Browse by ▼

Mondelez International

  • Mondelez: a Growth Story

    By Faizan Chudhry - June 18, 2013 | Tickers: K, MDLZ, PEP

    Companies with significant international market operations are likely to experience higher growth rates and premium valuations. Mondelez International (NASDAQ: MDLZ) is a business that's likely to experience robust growth given its significant emerging market exposure.  As the middle class grows, so does its willingness to spend on snacks.

    The snacking powerhouse

    With annual revenues of approximately $36 billion, Mondelez is a global snacking power house and a dominating player more »

  • Why You Should Stick With These Beverage Companies

    By Madhu Dube - June 18, 2013 | Tickers: KO, DPS, MDLZ, PEP, SAVE

    Increasing health concerns around carbonated soft drinks, or CSDs, in the U.S., Europe, and other developed nations slowed down the growth of beverage companies. These companies are being held responsible for the growing obesity epidemic, which causes diseases like diabetes, heart problems, and hypertension. Consumers, especially in developed nations, are shifting to healthier food and drinks.

    In order to maintain their growth, these companies are adopting various strategies like more »

  • Where To Invest In The Single Serve Market

    By Kaitlyn Tokay - June 17, 2013 | Tickers: GMCR, MDLZ

    Shares of Mondelez International (NASDAQ: MDLZ), rose slightly after the announcement of selling Nespresso®* compatible espresso capsules and continuing an investment in their Tassimo multi-beverage product. Tassimo is sold in most major retail stores, as well as wholesale on their website. However there is more to the individual beverage market than the best brewing machines. Cross-pod contamination from rival companies are emerging, as the pod category continues to grow with more »

  • This Sweet Business Is Poised for More Growth

    By Nick Chiu - June 14, 2013 | Tickers: MDLZ, NSRGY, HSY

    Your investment could be sweet. Mondelez International (NASDAQ: MDLZ) is a sweet business ready for solid growth. After spinning off from Kraft, Mondelez is a global snacking powerhouse and a leader in chocolate (owing around 15% of market share), gum (7%), biscuits (18%), candy, coffee, and powdered beverages. Mondelez offers investors stability and stable income through its diversified, well-known brands, such as Cadbury, Milka chocolate, Nabisco and Oreo biscuits, Trident more »

  • Will Java Keep This Pantry Powerhouse Jolting Higher?

    By AnnaLisa Kraft - June 13, 2013 | Tickers: SJM, KRFT, MDLZ

    Some stocks like J.M. Smucker (NYSE: SJM) and Home Depot keep ratcheting higher with no end in sight. Is it possible that every man, woman, and child in America is pounding down coffee or pounding nails? J.M. Smucker is up 32% over the last year.

    Four days of constant rain made me realize why Starbucks started in Seattle and why J.M. Smucker became a pantry powerhouse soon more »

  • This Small Cap Food Business is Still Quite Expensive

    By Anh HOANG - June 13, 2013 | Tickers: CAG, DMND, MDLZ

    Diamond Foods (NASDAQ: DMND) has experienced the gain of as much as 8% to hit $17.50 per share after reporting impressive earnings results, which beat both top line and bottom line estimates. In the first quarter 2013, investment guru Mario Gabelli bought 278,000 shares of the company. Let’s take a close look to determine whether or not we should invest in Diamond Foods after its impressive third more »

  • 6 Takeaways From J.M. Smucker’s Earnings Announcement

    By William Bias - June 12, 2013 | Tickers: CAG, SJM, KRFT, MDLZ

    On June 6, J.M. Smucker (NYSE: SJM) released results for its 4th quarter and FY 2013 which lasts from May 1 to April 30 of each calendar year. The company performed well for the full year improving profitability margins and lowering debt. The six takeaways highlighted below represent key elements in determining the investment worthiness of this company.

    Price sensitivity

    You learn that brand loyalty starts to fade more »

  • More than One Iconic Brand

    By Kyle Vaughan - June 12, 2013 | Tickers: SJM, KRFT, MDLZ

    Consumers are often unaware of the businesses behind the brands in their pantry. Investors, however, know that some of the world's most prestigious companies control more than one iconic brand. When you think about the peanut butter and jelly sandwiches, J.M. Smucker (NYSE: SJM) should come to mind. 

    Caffeine and more

    Smucker is also the largest U.S. producer of packaged coffee. In February, it appealed to coffee more »

  • Should Investors Buy SodaStream Now?

    By Anh HOANG - June 11, 2013 | Tickers: MDLZ, PEP, SODA

    SodaStream (NASDAQ: SODA) has experienced significant gain since November 2012, from around $33.50 per share to more than $71 per share. The stock has gone up a lot even after PepsiCo (NYSE: PEP) denied the rumor that it was interested in acquiring SodaStream for around $2 billion. Is SodaStream is a good buy after its significant gain on the market? Let’s find out.

    A fast growing business with more »

  • A Staple of the Global Consumer Foods Industry

    By Ryan Guenette - June 10, 2013 | Tickers: GIS, SJM, K, MDLZ, UN

    A leading manufacturer and marketer of a wide array of branded consumer foods, General Mills (NYSE: GIS) has outperformed the Dow Jones Industrial Average so far in 2013, rising 16.48% compared to the 15.34% return offered by the broader market.  

    General Mills is a leading manufacturer and marketer of a wide array of branded consumer foods. The company’s product portfolio includes: Big G Cereals, Pillsbury, Yoplait, Haagen-Dazs more »

  • Three Big F&B Giants for Your Long Term Portfolio

    By Anh HOANG - June 5, 2013 | Tickers: DANOY.PK, MDLZ, PEP

    Danone (NASDAQOTH: DANOY.PK) has been on an acquisition spree to expand its footprint in the global food & beverage business. Recently, it agreed to acquire as much as a 92% stake in Happy Family, a fast growing organic baby food company. It also snapped up a 50.1% stake in Sirma, a Turkish company specializing in flavored bottled waters and Home & Office Delivery. Since the beginning of the year, Danone has more »

  • After Spinning-Off From Dean Foods, WhiteWave Looks Forward to Share Repurchases

    By Mike Thiessen - June 5, 2013 | Tickers: DF, MDLZ, WWAV

    On May 23, 2013, Dean Foods (NYSE: DF) completed its long-awaited spin-off of its plant foods division. Known as WhiteWave Foods (NYSE: WWAV), the company has attracted the attention of professional investors for a variety of reasons. To make matters even more interesting, WhiteWave wasted no time in announcing a fairly large share repurchase authorization that could continue for several quarters. Valued at $150 million, the program could result in more »

  • How to Profit From the Upcoming M&A Boom?

    By RJ Towner - June 5, 2013 | Tickers: SAM, DECK, MDLZ, PEP, TIF

    In spite of low interest rates, rising equity prices, and general economic improvement, mergers and acquisition activity has remained relatively weak for the past few years. Although we have seen a few deals surface this week, we, at Valuentum, believe activity could accelerate in the coming months, especially if companies begin to recognize the possibility of rising interest rates, as outlined in the following piece: “The Impact of the US more »

  • Ushering In An Era Of Growth

    By Gaurav Basu - June 4, 2013 | Tickers: KO, MDLZ, PEP

    PepsiCo (NYSE: PEP) is ushering in an “Iconic Summer” in the US with its new national promotion campaign. So, lucky Pepsi and Mountain Dew drinkers can expect to receive a whole lot of goodies from the company. But does the same apply for investors? So far PepsiCo has not disappointed its investors, and the stock is up by a good 17% since the start of the year.

    It has also more »

  • Gabelli Equity Income Picks

    By Reuben Brewer - May 30, 2013 | Tickers: AXP, MDLZ, BA

    Gabelli Equity Income Fund (GABEX) is ranked four stars by Morningstar and is run by famed investor Mario Gabelli. With a focus on dividend income, the fund is an excellent source of ideas. Recently Gabelli highlighted Mondelez International (NASDAQ: MDLZ), American Express (NYSE: AXP), and Boeing (NYSE: BA) as having good prospects.

    What Gabelli Looks for

    When looking for investments, Gabelli tries to find stocks yielding more than the S more »

  • This Company Hopes China's Sweet Tooth Will Deliver Sweet Rewards

    By Diane Alter - May 29, 2013 | Tickers: KRFT, MDLZ, HSY

    Hershey (NYSE: HSY) hopes a better understanding of China’s confectionery culture will lead to some sweet returns. The company just launched a new candy brand in the alluring Asian nation.

    In an effort to attract Chinese consumers and their selective palates, Hershey's conducted extensive research and continues to explore options. In mid-May, the candy company opened its Shanghai-based Asia Innovation Center where food scientists create recipes tailored to more »

  • One Stable High Growth/High Margins Business

    By Damian Illia - May 29, 2013 | Tickers: MDLZ, RMCF, HSY

    The confectionery market is characterized by high-growth and high-margin prospects compared with other packaged food segments. Since private-label competition is minimal, only 5% of the overall industry, there is only room for big players with well-positioned brands. These characteristics make it very attractive for investors. However, raw materials fluctuation along with external headwinds put pressure on firms’ profitability.

    Let’s analyze how three players in the confectionery market are performing more »

  • Activist Billionaire Nelson Peltz Loves This ‘Fab 5’

    By Meena Krishnamsetty - May 28, 2013 | Tickers: MDLZ, PEP, STT, TIF

    Trian Partners, known for its activist ways, is a hedge fund founded and managed by Nelson Peltz, Peter May, and Edward Gardner. The fund generally meshes a value-based approach with their activist positions, with over $2 billion in 13F capital at their disposal.

    Recently, Peltz and his team have opened large positions in consumer-centric companies, namely PepsiCo (NYSE: PEP) and Mondelez International (NASDAQ: MDLZ). But first, let’s go over more »

  • An Enticing Food Company for Your Portfolio

    By Anh HOANG - May 28, 2013 | Tickers: GIS, MDLZ, PF

    Recently, Jack Hough of Barron’s featured Pinnacle Foods (NYSE: PF), thinking that the company could rise in the near future. The company was listed on the market three months ago by Blackstone at around $20 per share. Interestingly, T. Rowe Price Small Cap owned around 774,500 shares in the company, accounting for 0.66% of the total outstanding shares. Citadel Advisors, with more than 2.9 million shares more »

  • Billionaire Bill Ackman’s First-Quarter Trades

    By Meena Krishnamsetty - May 23, 2013 | Tickers: GGP, MATX, MDLZ, PG

    Bill Ackman, the billionaire manager of Pershing Square, has been in the news quite a bit in the last several months thanks to his public statements about his large short position in Herbalife. In December he accused the company of being a pyramid scheme; fellow billionaire and longtime Ackman rival Carl Icahn (see Icahn's stock picks) began buying the stock after it fell in price, and slugged it out more »

  • Page 1 of 6