RonB

3 Stocks for Uncertain Times

The writer is on point with Kraft. It is an excellent purchase opportunity at the currrent share price. Input cost problems are temporary, as a substantial portion can be passed on through pricing. There is ample cash flow for stock buybacks, lots of room for financial engineering, and an outdated product line that the recently appointed CEO is aggressively working to improve. The Post splitoff is a good example, and will result in a lower share count. Many people are seeing only short-term problems, but others, like Buffett, see that long-term opportunities are extensive. The company's distribution channels are a key factor.

Kraft is a substantial weighting in my personal and client portfolios.

Ron Beasley
Investment Advisor
rwbi.net