Mondelez International (MDLZ): The Right Time for A Treat?
Consumer staples are something that everyone buys. They're a great defensive stock during uncertain economic times, and they do even better during periods of economic prosperity. I especially like those who pay dividends, and really like those who continually increase their dividends in a sustainable manner.
Mondelez International ticks all the boxes I like to see. For those who aren't familiar with the company, they make the snacks you and I grew up with, and our kids are eating now. Food brands like:
- Honey Maid
- Ritz
- Oreo
- Wheat Thins
- Philadelphia (Cream cheese)
- Chips Ahoy!
(Source)
The list goes on, and it's an impressive list with a lot of brand recognition.
Show Me The Value
A great brand is a good start. To be better, I want to see a value opportunity. I don't want some overpriced stock. I want a stock that will appreciate in value. MDLZ is currently undervalued, as it's trading at about $58.20/share. This is quite a drop from its 52-week high of $71.15. (Source)
This shows me there's potential for stock value appreciation.
The Dividends
I love dividends. I love it even more when companies regularly increase their dividends and don't miss payments. They certainly meet that criteria. (Source)
Some have voiced concerns they're paying more than what their earnings can cover currently. I believe part of this was due to a higher rise in cocoa prices, but these prices have since returned to normal. They're predicting the effects won't be seen until 2027, but that's a short time for a snack food giant and not a major concern in my mind. (Source)
To Take A Bite or Not?
Weighing the pros and cons, Mondelez International is a company I'm willing to invest in. I think they have room to grow. Brand recognition isn't everything, but it's certainly something. As a consumer, I'm willing to pay more for an Oreo than some store brand look-alike that doesn't taste half as good. I think a lot of consumers recognize that as well, so given time I think this stock will do well for my portfolio.
Buy DUO and stake to receive Hive dividends, tip others, have your posts curated, and grow Hive!
https://tribaldex.com/trade/DUO
https://hive-engine.com/trade/DUO
Do you like stacking gold and silver?
Are you new to Hive, or know someone new to Hive, and want help and support?
Have you been on Hive for a while and want to help new Hive members? Join HOC and help us grow Hive and encourage new members!
Posted Using INLEO
You received an upvote of 100% from Precious the Silver Mermaid!
Please remember to contribute great content to the #SilverGoldStackers tag to create another Precious Gem.
Mass consumption is complicated, and its evolution depends on the resolution of the Middle East conflict. They make mass-market consumer products, but if you look at the image, they aren't essential products like noodles, for example. If oil prices remain high, costs will rise, and everyone will lose sales. Consumers will likely have to spend more money on fuel and energy and will have to reduce their consumption of non-essential products. Another problem is whether they can pass on the entire cost increase to prices. They face a fiercely competitive environment.
They do in the short-term. That's part of why I'm looking at them. This conflict is temporary and will cause others to sell out and price to drop, so it'll be on sale. The fundamentals haven't changed, so price will eventually return to previous levels barring some unforeseen catastrophe.
!BBH
!PIZZA
!ALIVE
i love oreo. Dip it in milk and you have your hunger with comfort satisfied.
Right? I love the original and the golden Oreos. Super tasty!
!LUV
!BBH
!PIZZA
!ALIVE
!DUO
You just got DUO from @bulliontools.
They have 1/1 DUO calls left.
Learn all about DUO here.
vanilla flavor. yeah, the original one.
$PIZZA slices delivered:
bulliontools tipped diegoloco
bulliontools tipped buratus
@bulliontools(1/20) tipped @geoj
bulliontools tipped borsengelaber
bulliontools tipped hurtlocker
Send $PIZZA tips in Discord via tip.cc!
Man this is a good find. They do stock buybacks, pay dividends, positive free cash flow.
I need to do more research on this one but high level it looks undervalued.
@borsengelaber I would be interested in your thoughts on this one!
Hey Hurt, I did a post these days about Hershey vs Mondelez. Find my takes here:
https://ecency.com/hive-143901/@borsengelaber/cocoa-prices-are-falling-so
Ahh I remember reading that one now! Thank you!
No prob 🙌🏻
I'll have to check it out. Hershey was one I was considering, but I narrowed my scope to stocks under $50, so it got filtered out.
!BBH
!PIZZA
!ALIVE
Thanks! I think they'll do well in the long term and now is a good point to enter. It's on my quick list to buy. 😁
!BBH
!PIZZA
!ALIVE
Mondelez’s dividend growth track record is solid. Snack brands last.
Right? There's something to be said for companies that repeatedly pay dividends and increase them.
!BBH
!PIZZA
!ALIVE
Congratulations @bulliontools! You have completed the following achievement on the Hive blockchain And have been rewarded with New badge(s)
Your next target is to reach 6500 comments.
You can view your badges on your board and compare yourself to others in the Ranking
If you no longer want to receive notifications, reply to this comment with the word
STOPCheck out our last posts: