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i think conagra has it.'ve been waiting, sean, because i know one day you would say jim, it's here. now you're not supposed to do that. that's actually my job. but i like everything you had to say and i'm really glad you came on the show. sean, it's great to see you. >> good to see you, jim. >> okay, guys. yield, some growth, trends going with it. sean connolly, conagra brands and ceo. you don't get to be up on a down day like this unless you've got something real good to talk about. "mad money's" back after the break. >> announcer: coming up, go small or go home? part two of our stroll through the small cap landscape is next. go big and stick with cramer. >>> yesterday i told you the small cap cohort could finally be due for a nice bounce in large part because these smaller companies are more hostage to interest rates and i expect rates even after this recent spike to only go lower this year. plus their stocks tend to be much cheaper than the big caps. i know the market was terrible today. and oil soared. b
i think conagra has it.'ve been waiting, sean, because i know one day you would say jim, it's here. now you're not supposed to do that. that's actually my job. but i like everything you had to say and i'm really glad you came on the show. sean, it's great to see you. >> good to see you, jim. >> okay, guys. yield, some growth, trends going with it. sean connolly, conagra brands and ceo. you don't get to be up on a down day like this unless you've got something real good to talk...
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Apr 18, 2024
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third example conagra brands dare i pick this one or that one. turned in a robust quarter two weeks ago and the stock jumped more than 5%. by the way, this was the best performer on the s&p 500 that day. thank heavens. that day and the you company had struggled to grow for ages and that frankly is still struggling to grow. but we're finally seeing some improvement based on better volumes. conagra's net sales decreased by 1.7% although still came in a little better than expected. the company took a .2% hit on price mix. still experienced a decline in volume doesn't seem exciting but in the previous quarter net sales were down 3.2% thanks to a .5% hit from price mix and a drop in volume conagra's clearly moving in the right direction. fortunately, their margins came in better than expected. actually much better than expected which translated into a healthy earnings beat. and management even raised their full-year operating margin forecast we spoke with conning agra brands ceo sean connelly on the night of the report and he painted an encouraging pi
third example conagra brands dare i pick this one or that one. turned in a robust quarter two weeks ago and the stock jumped more than 5%. by the way, this was the best performer on the s&p 500 that day. thank heavens. that day and the you company had struggled to grow for ages and that frankly is still struggling to grow. but we're finally seeing some improvement based on better volumes. conagra's net sales decreased by 1.7% although still came in a little better than expected. the company...
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been a negative catalyst in their view for large cap they go through all the negative commentary from conagraens, fedex >> some people think csx isn't that good. i thought it was fine. that is a surprisingly strong list of companies that are not delivering, and i don't know i think that that -- making a strong case for some -- look at that csx it's not a bad quarter i would go so far as to say that we've got some companies that i don't want to own because they're slowing, and you know what david? maybe march. maybe march was the month that wasn't that good, and what i want to call people's attention to, david, prologis. did you know they're the largest real estate owner in the world they own 5%. >> yeah, i thought blackstone was actually the largest real estate owner but -- >> well, you know, look, let's just divide them up. you say potato, i say potahto. >> i don't know why joe hinrichs just came up >> hi, joe >> i know you have them on "mad money" frequently as well. give us more of a sense of why it's a concern >> first, longer term, i want to tell you, no concern, because they are a very
been a negative catalyst in their view for large cap they go through all the negative commentary from conagraens, fedex >> some people think csx isn't that good. i thought it was fine. that is a surprisingly strong list of companies that are not delivering, and i don't know i think that that -- making a strong case for some -- look at that csx it's not a bad quarter i would go so far as to say that we've got some companies that i don't want to own because they're slowing, and you know...
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. >> i like this conagra quarter. for some sort of inflection where they had to put 30% increase. 30%, they had to raise everything, just to be able to meet all the different input costs. well, this was the quarter where it looks like it's getting together to the point where you've got the volume's going up. and you don't really have a lot of worry about costs, so you're going to see the stock do better. now, when you speak to the company, it's really interesting. younger people, gen z, whatever, they didn't like to cook. i they did it instead of healthy choice, instead of their meals being seven days a week, they cut it to five, and you scratch cooking, that's what sean connolly -- he's a great guy. scratch cooking is done. they want to go back to the store, and they're doing it. and the behaviors are returning to the old way. >> it's going to be good to clear out some of those weird covid dynamics or post-covid dynamics. >> thank you. i'm going to think -- i'm thinking about focusing the top of my show tonight on ho
. >> i like this conagra quarter. for some sort of inflection where they had to put 30% increase. 30%, they had to raise everything, just to be able to meet all the different input costs. well, this was the quarter where it looks like it's getting together to the point where you've got the volume's going up. and you don't really have a lot of worry about costs, so you're going to see the stock do better. now, when you speak to the company, it's really interesting. younger people, gen z,...
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watching the movers and conagra. lauren: it's up 5% and resilient demand for the pantry staples they sell, slim jim, frozen food, bird's eye and lowering prices where they can because their know the consumer is p tafanelyed out and eating meals at home. lauren: frozen potatoes and sell to restaurants and mcdonalds. that demand is down because people are eating at home and stuart: dell. lauren: it's an ai company now and shares tripled in the past year and they're enjoying a resurgence and record shares and it's being led by the ai credentials and partnership with names like nvidia. stuart: magic word, two of them, ai and nvidia. lauren: there you go. helix is what they have with nvidia. stuart: coming up, chicago health officials and and migrant facilities and that's at marty makary on that coming up. president biden cabbing out $8 billion to pay for perks to pay for people in the climate core. some republicans want to ban the president entirely, so do i. we'll bring you the full report. ukraine's president zelensky
watching the movers and conagra. lauren: it's up 5% and resilient demand for the pantry staples they sell, slim jim, frozen food, bird's eye and lowering prices where they can because their know the consumer is p tafanelyed out and eating meals at home. lauren: frozen potatoes and sell to restaurants and mcdonalds. that demand is down because people are eating at home and stuart: dell. lauren: it's an ai company now and shares tripled in the past year and they're enjoying a resurgence and...
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initial jobless claims and data before the opening bell and earnings from conagra.we also have a busy day of fed speak with half a dozen go governors speaking today. a long list thank you see there. >>> let's get another check of the u.s. equities futures. you see the dow jones industrial average implied higher by 135. s&p up 19. for more on the trading day head, let's bring in courtney garcia for payne capital management. courtney, this market has some folks skittish. can the gains continue in the coming months? >> we're optimistic the markets can continue higher. we are getting strong economic data. manufacturing numbers are remaining strong. the inflation is still moderating over the long run. that is why the markets will continue to do well here. there is a lot of cash on the sidelines. they are finally starting to see people dip into the cash. there's a lot of money that can go in especially if the rartes start coming down. the money market funds will price lower. money will make its way back in the stock market. you will see the beginning of that. >> what move
initial jobless claims and data before the opening bell and earnings from conagra.we also have a busy day of fed speak with half a dozen go governors speaking today. a long list thank you see there. >>> let's get another check of the u.s. equities futures. you see the dow jones industrial average implied higher by 135. s&p up 19. for more on the trading day head, let's bring in courtney garcia for payne capital management. courtney, this market has some folks skittish. can the...
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Apr 3, 2024
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next up, conagra brands, they're expecting growth margin declines as inflation lingers. see some opportunity here? >> it would be a buy or hold for me. they are a big company that's struggling. one thing that's strong for company, you look at the benefit for their brand that was consistent. those projections for earnings have been pretty tough. on the flip side, you have inflation continuing, and you do have a consume they are is struggling. so i think if you look at the groceries and snacks, that brand has done consistently well. i think that holds here. i think geographically, they have some things that will benefit for them. international sales are strong. we talk about value, i think there's strong value for investors here. >> blackberry, the phone turned software company down 40% in a year. are we attributing this to the ev slowdown where backberry provides software. how would you trade this name? >> this is an interesting business. it has a lot of room for improvement, and they know that. they're separating businesses, cybersecurity, and so i think it's also a grow
next up, conagra brands, they're expecting growth margin declines as inflation lingers. see some opportunity here? >> it would be a buy or hold for me. they are a big company that's struggling. one thing that's strong for company, you look at the benefit for their brand that was consistent. those projections for earnings have been pretty tough. on the flip side, you have inflation continuing, and you do have a consume they are is struggling. so i think if you look at the groceries and...
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conagra climbing but lamb weston getting smashed period a lackluster quarter. down almost 20%. wayfarer is having a better day after i s a upgraded the rating driven by cost-cutting measures. the analysts saying as the home furnishing business recovers, wayfair can expect to be market faring. scott? >> christina, thank you. we are all over this late day selloff. evercore roger altman is with us next. expectations for the fed, geopolitical concerns, and much more. don't go anywhere, we are live at the new york stock exchange. you are watching closing bell on cnbc. municipal bonds don't usually get the media coverage the stock market does. in fact, most people don't find them all that exciting. but, if you're looking for the potential for consistent income that's federally tax-free. now is an excellent time to consider municipal bonds from hennion & walsh. if you have at least $10,000 to invest, call and talk with one of our bond specialists at 1-800-217-3217. we'll send you our exclusive bond guide, free with details about how bonds can be an important part of your portfolio. he
conagra climbing but lamb weston getting smashed period a lackluster quarter. down almost 20%. wayfarer is having a better day after i s a upgraded the rating driven by cost-cutting measures. the analysts saying as the home furnishing business recovers, wayfair can expect to be market faring. scott? >> christina, thank you. we are all over this late day selloff. evercore roger altman is with us next. expectations for the fed, geopolitical concerns, and much more. don't go anywhere, we are...
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Apr 5, 2024
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for every lamb, there's a conagra. for every ulta, there's a kohl's. >> that's tom kingsbury.ohl's. remember, they brought in sephora. now, sephora's lvmh, arguably the company that's doing better than anyone in the world, they're up against ulta. >>> when we come back, some m&a in the mix today, closer look at j&j's $12.5 billion deal for shockwave. nice batch of upgrades today. eden, sofi, axp, pepsi. we'll see if these gains can hold throughout the day given some of the concerns jim has outlined so far. we're back in a moment. [alarm beeping] amelia, turn off alarm. amelia, weather. 70 degrees and sunny today. amelia, unlock the door. i'm afraid i can't do that, jen. why not? did you forget something? my protein shake. the future isn't scary, not investing in it is. you're so dramatic amelia. bye jen. 100 innovative companies, one etf. before investing, carefully read and consider fund investment objectives, risks, charges expenses and more prospectus at invesco.com. [ragtime piano plays] the adversaries are back! [gasps] ugh. sheriff, i got this. protecting your business f
for every lamb, there's a conagra. for every ulta, there's a kohl's. >> that's tom kingsbury.ohl's. remember, they brought in sephora. now, sephora's lvmh, arguably the company that's doing better than anyone in the world, they're up against ulta. >>> when we come back, some m&a in the mix today, closer look at j&j's $12.5 billion deal for shockwave. nice batch of upgrades today. eden, sofi, axp, pepsi. we'll see if these gains can hold throughout the day given some of...
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s&p 500, the winners are paramount, conagra, general air a prospace, generac holdings and old dominionarvell, applied materials, lam research. no real big names there. >>> the 10-year treasury yield is moving up to 4.38%, but is still the market rallies. checking gold, i think we've got a brand new all-time high, $2,315 an ounce. bitcoin, $67,100. oil, $86 a barrel with. 86.91. creeping up. nat gas, is it close to $2 yet? no, $1.79. the average price for a gallon of regular, watch out, it's up 2 cents overnight, it's creeping higher. as for diesel, that's up 1 cent at $4.04. >>> coming up, not too late to send in your friday feedback. let us know what you think think of the show this week, varney viewers@fox tom. >>> cnn suing to get the transcripts of biden's -- with robert hur. is cn if n beginning to change its political stance? we're on it. >>> texas governor greg abbott, extraordinary thely concerned about terrorists crossing the southern border. roll it. >> but we are extraordinarily concerned about a terrorist attack occurring in texas or elsewhere in the united states because o
s&p 500, the winners are paramount, conagra, general air a prospace, generac holdings and old dominionarvell, applied materials, lam research. no real big names there. >>> the 10-year treasury yield is moving up to 4.38%, but is still the market rallies. checking gold, i think we've got a brand new all-time high, $2,315 an ounce. bitcoin, $67,100. oil, $86 a barrel with. 86.91. creeping up. nat gas, is it close to $2 yet? no, $1.79. the average price for a gallon of regular, watch...
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jim is speaking with the c oeof c conagra. more "fast money" in two. norman, bad news...raduated from med school. what? but the good news is... xfinity mobile just got even better! now, you can automatically connect to wifi speeds up to a gig on the go. plus, buy one unlimited line and get one free for a year. i gotta get this deal... that's like $20 a month per unlimited line... i don't want to miss that. that's amazing doc. mobile savings are calling. visit xfinitymobile.com to learn more. doc? >>> welcome back to "fast money." promising sign that glp-1s may be used to slow down new rog call diseases a new phase two study found that participants with early parkinson's disease taking the glp-1a dlyxin had less progression. let's bring in dr. kavita patel. great to see you. >> thanks so much, melissa. it is an interesting study. >> yeah. the active ingredient in this particular drug is actually discontinued in the united states. >> right. >> and so, i'm wondering, and it's a daily injection, it was a daily injection, and that's what they did in this study. can we extrapol
jim is speaking with the c oeof c conagra. more "fast money" in two. norman, bad news...raduated from med school. what? but the good news is... xfinity mobile just got even better! now, you can automatically connect to wifi speeds up to a gig on the go. plus, buy one unlimited line and get one free for a year. i gotta get this deal... that's like $20 a month per unlimited line... i don't want to miss that. that's amazing doc. mobile savings are calling. visit xfinitymobile.com to...
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Apr 19, 2024
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at procter, which is that their costs are down, and they didn't have to cut prices go listen to the conagraall, the kellogg call you can listen to general mills. if you didn't have to cut price, and your prices fell -- h hormel -- your stock went up procter is no different. i'm not going to disagree with the opening, because i'm never going to disagree with the guys who are just banging it down i want to own that thing at 10 of 10. >> we'll watch it after the open nice 7% div hike >> 11 of 10, no. >>> meantime, let's do get more on the israel-iran conflict. nbc's chief foreign correspondent, richard engel, is on the ground in jerusalem this morning. richard, the reports here sound like this was carefully calibrated do you agree >> it was a very limited strike, and if you look around, the streets of israel, you would hardly know that anything happened there have been no instructions given to the public for people to take shelter. traffic is flowing as normal people are out people are shopping. the airport is open. air space, uninterrupted and that's a pretty strong indication that israel doe
at procter, which is that their costs are down, and they didn't have to cut prices go listen to the conagraall, the kellogg call you can listen to general mills. if you didn't have to cut price, and your prices fell -- h hormel -- your stock went up procter is no different. i'm not going to disagree with the opening, because i'm never going to disagree with the guys who are just banging it down i want to own that thing at 10 of 10. >> we'll watch it after the open nice 7% div hike...
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Apr 4, 2024
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we'll start with conagra brands. the food processor is up just about 4.5% right now.ind brands like bird's eye frozen veggies, duncan hines cake mix and others. there's still some pursing through the comparability of those reported adjusted profits against estimates, so we'll stay on top of that. we'll stay in food processing. big drop in shares of lamb weston right now. this is america's biggest producer of potato and frozen french fry-type products. profits and revenues both fell shy of consensus estimates, and they cut its full-year forecast. let's end with one of the more notable analyst calls of the morning. shares of capital one financial, 2% upside right now. the retail bank and credit card issuer is getting help from wolf research, which is upgrading its shares. now, you can watch those shares up 1.5%. for more on those calls, other top calls of the day, head over to cnbc.com/pro. joe, becky, andrew, you get more details there. back to you. >> all right. final check on the markets. we're going to have an in depth discussion now on the fed's next move. we got 1
we'll start with conagra brands. the food processor is up just about 4.5% right now.ind brands like bird's eye frozen veggies, duncan hines cake mix and others. there's still some pursing through the comparability of those reported adjusted profits against estimates, so we'll stay on top of that. we'll stay in food processing. big drop in shares of lamb weston right now. this is america's biggest producer of potato and frozen french fry-type products. profits and revenues both fell shy of...