KRAFT HEINZ CO. $35 is a buy. The company (Nasdaq symbol KHC; Income Portfolio, Consumer sector; Shares outstanding: 1.2 billion; Market cap: $42.0 billion; Price-to-sales ratio: 1.7; Dividend yield: 4.6%; TSINetwork Rating: Above Average; www.kraftheinzcompany.com) is a leading producer of processed foods....

On April 3, 2020, aerospace and military equipment maker RTX Corp. (formerly called Raytheon Technologies) spun off its Otis (elevators) and Carrier (heating and air conditioning equipment) businesses. For each UTX share they held, investors received 0.5 of a share in Otis and 1 share in Carrier.


The split has let each firm focus on its main businesses....

WALMART INC. $76 is a buy. The retail giant (New York symbol WMT; Conservative Growth Portfolio, Consumer sector; Shares outstanding: 8.0 billion; Market cap: $608.0 billion; Price-to-sales ratio: 0.9; Dividend yield: 1.1%; TSINetwork Rating: Above Average; www.walmart.com) has now sold its entire 9.4% stake in Chinese e-commerce retailer JD.com (New York symbol JD) for roughly $3.7 billion.


Walmart first formed a partnership with JD.com in 2016....

A main part of our approach to investing is to look for companies with hidden assets that can unlock long-term value for investors. In the case of consumer products giant Procter & Gamble, its hidden assets are its brand names, many of which have been around for more than 100 years.


Despite higher inflation and interest rates, many consumers continue to buy Procter’s products instead of switching to cheaper brands....

A: Fidelity Global Value Long/Short ETF, $8.98, symbol FGLS on the CBOE Canada Exchange (Units outstanding: 2.6 million; Market cap: $22.2 million; www.fidelity.ca) invests globally by taking long positions in companies that the manager believes are undervalued; at the same time, it takes short positions in what it sees as overvalued companies.

The ETF launched on February 1, 2024—the fund has operated as a mutual fund since October 2020....

A: Premium Brands Holdings Corp., $88.24, symbol PBH on Toronto (Shares outstanding: 44.4 million; Market cap: $3.9 billion; www.premiumbrandsholdings.com), is a specialty-food manufacturing and distribution company based in Richmond, B.C.

In Canada, the company has operations in B.C., Alberta, Saskatchewan, Manitoba, Ontario, Quebec and Nova Scotia....

A: Kraken Robotics Inc., $1.67, symbol PNG on the TSX Venture Exchange (Shares outstanding: 230.1 million; Market cap: $384.3 million; www.krakenrobotics.com), is a marine technology company providing complex subsea sensors, batteries, and robotic systems.

The company’s high-resolution 3D acoustic imaging solutions and services aim to let clients overcome the challenges of operating in the oceans.

Kraken Robotics is headquartered in Canada and has offices in North and South America and Europe.

One of the company’s key products is the Katfish....

A: Ashland Inc., $88.60, symbol ASH on New York (Shares outstanding: 50.1 million; Market cap: $4.3 billion; www.ashland.com), is a global specialty additives and materials provider. The company serves both consumer and industrial markets, including architectural coatings, construction, energy, food and beverage, nutraceuticals, personal care, and pharmaceuticals....

A: Ibotta Inc., $57.28, symbol IBTA on New York (Shares outstanding: 27.5 million; Market cap: $1.8 billion; www.ibotta.com), provides digital marketing software to help brands deliver mobile promotions to customers through rebates and rewards....

When analyzing a stock that is new on the market, or new to you, it pays to look for any new standout features that may pay off nicely. However, it’s a bad idea to fall in love with them. Many novel or rare ideas or situations fail to live up to investor hopes. With new or unfamiliar stocks, it’s easy to over-estimate potential or overlook the downside.

For instance, a connection with a massive company like Walmart could potentially bring in a lot of new business, directly or indirectly....