Replies to post #6603 on The Rising Influence of Rising Affluence

[hptaxis]

A Simple Anomaly That's Been Crushing The Market For Decades
http://www.businessinsider.com/the-spin-off-anomaly-2013-2

The straightforward strategy of buying companies that have recently been spun off from their parent has generated very good results.

[DewDiligence]

MDLZ authorizes $1.2B buyback program, which is tantamount to tokenism, IMO, for a company with a $50B market cap:

http://finance.yahoo.com/news/mondelez-international-authorizes-share-repurchases-130100002.html

All this will accomplish is offsetting the dilution from new option grants.

[DewDiligence]

MDLZ is up big in PM trading on report of equity stake by Nelson Peltz (the activist shareholder who was largely responsible for turning around HNZ):

http://www.bloomberg.com/news/2013-03-22/peltz-builds-stakes-in-pepsico-and-mondelez-telegraph-reports.html

There’s even talk that Peltz will seek to merge MDLZ and PEP, which seems like a longshot, IMO.

[cattracker1]

Looks like someone knew !

:)

[DewDiligence]

MDLZ’s 2013 guidance:

http://finance.yahoo.com/news/mondelez-international-reports-solid-2012-210200679.html (from 2/13/13)

• Non-GAAP EPS of $1.52-1.57. (There is no comparable figure for 2012 because MDLZ was part of Kraft then.)

• Organic revenue growth* of 5-6% (“at the low end of the 5-7% range”).

*Revenue growth excluding acquisitions, divestitures, and exchange rates.