KHC

No_Yogurtcloset7776

KHC has a current ratio of 1.15, which isn't the worst in terms of liquidity. They often grow by acquisition which often requires debt. Apparently in this sector its a feature. I think they're caring more about cash flows

Grouchy_Value7852

Heh, WU, WEN, ZIM, end of the alphabet in da bottom of my ROTH bag… imma dummy. KHC, CAG you know buy American… they’re top of my bag. Hahahaaa

DoinIt4DaShorteez

BWXT and GEV are not utilities and they're not defensives. You didn't say anything about the energy space in your OP. The pros of vanilla electrical utilities is: --they are basically guaranteed ROI by regulators -- the utilities sector over the long term has one of the most rock solid upward channels you will ever see The cons are: -- They are interest-rate sensitive. They are bond proxies, so when interest rates are high, their yields become somewhat less attractive compared to bonds. That's the time to buy them. It's pretty easy to time buys based on their charts. Bottom of the channel, buy. -- I bought SO and DUK specifically because of where they operate and their cozy relationships with regulators. That is somewhat coming under increased political risk for utilities in general. Their guaranteed ROIs may start to some under more pressure. Consumer staples don't have quite as dependable a channel but they are similarly affected by interest rates. The time to buy is when interest rates have been high for a while and everybody's thrown in the towel on staples. HRL personally I wouldn't touch, look at a long term chart, people just don't want to buy their shit anymore. Same with KHC. I dumped my PEP the other day because I was sick of it doing nothing forever. If you are looking at EL, I would look at ULTA. ULTA is more volatile. It tends to run before earnings and then sell off. If you watch it for a few quarters, you may get a feel for when to buy it. I would say it's more of a trader than a buy-and-hold. ULTA doesn't pay a div. I just put ULTA and EL on a 5 year chart and EL is horrible. Minus 73%. ULTA is only plus 34%. I think that's COVID after-effects of more people working at home. But I'd just avoid that space entirely.

Own-Interest-7649

KHC

greenpride32

Just so you know KHC is included in every ETF you listed. It is down 14% in past year and and 48% in past 5 years. Of course their weight is not as high as would SPCX would be. But point of broad ETF is the gains from winners will outpace losses from the losers. A winner can 10x and has no theoretical ceiling. A loser can only lose 1x. Do I like having overvalued TSLA in my ETF's? Nope. But same could be said for KHC and others. The value proposition in those ETF's isn't about any single stock, it is about cumulative performance. I am just curious, what would you shift to then?

mptchswx

Fuck it, full port KHC

IG_Triple_OG

Long KHC

my_garagegym_name

KHC, DOW, PFE, NKE, are looking forward to your investment

VotedOut

Fuck RKLB and ASTS. You guys need to give CPB and KHC some love. FOOD IS THE FUTURE. We're all going to be eating more food in the future than rockets.

my_garagegym_name

Hey guys we have been doing a great job pumping DOW this year but let's not forget KHC and PFE tomorrow.

c-u-in-da-ballpit

> If you look at non-AI stocks, non-Oil stocks linked to actual consumer spending, a lot of them are doing very poorly. CAG, KHC, GIS, all consumer staples stocks down YTD. You cherry picked three conglomerates of shitty junk food. These aren’t representative of the consumer stable sector. Check the SP500-30 which tracks the Consumer Staple potion of the S&P. It’s up 9% YTD. Real Estate, Industrials, Communication Services, Materials are all up 10+%. Energy is up 23%. Consumer Discretionary and Utilities are up 3-4% The only laggards are healthcare and finance, but it’s just incorrect to say that Semis are pulling up the whole market.

VotedOut

I was more thinking of grocery store food stocks when I made that comment - CPB, KHC, CAG, etc. But I guess the WEN dumpster counts too.

Sufficient_Fuel5269

✍️ STOCK VICI Properties Inc. (VICI) ———-—- 6.2% Healthpeak Properties Inc. (DOC) — 6.2% Pfizer Inc. (PFE) —————————— 6.5% United Parcel Service Inc. (UPS) —- 6.6% Best Buy Co. Inc. (BBY) ——————- 6.6% Kraft Heinz Co. (KHC) ———————- 6.8% General Mills Inc. (GIS) ——————— 6.8% Campbell's Co. (СРВ) ———————- 7.3% Conagra Brands Inc. (CAG) ————- 9.8%

002299

Look into consumer staples $KHC and $CPB

VotedOut

Meanwhile, food stocks like CPB and KHC are trading at like 1990 prices or some shit, dirt cheap. I wish people would get as excited that everyone will need to eat food in the future as they are excited that everyone might want AI/semiconductors/crypto/rockets/gold/whatever-else in the future.

InitiativeGlum2507

Even KHC is up 4%

Connie696

I would rather use less money and buy Kraft Heinz Corp. (KHC) $22 Billion with a steadier income dividend payout. Because Berkshire Hathaway is willing to sell it. Buying EBay at overpriced premium for a business model based on reselling unused products like Home Depot used power drills may be uncertain revenue. Due to high oil prices increasing shipping costs for buyers.

Grouchy_Value7852

Can ya squeeee KHC while you’re at it? That is just as beat up/down…

Grouchy_Value7852

He should buy more KHC and WEN to get me level. Hahaha

GooFoYouPal

consumer stocks like $CPB and $KHC are so cheap right now. I may be an idiot but I’ve been buying. Ppl will still eat in the future, right ?

Local_Math_5512

I posted a much longer argument on r/dividends which would have directly addressed your KHC concern. I'll summarize here for why KHC's performance actually strengthens my bullish take on PEP. Many companies within the Consumer Staples Sector like PEP and KHC posted peak revenue during the supply chain crisis post covid (2022-2023). Practically every consumer staple company has contracted since those peaks. PEP is an exception. It didn't contract like its peers. It consolidated revenue at a structurally higher range and even grew revenue slightly. Pepsico sustained while it's competitors couldn't. As we head into 2026 and 2027, it's my opinion that the consolidation is over. The major acquisitions of Poppi and Siete along with investments in CELH are behind us. Those brands are scheduled to contribute to organic growth this year. Less acquisition cost weighing down EPS means a higher rerating as we head into the future. The current TTM EPS for Pepsico is $6.37. If not for the one time cost items like Acquistions, then EPS would be closer to $8.30. I'm not against these acquisitions. I'm in favor of them and believe they were intelligent uses of capital. However, I feel that these acquisitions cost are not being considered by other investors when they evaluate PEP on a purely on PE ratio.

DoinIt4DaShorteez

all that's fine. i own some PEP. look what happened to KHC when eating habits changed.

sleepystockmarket

The 1970s stagflation era is the best historical case study here, and the answer is counterintuitive. During the 1973-74 and 1979-80 food/oil price shock periods, branded food companies like General Mills, Heinz and Campbell's actually held up reasonably well — but for a specific reason: they had pricing power. They could pass input cost inflation onto consumers, and because their products were everyday staples, demand remained inelastic. Gross margins compressed briefly then recovered as price increases were absorbed. The losers were the commodity processors without brand moats — companies whose margins were entirely at the mercy of input costs they couldn't pass on. The wheat millers and generic food manufacturers got squeezed from both ends. The real problem today vs the 1970s is that we're arguably at the tail end of a 15-year period where retailers (Walmart, Costco, Amazon Fresh) accumulated enormous pricing power over suppliers. The squeeze Alicyclobacillus mentions is real. GIS and KHC have both been fighting this dynamic — consumers trading down to store brands. So history says: rising food prices are broadly \*neutral to mildly positive\* for strong-brand food companies in the short run (they can raise prices), but \*negative\* in the medium term if it accelerates consumer trade-down to private labels. Which is exactly what we've been seeing. Worth watching whether this latest round of price increases holds or triggers another round of volume losses.

Longjumping-Fact-582

Personally I think brand name food companies such as KHC and GIS have hit the short-term limit on their pricing power, any increases in price whether energy related or not will likely hurt sales and push consumers into lower prices generic brands, unfortunately 2 of the biggest beneficiaries of that trend would be Walmart and Costco which both trade at unreasonably high multiples so I wouldn’t reccomend going that route either My favorite stock pick in the “food” category at the moment is DPZ, value menu pricing is attractive to “struggling” consumers and corporate profits are relatively insulated from cost inflation due to the royalty structure of how corporate makes its profits. Though of course franchisee profits must be retained in the long-term for the health of the franchise. Trading at 21X earnings it’s certainly not a bargain but I believe it’s a fair price to pay for a quality franchise

Grouchy_Value7852

Yeah, my WU bags feel this way. From 18 to sub 10 in a year. Just glorious like WEN, KHC etc.

ADynes

Although you are right there were multiple times KHC dropped on the dividend but then rose to over dividend drop price within a day or two. I played that multiple times.

Rodramramfive

AS 400 is the 70s... and of all the companies I worked for in the past decade only KHC was off it entirely... Unilever is not, Costco is on it and current employer just delayed migration to SAP from AS 400 another 7 years... Like every major non AI Silcon Valley company is still in the stone age tbh.

Obvious-Ad-3171

Been looking at $KHC lately. Trading around $23 but DCF puts fair value north of $60. That's a massive gap. 6.97% dividend yield while you wait. Vanguard has been quietly building their position all year. The bear case is obvious — debt/equity at 8.9, negative ROE, revenue declining 3.5%. Not a growth story. But the planned business split + new CEO could be the catalyst. Anyone else watching this one or am I missing something obvious?

Competitive-Gain-656

If you're looking to hedge against tech volatility, you should definitely be eyeing **low-beta** or **non-cyclical plays**. For instance, **KHC (Kraft Heinz)** is a classic defensive staple—its performance is driven more by demographics and inflation than market hype. For pure macro decoupling, I like **TPL (Texas Pacific Land)** for its unique energy footprint, or even **RGLD (Royal Gold)** if you want exposure to precious metals without the operational risks of mining. These aren't just 'stocks'; they're a massive safety net when the S&P gets shaky.

Womanow

So invest in KHC/CAG, VLTO/XYL, GD/LMT

Xzlk

KHC??? Like I ain’t gonna buy it cause that sounds boring as fuck, but am I reading this valuation right lol? How are the boomers not balls deep in this?

interstellara_

PG is down overall because of the market shift towards buying more store/own brand staples and less name brands. I also pay attention to P&G sales and coupons for a lot of reasons I won't go into, but the TL;DR is that they've increased prices to the point that people can't afford them without coupons and recently have cut back on promotions and coupons. So people are trying cheaper brands, store brands, or noticing that their P&G favorites just aren't as good as they used to be because P&G is cost cutting. The answer is pretty much enshittifcation and inflation/the economy. It's not widely talked about in here, but it's a huge reason that WMT, TGT, and KR will likely see things continue to do fairly well while brands like PG, KHC, CPB, flail over the next couple of years - their store brands are seen as reliable, good quality for value and they can offer decent pricing strats for bulk buys over the entire brand. This is a similar throwback to how things were during the GFC/2008 - name brand items are the first to go when you just need to keep brushing your teeth, washing your clothes, and keep your household running.

Shapen361

I've been following KHC and it seems the new CEO thinks if they put in some semblance of effort into marketing and brand support they can boost sales. Might be a decent turnaround story at this price.

dvdmovie1

Store brands and companies that failed to innovate (KHC). plus people not drinking (DEO.) Also, the problem is that in this world of narratives, cheap has to be cheaper than before. So many people on here who went on for years about PYPL being cheap in the 60's and then it eventually winds up in the 30's. Nobody wants to wait for GIS to turn things around while there are tons of things that are working. If you're retired, then there are things that are going to get through this and they can DCA and get more yield. Other than that though, I just have had no interest - I've said this before; I'd rather own the shelves (KR) if had to own food. Maybe you get further consolidation in this sector, but that doesn't mean that deals will be done well - look at SJM buying Hostess, which has been a disaster that's already seen write-downs.

Plus_Seesaw2023

When I talk about KHC or GIS or even MDLZ, the first thing that comes to mind isn't necessarily sugary, highly processed drinks containing gas! I only have one thing left to say: I'm going to short PG! Dump it.

Perfect-Obligation60

Foodstocks ran up during covid. I hold shares in food suppliers I personally use (KHC, ACI, etc), most pay small dividend. I generally hold them cause its fun to think that everytime I buy ketchup a portion of it technically comes back to me. Makes me feel like a big wig.

greenpride32

>But how can they get included in the S&P500? They need to be profitable (we do not know how good/bad the balance sheet and the "billions of profit might be a product of happy accounting). Profitablity is not a hard requirement for SP500 inclusion; if that were the case "big/established" companies would need to be removed and readded all the time. Companies such as AMZN and KHC have had a negative earning year recently due to one time charges. Large market cap is one of the top priorities because it typically comes with high liquidity, high cash flow and large share of an industry or sector. A smaller company could be profitable each and every year, but if their revenue is relativey tiny it doesn't have any impact (or weight) on the economy/markets.

Street-Badger

Shouldn’t high gasoline benefit gross shelf-stable foods manufacturers for poors like CPB, KHC, GIS, etc?

MagicJuggler

I have a yahoo watchlist called Depression Food and Booze. Tickers are CPB, GIS, KHC, CAG, LW, MGPI, and DEO. The depression food companies closed green today. The booze companies closed red.

softboiledjadepotato

Ketchup baby.. KHC (though I understand they announced are going to drop their existing shares in it already, lol)

Itsatinyplanet

I was thinking I'd buy a 100 KHC for the 6.5% dividend and use it to try selling my first covered call.

InsaneGambler

Even Buffett misses his mark once a while. His KHC holdings bled for a while.

ETFBro4DaWinz

After listening to Altmann and Musk talk, Id probably full port KHC before Id buy one of those upcoming AI related IPOs

joe-foshow

Hookers and blow. Jk jk. Dividend stocks, get paid every quarter(3 months) for your investments. The dividend stocks I’ve been eyeing: NLY, TU, ET, KHC. There’s Verizon and MO, but they’re way too high. Also check out r/Dividends. That or invest in the S&P 500 or top stocks, Apple has quadrupled my investment long term.

Silver-Direction-938

Well no wonder he is tired of door dashing. For one person in the world to recomment the Intelligent Investor, it should be this guy. The book bores you to death by recommending index funds and you just quit reading 2/3rds of the way through when you give up with fighting the professionals for extra returns. Even most of the professionals never get them, what change does this industrious chump have? None. Same as me. Got me 100 PyPl and 200 KHC. I believe in you America! Dudes like that make the whole system work! God speed and may you never ever get a flat tire again! Sincerely, former taxi-driver.

skilliard7

value stocks get hit hardest during recessions. Not even consumer staples are safe right now. Look at KHC/GIS/CAG

softboiledjadepotato

FR.. BRK manipulated KHC just by saying they were thinking of selling

bosstea16

I dont know about my exact average, but about 2 weeks before expiration I start looking for the next months puts to sell (third week of the month expiration). So I guess I start about 40 days out, and look for trades until about 14 days out. It kind of depends. If a stock goes way up and I can get 80% profit quickly ill absolutely take it. If it signals again ill possibly take another. if I am way down (ORCL was an example) and then it rushes back up, I am fine with BE, or in that case I got out with like 40% profit. Then there is KHC which I got on 2/4 and I am holding until expiration. For charting I use the upper and lower BB, the 8,21,55 MA, and the fibernacci numbers of .786, .681 a lot. There are certain signals I was taught, and am still being taught ( I do a film study with my mentor a few times a week). Mind you, this isn't my job, its a side thing for me, that if I can get my portfolio up enough (10 year plan) then ill quit my job and stick with. It works for him, and me so far, and our win % is upper 90's. With selling puts there is just so much we can do to not lose money. I may have to roll a put, but it will make money by the end of it

ADynes

Sold CC on KHC for $70 a piece, just bought them back for $10 each. And the shares are still above my average. Think I'm finally figuring out this theta gang shit.

BlueYokoWorld

go boomer stocks. HRL, CAG, KHC. Sector rotation

Valkanaa

That's the narrative, but there are consumer staples companies trading at low PE, like KHC.... If you assume it can't lose any more share value, dividend yield is almost 7%. I don't assume that but that's not the only "value" stock in the sector.

softboiledjadepotato

My RH port is Coal and Ketchup... BTU, KHC what the f\*ck happened to me?

BlueYokoWorld

boomer stocks like KHC is pumping buy buy buy

n4itbad

KHC going to zero, everyone realizes ketchup is just red sugar

ADynes

Sold some pretty aggressive KHC covered called which worked out splendidly for me.

SchwiftySchwifferson

If KHC can just crater that would be cool

BullyMog

NFA. $VRT, KHC, TMUS, GFS, U- calls for Feb 20 2026 slightly OTM Any of these would be a good choice IMO. I am buying KHC feb 20 2026 22.5c and also $U Feb 20 2026 31c. Good luck https://preview.redd.it/d9jon0fblpig1.jpeg?width=772&format=pjpg&auto=webp&s=10971c17ee9fb3036baaf8c457cea94ddcb770ee

WinstonSalemSmith

Buffet takes massive risk by holding individual shares such as KHC GOOGL etc. He takes some risk by holding treasuries (inflation debasement etc). He advises everyone to hold index funds but does not do this with Berkshire Hathaway. A 1mln and a 100k portfolio would have the same percentage return if invested in index funds, as you know.

mountainmike99

thoughts on KHC? splitting company apart but maybe turn things around?

softboiledjadepotato

Thankfully ketchup has yet to make a deal with OpenAi.. Long on KHC

softboiledjadepotato

long ketchup KHC

softboiledjadepotato

My plays are boom booms, pew pews, and ketchup.. AVAV, RGR, KHC

BearSef

I keep a small portion of $KHC in my port. I’ve noticed it rips on index down days and tanks if the broader market rips. Did I just stumble on something?

Extension_Dog_8511

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.

Rayzor_Rancher

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.

Rayzor_Rancher

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.

PalpitationSmooth992

Burry telling everyone to get rid of any stocks with high weighting to health insurer stocks to remove from retirement accounts he even called out BRK because another terrible Buffet bet so if you have UNH i would dump Buffet has got to be the worst "greatest" trader of all time and he only got lucky by being born before most people look at all his stocks OXY KHC SIRI and now UNH everything he buys turns to shit

softboiledjadepotato

Ketchup catching up KHC

softboiledjadepotato

lol, KHC will NEVER find a bottom

softboiledjadepotato

My entire financial future rests on Ketchup finding a bottom.. KHC

CuriousEngineering74

Puts in KHC have not been fruitful this week.

PalpitationSmooth992

more proof that Buffet is a scrub and only got lucky because he was born first OXY SIRI KHC UNH forget inverse Cramer

Cav829

I don't know why anyone stayed in BRK.B short-term when the first big decision they made post-Buffett was to decide to panic sell KHC. Investors wanted to basically hear Abel is going to run things like Buffett and Munger. That was an immediate counter-narrative to that. Apple plunged $40 just on the rumor Cook is winding down. Legendary CEOs leaving is like an immediate get the fuck out for the short-term signal. Long-term though they should be fine and that cash fortress is really hard to fuck up.

AnxiousDeparture7213

Wants to put past mistakes behind him. KHC’s brands like Oscar Mayer and Planters are in a difficult spot with competition from cheaper house brands like Kirkland gaining wider acceptance. 3G slashed advertising which also helped destroy consumer perception of any major differentiation.

brintoul

KHC fucking IS high cash flow.

9bikes

Wasn't there some shadyness going on with KHC's numbers before BH invested in it? I was under the impression that 3G went beyond mismanagement to misleading investors.

ThicccBoiSlim

"Full porting" he calls the KHC stake. Exactly where he belongs.

Medical-Shoulder-337

Good. KHC sucks The new CEO needs to do something bold, like taking that money and full porting 0DTEs

ScheduleEqual

I thought Intel was going to go higher after that big military contract. Just like I thought KHC was gonna take a hit because of Berkshire about to sell 300+ million shares. I don't know what to think but it all interests me.

ScheduleEqual

I'm just getting back into stocks. I'm currently reading Understanding Options by Michael Sincere which was recommended to me by Copilot. I'm starting with a very small account and am just taking it very slow. I never bought a put before and bought 1 put contract on KHC after watching a tutorial and I was proud of myself for just doing that! The key is that I'm starting and committed to this. Anxious to see where I'll be knowledge-wise in 3 to 5 years. Thank you all for the support. I'm hoping maybe in a year or 2 I can make enough to turn this into a nice part-time income. Good luck to everyone and I wish you all a prosperous 2026. Let's Do This!

Plus_Seesaw2023

This is the last time I'll post on this community, we only get downvotes! LOL Anyway, now that Berkshire has sunk the KHC ship, it's time to buy back in big time. A big thank you to W. Buffet and goodbye.

Plus_Seesaw2023

KHC has already completely ruined me... no need to rub salt in the wound LOL

Plus_Seesaw2023

I'd rather get rekt on GIS KHC... but McCormick could also be a prime candidate for a harsh correction from Wall Street... LOL There may be some hope, given that PG has rebounded recently...

EmpathyFabrication

Well as their cash position increases they should continue to stay flat. If they offload KHC, I expect it to keep trading flat in the short term

_TheGoogz

Either BRK already sold their $325m stake in KHC or they're trying to force a dip. I like it.

actuallyrealperson

Tried emulating Berkshire Hathaway by buying their largest holdings, why oh why did I ever invest in KHC...

No-Improvement3164

Did Buffet sell KHC or what

DRCAG3SUN

im loading up on KHC and NFLX.. wbu??

KD_Hub

BRK dumping its 27.5% KHC stake (\~$7.7B at $24) already tanked shares to six-year lows around $22, but analysts still peg fair value at $26-28 avg (low $24); full offload could dip to $20 on forced selling, though block buyers might cap downside. Fundamentals suck with volume drops and private label pressure, so don't chase. Short KHC above $24 with $22 stop, target $20 if volume surges on sales.

Valkanaa

As a representative of KHC please cease and decist, that Jones town incident involved FlavorAid, a product of the Jel Sert corporation. /S

InfamousHedgehog691

I’m drawn to CVA’s valuation and high yield, but its giving me flashbacks to KHC in 2019— an experience that didn't end well for me. KHC still hasn't figured out how to revive its revenue, and defending against private labels feels like a never-ending treadmill for these legacy brands. ​On the other hand, GIS' pet food division has an edge against private label. I know pet owners that will spend up which creates the kind of brand loyalty and pricing power that pantry staples just don't have. That said, if CVA actually executes its turnaround, the potential upside is significantly higher. No position currently, I'm considering OGN more than anything, thanks for that!

BernardoDeGalvez

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.

Grouchy_Value7852

Tell that to KHC…. They must’ve missed the memo

joeblow2118

I get that but you’re obviously risking too much. I learned the same way you’re talking about. But I learned by buying a single contract at a time, usually in boring stocks with a beta < 1.0. Things like KHC, PEP, KO. Which is against what this sub is about lol. I dabble in options but I’m not a huge fan of the risk associated with it. It looks like you’re going balls deep and will live in this perpetual cycle of getting rich quick and then losing your ass. Likely giving you returns less than the market average. Start slow and learn first. Making little money is better than losing any.

softboiledjadepotato

This why my KHC Calls are under water??

Mariox

2019 I bought KHC because Buffet started buying it, stock crashed 20% in a month just after I bought. I learned not to follow Buffet buys.

TibbersGoneWild

All Consumer defence are down. Look at GIS, PEP, KHC and CPB

joeblow2118

You’re not wrong, the best way to learn is to do it yourself. Wasn’t sexy but I learned options by trading KHC. I really don’t play in the options game too much even though I have profited doing it. Just too much risk for my liking. That being said, I know it’s not the same but get you a paper account online with “fake money” if you want to learn until Robinhood lets you.

wylekebber

I would drop oil; it's organic and not as difficult to produce as lobbies would previously had us believe and nicotine is a nootropic. Food processing $PEP, $KHC, $TSN and pharma are much more mischievous imo; $JNJ, $LLY, $PFE. Or you could just have a portfolio of 100% T-bills and loan money to the US Government.

ThanosDNW

KHC & YUM brands. For *food? How could we forget UNH. There's gotta be some mining companies that are killing employees