1D·

Warren Buffett has bought the following shares

$MDLZ (+2,73 %)

$UNH (-1,67 %)

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4 Comentarios

💁‍♀️@BarbieResearch

1D

Wells Fargo upgraded Mondelez (NASDAQ:MDLZ) International to Overweight with a $78 price target, citing improving fundamentals and a compelling risk-reward setup relative to its staples peers.
“This is not a cocoa call,” analysts said, emphasizing that the bull case is grounded in strong price execution, muted inflation expectations into 2026, and a favorable valuation backdrop.
The firm highlighted three primary reasons for its positive stance. First, chocolate elasticities are holding up well despite record pricing.
“Europe chocolate elasticities are -0.25 YTD,” Wells Fargo wrote, better than Mondelez’s assumed range of -0.4 to -0.5 and in line with historical norms. “Anchoring this elasticity assumption in our model implies FY Europe org sales ~+12%,” the analysts added.
Second, inflation pressures are expected to ease next year. “MDLZ is showing it can price big if needed and hold the line on elasticities,” they noted.
According to Wells Fargo’s proprietary commodity model, “commodities appear neutral to 2026,” increasing confidence in margin expansion.
Finally, Wells Fargo sees Mondelez delivering “algorithm EPS in 2026 (model +9% y/y),” with organic sales of +3% and gross margin expansion of 100bps, even while SG&A grows at +6%.
Notably, the bank says “MDLZ is currently 21x NTM P/E vs PG/KO 23x, CL 24x, HSY 29x, MNST 33x, despite EPS growth 2x (or more) vs this cohort.”
“A bull case is possible (and upside), but we don’t think it’s needed… this is a unique stock,” wrote Wells Fargo, adding that it is “one that can grind.”

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Konsti

@Moneymogul

1Semana·

Mondelez analysis

$MDLZ (+2,73 %)

The Mondelez International 🍫(WKN: A1J4U0, ISIN: US6092071058) share price has been volatile over the past four weeks. At the beginning of March 2025, the share price stood at around USD 65.78. By March 20, 2025, it had fallen to EUR 58.89, which corresponds to a decline of around 10 %. This downward trend was reinforced by the price falling below the 200-day line on March 12, 2025, which is considered a technical sell signal 📉.

Despite this decline, the long-term outlook for Mondelez remains positive. The company benefits from its strong brand presence and global market position in snacks and confectionery. Analysts see further growth potential in the emerging markets in particular.

The share is currently trading at USD 66.86.

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6 Comentarios

Soprano@Soprano

1Semana

This is not an analysis but simply an AI-generated summary of basic data and prices. This has nothing to do with analysis and does not help anyone.

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Nuno Ferreira

@Nunalho

2Semana·

📢 New purchase: Mondelez International (NASDAQ: MDLZ) 🍫🌍

I've just added $MDLZ (+2,73 %) to my portfolio! A food giant that produces iconic brands such as Oreo, Milka, Toblerone, Philadelphia and many others.

🔎 Why invest in Mondelez?

✅ Global presence - Operations in more than 150 countries, with a strong presence in emerging markets.

✅ Brands with pricing power - Products with strong consumer recognition and loyalty.

✅ Resilience - The food sector tends to be more stable even in times of economic uncertainty.

✅ Consistent dividends - Pays quarterly dividends with a track record of regular growth.

✅ Long-term growth potential - Betting on snacks, a segment in strong expansion.

🎯 Objective: Maintain position in the long term, benefiting from growing dividends and business appreciation.

📈 Mondelez fits my strategy of solid companies with predictable revenues, good cash flow and a focus on shareholder returns.

📉💬 What about you, do you have a position in companies in the food or defensive consumer sector?

$$

#Investimentos
#Ações
#Dividendos
#Mondelez
#LongoPrazo
#Snacks
#ConsumoDefensivo
#GetQuin
#MDLZ
#CarteiraDeDividendos

02.06

Mondelez

Compró 4 a 67,31 US$

269,24 US$

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PatitosFortune

@dividend_master_pf

1Lun·

🇨🇭 Swiss Dividend & Defensive Growth Stocks – Ranked

I screened 7 global blue chips with a value/growth balance using my PASS and Buffett-style filters. Here’s the verdict:

🔝 1. Chocoladefabriken Lindt & Sprüngli ($LISP (-0,89 %) )

🟩 Score: 89 – Excellent

📈 WB Score: 7 (Grade B)

📌 Insider-led, durable moat, elite brand.

🚨 BUT: Price per share (CHF 12,210!) makes it impractical for my strategy.

🥈 2. Nestlé ($NESN (-1,64 %) )

🟨 Score: 75 – Strong

📈 WB Score: 4 (Grade D)

⚖️ Balanced income with global stability. Mildly overvalued but still attractive.

🥉 3. Mondelez ($MDLZ (+2,73 %) )

🟨 Score: 70 – Strong

📈 WB Score: 4 (Grade D)

🍫 Snack leader with consistent cash flows. Mildly overvalued, but solid anchor.

⚖️ Honorable Mentions

Roche ($ROG (-2,07 %) ) – ⚖️ Fairly priced, insider-led, great pipeline, but slight value trap warning.
Zurich Insurance ($ZURN (-0,52 %) ) – Stable, shareholder-friendly.
UBS ($UBSG (+0,42 %) ) – Riskier financial play, some trap signals.
On Holding ($ONON) – Growth potential, but overvalued; needs close monitoring.

🧠 Strategy Notes

✅ Favoring undervalued or stable-yield stocks with clear rotation plans.

❌ LISP is a dream stock, but high entry price makes it unsuitable for my dividend + compounding approach.

But I’m convinced it would make a fine addition to a portfolio and I will keep an eye on it and have it as one of my white whales!

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Darth Vader@TheRealDarthVader

1Lun

$CHDVD

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H-F-H-J D.

@H-F-H-J

1Lun·

Bought the Jgpi Etf again

New weekly update with another purchase.

Happy King's Day to everyone from the Netherlands

#dividend
#dividends
#dividende
#invest
#investing
#investment
#etfs
#etf

$JEGP (-0,09 %)
$JPM (+1,29 %)
$PEP (-0,1 %)
$KO (-0,86 %)
$MDLZ (+2,73 %)
$JEPI

https://youtu.be/S6YiDO9hds4?si=IU3ZeSeMObe9tFws

www.youtube.comGekocht: JGPI Etf / Wekelijkse Update / Pepsico bespreken / Koersdoelen

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Kate🦋

@Iwamoto

2Lun·

My favorites in the consumer staples sector 🛒🧻

General Mills $GIS (+0,09 %) (fair-favorable, interesting)

Wal-Mart de Mexico $WALMEX* (-0,72 %) (downtrend - weak peso?)

P&G $PG (+0,8 %)

Costco $COST (+0,27 %)

Church & Dwight $CHD (+1,54 %) (very expensive - silent expansion underway? see German website)

Pepsi $PEP (-0,1 %)

Monster $MNST (+0,42 %)

Coca Consol $COKE (+2,19 %)

Lotus Bakeries $LOTB (-1,24 %)

Mondelez $MDLZ (+2,73 %)

Hershey $HSY (+1,74 %)

Most of them are still "very" expensive in my opinion, despite the current price declines.

I would be interested to know which are your favorites for a long-term investment?

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4 Comentarios

Sansebastian@Sansebastian

2Lun

$LOTB

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Sven

@Svengus

3Lun·

Dividend display at Mondelez gone

Hello everyone,

Under "Portfolio", the dividend received $MDLZ (+2,73 %) the dividend received is no longer displayed. Mondelez is also no longer listed in the dividend calendar, although I hold a large position in it. Does anyone else have this problem?