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Compiling comments that experts make about stocks while on public TV.

2017-10-11

Opinion for Mondelez International (MDLZ-Q)

Signal Price Bias Subject Owned
TOP PICK $41.710 OPTIMISTIC NORTH AMERICAN - LARGE Yes

About 25% of revenues come from the US and about 40% is from emerging markets. The stock hasn’t done that well this past year, which is why it is a Top pick. As disposable income increases in emerging markets, it is going to increase the sale of more packaged foods. They are the global leading snack food manufacturer. Have been building out their footprint in the emerging markets. The last year has been difficult with a strong US$. We are starting to see improving economic movements in those markets. The long-term trend of increasing consumption of packaged foods and goods plays into this company very well. Dividend yield of 2.1%. (Analysts’ price target is $49.50.)

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management

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