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Jefferies analyst Scott Mushkin advises investors to grab the more stable Kraft Foods Group...

Jefferies analyst Scott Mushkin advises investors to grab the more stable Kraft Foods Group (KRFT +4%) over its spinoff brother Mondelez International (MDLZ -1.1%). The analyst sees KRFT delivering revenue and profit above expectations, while predicting a future hike in the company's already lush $2.00-a-share dividend.
Comments (7)
  • idkmybffjill
    , contributor
    Comments (1557) | Send Message
     
    Thanks Scott for the opportunity to buy MDLZ stock a little cheaper than usual.
    2 Oct 2012, 01:52 PM Reply Like
  • freeman8201
    , contributor
    Comments (486) | Send Message
     
    What products will MDLZ and will they be offering div.?
    2 Oct 2012, 02:21 PM Reply Like
  • romilar
    , contributor
    Comments (625) | Send Message
     
    Thanks,I think i'll wait for some of the "spin" dust to settle before I buy either
    2 Oct 2012, 04:31 PM Reply Like
  • joanwilms
    , contributor
    Comments (2) | Send Message
     
    I found the info regarding the stock split and spin off very confusing and the info that was given regarding which stock would have a dividend also difficult to decipher. Is the dividend per stock per year?
    3 Oct 2012, 04:56 AM Reply Like
  • Energysystems
    , contributor
    Comments (944) | Send Message
     
    Domestic Kraft(KFTV I believe), has a stated goal of 5-6% yield. MDLZ will be much lower, but will grow a lot faster. Kind of like how MO/PM have done.

     

    I'm long both sides of this split.
    3 Oct 2012, 08:56 AM Reply Like
  • romilar
    , contributor
    Comments (625) | Send Message
     
    @ Joan..me too.As of this writing,it's to late to buy KFT for spin results(whatever that will be) so I watch and wait.I think the new snack-spin will be in direct competition with Frito Lay and they are the hands down leader in the snack world.KFT is spinning MDLZ into areas of the globe where its competition may not have a strong presence though.I am very cautious about buying,less cautious about selling (MDLZ) when it shows up in my portfolio,and staying with KRFT in any case.
    3 Oct 2012, 09:16 AM Reply Like
  • RSRinehart
    , contributor
    Comments (354) | Send Message
     
    I believe the yield target I saw for KRFT was more like 4.5%. If you look at MDLZ now it's showing a dividend of $1.16 for a yield of about 4.1% on a share price of $28. They both look good to me and I'm sitting tight for now to see how the share prices move in the near term. I think I'd like to add more KRFT at some point.
    3 Oct 2012, 11:38 AM Reply Like
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