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
BUY
BUY
December 22, 2014

Kraft (KRFT-Q) or Mondelez (MDLZ-Q) for the next 12-18 months? He likes both. One pays a big dividend while the other has higher growth. They are both growth stories and both can be held for a long period of time. 1.6% dividend yield.

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Kraft (KRFT-Q) or Mondelez (MDLZ-Q) for the next 12-18 months? He likes both. One pays a big dividend while the other has higher growth. They are both growth stories and both can be held for a long period of time. 1.6% dividend yield.

TOP PICK
TOP PICK
December 9, 2014

A global snacking company. The #1 share in biscuits, chocolate and candy. #2 in chewing gum. 44% of their earnings are from emerging markets where there is the expanding middle-class. Consumption per capita in that category is very low, so she sees a lot of growth as the middle-class expands. The company is improving their margins. Yield of 1.56%.

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A global snacking company. The #1 share in biscuits, chocolate and candy. #2 in chewing gum. 44% of their earnings are from emerging markets where there is the expanding middle-class. Consumption per capita in that category is very low, so she sees a lot of growth as the middle-class expands. The company is improving their margins. Yield of 1.56%.

TOP PICK
TOP PICK
September 11, 2014

One of the world’s largest snack companies. $34 billion in US global net revenues. 40% of its sales come from the high growth developing markets. Trading at 19X forward PE. 15% long term growth. That’s a 1.3X PEG ratio, a big discount to its peer group. Dividend yield of 1.68%.

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One of the world’s largest snack companies. $34 billion in US global net revenues. 40% of its sales come from the high growth developing markets. Trading at 19X forward PE. 15% long term growth. That’s a 1.3X PEG ratio, a big discount to its peer group. Dividend yield of 1.68%.

PAST TOP PICK
PAST TOP PICK
June 3, 2014

(A Top Pick June 11/13. Up 29.42%.) About 45% is in emerging markets, which is one of the reasons she likes it. Their main categories are biscuits, candies and chocolate. In developing markets, consumption per capital in those categories is very low so there is lots of growth potential as the consuming class expands.

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(A Top Pick June 11/13. Up 29.42%.) About 45% is in emerging markets, which is one of the reasons she likes it. Their main categories are biscuits, candies and chocolate. In developing markets, consumption per capital in those categories is very low so there is lots of growth potential as the consuming class expands.

BUY
BUY
January 16, 2014

Diversification into snack foods products. Predictable and it has worked out well for him and made a lot of money. A leader in its space. Quality management team and good financials. Buy and hold for the long term. 1.5% dividend was increased back in the summer. It will go up as time progresses.

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Diversification into snack foods products. Predictable and it has worked out well for him and made a lot of money. A leader in its space. Quality management team and good financials. Buy and hold for the long term. 1.5% dividend was increased back in the summer. It will go up as time progresses.

DON'T BUY
DON'T BUY
November 13, 2013

The snack part spinoff from Kraft (KRFT-Q). There are a few things that are really good about this company. The space is really a growth space, especially in emerging markets where they have a fairly good representation. His problem with the stock is its valuation. He finds it fully priced without a lot of room for growth. Also, there is some risk of capital.

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The snack part spinoff from Kraft (KRFT-Q). There are a few things that are really good about this company. The space is really a growth space, especially in emerging markets where they have a fairly good representation. His problem with the stock is its valuation. He finds it fully priced without a lot of room for growth. Also, there is some risk of capital.

HOLD
HOLD
November 5, 2013

An activist investor has made a lot of noise, criticizing them for the name of the company, among other things. There are probably positive changes coming on the horizon.

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An activist investor has made a lot of noise, criticizing them for the name of the company, among other things. There are probably positive changes coming on the horizon.

PAST TOP PICK
PAST TOP PICK
October 29, 2013

(Top Pick Oct 12/12, Up 26.38%) Kept this and sold KRFT-O when they split as this one had better growth potential.

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(Top Pick Oct 12/12, Up 26.38%) Kept this and sold KRFT-O when they split as this one had better growth potential.

SELL
SELL
October 4, 2013

A spinoff from Kraft (KRFT-Q), the grocery side and this one is the snack side. Have done well and they do especially well in emerging countries. The difficulty he has is that it is up against its upper-level from a valuation standpoint.

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A spinoff from Kraft (KRFT-Q), the grocery side and this one is the snack side. Have done well and they do especially well in emerging countries. The difficulty he has is that it is up against its upper-level from a valuation standpoint.

BUY
BUY
August 16, 2013

Likes this long-term. Very well-positioned for the expanding middle class in emerging markets. Their primary products are gum, candy, sweet biscuits. As GDP grows, she expects that consumers will want to consume more of those goods.

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Likes this long-term. Very well-positioned for the expanding middle class in emerging markets. Their primary products are gum, candy, sweet biscuits. As GDP grows, she expects that consumers will want to consume more of those goods.

COMMENT
COMMENT
August 8, 2013

This is the international emerging markets story, which is why it is having the big growth. Trades at a big multiple. Prefers Unilever (UN-N).

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This is the international emerging markets story, which is why it is having the big growth. Trades at a big multiple. Prefers Unilever (UN-N).

TOP PICK
TOP PICK
June 11, 2013

This is the international side of Kraft (KRFT-Q). Have the #1 share in confectionery and #2 in gum. 44% in the emerging markets. Consumption of these products are quite low in emerging markets and as income levels grow, snacking categories increase. Good long-term Outlook.

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This is the international side of Kraft (KRFT-Q). Have the #1 share in confectionery and #2 in gum. 44% in the emerging markets. Consumption of these products are quite low in emerging markets and as income levels grow, snacking categories increase. Good long-term Outlook.

BUY WEAKNESS
BUY WEAKNESS
May 2, 2013

You can buy on pullbacks below $30. The spin-off of Kraft in the international division. It has big exposure to the developing countries. The food industry is not a fast growing industry.

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You can buy on pullbacks below $30. The spin-off of Kraft in the international division. It has big exposure to the developing countries. The food industry is not a fast growing industry.

COMMENT
COMMENT
May 1, 2013

Would you choose Kraft (KRFT-Q) or Mondelez (MDLZ-Q)? Doesn’t follow these closely but does know that Mondelez is a consumer beverage. Probably the better play going forward is Kraft. Good sector to be in. He would probably take a profit on Mondelez and buy Kraft and then maybe staple on some Starbucks (SBUX-Q) as well.

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Would you choose Kraft (KRFT-Q) or Mondelez (MDLZ-Q)? Doesn’t follow these closely but does know that Mondelez is a consumer beverage. Probably the better play going forward is Kraft. Good sector to be in. He would probably take a profit on Mondelez and buy Kraft and then maybe staple on some Starbucks (SBUX-Q) as well.

BUY
BUY
April 22, 2013

Likes it. Great growth potential ahead.

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Likes it. Great growth potential ahead.

Showing 46 to 60 of 66 entries