MONDELEZ INTERNATIONAL INC Common Stock (MDLZ)

About 25% of revenues come from the US and about 40% is from emerging markets. The stock hasn’t done that well this past year, which is why it is a Top pick. As disposable income increases in emerging markets, it is going to increase the sale of more packaged foods. They are the global leading snack food manufacturer. Have been building out their footprint in the emerging markets. The last year has been difficult with a strong US$. We are starting to see improving economic movements in those markets. The long-term trend of increasing consumption of packaged foods and goods plays into this company very well. Dividend yield of 2.1%. (Analysts’ price target is $49.50.)

(A Top Pick Aug 16/16. Up 5.28%.) Owns this for the long-term sector of the consumer in emerging markets. As people make more money, they are increasing demand for packaged goods. This is the global leader in chocolate, biscuits, candy and gum. About 40% of their revenue comes from emerging markets which are starting to see some growth.

(A Top Pick June 12/17. Down 3.15%.) Somewhere around $43 is a good time to Buy, and somewhere around $46 is a good time to Sell. A pretty decent stock to hold with very little downside from $43.

A leading manufacturer of biscuits, candy, chocolate and gum. She likes this because they are positioning in emerging markets where 35% of their revenues come from. As personal income levels increase, this company is very well positioned to participate in the growth. They are very focused on improving margins. Dividend yield of 1.8%. (Analysts’ price target is $50.)

It could be taken out. It has been rage bound. It is testing the breakout point. Staples tend to be hanging in there. (Analysts’ target: $50.00).

(Top Pick Dec 24/15, Up 2.41%) It is up today because there is speculation that Kraft Heinz may be interested. It was not a particularly well run company so he bought it on expectation of improving. An activist coming in can expedite this.

(A Top Pick Oct13/15. Down 2.59%.) Because of its whole favourable attributes, it has a relatively high valuation. A good company and it is fine to continue to Hold it, but he has reduced some of his exposure to consumer package companies, and this was one of them. If you own, he would continue holding it.

One of the issues is that they don’t see where they are going to grow, which is why they tried to acquire Hershey’s recently. If they don’t do an acquisition, he doesn’t think they can stay as an independent company, and somebody will buy them.

(A Top Pick Sept 9/15. Up 3.32%.) The largest global snacking company. The real growth is in the emerging markets, where about 40% of their revenues come from. The leader in chocolate, biscuits, gum and candy. Consumption of those categories is very low in emerging markets. She likes the story long-term.

This has been a very good stock, but along with food prices in general he thinks it will be topping out here. It is probably not going to go anywhere for a little while.

The #1in candy, biscuits and chocolates, and #2 in gum. This has over 40% coming in from emerging markets, and the emerging market consumer is a secular growth area for the next decade at least. It is also an area that has lower private label competition. They just recently launched chocolate into China. The company is focused on improving their operating margins. Dividend yield of 1.77%.

(A Top Pick April 14/15. Up 17.31%.) A play on the emerging consumer in developing countries. Over 40% of their operating profit comes from there. The leader in chocolate and biscuits, and the number 2 in gum. Well positioned as consumers in those countries get wealthier and their GDP per capita increases. The company is focused on improving margins.

(Top Pick Oct 6/15, Down 4.69%) He is sticking with it. It has operational synergies, operational facilities that are synergistic. They have fewer SKUs (Down from 74k). Management are doing the right things here. They have a lot of emerging market exposure. If you get stability from emerging markets that will give it a boost.

This is a good example of a stock that has not done well because of international sales. If the US dollar pulls back, this headwind should go away. They have taken steps to rationalize their purchasing so as to increase margins.

(Top Pick Dec 9/14, Up 16.89%) She continues to like it. They are the Cadbury part of Kraft Foods. Consumption of snack foods in developing markets is much lower and so is a place for growth. They faced significant currency headwinds, but the market saw past it because they improved margins. It is a great play.