Date updated:05-15-2008
"Most people have been scared to death of owning packaged goods since the last quarterly reports, as every company struggled to raise prices to meet inputs. But to hear any player in the group, especially new player Cadbury, say encouraging things could bring people back to kick the tires, if not buy." - Jim Cramer

-
CBY
Cadbury Plc - $52.80
- 0.00%
- $N/A
But to hear any player in the group, especially new player Cadbury, say encouraging things could bring people back to kick the tires, if not buy.

-
HSY
The Hershey Compa - $37.18
- +0.11%
- $37.21
Cadbury (CBY) might be the call today. This candy maker's forecast about rising gross margins flies in the face of everyone from Hershey (HSY) to ConAgra (CAG), from Heinz (HNZ)to General Mills (GIS).

-
CAG
Conagra Food Inc - $22.35
- -0.09%
- $22.38
Cadbury (CBY) might be the call today. This candy maker's forecast about rising gross margins flies in the face of everyone from Hershey (HSY) to ConAgra (CAG), from Heinz (HNZ)to General Mills (GIS).

-
HNZ
Heinz H J Co - $42.23
- +0.52%
- $41.87
Please don't forget Heinz, which is the player most "like" Wrigley (WWY) in terms of brand name and size, although it sold at a much lower multiple to Wrigley on the takeout.

-
GIS
Gen Mills Inc - $67.94
- +0.64%
- $67.30
Cadbury (CBY) might be the call today. This candy maker's forecast about rising gross margins flies in the face of everyone from Hershey (HSY) to ConAgra (CAG), from Heinz (HNZ)to General Mills (GIS).

-
TSN
Tyson Foods Inc C - $13.07
- 0.00%
- $13.02
Most people have been scared to death of owning packaged goods since the last quarterly reports, as every company struggled to raise prices to meet inputs. I still feel the pain of Tyson Foods' (TSN) Richard Bond when he talked about the travesty of ethanol, where 30% of the corn crop goes to make 3% of the gasoline.

-
CLX
Clorox Co - $59.65
- -0.33%
- $59.89
And, in light of the positive initiatives of Clorox (CLX), yesterday -- dividend boost, buyback -- there's lots of ways to think you could make money here.

-
PG
Procter Gamble - $61.80
- -0.56%
- $62.00
Stocks like Pepsi and Coke and Proctor (PG) are famously (or infamously) option-pinned, so be careful about being aggressive. But this Cadbury makes me want to look again.
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A. I think this is a case of the downgrade
coming too late. I see the reaction as
contrarian. I own a little RIMM.
A. The only one I own : SLX,
too hard pick a winner out all of them
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