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  1. Sweet Snacks and Shares Worth Savoring

    We've bumped up our fair value estimate for Mondelez as the firm's cost savings take hold.

  2. Our Ultimate Stock-Pickers' Top 10 Buys and Sells

    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.

  3. Top 10 Dividend-Yielding Stocks of Our Ultimate Stock-Pickers

    Our top managers continue to focus on higher-quality businesses rather than seeking out bargains in a market that (in many of their minds) has become fully valued.

  4. 10 High-Conviction Purchases by Our Ultimate Stock-Pickers

    Our top managers continue to find attractive buying opportunities in wide-moat firms.

  5. Our Ultimate Stock-Pickers' Top 10 Buys and Sells

    The ongoing rally in the equity markets continues to limit the buying and selling activity of our top managers.

  6. What's Appetizing in the Kraft-Mondelez Split?

    Dividend investors might find Kraft's cash flow appealing, while Mondelez appears to be more fairly valued.

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