Consumer Staples

Consumer Staples
Food Prices
Food Products
Value Investing
Value Stocks

Is buying CAG a smart defensive move right now?

After COVID-19 dominated headlines through 2020 and 2021, there is one word that can sum up market concerns this year, and it isn’t pandemic. Inflation is one of those words that tends to stoke fear in the marketplace, because it is usually tied so closely with the ebb and flow of interest rates. The reality […]

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Consumer Staples
Food Products
Grocery
Value Investing
Value Stocks

Where is KR’s value price?

Since 2019, I’ve used economic uncertainty – first from a year-long trade war through 2019, and then of course the COVID-19 pandemic starting in 2020, and certainly broadly inflationary news to this point in 2022, from rising consumer prices and producer input costs, continuing conflict between Ukraine and Russia, and what most now expect to […]

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Consumer Staples
Food Products
Grocery
Value Investing
Value Stocks

Is KHC’s bearish momentum improving its value proposition?

As a conservative-minded, value and fundamental-driven investor, my natural tendency is to shy away from stocks that market experts and popular market media analysts tend to talk to the most about. That means that my investments rarely look very sexy – but I’m far more interested in being able to keep my money working for […]

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Consumer Staples
Food Products
Grocery
Value Investing
Value Stocks

GIS is up 15% in the last month – but where is its value price?

The Food Products industry in the Consumer Staples sector is an area of the market that tends to get overlooked because, let’s face it, it just isn’t very sexy. Even so, it is one of very few segments of the market that saw consumer-driven improvements in demand through the worst of the pandemic and into […]

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Beverages
Consumer Staples
Sin Stocks
Value Investing
Value Stocks

TAP is up 20% year-to-date. Is there any value left?

Market uncertainty can be a scary thing to do deal with, and if you haven’t been investing for a very long time, it might seem even more mysterious and dangerous. One of the thing that does to a lot of investors is to make them more hesitant about taking on new positions. I think that’s […]

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Consumer Staples
Drug Stores
Healthcare Solutions
Value Investing
Value Stocks

WBA is a loser so far in 2022. What does that mean for its value price?

For most of the last three months, we’ve seen a pretty significant shift in market attention and commentary away from the pandemic-driven questions that have defined the last two years. Russia’s invasion of Ukraine and its resulting economic and political isolation from the rest of the world have been a primary focus, since the conflict […]

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Consumer Staples
Food Products
Supermarkets
Value Investing
Value Stocks

KR is a star performer in a chaotic 2022. Should you jump on the bandwagon?

There are practically as many methods to analyze the stock market and opinions about the best way to invest your hard-earned dollars as there are investors. As a value-oriented investor, I often find myself on the opposite side of the table with growth-focused investors. Growth investing leans heavily on the principle that “a stock tends […]

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Consumer Staples
Food Prices
Food Products
Value Investing
Value Stocks

KHC is up 11% year-to-date. Is its value proposition still attractive?

As a conservative-minded, value and fundamental-driven investor, my natural tendency is to shy away from stocks that market experts and popular market media analysts tend to talk to the most about. That means that my investments rarely look very sexy – but I’m far more interested in being able to keep my money working for […]

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Consumer Staples
Drug Stores
Healthcare Solutions
Value Investing
Value Stocks

CVS has been a rare winner in uncertain market conditions – but is it a smart buy?

Looking for value in the stock market is something that I have found can be done in any market condition, but it is something that tends to get dismissed by most pundits simply because it isn’t very sexy. Popular, “buzzy” names like Tesla, Netflix, and Amazon practically never pass the value test because the massive […]

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Consumer Staples
Food Products
Foodservice Market
Value Investing
Value Stocks

HRL has dropped -8% from its latest high. Where is its bargain price?

For more than two years – even before COVID-19 became a global pandemic that collapsed economic and social activity for most of 2020 and that strained health care systems and kept pressure on a variety of economic forces through all of 2021 – I’ve been writing about the wisdom in being very selective about the […]

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Consumer Staples
Food Prices
Food Products
Value Investing
Value Stocks

TSN has dropped -10% from its 52-week high – what does that say about the stock’s bargain status?

This week has seen the market pick up a lot of bearish momentum and increased volatility, but now the commentary and focus doesn’t center around economic indicators, COVID infection rates, or even about the spectre of increasing interest rates. Market commentary is now primarily dominated by headlines and information about Russia’s invasion of Ukraine and […]

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Consumer Staples
Food Products
Grocery
Value Investing
Value Stocks

Is K’s value proposition too good to be true?

No matter whether you prefer to focus on short-term trading strategies that emphasize a stock’s current price momentum or longer-term methods focusing on fundamental strength and a stock’s value-based price, there are a myriad number of issues that come at you and demand attention. Some of those elements can be foreseen to a certain extent; […]

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Consumer Staples
Drug Stores
Healthcare Management
Value Investing
Value Stocks

CVS has dropped about -7.5% in the last week. Where is its value price?

Looking for value in the stock market is something that I have found can be done in any market condition, but it is something that tends to get dismissed by most pundits simply because it isn’t very sexy. Popular, “buzzy” names like Tesla, Netflix, and Amazon practically never pass the value list because the massive […]

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Consumer Discretionary
Consumer Price Index
Consumer Retail
Consumer Spending
Consumer Staples

Clorox Erases Pandemic Gains, Sees Margin Recovery Taking Years

(Bloomberg) — Clorox Co. shares fell by the most since 2000, erasing their pandemic-era gains, after the company said it would take “several years” to rebuild margins that have been hammered by higher costs. The maker of disinfectant wipes and cleaning products expects a steeper drop in gross margins this fiscal year, which ends in […]

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Agriculture
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Grocery
Inflation
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Rising Interest Rates
Supermarkets
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Technical Analysis
US Economy
Valuations
Value Investing
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Value Traps

Food stocks can be a good defensive play – but FDP looks like a sucker’s bet

Market volatility has picked up since the beginning of the year, with all three major indices now sitting at legitimate correction levels. The good news is that this week, all three indices look like they may have started to stabilize, finding support that could provide a new basis for another rally back in the direction […]

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