Mondelez International Inc. (MDLZ) Nasdaq Global Select
44.07-0.14-0.32%
CloseDecember 12, 2018

News: updated – 13-Dec 01:02


J.M. Smucker: I Take A Closer Look, But Maintain My Views10-Dec 06:32(SeekingAlpha)

I have recently written about packaged foods company J.M. Smucker ( SJM ). In that article, I focused on the company’s performance in 3Q18, concluding that it "seems to be facing multiple challenges with regard to pricing, reflecting competitiveness and price sensitivity for packaged foods a…

Kraft Heinz: Not My Favorite Name In The Sector10-Dec 06:17(SeekingAlpha)

I have been posting some of the key takeaways from a study that I have recently concluded on the packaged food sector. Having previously covered General Mills ( GIS ) and Mondelez ( MDLZ ), both of which I have found worthy of further due diligence, today I turn my attention to the Kraft H…

Kellogg: Is There Something Special About K?10-Dec 04:15(SeekingAlpha)

I have written about Kellogg ( K ) a few times in the past. Last time I looked into this company, I was intrigued about the timid "growth story" that had started to take hold in 2018, following many quarters of revenue decline that began in 2012. Today, I take a step back and analyze a few…

Mondelez: Higher-Quality Play In Packaged Foods10-Dec 02:52(SeekingAlpha)

I have started to publish a series of articles in which I present the key findings of my recent study on the packaged foods industry. I already addressed General Mills ( GIS ) and, today, I turn my focus to another name that has caught my attention: Mondelz International ( MDLZ ), …

Berkshire Hathaway: Are Warren Buffett & Co. Losing Their Midas Touch?10-Dec 07:37(SeekingAlpha)

Introduction Last week, we had an interesting discussion on our chat room regarding the high level of cash, about $103.64B (or 34.6% of the liquid-invested portfolio), that Berkshire Hathaway ( BRK.A )( BRK.B ) maintain on its balance sheet. It started with a question by one of our subsc…