Wyatt Research Week-in-Review: March 22-28

Ketchup and cheese came together this week to create a tasty treat for investors.kraft-heinz-merger

No, I’m not talking about the latest artisan cheeseburger rage. I’m referring to the mega-merger between Heinz and Kraft (NASDAQ: KRFT).

Kraft Foods Group, of course, is the publicly traded food conglomerate known for its mac and cheese and iconic brands such as Oscar Mayer, Kool-Aid and Maxwell House.

H.J. Heinz Company, the Pittsburgh-based ketchup king of the famed 57 varieties, was purchased in 2013 by Berkshire Hathaway (NYSE: BRK-B) and Brazilian private equity firm 3G Capital Partners for a cool $23 billion.

The combined entity, which will be called Kraft Heinz, will be the fifth largest food company in the world, with annual revenues of $28 billion.

What does the deal mean for income investors craving the type of blue chip dividends Warren Buffett feasts on? Ian Wyatt, our publisher and chief investment strategist, provides the skinny here on the meaty Kraft Heinz merger.

And while Ian was busy analyzing the ingredients of the latest Buffett recipe for long-term profits, the rest of the team at Wyatt Investment Research sank their teeth into the other hot ideas on the week’s investment menu.

Here are some of my favorite articles from the week:

Should Apple Worry About the Google Watch? –  Unlike Apple (NASDAQ: AAPL), which is producing the Apple Watch on its own, the Google Watch will be produced in partnership with luxury watchmaker TAG Heuer and Intel (NASDAQ: INTC). Should Apple be concerned about the luxury tech timepiece being developed by these three global juggernauts?

Even Warren Buffett Is Pushing This Growth Trend –  Buffett’s investing track record is close to impeccable. So when the Oracle of Omaha suggests checking out this growing market, it’s probably wise to listen.

This Dividend Stock Just Raised Its Payout 50% –  Although winter’s over, this ski resort stock just raised its quarterly dividend by 50%, giving it a pro forma annual dividend yield of 2.5%. This comes at a time when the S&P 500 average dividend yield is just under 1.9%. Get the name here.

Is Google the Next Apple? – A change in company leadership often reaps rewards for shareholders. In Google’s (NASDAQ: GOOGL) case, the CFO torch is being passed from seven-year veteran Patrick Pichette to Ruth Porat, the former CFO of Morgan Stanley (NYSE: MS). Will Porat’s Wall Street pedigree translate into dividend payouts or a Google stock repurchase program?

Why Warren Buffett Still Loves Coke Stock –  Coca-Cola (NYSE: KO) stock is up just 5% over the last 12 months, while top rival PepsiCo (NYSE: PEP) is up 17%. But Buffett’s Berkshire Hathaway has owned 400 million shares of Coke since the fourth quarter of 2006. Heading into 2015 it was still Berkshire’s second largest holding. Click here to find out why Buffett is still bullish on Coke.

Should You Buy the GoDaddy IPO? – Under the terms of the GoDaddy IPO, the company plans to offer 22 million shares to the public at an expected price of between $17 and $19 a share. Revenue for the controversial Internet domain company jumped more than 20% between 2013 and 2014, but GoDaddy’s margins remain in the red. Is the GoDaddy IPO worth buying?

Best ETFs to Profit from a Weak Euro – The U.S. dollar is strong, but the euro continues to get hammered. If you’re concerned that your portfolio is overexposed to the strong dollar, these ETFs could provide diversity and a way to profit from the low euro.

What Is Comcast’s Strategy with Apple TV? – Apple is expected to launch a new version of Apple TV in the fall, which will reportedly cost $25-$35 a month and feature about 25 channels. Most of the major TV networks are rumored to be in negotiations with Apple – except NBC. NBC is part of NBCUniversal, which is owned by Comcast (NASDAQ: CMCSA). Is Comcast making a blunder by rebuffing the world’s largest publicly traded company?

Revealed: The Next FacebookFacebook (NASDAQ: FB)  is a bona fide global phenomenon which has changed the way people interact on a daily basis. And Facebook stock hasn’t been too shabby, either. Since its 2012 IPO, the stock is up 117%. Finding the next Facebook is a tall task, but one social media startup has recently been attracting lots of attention … even before its launch. Click here to learn more about the next Facebook.

Have a great weekend!

Published by Wyatt Investment Research at