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'TREND REVERSAL': Wealth expert says Campbell's stock could SURPRISE investors

'TREND REVERSAL': Wealth expert says Campbell's stock could SURPRISE investors

Fox Business Clips
Analyzed Watch on YouTube Requested On
Video return
+16.39%
Calls
2
Buy / Sell
2 0
Published

Recommendations

Entry is the asset's closing price on the publication date. Current is the last close on record.

  1. 01 CPB NASDAQ BUY +4.93%
    Entry $22.09 20 Jul 2026
    Current $23.18 07 Aug 2026
    Result +$1.09

    the name that you mentioned up there that we like in our portfolio is Campbell's.

  2. 02 NSIT NASDAQ BUY +31.64%
    Entry $114.19 20 Jul 2026
    Current $150.32 07 Aug 2026
    Result +$36.13

    you like another name that has an A.I. piece to it, and that's Insight.

Full Transcript
BUNCH -- PUNCH OF THERE. OUR COUNTDOWN CLOSER STILL HAS AN APPETITE FOR ONE OF THOSE NAMES. JOINING ME NOW, JIM WHARTON, ASSETS UNDER MANAGEMENT OF $7 BILLION. JIM, THESE FOOD CONGLOMERATES HAVE STRUGGLED AS OF LATE BECAUSE THERE ARE ALL KINDS OF CHANGING TASTES PLUS GLP-1 ISSUES NOT THE MENTION THE INFLATION PICTURE. WHICH ONE DO YOU THINK IS HANDLING IT THE BEST AND THAT YOU LIKE FOR A PORTFOLIO. >> THANKS SO MUCH FOR HAVING ME, LIZ. YEAH. SO THE NAME THAT YOU MENTIONED UP THERE THAT WE LIKE IN OUR PORTFOLIO IS CAMPBELL'S. AND THIS IS REALLY, YOU KNOW, A FEW DIFFERENT REASONS, YOU KNOW? NUMBER ONE, WE'VE PARTICIPATED PRETTY WELL WITH SOME OF THESE FLASHIER, MORE SIZZLING TECHNOLOGY AND A.I. NAMES, AND WE BELIEVE THAT, YOU KNOW, CAMPBELL'S IS ACTUALLY ONE OF THESE COMPANIES THAT CAN BENEFIT FROM A.I. WHEN IT COMES TO LOWERING THE COSTS AND, YOU KNOW, INCREASING THEIR MARGINS. AND SO THAT'S WHERE WE SEE, YOU KNOW, IT'S NOT A VERY LOVED STOCK, FOR SURE, YOU KNOW? WE SEE THE MOVEMENT LOOKS GOOD. MOMENTUM CERTAINLY HASN'T BEEN THERE. IT'S A POTENTIAL TREND REVERSAL. WE BELIEVE WITH THE VALUATION WITH OF 10 TIMES FORWARD EARNINGS, 10% FREE CASH FLOW YIELD AND A NICE 7% DIVIDEND, THIS IS SOMETHING THAT IS A GOOD DIVERSIFIER. LIZ: THAT TASTES GOOD, 7% DIVIDEND DEFINITELY. YOU MENTIONED HOW A.I. CAN HELP WITH SOME OF OF THE MARGIN ISSUES. YOU LIKE ANOTHER NAME THAT HAS AN A.I. PIECE TO IT, AND THAT'S INSIGHT. IT'S NOT A NAME WE OFTEN DISCUSS HERE. >> YEAH, ABSOLUTELY. SO, YOU KNOW, THIS IS A TECHNOLOGY COMPANIES THAT IS REALLY SERVING THE MIDDLE MARKET. SO THEY'RE NOT COMPETING WITH THE LARGE ENTERPRISES THAT ARE OUT THERE GOING AFTER FORTUNE 500 COMPANIES, THESE, YOU KNOW, INSIGHT IS GOING AFTER THE SMALLER COMPANIES. I BELIEVE THEY'RE A.I. ADJACENT IN THE SENSE THAT THEY WILL WORK WITH SMALLER COMPANIES TO IMPLEMENT A.I., TO TEACH THEM HOW TO USE A.I., BUT THEY'RE STILL PARTNERING WITH COMPANIES LIKE HP AND DELL AND IBM. AND SO TO THE DEGREE THAT THEY CAN KIND OF, YOU KNOW, PLAY THAT SIDE WITHOUT, YOU KNOW, FEELING THAT THEY'RE C

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