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| DON'T BUY | 37.770 | Barry Schwartz | Has had a run and he wouldn't commit new money to this one. They look to be splitting into 2 parts of snack foods and groceries. Expect you might see 10% earnings growth but you are paying 15X multiple. Might get to the $40 range. He is still holding but you could do better in healthcare or technology in the US. | 2012-01-16 | |
| BUY | 37.930 | Gordon Reid | They are splitting into two parts. Normally done to try to open up the opportunities to a lagging group. Would be careful in terms of the split in terms of a tax standpoint. Sometimes Canadians don’t get the tax benefits and it can be hurtful. Perhaps exit before the split is done. | 2012-01-11 | |
| TOP PICK | 37.740 | David Burrows | He is looking for companies in an area of the market that is doing well where there is money getting put to work. In this case, this is a very defensive sector. This one has a catalyst in that over the next year they will split the company into 2 pieces. North American grocery business which is a cash flow generating machine, which will have a significant dividend attached. Their global snack food business, which has high growth and high margins and get some exposure to quicker growing parts of the world. | 2012-01-05 | |
| TOP PICK | 34.230 | Stan Wong | Defensive name. Consumers’ staples sector. Globally one of the largest branded foods and beverage companies. Plan to split next year into North American grocery and global snacks business. Snacks should have the higher growth of the two and pay a 2% dividend. The grocery should be more of cash flow and pay a 6% dividend. Decent yield of over 3.3%. | 2011-11-24 | |
| DON'T BUY | 34.600 | Christine Poole | Bought Cadbury to increase exposure to emerging markets. Not attracted to this one. Prefers Pepsi. | 2011-10-12 | |
| BUY | 34.220 | Srikanth Iyer | A solid company that should be owned in any portfolio. Strong management and steady dividend growth. Kraft has not fallen because it is a defensive stock. | 2011-08-24 | |
| DON'T BUY | 30.760 | Stan Wong | Consumer staples space is defensive, so it wont do as well in a recovery as others. Would prefer industrial names, resource names or energy names. | 2011-03-17 | |
| BUY | 31.550 | Barry Schwartz | Have terrific momentum in snack food market. Generating great free cash flow and can improve margins over time and can flow overseas. Can see it gaining momentum here. | 2011-03-01 | |
| TOP PICK | 31.030 | Barry Schwartz | Recently acquired Cadbury out of Europe. 50% of business is snack food. Growing in emerging markets. Turn around play. 3 to 4 years ago they had margins of 22% but are now down to 13%. New management is trying to grow them again. Terrific dividend yield. Trading at 10X earnings. | 2011-01-26 | |
| WATCH | 31.400 | Stan Wong | Chart shows is starting to get back to the $32 level so you have to be careful if that is its ceiling. Doesn't particularly like the consumer staples area as it is more of a defensive play. Doesn't see a lot of earnings growth. 3.67% yield might be what is pushing the stock recently. | 2010-09-16 | |
| BUY | 29.713 | Brett Hryb | Longer term, the Cadbury acquisition makes sense. Food industry is relatively stable at this point. Commodity prices have dropped, which has helped their margins. 3.9% dividend. | 2010-06-15 | |
| DON'T BUY | 30.340 | Brian Acker, CA | Did a deal with Cadbury and he doesn't have Cadbury in his system yet. He feels this was a bad deal for Kraft and the model price will certainly come down. His current model price is the same as the current price. | 2010-04-01 | |
| HOLD | 30.780 | Don Lato | Pretty fully priced. Good solid company with decent yield 3.8%. Relatively cheap at the current price but concerned regarding the buyout of Cadbury and possible synergy problems. Slow growth business. | 2010-03-23 | |
| SELL | 26.610 | Barry Schwartz | He sold it last year. Would be surprised if they make the acquisition of Cadbury. Would prefer a Canadian food stock. | 2009-12-02 | |
| DON'T BUY | 26.190 | Peter Brieger | Tried to unsuccessfully acquire the British chocolate firm Cadbury. They would have to pay substantially more which would bring the price of the stock down. | 2009-09-10 | |
| Comment | 24.800 | David Burrows | Recent quarter was pretty good. Only difficulty right now is that many investment managers are rotating out of stables into more economically sensitive names. Probably a pretty good entry point for a more conservative investor. | 2009-05-15 | |
| WAIT | 22.670 | Andrew Guy, CFA | Doesn’t see any risk on dividend being ‘sliced’. Signs they may turn the company around. Interesting in picking them up. Thinks they will be in a position to meet the lower expectations for the May 9’th announcements. Might want to wait until after that announcement but after the announcement you may buy at a higher price. | 2009-04-17 | |
| BUY | 28.330 | David Abella | Valuation is a little expensive but earnings are stronger. A defensive stock. Food prices have increased over the last 6 months but input prices have gone down, which has helped margins. Good dividend and growing. | 2009-01-21 | |
| TOP PICK | 28.820 | Jean-Francois Tardif | Sales are skyrocketing. 4.2% dividend. Trades at about 13 X this year's earnings. Costs of food input are coming down so margins should expand this year. | 2009-01-13 | |
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| DON'T BUY | 31.200 | Brian Acker, CA | His model price is $26.87, a negative differential of 15%. | 2008-04-03 | |
| Comment | 31.580 | Peter Brieger | Have looked at this one along with Campbell Soups (CPB-N), Smithfield Foods (SFD-N) and Tyson Foods (TSN-N) (poultry) as the food industry is defensive and will be the beneficiary of higher food prices. | 2008-04-02 | |
| DON'T BUY | 30.650 | Brian Acker, CA | He has a model price of $27.55, a -12% differential. A lot of people are going into the consumer staples area. Not mispriced. The bottom could be $27.30. | 2008-01-17 | |
| WAIT | 34.420 | Norman Levine | (Market Call Minute.) Have some management changes going on and they are getting out of some assets. Would wait and see how those things work out. | 2007-12-03 | |
| HOLD | 32.760 | Norman Levine | Altria (MO-N) has spun this company off. If you own, in the short run he would probably hold. Probably has some bounce potential on it. In the long-term, he would be cautious. They have not been very innovative. A “ show me” stock. | 2007-04-16 | |
| DON'T BUY | 33.910 | Brian Acker, CA | Has a model price of $33.77, which is where the stock stands now. Fully priced. | 2006-08-31 | |
| WAIT | 32.910 | Jonathen Wellum, B. Comm, B. Sc | Good brand name. Very profitable. Dividend is approaching 3%. You don't buy this for growth. Do not pay more than 15 X earnings for it. Buy it $2 lower than it is now. | 2006-08-17 | |
| DON'T BUY | 30.330 | Norman Levine | Have had 2 problems. Lack of growth in major products and some management transition issues. Has great brands but hasn't exploited them well. Starting to look encouraging, but it's still too early to tell. | 2006-07-11 | |
| BUY | 30.600 | Brian Acker, CA | Was hurt by the Atkins and transfat diets. His model price is $34.23, so it's a cheap buy, but he is finding value elsewhere. | 2005-08-04 | |
| HOLD | 33.450 | David Baskin | Solid past 3 qtrs. A ways to go yet. | 2005-02-28 | |
| WEAK BUY | 28.710 | Larry Berman CFA, CMT, CTA | A defensive type stock and has been dropping. | 2003-07-21 | |
| HOLD | 29.750 | Jonathen Wellum, B. Comm, B. Sc | Very strong business and profitable. Slow growth.Would be like owning a long term bond. | 2003-04-17 | |
| BUY | 40.950 | David Burrows | Could have a good positive uptrend. | 2002-06-28 | |
| DON'T BUY | 39.030 | Michelle Calpin | Slow growth. Walmart can be a competitor. | 2002-04-22 | |
| DON'T BUY | 40.450 | Neil Murdock | Good brand names. Not sure where they can get growth from based on the price of the stock. | 2002-04-15 | |
| BUY | 39.250 | Joe Connolly | Good brands. Should do well in the long term. | 2002-03-21 | |
| BUY on WEAKNESS | 37.550 | Paul O'Neil | P/E = 30. Very good company. Have good brand names. Buy on a pull back. | 2002-03-18 | |
| BUY | 37.500 | Ian Hardacre | Will probably grow well. Good brands. | 2002-02-12 | |
| BUY | 37.500 | Gavin Graham | Good brand names. Defensive stock. | 2002-02-04 | |
| BUY | 31.250 | Bob Stodgell | As a long term holding, its good. | 2001-06-13 |
