Mondelez International

MDLZ-Q

NASDAQ:MDLZ

52.22
0.00 (0.00%)
Mondelēz International, Inc., styled Mondelēz, is an American multinational confectionery, food, and beverage company based in Illinois which employs about 107,000 people around the world.
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Analysis and Opinions about MDLZ-Q

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
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.

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(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.

PAST TOP PICK
PAST TOP PICK
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.

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(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.

COMMENT
COMMENT
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.

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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.

PAST TOP PICK
PAST TOP PICK
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.

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(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.

COMMENT
COMMENT
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.

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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.

TOP PICK
TOP PICK
August 16, 2016

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%.

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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%.

PAST TOP PICK
PAST TOP PICK
April 19, 2016

(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.

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(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.

PAST TOP PICK
PAST TOP PICK
January 27, 2016

(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.

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(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.

TOP PICK
TOP PICK
December 24, 2015

This is a good example of a stock that has not done well because of international sales. If the US dollar pulls back, this headwind should go away. They have taken steps to rationalize their purchasing so as to increase margins.

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This is a good example of a stock that has not done well because of international sales. If the US dollar pulls back, this headwind should go away. They have taken steps to rationalize their purchasing so as to increase margins.

PAST TOP PICK
PAST TOP PICK
December 17, 2015

(Top Pick Dec 9/14, Up 16.89%) She continues to like it. They are the Cadbury part of Kraft Foods. Consumption of snack foods in developing markets is much lower and so is a place for growth. They faced significant currency headwinds, but the market saw past it because they improved margins. It is a great play.

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(Top Pick Dec 9/14, Up 16.89%) She continues to like it. They are the Cadbury part of Kraft Foods. Consumption of snack foods in developing markets is much lower and so is a place for growth. They faced significant currency headwinds, but the market saw past it because they improved margins. It is a great play.

TOP PICK
TOP PICK
December 11, 2015

In all the right products with high growth associated with them. Think about candy, gum and biscuits. They give 4% to 5% growth. This company has a lot of great growth opportunities ahead of them. Dividend yield of 1.57%.

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In all the right products with high growth associated with them. Think about candy, gum and biscuits. They give 4% to 5% growth. This company has a lot of great growth opportunities ahead of them. Dividend yield of 1.57%.

PAST TOP PICK
PAST TOP PICK
November 17, 2015

(A Top Pick Oct 6/15. Up 0.52%.) They have to clean up production lines and reduce the number of units they sell. There are a lot of products to sell and it is too big a stable and they are paring it down by a 3rd. There are a lot of efficiencies to happen. Exposed on the emerging-market side, which needs to have a little bit of caution. There are a lot of opportunities for them to do very well no matter what happens in the market.

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(A Top Pick Oct 6/15. Up 0.52%.) They have to clean up production lines and reduce the number of units they sell. There are a lot of products to sell and it is too big a stable and they are paring it down by a 3rd. There are a lot of efficiencies to happen. Exposed on the emerging-market side, which needs to have a little bit of caution. There are a lot of opportunities for them to do very well no matter what happens in the market.

DON'T BUY
DON'T BUY
November 4, 2015

A spinoff from Kraft and is the snack food area. Has some challenges because people are more and more looking for healthier alternatives. They have good European exposure, and that has been a challenging market. The valuation is just a little stretched for him.

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A spinoff from Kraft and is the snack food area. Has some challenges because people are more and more looking for healthier alternatives. They have good European exposure, and that has been a challenging market. The valuation is just a little stretched for him.

WATCH
WATCH
October 14, 2015

He thought it was too expensive, but if it comes back a little more he would be interested.

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He thought it was too expensive, but if it comes back a little more he would be interested.

TOP PICK
TOP PICK
October 13, 2015

This has very quick growth. About 44% of the growth comes from emerging markets. Over time that will surface in value. Dividend yield of 1.51%.

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This has very quick growth. About 44% of the growth comes from emerging markets. Over time that will surface in value. Dividend yield of 1.51%.

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