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Anyone know why so many food brands are hitting 52 week lows? Just saw that CPB, KHC, CAG, K, GIS, FLO and TR are all hitting lows
Weekly Earnings Digest for Options Traders: LEVI, WDFC, SGH, CAG and more!
Weekly Earnings Digest for Options Traders: LEVI, WDFC, SGH, CAG and more!
NAKD2CENN - I’ll buy a Cenntro vehicle and a custom vehicle-fitted order of lingerie to dress it in with my profits.
Naked Brand Group and Privately-Held Cenntro Automotive Group Announce Definitive Stock for Stock Acquisition Agreement
Opportunities in Options Around Earnings This Week
Opportunities in Options Around Earnings This Week
$CAG bottoming set up I've been monitoring may be getting ready for a move higher...
Mentions
go boomer stocks. HRL, CAG, KHC. Sector rotation
CAG: Institutions are buying consumer staples. They are rotating out of tech. Musk is asking for permission to orbit 1 million satellites in low Earth orbit. Think of the sky being polluted by a multi trillionaire. The big guy has made socialism look cool to the bottom arm of the K shaped economy. But people have to eat and CAH call options are cheap and seeing 2x gains.
Rotated into Dividend stocks the week before Christmas. CAG, KHC, VZ and NOG have made me MONEY while y'all's bag of chips gets rekt.
Tell me, how long has it been since you had a hot steaming bowl of Wolf Brand Chili? Well that's too long! Calls CAG
You guys don't even know what's coming, you're gonna be trading your bootay for a can of Wolf Brand Chili soon.... Calls on CAG
CAG, KHC, MCD, HRL, GIS, PEP, KHC...sector rotation happening, institutions moving money out of tech and into consumer staples. Conagra Brands call options are still cheap. 2x+ gains were had in some of the above. Going to keep buying deep itm CAG calls with 1.00 deltas. Will Tues keep rotating into staples? I think so. These haven't seen any fomo yet. In fact these have been hated beat up stocks.
posted last year saying to keep buying and sell off end of january before market corrects and rotate into value stocks if u have been listening your portfolio would be all green now look at DOW, CPB, CAG, AMCR, BAX, GIS, STZ. these stocks barely move > 2% in a trading day but they are up 5-7%, its a clear rotation out of overvalued tech stocks for a clean reset. buy these safe stocks, they will outperform tech. wait for another 2 years for tech sector to reset and start the next bull run
CAG: Conagra calls are cheap and have been paying well since CAG broke out a few days ago. KHC too. Seems to be a rotation into staples. Just starting. Room to run. WEAT has yet to make it's move, it will.
CAG Conagra breaking out too.
CAG: Conagra is breaking out, calls are cheap. WEAT: Calls USO: Bought calls on the dip the moment T said in the live conference with oil exes 1hr ago that even more US Navy ships on the way. It's the Venezuela playbook. Blockade + Delta Force.
Rarely eat at restaurants because they've gotten expensive for what they offer and I actually like cooking. There's definitely frozen ingredients put to use and some frozen pizza and stuff like that but rarely am I eating frozen meals in the traditional sense. There used to be a couple of traditional frozen meal things I liked 4-5 years ago (CAG's Frontera meals) but those seemed to go away with the rise in inflation. Somewhat related, got a Ninja Creami last year and really like it. I don't know how SN has a sustainable moat, but it's a fun product and the stock has certainly done well so far. Since getting that, I rarely buy frozen desserts. The Ninja Creami sub shows a lot of examples of the kind of things people make: https://www.reddit.com/r/ninjacreami/
I learned 2 things in my 21 years in investing 1- Don't try to predict markets, try to understand if the business you're buying will be here in 25 years. If you just own the SP500, not even a need for the 2nd part 2- Use the markets as the tide. Don't fight against it because it is illogical and understand that the whole world is not Reddit or your circle of friends/age group in your city. What I am trying to say in examples is, Just because you're grom a major US city and you're 30, don't think Facebook is not growing (when Meta was at 88). Just because the news are yapping about the end of oil dependance don't think oil is dead (5 years ago) Just because pandemic happened, people is not going to stop going out/being social (Peloton, zoom... hype) Just because Apple products are overpriced, obsolescence programmed, no innovation... blah blah blah, doesn't mean they have a fanbase, Apple is seen as a symbol of status and since I begar readings rhose critiques, the stock price has gone up may be 20 fold. What thinks I see today, that I want to think I am seeing right, after all those years of learning The trend now is AI and companies energy related but... For example food stocks and beverages PEP, MDLZ, KHC, CAG, GIS... are struggling. BUT. I don't know if people is gonna use AI that much, what I know for sure, is that people is going to keep eating. Brand loyalty is not that strong anymore, but all of us prefer the real Pepsi, the real Oreos and the real Heinz ketchup. Another thing about food stocks. 2 things. One is the GLPs. I am seeing already (my wife is a surgeon and does plastic surgery) people want to have the cake and eat it. So, what people want, is not to be thin. But to be able to eat more cookies and then be thin. Even if that costs money, surgeries or even side effects. And second, just because in some areas of Europe, US, Australia and Japan, we are more health aware, that doesn't mean the rest of the world is like us. I've been A LOT in African countries (arab and black african) and in both cultures eating A LOT, and eating brands is seen as a symbol of status. In my last travel to Morocco, the cousin of the friend I traveled with to Fez, was having like 8 Pepsi cans/day. And he liked it to put the Pepsi outside of the car wile driving and walking by the street with the can. Totally unexplainable to me. Another trend Nike is on the shitter, but same thing. EVERYBODY was on Nike clothing and shoes in Morocco (for sure 80% fake) but still it is a symbol of status for them. And I looked at it. Do you know which brand is the most valuable and likable in all Africa? Nike. So I won't be so bearish when a whole continent, that is gonna double their population in the next 25 years, loves that brand. And Africa while super poor is a continent where wealth is gona 4x in those 25 years.
On a positive note my LW and CAG package foods stocks are banging!
And go long on packaged foods because they are all that's left to spend on. CAG, BGS, GIS all at excellent entry points
CAG is on my short list. I think it is going to run in 26 now that their impairment is a known quantity. I can only see one way for this one to go.
CAG - near a 52 week low and 8% dividend and they sell all of the groceries you love
Great (and rare) to see the honesty, whenever I see anyone ask about a managed fund... my first thought is "why don't you just mimic the portfolio?" and save the fees. Don't get me wrong, I do see the convenience of funds and the "set and forget" approach. OP's original query and risk tolerance doesn't seem to comport, where is the HIGH risk tolerance and aggressive growth in large cap? Perhaps there is room for growth and I'm being a fool again, like I was when I was told I should mine and buy BTC. Real gamblers are going to search for the diamond that pops a 1000%+ years gain off a penny stock. Less risky, search for the undervalued solid stocks (in my case/opinion consumer cyclical like CAG, KHC, possibly KO... REIT ABR, likely not O right now). The first two seem to be in limbo at a very attractive price, adding a bit of the IRA into more CAG and ABR in the next week. \*\*\*I am not a financial advisor, just an idiot with too much confidence and a bit of Dunning-Kruger\*\*\*
Thoughts on CAG? I've got no idea where it's going to bottom and right now I'm only watching it, but it's right at/just below book now with a dividend just under 8%.
CAG merger with PLTR announced.
CL, CLX, CAG, KMB, VZ, T, V (barely), TDUP, PCG all up, and TGT bc I bought when it dipped at open today
CAG is the only stock you'll ever need to buy
Shares: LYB, DOW, CAG.
Calls on CAG for their earnings this Friday then! lol
Internet/mobile service is only a short term decline, not a long term one. People aren't going to stopping using the internet or cellular data. Over the long term, there is a lot of earnings growth potential. Debt is a moderate concern, but their leverage is not that significant. > CAG and GIS being food companies are bound to trade cheap. Historically, consumer staples traded at very high multiples due to their resilience during recessions. KO trades at 23x pe, PEP at 29x, hershey at 32x PE. GIS and CAG are cheap because they have faced some challenges the past couple years. >PYPL is a value stock but gets overlooked by V and MA. I think the concern is competition in the digital payments space, whereas V and MA still survive even if digital payments take off because people use credit cards to make digital payments
CMCSA and VZ have huge debt and are in declining industries. CAG and GIS being food companies are bound to trade cheap. PYPL is a value stock but gets overlooked by V and MA.
Go ahead and buy any of these stocks with p/e high of 10.1 and low of 3.8 if you stumbled on the secret sauce: CAG, TPH, MTH, CCS, DFH, CIVI, or OGN.
Whos all in on $CAG AND $TAP?
$WEN $CMG $PFE $NVO $CAG $UPS $TAP $SG $WHR $TGT These are for true investors, not the fiends looking for a 10% random gain on some news overnight. Patience is key at this stage we are in with this market Collecting dividends, DCA, and avoid swing trading between companies is the key for the next 5-10 years
Thanks for your thoughts. I will likely take CAG up to about 2-3% of my portfolio as part of my dividend strategy. If we enter a recession in the next couple years, investors will be buying stocks like CAG for safety as people still eat during recessions. In both the 2000 and 2009 recessions, CAG gained 80-100% in the wake of these market downturns.
the problem with CAG is their revenue has been declining since their November 2024 quarter
If we go into a recession, you want to be in defensive stocks. Buying when they a low is not a bad idea if they are paying good dividends. You list some above. I personally have started buying CAG as I think it will weather a downturn well. Share price $17.60/share. P/E 9x. 8% dividend yield. Debt is manageable as they generate huge positive cash flow.
Never. There’s something like 50 earnings calls next week. CAG, TTC, EPAC, NKE, WOR… sooo many more
There are stocks trading at rather cheap levels right now, because the entire market is trading based on momentum and hype right now. People are selling off boring stocks to harvest tax losses and piling into AI stocks. There is opportunity in buying boring stocks. CMCSA- 6-7x forward earnings, compared to 15x historically. While they face some stagnation due to competition in the broadband space, that's still potential 15% returns just for keeping earnings steady. PYPL, GIS, KHC, CAG, VZ are all in a roughly 10-12x forward PE range. Then you got REITs like AMH/INVH trading at 20-30% below the value of the homes they own minus their debts.
Conagra (CAG) , Oct 2015 was around $32.80. Jan 2017 it rose to $40.34. AS of today, Dec 8, 2026 I paid 10, 000.00 for CAG at $16.98 per share.. It went down a little but closed at $17.13. It also pays a good dividend of 8.18%
2028 HRL calls are dirt cheap. Like weirdly cheap. I need to look at CAG too
CAG to the moon *rocket emoji*
Foods companies like GIS CAG KHC CPB DEO CMG.
Unh isn’t that ballsy but my 10k shares of CAG is very much so. I’m sweating it tbh lol
WBA got ruined by changing the board from pharmacists to pencil pushers. I seen that coming. CAG is a solid company, they have had issues but I see a turn coming. Interest rates coming down will benefit them biggly
That's strange, I have CAG calls and they have been behaving erratic. I wonder what's going on....
You have 10,000 shares of CAG? Why?
I think Webul is mad I sold 100 covered calls on CAG though. Wouldn’t let me leg out in profit on the calls lol. Said I would mess up the theme or some crap. Very strange. It’s not margin and I didn’t use the 5k . This is a first for me.
Well I’m heavy in CAG and just bought 200 shares of Unh and sold a put strike 325 . So pray for me please. I like money .
LMAOOOOO Hey all bs aside CAG pays 8% divy rn
If you don't like Marie Callender's chicken pot pies, idk what to tell ya CAG Calls
CAG the pump has begun get calls now while they're cheap AF!
NFLX LOL and you laughed at me for buying CAG calls
Bought so much CAG my trigger finger hurts .
My CAG, KHC and WEN positions would like a word…. Heh
I’d add CAG to that list
Dude, i didn't know market closed earlier on friday and got stuck the whole weekend holding shares of CAG while being leveraged 20x .
I am, but in stocks that are at a normal p/e like CAG , HRL, bax, or any other stock that is being looked over. There is so many stocks that need some attention even ETFs like iwm and SCHD. People need to look into these and not just buy into the shiny objects. Save your portfolios. Longer looking profits are the way.
I'd do CAG, but, all the same
BTC stop loss hit. Switched to HRL and CAG . Going to ride the dividend trail for awhile.
Good question. Let me break this down from an institutional investor perspective. **Is it priced in?** Partially, but not fully. The market tends to price in \~60-70% of expected policy changes before they happen, with the remaining 30-40% realized on actual implementation. Trump announcing tariff relief ≠ tariffs actually lifted (bureaucracy, Congressional approval, etc.). **Tickers to track:** Canadian food/ag exposure with US operations: **Direct plays:** \- **MFI** (Maple Leaf Foods) - Canadian meat processor, \~30% US revenue \- **ATD** (Alimentation Couche-Tard) - Convenience stores, cross-border supply chain \- **SJR.B** (Rogers Sugar) - Food ingredient supplier **US beneficiaries** (if input costs drop): \- **TSN** (Tyson Foods) - Uses Canadian beef/pork inputs \- **HRL** (Hormel) - Meat processor, Canada supply chain \- **CAG** (Conagra) - Packaged foods, commodity input savings **Indirect plays** (logistics): \- **UNP/CNI** (railroads) - Cross-border freight volume increase **What happens if all tariffs lifted?** Two-phase reaction: **Phase 1: Immediate (1-3 days):** \- S&P 500 pops 2-4% (risk-on sentiment, inflation relief narrative) \- Small caps outperform (tariffs hit domestics harder) \- Commodities dip (deflationary pressure) \- USD weakens (less economic friction = less safe haven demand) **Phase 2: Gradual (1-3 months):** \- Sector rotation into cyclicals (materials, industrials, discretionary) \- Margin expansion for companies with cross-border supply chains \- Inflation expectations drop (Fed pivot odds increase) \- International stocks outperform (global trade normalization) **Historical precedent:** When Trump paused China tariffs in Dec 2018, S&P rallied 5% in 2 weeks, then gave back half over 2 months (policy uncertainty remained). **My take:** This is a "buy the rumor, sell the news" setup. If you're not already positioned, wait for confirmation (actual tariff removal, not just talk). If you are positioned, consider taking profits on the initial spike and redeploying on pullback. **Risk factors:** \- Political theater (announcement ≠ implementation) \- Retaliatory tariffs from other countries \- Midterm election dynamics (policy reversal risk) Not financial advice. Just sharing my read on the setup.
So is it finally time for these stupid ass food stocks to shine? CAG, FLO, etc? 🤨 😭
HRL or CAG . Not financial advice.
maybe my calls in CAG, FLO will finally print?
I don’t need assistance, I could care less what you invest in. I am just curious why people invest in ath stocks over stocks with good profit vs earnings. CAG isn’t a dividend trap. Again they had good earnings so that’s up to you to research. I did my research to where I’m comfortable holding. I bought this week so it’s really not bag holding yet. Maybe it will be but that’s up to the trading gods .
Am I the only one investing in CAG ? I mean they had good earnings and are at all time lows with a high dividend. Why don’t more of retail investors in a boring stock that has high potential? It may be slow but dam its at a great price…. All staples are slammed down. Why invest in all time highs when you can grab something at its lows? Just curious how others think about this.
Buy more CAG, stable company, low P/E
holy shit how are these stocks way below COVID and Apr dump when their earnings are still good LOLOL forward P/E 9 but still dumping seriously?? KHC, CLX, CAG, CL, PG, KDP
puts on DG calls on FLO, CAG puts on F thats my plays currently, i sell u my contracts end of week?
 Beyond Bear 🐻 Market 😉🤣😎🤡
CAG stock is trending down, sells lots of processed foods that SNAP buys. Good dividend. Buy the dip.
i piled into CAG and FLO LEAP calls 3 months to early
accumulation happening in CAG, FLO, lower beta, but catching knives
My moves tomorrow is to wake up with a built ford tough shrek, and sell 10 of the 30 contracts I have on I will then follow up with watching CAG and FLO volume to determine how fuc the rest of my portfolio will be.
remember - the wheel strategy should be used with high end dividend paying stocks. so look up dividend aristocrats and filter thru them for low cost. Some that come to mind CAG (con agra), PFE (pfeizer), KHC (kraft heinz)
PG, CLK, CAG, KMB, COST, DG. You are welcome
U.S. Cooking oil = Buy CAG (Conagra)
U.S. Cooking oil = Buy CAG (Conagra)
I thought CAG doesn’t produce oil anymore
I see your ADM and raise you CAG with nice hefty div.
Cooking oil production - US public companies - ADM, BG, and CAG. I don't own any.
I'm either an idiot or a savant for instantly buying copious amounts of cheap ATM CAG calls as soon as the tweet dropped. By the time my brain processed a thought the order was already filled. Disturbing really.
Bought CAG and ADM the soonest I heard. Future will proof me wrong lol
Major Cooking Oil producers on NASDAQ: BG, ADM, CAG
Major Cooking Oil producers on NASDAQ: BG, ADM, CAG
CAG looking very good to buy this lower price fyi … not financial advice
Just took positions in AEO, CPB, CAG will wait for sector rotation then nut up!
Closed CAG RZLV and AYI for profit. Got IV crushed by NKE. Blah. Earnings are fun when you hit a big surprise... the rest of the time, annoying...
CAG woo hoo, i'm almost back to break even food earnings (CAG, UNFI) this week other than CALM on eggs did great this week
My NKE strangle because mostly calls by 3:30 est... here's hoping they hold tomorrow, LOL. CAG strangle is also slightly call heavy, after LW and UNFI popped, thinking CAG may as well.
- AYI call (cuz it looks like it) - CAG put (hit by tariffs and supply chain issues) - NKE put (cuz it looks like it, also, tariffs...) - RZLV call only cuz the CEO Dan Wagner is poised to spin golden yarn after FuzzyWuzzyWuzAPanda slammed 'em to push their short play. The only question is, will Dan spin a golden tale that the market buys into, or will his goose lay a fool's-gold turd...
LW ripped today will CAG follow?
As I said LW pulled off a pretty good return. I wouldn't count on the same result for CAG tomorrow though.