Mondelez International Partners with Twitter to Showcase Oreo Trending Vending Activation at SXSW
Our top managers remain cautious, focusing more on relative valuation and increasing their willingness to book gains in the face of a rising (but potentially overvalued) market.
The ongoing rally in the equity markets continues to limit the buying and selling activity of our top managers.
Our top managers continue to find attractive buying opportunities in wide-moat firms.
Dividend investors might find Kraft's cash flow appealing, while Mondelez appears to be more fairly valued.