Diamond Foods Has Good Upside, Kraft Healthy Too

By Takeover Analyst:Since I first presented my bullish piece on Sara Lee (SLE) here, the stock has risen by 15%, beating the Dow Jones by 467 bps.

By Takeover Analyst:Despite efforts to restructure the company, ConAgra Foods (CAG) just fails to have the type of brand appeal that competitors like Kraft (KFT) and General Mills (GIS). This makes the company most vulnerable to margins compression and lower consumer expenditures.

Diamond Foods (DMND) Q2 2013 Earnings Call March 11, 2013 4:30 pm ET Executives Linda B. Segre - Senior Vice President of Corporate Strategy and Human Resources Brian J. Driscoll - Chief Executive Officer, President and Non-Independent Director Michael Murphy - Interim Chief Financial Officer and Principal Accounting Officer Analysts Heather L. Jones - BB&T Capital Markets, Research Division

By Takeover Analyst:What follows is a list of consumer good companies that I am bullish about. All three of these companies -- Kraft (KFT), Coca Cola (KO), and Staples (SPLS) -- have strong brand names and are led by top management.

By David Alton Clark:In this article we will discuss the following S&P 500 large cap or better Blue Chip stocks with over 3.0% dividend yields and above-industry-average profit margins. According to the New York Stock Exchange, a blue chip is a stock in a corporation with a national reputation for quality, reliability and the ability to operate profitably in good times and bad.

By Jim Pyke:The former Kraft Foods Inc. (KFT) was in the headlines back in August when Warren Buffett revealed a substantial reduction in his position. However, Buffett still has a substantial position with 59 million shares. KFT is also making headlines due to the spin-off of its North American grocery business.

By Efficient Alpha:Two of the most important economic reports of the week will be released before market open on Wednesday. Investors will be closely watching inflationary pressures in the Consumer Price Index for how much flexibility the Fed has at its meeting in September.

By Takeover Analyst:In an earlier article, I argued that 3M has significant upside and could benefit from a strategic restructuring. Since the piece was published, the stock has appreciated by 11.1% and, at this point, I feel the risk/reward is no longer so favorable for the firm.