarderingen: 430
Contact:

Re: The Kraft Heinz Company

Berichtdoor sjos » 27 Feb 2019 10:27

Ooit werd campbell soup als de ideale danspartner voor Kraft-Heinz gezien.
Campbell Soup unloads Garden Fresh Gourmet

Feb. 26, 2019 4:39 PM ET|About: Campbell Soup Company (CPB)|By: Clark Schultz, SA News Editor
Campbell Soup (NYSE:CPB) inks a deal to sell its Garden Fresh Gourmet to an affiliate of Fountain of Health USA.
Financial terms of the transaction were not disclosed.
Campbell reminds that it's in the process of divesting both its Campbell Fresh and Campbell International businesses to increase its focus, significantly reduce debt and strengthen its balance sheet.

Source: Press Release
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.

Gebruikersavatar
Beheerder
Beheerder
Beheerder
Berichten: 5247
Lid geworden op: 01 Jan 2012 20:51
waarderingen: 3372
Contact:

Re: The Kraft Heinz Company

Berichtdoor Beheerder » 27 Feb 2019 21:04

Sinds het bloedbad van vorige week vrijdag is er ondertussen nog eens 10% van de koers afgegaan. Er is nog ongeveer 1/3 van de koers van 2 jaar geleden over.
Disclaimer: berichten geplaatst met dit account zijn geen beleggingsadviezen.

sjos
Forum elite
Forum elite
Berichten: 2190
Lid geworden op: 20 Jan 2012 11:51
waarderingen: 430
Contact:

Re: The Kraft Heinz Company

Berichtdoor sjos » 28 Feb 2019 11:35

Beheerder schreef:Sinds het bloedbad van vorige week vrijdag is er ondertussen nog eens 10% van de koers afgegaan. Er is nog ongeveer 1/3 van de koers van 2 jaar geleden over.

Maar ik heb ze toch maar aangekocht. Ook Moody s lijkt me gematigd optimistisch voor de toekomst:

Rating Action: Moody's affirms Kraft Heinz's Baa3/Prime-3 ratings; outlook revised to stable
26 Feb 2019
Approximately $31 billion of outstanding debt affected.
New York, February 26, 2019 -- Moody's Investors Service ("Moody's") today affirmed the Baa2 senior secured debt rating, Baa3 senior unsecured debt rating and Prime-3 commercial paper rating of Kraft Heinz Foods Company and affiliates ("Kraft Heinz"). Moody's also revised the rating outlook to stable from positive.

This rating action follows Kraft Heinz's announcement on February 22 of weaker than expected fourth quarter 2018 earnings and earnings outlook for fiscal 2019, along with a $15.4 billion impairment charge. The company also announced that it is the subject of an SEC subpoena received last October related to its accounting for vendor agreements. Moody's will consider any credit implications resulting from this matter if and when they develop.

Kraft Heinz also announced a major 36% dividend cut and that it is considering additional asset sales. The company stated that the incremental free cash flow from the dividend cut (approximately $1.1 billion annually) and future asset sale proceeds will be used to accelerate debt repayment. Nevertheless, financial leverage likely will remain high (Moody's adjusted debt/EBITDA >4.0x) over the next 12 to 18 months and the visibility on the company's future operating performance has been reduced. This is reflected in the outlook revision to stable from positive.

The declining trend in Kraft Heinz's operating performance is concerning, but does not affect Moody's view that the company's credit profile remains low investment grade. The 9% decline in 2018 EBITDA and the further 10% decline budgeted for 2019 partly reflect rising inflation that has outpaced the company's ability to raise prices and cut costs as well as its stepped up brand investment aimed at driving future sales growth. Moody's believes that the company will recover more of its cost inflation over the next year and that its recent commercial investments will support stronger sales growth. Moreover, Moody's expects that Kraft Heinz will sustain its leading position as one of the world's most profitable large package food companies. Although the company's adjusted EBITDA margin fell by 280 basis points to 27.0% in 2018, this is still significantly stronger than the company's package food company peers.
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.

sjos
Forum elite
Forum elite
Berichten: 2190
Lid geworden op: 20 Jan 2012 11:51
waarderingen: 430
Contact:

Re: The Kraft Heinz Company

Berichtdoor sjos » 21 Mar 2019 09:30

General Mills eats Kraft's lunch
Mar. 20, 2019 12:21 PM ET|About: The Kraft Heinz Company (KHC)|By: Clark Schultz, SA News Editor
A strong earning report from General Mills is throwing an exclamation point on the recent struggles of food peer Kraft Heinz (KHC -0.5%).
The Wall Street Journal's Aaron Black notes that General Mills increased prices in North America amid innovation moves, while Kraft resorted to price cuts and promotions during an overlapping period.
Kraft trades at 11X forward earning vs. the 15K premium that General Mills is being assigned by investors more comfortable with the margin profile. General Mills is up 25% YTD, while Kraft is down 26%.

met ook dit commentaar: "GIS is a core holding in my 19 stock portfolio. I recently added some KHC. I see KHC as undervalued. It’s transforming, like buying a paleo brand, selling some brands, trying to sell Maxwell House and making other brands more natural, like organic Capri Sun. Besides Heinz Ketchup, Philadelphia Cream Cheese is a strong brand - about 58% of the US market. KHC is a much larger company than GIS, so, turning around takes longer.
GIS just showed it was able to raise prices. That should help KHC since it hasn’t, but plans to do so."

bron: https://seekingalpha.com/news/3444518-g ... email_link

KHC $32.02 met een day range van 31.74 - 32.18
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.

sjos
Forum elite
Forum elite
Berichten: 2190
Lid geworden op: 20 Jan 2012 11:51
waarderingen: 430
Contact:

Re: The Kraft Heinz Company

Berichtdoor sjos » 22 Mar 2019 10:38

Kellogg Company 56,48 plus 4,38%
General mills 50,04 plus 3,62%
campbell soup company 37,86 plus 4,24%
En ja dan is er nog conagra $25.82 plus 12.75%

Food sector on watch after strong General Mills quarter
Mar. 20, 2019 8:14 AM ET|About: Conagra Brands, Inc. (CAG)|By: Clark Schultz, SA News Editor
Food stocks are on watch after General Mills (NYSE:GIS) posts strong FQ3 results and lifts its guidance. The company showed positive organic sales growth and significant operating margin expansion during the recent quarter.

Kellogg (NYSE:K), Mondelez International (NASDAQ:MDLZ) and ConAgra Brands (NYSE:CAG) are all up about 1% in premarket action, while General Mills is up 4.26% and traded at a 52-week high of $50.50 earlier in the premarket session.
bron: https://seekingalpha.com/news/3444367-f ... ls-quarter
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.

sjos
Forum elite
Forum elite
Berichten: 2190
Lid geworden op: 20 Jan 2012 11:51
waarderingen: 430
Contact:

Re: The Kraft Heinz Company

Berichtdoor sjos » 03 Apr 2019 10:58

https://seekingalpha.com/article/425161 ... -come-wait

Het lezen waard. Waarbij ik wel opmerk, dat te lang wachten ook kan gebeuren. Dit is een aandeel met een aantrekkelijk dividend (zo zijn er meer) maar dat in het huidige beursklimaat zeker niet overgewaardeerd is. Het lijkt te bodemen op 32 USD.
Buy and Hold blijft mijn strategie, tenzij een aandeel 20 percent gestegen is in een periode van enkele weken/maanden na aankoop.

Rider
Forum gebruiker
Forum gebruiker
Berichten: 132
Lid geworden op: 19 Sep 2016 17:21
waarderingen: 20
Contact:

Re: The Kraft Heinz Company

Berichtdoor Rider » 03 Apr 2019 15:19

sjos schreef:https://seekingalpha.com/article/4251613-kraft-heinz-good-things-come-wait

Het lezen waard. Waarbij ik wel opmerk, dat te lang wachten ook kan gebeuren. Dit is een aandeel met een aantrekkelijk dividend (zo zijn er meer) maar dat in het huidige beursklimaat zeker niet overgewaardeerd is. Het lijkt te bodemen op 32 USD.


Idd, ik zit er al in met een groot pakket.


Tijdelijke promo tot 31 augustus:






Reageren en meer functies krijgen?

Discussieer met duizenden beleggers, minder advertenties, ideaal voor smartphone, betere gebruikservaring en gratis abonneren op favoriete onderwerpen.

Registreer binnen enkele tellen