Today, Christine Poole commented about whether SPGI-N, MDLZ-Q, FTS-T, CTC.A-T, STN-T, SU-T, BIP.UN-T, LULU-Q, PPL-T, ENB-T, TRP-T, ATZ-T, DLTR-Q, BCE-T, GOOG-Q, NA-T, QCOM-Q, SHOP-T, BEP.UN-T, NPI-T, NVST-N, MRK-N, PFE-N, WSP-T, ARE-T, MRNA-Q are stocks to buy or sell.
#1 global share in biscuits. #2 in chocolate, and growing its share. Very little private label competition in biscuits and chocolate, huge brand loyalty. A name to own for the decade. Increased both prices and volume. EM is higher growth, but cyclical. Divesting and redeploying capital. Raised EPS guidance to 12% YOY. Reasonable multiple. Yield is 2.38%.
(Analysts’ price target is $82.44)