Mondelez International | StockChase
58
Mondelez International (MDLZ-Q)

Last Price Recorded: $43.3800 on 2017-12-15

ON STOCKCHASE SINCE Oct 2012

Consumer Products
58
Mondelez International (MDLZ-Q)

Last Price Recorded: $43.3800 on 2017-12-15

ON STOCKCHASE SINCE Oct 2012

Consumer Products

Mondelez International


Signal Opinion Expert
TOP PICK
Mondelez International(MDLZ-Q) 

November 10, 2017

A global leading snacks company. 40% is in emerging markets. They are in chocolates, biscuits and candy. It has pulled back from prior years, because emerging markets economies have not been doing as well. Things are starting to improve. They have a program in place to improve margins and thinks the volume growth will start to improve. Dividend yield of 2.1%. (Analysts’ price target is $48.00.)

Consumer Products

A global leading snacks company. 40% is in emerging markets. They are in chocolates, biscuits and candy. It has pulled back from prior years, because emerging markets economies have not been doing as well. Things are starting to improve. They have a program in place to improve margins and thinks the volume growth will start to improve. Dividend yield of 2.1%. (Analysts’ price target is $48.00.)

Consumer Products
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$41.950
Owned Owned
Yes

PAST TOP PICK

(A Top Pick June 12/17. Down 6%.) This tends to move in a bit of a channel, and seems to find support somewhere in the $38-$39 range. It is in consumer staples, a sector that normally does very well in the summer, but this year didn't. It reported last night with pretty good numbers and the stock was up about 5% today. His view is that this could get back into the $44-$45 area, and then he will get out.

Consumer Products

(A Top Pick June 12/17. Down 6%.) This tends to move in a bit of a channel, and seems to find support somewhere in the $38-$39 range. It is in consumer staples, a sector that normally does very well in the summer, but this year didn't. It reported last night with pretty good numbers and the stock was up about 5% today. His view is that this could get back into the $44-$45 area, and then he will get out.

Consumer Products
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$41.430
Owned Owned
Yes

TOP PICK

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.)

Consumer Products

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.)

Consumer Products
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$41.710
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Aug 16/16. Up 5.28%.) Owns this for the long-term sector of the consumer in emerging markets. As people make more money, they are increasing demand for packaged goods. This is the global leader in chocolate, biscuits, candy and gum. About 40% of their revenue comes from emerging markets which are starting to see some growth.

Consumer Products

(A Top Pick Aug 16/16. Up 5.28%.) Owns this for the long-term sector of the consumer in emerging markets. As people make more money, they are increasing demand for packaged goods. This is the global leader in chocolate, biscuits, candy and gum. About 40% of their revenue comes from emerging markets which are starting to see some growth.

Consumer Products
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$44.190
Owned Owned
Yes

PAST TOP PICK

(A Top Pick June 12/17. Down 3.15%.) Somewhere around $43 is a good time to Buy, and somewhere around $46 is a good time to Sell. A pretty decent stock to hold with very little downside from $43.

Consumer Products

(A Top Pick June 12/17. Down 3.15%.) Somewhere around $43 is a good time to Buy, and somewhere around $46 is a good time to Sell. A pretty decent stock to hold with very little downside from $43.

Consumer Products
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$43.750
Owned Owned
Yes

TOP PICK

A leading manufacturer of biscuits, candy, chocolate and gum. She likes this because they are positioning in emerging markets where 35% of their revenues come from. As personal income levels increase, this company is very well positioned to participate in the growth. They are very focused on improving margins. Dividend yield of 1.8%. (Analysts’ price target is $50.)

Consumer Products

A leading manufacturer of biscuits, candy, chocolate and gum. She likes this because they are positioning in emerging markets where 35% of their revenues come from. As personal income levels increase, this company is very well positioned to participate in the growth. They are very focused on improving margins. Dividend yield of 1.8%. (Analysts’ price target is $50.)

Consumer Products
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$43.240
Owned Owned
Yes

TOP PICK

It could be taken out.  It has been rage bound.  It is testing the breakout point.  Staples tend to be hanging in there.  (Analysts’ target: $50.00).

Consumer Products

It could be taken out.  It has been rage bound.  It is testing the breakout point.  Staples tend to be hanging in there.  (Analysts’ target: $50.00).

Consumer Products
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$45.370
Owned Owned
Yes

PAST TOP PICK
Mondelez International(MDLZ-Q) 

December 15, 2016

(Top Pick Dec 24/15, Up 2.41%) It is up today because there is speculation that Kraft Heinz may be interested.  It was not a particularly well run company so he bought it on expectation of improving.  An activist coming in can expedite this.

Consumer Products

(Top Pick Dec 24/15, Up 2.41%) It is up today because there is speculation that Kraft Heinz may be interested.  It was not a particularly well run company so he bought it on expectation of improving.  An activist coming in can expedite this.

Consumer Products
Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$44.710
Owned Owned
Yes

PAST TOP PICK
Mondelez International(MDLZ-Q) 

September 23, 2016

(A Top Pick Oct13/15. Down 2.59%.) Because of its whole favourable attributes, it has a relatively high valuation. A good company and it is fine to continue to Hold it, but he has reduced some of his exposure to consumer package companies, and this was one of them. If you own, he would continue holding it.

Consumer Products

(A Top Pick Oct13/15. Down 2.59%.) Because of its whole favourable attributes, it has a relatively high valuation. A good company and it is fine to continue to Hold it, but he has reduced some of his exposure to consumer package companies, and this was one of them. If you own, he would continue holding it.

Consumer Products
John Stephenson

President & CEO, Stephenson & Company...

PricePrice
$42.910
Owned Owned
No

COMMENT
Mondelez International(MDLZ-Q) 

September 15, 2016

One of the issues is that they don’t see where they are going to grow, which is why they tried to acquire Hershey’s recently. If they don’t do an acquisition, he doesn’t think they can stay as an independent company, and somebody will buy them.

Consumer Products

One of the issues is that they don’t see where they are going to grow, which is why they tried to acquire Hershey’s recently. If they don’t do an acquisition, he doesn’t think they can stay as an independent company, and somebody will buy them.

Consumer Products
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$43.020
Owned Owned
Unknown

PAST TOP PICK
Mondelez International(MDLZ-Q) 

September 13, 2016

(A Top Pick Sept 9/15. Up 3.32%.) The largest global snacking company. The real growth is in the emerging markets, where about 40% of their revenues come from. The leader in chocolate, biscuits, gum and candy. Consumption of those categories is very low in emerging markets. She likes the story long-term.

Consumer Products

(A Top Pick Sept 9/15. Up 3.32%.) The largest global snacking company. The real growth is in the emerging markets, where about 40% of their revenues come from. The leader in chocolate, biscuits, gum and candy. Consumption of those categories is very low in emerging markets. She likes the story long-term.

Consumer Products
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$42.690
Owned Owned
Yes

COMMENT
Mondelez International(MDLZ-Q) 

September 9, 2016

This has been a very good stock, but along with food prices in general he thinks it will be topping out here. It is probably not going to go anywhere for a little while.

Consumer Products

This has been a very good stock, but along with food prices in general he thinks it will be topping out here. It is probably not going to go anywhere for a little while.

Consumer Products
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$42.090
Owned Owned
Unknown

TOP PICK

The #1in candy, biscuits and chocolates, and #2 in gum. This has over 40% coming in from emerging markets, and the emerging market consumer is a secular growth area for the next decade at least. It is also an area that has lower private label competition. They just recently launched chocolate into China. The company is focused on improving their operating margins. Dividend yield of 1.77%.

Consumer Products

The #1in candy, biscuits and chocolates, and #2 in gum. This has over 40% coming in from emerging markets, and the emerging market consumer is a secular growth area for the next decade at least. It is also an area that has lower private label competition. They just recently launched chocolate into China. The company is focused on improving their operating margins. Dividend yield of 1.77%.

Consumer Products
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$42.700
Owned Owned
Yes

PAST TOP PICK

(A Top Pick April 14/15. Up 17.31%.) A play on the emerging consumer in developing countries. Over 40% of their operating profit comes from there. The leader in chocolate and biscuits, and the number 2 in gum. Well positioned as consumers in those countries get wealthier and their GDP per capita increases. The company is focused on improving margins.

Consumer Products

(A Top Pick April 14/15. Up 17.31%.) A play on the emerging consumer in developing countries. Over 40% of their operating profit comes from there. The leader in chocolate and biscuits, and the number 2 in gum. Well positioned as consumers in those countries get wealthier and their GDP per capita increases. The company is focused on improving margins.

Consumer Products
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$43.260
Owned Owned
Yes

PAST TOP PICK

(Top Pick Oct 6/15, Down 4.69%) He is sticking with it.  It has operational synergies, operational facilities that are synergistic.  They have fewer SKUs (Down from 74k).  Management are doing the right things here.  They have a lot of emerging market exposure.  If you get stability from emerging markets that will give it a boost.

Consumer Products

(Top Pick Oct 6/15, Down 4.69%) He is sticking with it.  It has operational synergies, operational facilities that are synergistic.  They have fewer SKUs (Down from 74k).  Management are doing the right things here.  They have a lot of emerging market exposure.  If you get stability from emerging markets that will give it a boost.

Consumer Products
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$41.120
Owned Owned
Yes

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