Home>Topics>Insiders>Dru E. Campbell

Dru E. Campbell

  1. All
  2. Commentary
  3. Video Reports
  4. Headlines
  1. From Barron’s, March 30, 2015 (Part 1)

    Commentary

    Sat, 28 Mar 2015

    per store]; the float is 19% of shares outstanding; the store traffic is declining. Heinz-Kraft deal is a negative for Campbell Soup [ CPB ] as it was the rumored target of Brazil’s 3G Capital ; the sales and EBITDA are flat and the EPS has grown only

  2. Buffett Bags Another Elephant as Heinz Merges With Kraft Foods

    Headlines

    Wed, 25 Mar 2015

    with 3G Capital in another deal, and we had assumed that it would likely involve a packaged food company, with Kellogg K and Campbell Soup CPB being the possible candidates. As such, we were a bit surprised to see Buffett going along with a purchase of Kraft

  3. Buffett Bags Another Elephant as Heinz Merges With Kraft Foods Group; 3G to Run the Combined Firms

    Commentary

    Wed, 25 Mar 2015

    with 3G Capital in another deal, and we had assumed that it would likely involve a packaged food company, with Kellogg and Campbell Foods being the possible candidates. As such, we were a bit surprised to see Buffett going along with a purchase of Kraft

  4. Bad Winter and the GDP

    Headlines

    Tue, 24 Mar 2015

    company capital expenditures, which drives economic growth and jobs, finally seems coming out of the doldrums. For instance, Campbell Soup plans to boost capex, as it’s called, 15% this year. Automobile sales in 2014 were off the charts, marking their

  5. From Barron’s, March 2, 2015 (Part 1)

    Commentary

    Sat, 28 Feb 2015

    aware the negative 2015/Q1 earnings [ and for Q2 too ], the average investor will be shocked to find that in a few weeks. Campbell Soup [ CPB ; yield 2.7%; fwd P/E 20] has become too pricy for its near-term prospects. Men’s Wearhouse [ MW ; high

  6. Cost Inflation and Heightened Promotions Hamper Campbell's 2Q Profits; Shares a Bit Rich

    Commentary

    Wed, 25 Feb 2015

    line with the more tepid outlook provided earlier this month, Campbell Soup's second-quarter results came with little fanfare. The ..... generating annually) over a three-year period, the change in Campbell 's business mix (including the addition of the lower-margin

  7. Campbell Ratchets Down its Full-Year Outlook, but Our Valuation Is Intact; Shares Not a Deal

    Commentary

    Fri, 13 Feb 2015

    Campbell Soup echoed sentiment similar to others in the packaged food space, when ..... remains of concern. As we’ve highlighted in the past, the change in Campbell ’s business mix (including the addition of the lower-margin Bolthouse

  8. High Market Valuations May Signal Low Future Returns

    Headlines

    Wed, 11 Feb 2015

    markets. Based on research using more than a century of earnings and equity return data, Shiller and co-author John Y. Campbell found that CAPE was a strong predictor of U.S. stock returns over subsequent 20-year periods. And a study by Norbert

  9. Campbell's Management Shakeup Hints Turnaround Has Yet to Gain Steam; Shares at Slight Premium

    Commentary

    Thu, 29 Jan 2015

    Campbell Soup's intentions to reorganize its ..... which continues to own about 40% of Campbell 's outstanding shares) will give CEO ..... improvement is far from a positive. Further, Campbell alluded to the potential for another restructuring

  10. Land Sales Remained a Vital Profit Source for Plum Creek in 2014; Shares Aren't Cheap

    Commentary

    Mon, 26 Jan 2015

    shares despite our long-term bullishness on U.S. housing. With a market enterprise value of $10.3 billion (excluding Campbell Group JV debt), the firm trades at 30 times 2014 non-land sales EBITDA. Even doubling of that profit measure would imply

« Prev12345Next »
Content Partners