Colin King — $CPB
Shares aren’t cheap enough yet. Durable brands, but headwinds still here + no hard catalyst yet.
I see a few paths here:
1) Super boring 10%ish IRR deleveraging story (ass…↗
Jun 15
Colin King — Beaten down idea:
$CPB trading at 11.5x NTM earnings and ~7% yield... EPS stabilizing at $0.50 past 2 quarters... levered 4x, but perhaps the earnings bottom is in?
Durable brand…↗
Jun 7
InvestmentGuru — Earnings week ahead.
The Macro Read From This Week:
Housing health → $LEN
Consumer spending → $CPB $CASY $CHWY $SJM
Cloud/AI monetization → $ORCL $ADBE $DOMO
Energy transition →…↗
Lawrence McDonald — @jimiuorio @biancoresearch @wesbury @BobStein_FT Thank you Jim. I’ve never seen so many world class brands on the lows (off 30-60%) in Q4 2025 with the S&P up > 15%.
$NKE
$…↗