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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
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.
CAG have all the tariff impacts priced in yet?
That can't be going well right now. I already banked 2.5k from long CAG puts I got after the inauguration.
I have CAG leaps. I should have bought puts as a hedge, but i haven't yet.
Good luck, my trade to buy LW puts didn't execute at the price I wanted today. I'm in for CAG puts though.
Good luck, my trade to buy LW puts didn't execute at the price I wanted today. I'm in for CAG puts though.
Nike and CAG are juicy earnings this week. Gonna milk it
Anyone getting puts on Lamb Weston and CAG? Tariffs has absolutely decimated US. agricultural exports.
CAG WEN selling puts?
M WEN, CAG and VIXY positions are in this photo!
Alright you cheap bastards, here’s a my play on this poor man’s earnings week, these tickers are straight from hell, no fucking idea what the market has for us, but monies is monies: * 🐂 $CCL Oct 18 $30 Call – Cruise momentum, undervalued, buy side loves it. * 🐻 $NKE Oct 18 $65 Put – Ugly guidance, earnings pain incoming. * 🐂 $CAG Nov 15 $19 Call – Value rebound, hated but set up for a squeeze. * 🦍 $RZLV Sell Oct 4 $6/$8 Straddle — Maximum volatility bleed if earnings underwhelm the Wall Street mutants. If these trades work, go buy yourself a used Prius.
currently holding 45 CAG contracts for $23C20270115 entry of 1.11 nobody eats food anymore i regret purchasing these already gonna go get some cans of reddiwip for the earnings report on wednesday morning not for the food, but for the whip its
Consumer staples (FLO, BGS, CAG, GIS) ... boring, priced for bankruptcy and madmax dystopian future. Also Futa Tentacle stuff is a spicy category
You will not get a lot of premiums but look at AAL , UNG or CAG
Oh yeah baby. I got in all these turds: WHR, BGS, CLX, JHX, DOW, CAG, DG, PCG, MOH, JELD
How tf am I losing money on puts. CAG go to sleep!
CAG Leaps are my thought seeing how $25 strike ($7 away) are only like .70 cost avg right now
CAG ex divided tomorrow and nice beat down share price. The divi is the only joy I can look forward to
Will have to see, but it feels like LW calls for tomorrow pre-market may be good. Some food companies are doing well and they have cut costs, shut an old plant, cut capital spending, and resolved their huge board dispute with activist investors...while the stock is at 5 year lows. I'd say odds are higher that it jumps than if it tanks, and if it tanks, it may well get bought out because they have grown revenue/income significantly over the years and are now nearing the price when they got spun off from CAG
I should've known a rotation to value and defensive was coming. I bought CAG shares yesterday for no good reason at all. Just felt like a good idea.
everyone enjoying the profits from our inputs? congrats to all those that has been listening to us since yesterday congrats to all who have heed our advice once again on selling tech and semis, hope your striking it rich with the QQQ puts. as warned, we were rotating tech into small caps and consumer defensives it is not too late to buy small caps, KHC PG CPB CAG NKE TGT UNH CLV XHB in coordination w other hedge funds we are continuing to dump tech
Food & bev CPG companies are undervalued, being suppressed by the artificial dyes bans. ($CAG, $GIS, $K) I expect room for growth with those. Or at least acquisitions.
Where there's pain CAG UNH ELV, US energy there's a lot out there
everyone enjoying the profits from our inputs? congrats to all those that has been listening to us since yesterday congrats to all who have heed our advice once again on selling tech and semis, hope your striking it rich with the QQQ puts. as warned, we were rotating tech into small caps and consumer defensives it is not too late to buy small caps, KHC PG CPB CAG NKE TGT UNH CLV XHB in coordination w other hedge funds we are continuing to dump tech
everyone enjoying the profits from our inputs? congrats to all those that has been listening to us since yesterday congrats to all who have heed our advice once again on selling tech and semis, hope your striking it rich with the QQQ puts. as warned, we were rotating tech into small caps and consumer defensives it is not too late to buy small caps, KHC PG CPB CAG NKE TGT UNH CLV XHB in coordination w other hedge funds we are continuing to dump tech
congrats to all who have heed our advice once again on selling tech and semis, hope your striking it rich with the QQQ puts. as warned, we were rotating tech into small caps and consumer defensives it is not too late to buy small caps, KHC PG CPB CAG NKE TGT UNH CLV XHB in coordination w other hedge funds we are continuing to dump tech
SIGH i have been saying since premarket…why choose to turn a deaf ear? good news is we will stop the dump soon FOR TODAY, ur only chance to cut losses. we will continue to dump over the few weeks. in the meantime the index will go up a little as we readjust portfolio if u prefer to hold stocks buy NKE PG CPB KHC CAG JNJ MRK XHB ABBV BRKB UNH
congrats to all with their puts, would not recommend to buy 0dte, but 14/30 puts are guaranteed profit. those not into options can buy XHB CPB KHC MRK CAG PG BRKB NKE or short any tech and ipo, rotation is coming soon
for those regretting not heeding my advise on liquidating and going into puts, its not too late. we are going to recover abit before dumping in noon, can load ur puts by then, if u prefer to hold stocks u can all in consumer defensives, KHC PG KO CPB XHB MO CAG
sigh i warned so many times its going to dump, this is just the beginning, rotate to KHC CPB KO PEP UNH CAG PG MO BRKB intra day its going to dump badly
protect urself just for this week, keep ur profits and rotate to KHC PG CL BRKB CPB STZ CAG PEP MO XHB XBI all the smart money rotating into these stocks in the massive tech flush this week
CAG might be the worst stock ever.
Captain Chaos worried that the Ketamine Kid gonna drop the real choas. 🤭 Going long on CAG for the run on Orville Redenbacher popcorn. 🍿
CAG has earnings this week.. I just like BBai and CLf.. , as AI and uranium companies have been on huge rallies that seem to be continuing
CAG probably continues going down. Don't know how that CEO still has a job, he literally dumped all their most profitable divisions since he took over which is how despite losing 30% in share price in the last year they are at annual lows have a PE ratio over 30.
I've been using the Research Wizard for several months with good results (CAGs beating the S&P by a wide margin). The recommended screens were disappointing, so I modified the most promising ones. I'm currently running three different screens and keep track of them in a spreadsheet. I also monitor dozens more. Downsides: (1) Old interface (but usable). (2) Due to my brokerage firm requiring a stock sale to be settled before I spend the money, I do need to keep a large amount available in cash to make timely weekly changes. (3) Achieving the total CAG shown in the screens would be impossible due to the bid/ask spread. Overall very pleased.
SOF, all of the NATO ones. SAS, CAG, DEVGRU, SASR, SF, TACP. Honestly If I had to take a guess, 2 weeks at most, then announce a general invasion. We're a war economy, the economy is collapsing, and we have a nice convenient enemy about to have a nuke on the other side of the world and they can't touch us. Classic set up, even the news media are playing the same old tune as in 2003.
I quite like CAG at the moment. 6% dividend yield and an impressive business improvement record! https://imgur.com/a/bL0MmVX Lots of fear over the tariff's effect going forward I guess. Good longer term value pick, IMO.
Yup saw it coming since inauguration, got 2027 puts in December on CAG, HRL, PPC, and ADM. Up 100% so far. Next week's earnings should be a blood bath. Also got 0 dte on the lat earnings for TSN and got 1.5x on those.
Yeah this isn't even priced in yet, the share prices for the major AG companies are still way too high. CAG, ADM, LW, etc should all be half the price.
$CAG makes pemmican. This is not financial advice.
Week Ahead Watch Mon: Japan/China data dump. Earnings from $PVH Tue: ‘Liberation Day’ tariff watch, JOLTS Wed: ADP payrolls, factory orders. $RH Thu: PMIs, Fed speakers. $CAG $LW $AYI Fri: Non-farm payrolls
BREAKING: Chipotle Mexican Grill (CMG) to reincorporate as Chipotle American Grill (CAG)
I bought CAG and GIS recently at 52wk lows. My only other staple was MO so thought I'd bulk up on some cheap consumer staples.
Already locked and loaded with Puts on CAG, ADM, HRL, PPC, and AVO. Hoping I make enough to retire and buy citizenship in another country.
i like the CAG ER. might put in all my MU gains in these uncertain times