Mondelez International (NASDAQ:MDLZ)

CAPS Rating: 4 out of 5

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Member Avatar spiritof78 (97.74) Submitted: 3/10/2016 11:58:16 AM : Underperform Start Price: $41.29 MDLZ Score: -0.27

Normally a consumer staple is just the type of company I love. A company that sells a relatively small priced item to hundred of thousands of people to me always sounds like a cash sow.

Here is the problem though, too much short term thinking. There are a couple strong brands here but a weak overall pipeline and an apparent lack of commitment to developing those new brands. They've reduced staff which helps the bottom line but also lost some talent at the top and bottom.

A takeover would obviously produce a premium but even a sub 10 P/E which I would normally find very attractive looks more like a value trap to me than a value play.

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Member Avatar ssashamore (79.95) Submitted: 2/10/2016 5:47:20 PM : Outperform Start Price: $36.99 MDLZ Score: +2.98

it's really kraft foods......they have several popular brands under this umbrella, and it's a good time to be buying. went up 2 pts since i put the order in!

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Member Avatar murphydevani (70.41) Submitted: 8/14/2015 4:38:37 AM : Outperform Start Price: $45.58 MDLZ Score: -4.74

Great Stock for Portfolio $63 - $72 Target , Accumulate on Every dips

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Member Avatar CellBlock9 (91.26) Submitted: 7/30/2015 6:51:46 PM : Outperform Start Price: $44.48 MDLZ Score: -1.01

S&P

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Member Avatar mrsteelhead (63.60) Submitted: 7/20/2015 4:37:40 PM : Outperform Start Price: $41.35 MDLZ Score: +6.77

you eat?

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Member Avatar tonymagoo (66.61) Submitted: 6/30/2015 1:21:48 PM : Outperform Start Price: $40.52 MDLZ Score: +5.87

Changes are good and MDLZ is making changes.

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Member Avatar StandfastAsset (67.58) Submitted: 2/24/2015 3:56:35 PM : Outperform Start Price: $36.18 MDLZ Score: +21.31

Oreos are the most popular snack food in China. Mondelez's line of products have huge appeal overseas. Workers in developing economies see many of these matter-of-fact American products as entry level luxury items.

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Member Avatar tahoeskibum (70.40) Submitted: 11/6/2014 1:25:53 PM : Outperform Start Price: $36.70 MDLZ Score: +15.39

Showing response to improving economy

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Member Avatar allstar31 (99.85) Submitted: 9/12/2014 11:41:11 PM : Outperform Start Price: $34.31 MDLZ Score: +21.63

Part of the Kraft break up. It is betting on international growth, and has brands like Nabisco, Chips Ahoy, Oreo, and Tang.

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Member Avatar Dividends500 (87.81) Submitted: 5/16/2014 4:24:16 PM : Outperform Start Price: $31.63 MDLZ Score: +21.02

Dividends500 tracks the 200 strongest dividends in the S&P 500. To qualify as a strong dividend, the company must meet two simple requirements:

- A payout ratio below 50%
- An increasing dividend from the prior year

Because there are more than 200 dividend paying companies in the S&P 500 that meet these requirements, the qualifying companies with the largest dividend yields were chosen.

Dividends500 intends to test this FactSet article, which highlights these strong dividend paying companies and their outperformance versus the S&P 500 as a whole (Page 12).

http://www.factset.com/websitefiles/PDFs/dividend/dividend_12.16.13

If you have questions or see something you think is inaccurate feel free to let me know.

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Member Avatar mattyi44 (< 20) Submitted: 3/13/2014 9:55:03 AM : Outperform Start Price: $33.76 MDLZ Score: +17.31

with a large percentage of the snack food market in there portfolio I see Mendelez growing steadily while the market remains relatively flat

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Member Avatar benyboy (< 20) Submitted: 1/22/2014 1:24:31 AM : Outperform Start Price: $33.35 MDLZ Score: +16.97

Cramer-Nelson Peltz big investor

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Member Avatar awallejr (62.18) Submitted: 6/21/2013 5:01:50 PM : Outperform Start Price: $27.22 MDLZ Score: +26.75

Quality stock on a pullback

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Member Avatar darkbite (95.58) Submitted: 6/9/2013 11:02:06 PM : Outperform Start Price: $28.41 MDLZ Score: +26.38

Used to be part of Kraft, now focusing on international markets

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Member Avatar Jkspotr62 (43.25) Submitted: 3/28/2013 11:22:51 AM : Outperform Start Price: $29.04 MDLZ Score: +16.15

MDLZ should benefit from the potential merger with PEP spin-off, Frito Lay, a declining US dollar and increased revenue from emerging markets. I expect a winner!

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Member Avatar jahartmu (96.20) Submitted: 3/9/2013 12:14:00 AM : Outperform Start Price: $27.06 MDLZ Score: +25.93

Lots of successful brands, though admittedly I know nothing of the big ones outside the U.S. -- valuation seems fair post-spinoff from Kraft.

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Member Avatar WasInIt4Me (48.69) Submitted: 2/16/2013 1:54:51 PM : Outperform Start Price: $25.36 MDLZ Score: +33.98

Snack Foods!! Got to Love them!!

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Member Avatar rustam5 (65.03) Submitted: 1/26/2013 10:27:03 AM : Outperform Start Price: $26.43 MDLZ Score: +25.24

What kids don't like sweets? Plus i love there trident gum and its becoming more popular overseas.

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Member Avatar joryko (99.39) Submitted: 1/16/2013 12:49:56 PM : Outperform Start Price: $26.31 MDLZ Score: +22.71

Simply a leaner and meaner company now that it is freed from the North American grocery business at Kraft.

Trades at a similar P/E and P/CF as it did while it was incorporated with Kraft, which should leave it undervalued as it was the true growth vehicle in recent years.

I find it the more appealing play of the two post spin-off, and believe they are set for a long run internationally. Compared to other confectioneries, Mondelez is flat out cheap.

5+ years.

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Member Avatar BKITU (97.93) Submitted: 1/3/2013 10:53:01 AM : Outperform Start Price: $25.17 MDLZ Score: +29.28

I'm always bullish on cheap consumables with solid financials. I've done well with Kraft, and this spinoff seems to be doing just as well.

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