Replies to post #9 on Mondeléz International (MDLZ)

[ronpopeil]

I favor MDLZ over KRFT too. I had owned KFT for years. When they split, I decided to let KRFT go and buy more MDLZ. I feel it has better growth. Hopefully the stock will rebound soon.

[EZ2]

MARKET TALK: Kraft, Mondelez Look Fairly Valued to Janney

10/12 10:06 AM



10:06 EDT - Janney starts both Kraft Foods Group (KRFT:$46.53,00$0.07,000.15%) and Mondelez (MDLZ:$27.23,00$-0.01,00-0.04%) with neutral ratings, liking aspects of both of the companies but not the shares at current valuations. Firm sees "lots of potential in the new KRFT," including a huge dividend payout, "refreshingly realistic guidance that doesn't fixate on a volume or revenue growth target" and a slow-growing grocery business that's " out-punching U.S. peers." But shares a bit too pricey vs peers. At MDLZ, there's a huge opportunity to "exploit the unique combination of gross margins and growth" of the confectionary business in emerging markets, but other parts of the business offset that huge potential. KRFT up a fraction at $46.57; MDLZ off a shade at $27.20. ([e-mail]; @pziobro)
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[EZ2]

On your one post (in the sticky note).......when I look at who the most direct competitors are....... I would say:

Unilever
Danone
Mondelez
Nestle

(as far as things you put in your mouth).

Cadbury adds a new flair (as do some recent acquistions (international) in the biscuit space) to the company.

But, keep in mind that the Cadbury/Kraft/Mondelez marriage
is still fairly new --- so we've lots to learn yet I think.

I did share something with stuffit a few months ago which came
from some of my old compadries still in the fight ----- given
a choice to take the new Kraft or the new Mondelez they all
chose the latter. Now, consider that a bit biased to a degree, but they all also know the company pre/post inside out. These
are executive level folks, not cookie and cracker bakers. ;-)