Mondelez International

MDLZ-Q

NASDAQ:MDLZ

52.25
0.13 (0.25%)
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
COMMENT
COMMENT
February 26, 2013

Just sold his holdings but continues to hold Kraft (KRFT-Q). Last two quarters have not been home runs.

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Just sold his holdings but continues to hold Kraft (KRFT-Q). Last two quarters have not been home runs.

COMMENT
COMMENT
January 17, 2013

Kraft Foods (KRFT-Q) or Mondelez International (MDLZ-Q)? He owned Kraft originally and it spun off with the Kraft and Mondelez shares. Held them for a while. Recently sold off his Kraft position as he wants to sell off some of his consumer staple names and going to more cyclical. If you are looking for yield and dividend (close to 4%), Kraft will provide that. Mondelez touches on emerging markets with higher growth snacks businesses and you get a dividend of almost 2%.

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Kraft Foods (KRFT-Q) or Mondelez International (MDLZ-Q)? He owned Kraft originally and it spun off with the Kraft and Mondelez shares. Held them for a while. Recently sold off his Kraft position as he wants to sell off some of his consumer staple names and going to more cyclical. If you are looking for yield and dividend (close to 4%), Kraft will provide that. Mondelez touches on emerging markets with higher growth snacks businesses and you get a dividend of almost 2%.

DON'T BUY
DON'T BUY
November 21, 2012

2% dividend. This is the snack division of Kraft. He would pass on it. Prefers PEP.

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2% dividend. This is the snack division of Kraft. He would pass on it. Prefers PEP.

BUY
BUY
October 24, 2012

Likes this one very much. He has a total return target of 18% of which capital is 16% and the dividend is roughly 2%. The leader in the confectionery area and emerging markets. Good, long-term hold.

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Likes this one very much. He has a total return target of 18% of which capital is 16% and the dividend is roughly 2%. The leader in the confectionery area and emerging markets. Good, long-term hold.

COMMENT
COMMENT
October 23, 2012

This was a spin out from Kraft (KRFT-Q) and is supposed to be faster growing. He owns and hasn’t sold yet as he would like to see a few quarters before deciding. Valuation is a little bit pricey at 18X expected earnings.

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This was a spin out from Kraft (KRFT-Q) and is supposed to be faster growing. He owns and hasn’t sold yet as he would like to see a few quarters before deciding. Valuation is a little bit pricey at 18X expected earnings.

TOP PICK
TOP PICK
October 12, 2012

Global snack business spun out from Kraft (KRFT-Q). This is in a high growth area. 44% is in emerging markets. (See Top Picks.)

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Global snack business spun out from Kraft (KRFT-Q). This is in a high growth area. 44% is in emerging markets. (See Top Picks.)

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