Dow Jones U.S. Consumer Goods Index

  • An Ex-Dog of the Dow to Buy

    By Masam Abbas - January 3, 2013 | Tickers: ^DJUSNC, GIS, K, KRFT, HSY

    With a significant margin opportunity (+300-400 bps over the next three years, inclusive of substantial reinvestment back into the base business), ample free cash flow generation, a peer-leading dividend yield, and an expectation from the company to become a consolidator of the large-cap Food group, I believe Kraft Foods (NASDAQ: KRFT) offers compelling value and is poised for double-digit shareholder returns over the next few years. 

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