The Rising Influence of Rising Affluence

[DewDiligence]

Treehouse was on my short list and I took a position recently. Earnings today were positive.

THS may indeed be a good stock, but it isn’t a beneficiary of The Global Demographic Tailwind as are such companies as HNZ, MDLZ, and MKC.

Now that HNZ has been cashed out and I already own MDLZ, I’m going to take another look at MKC; I’ve avoided buying it only because of valuation.