4Mon·

Gude,


Now that $K (-0.77%) is sold to Mars, the share and thus a building block of many a diversification will fly out of the portfolios. Has anyone here already found a successor or any ideas as to who it could be in the direction of food consumption?


$ULVR (-1.44%)
$MDLZ (-1.01%) are already in the portfolio!

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7 Comments

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I am invested at $ULVR.
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$SJM - Are about to become dividend aristrocrats
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$KRI if it can be a small cap
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Nestle, General Mills, JM Smucker also good candidates
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I think the price paid for $K is way over the top, but I'm still pleased...
I still have savings plans with $ULVR $MDLZ and $GIS
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I don't see it that way at all. It's a great title because of its terrific market position and strong key figures. Hold!
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I left $K and got $NESN as a replacement.
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