MDLZ
Mondelez International Inc
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DD Kellogg KLG - Mega potential (~x4) for those with less severe ADD
How can I find the consumption of products of a company by country? Mondelez Inc x Nestle SA.
Hey there! How can I find out the consumption of products of a company by country, please? Mondelez Inc x Nestle SA.
Billionaire Investor Ray Dalio's Top 12 Dividend Stock Picks
Mondelez notches big earnings beat, elevates full year forecasts (NASDAQ:MDLZ)
This is why APLE will be printing money for decades
Considering These Poops to Short...Companies Not Leaving Russia
Companies with Heavy Exposure to Russia on US Exchanges
What do you guys think of Christine Poole's Top Picks?
MDLZ employees are striking. Multiple plants In US shut down 3 plants down 3 more to announce strike soon.
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Solid picks overall. Let me add data context: **The value plays that check out:** | Ticker | Forward P/E | Op Margin | YoY Growth | Verdict | |:-------|------------:|----------:|-----------:|:--------| | ADBE | 13x | 35%+ | ~10% | Undervalued if AI narrative shifts | | PYPL | 9x | 16% | +7% | Hated but fundamentals intact | | MDLZ | 10x | 15% | +4% | Commodity cost thesis is valid | **Concerns:** **KEP (Korean Nuclear):** PE of 6 sounds cheap but Korean utilities have regulatory risk + currency risk. Also, data quality on Korean stocks is spotty. **TDD (Trade Desk):** This was a 60x P/E stock that crashed. "Significantly undervalued" is a stretch - it's still 30x+ forward. Great business, but priced for perfection. **Devon/Oxy:** Oil at $70-75 is breakeven for many shale plays. If oil drops to $60 (China slowdown scenario), these get crushed. Only buy if you have a view on oil prices. **Your tech warning is spot on:** I pulled the Mag7 vs historical comparisons: | Period | NASDAQ P/E | Current | |:-------|:-----------|:--------| | 2000 Peak | 100x+ | - | | 2022 Trough | 20x | - | | Today | 35x | Elevated but not 2000 | We're not at 2000 levels, but AI stocks are pricing in 5+ years of growth. NVDA at 63x needs flawless execution. Your value approach makes sense in this environment. I'd add: track 8-quarter margin trends, not just P/E. A cheap stock with compressing margins is a value trap.
I like what I see on the MDLZ chart.
I learned 2 things in my 21 years in investing 1- Don't try to predict markets, try to understand if the business you're buying will be here in 25 years. If you just own the SP500, not even a need for the 2nd part 2- Use the markets as the tide. Don't fight against it because it is illogical and understand that the whole world is not Reddit or your circle of friends/age group in your city. What I am trying to say in examples is, Just because you're grom a major US city and you're 30, don't think Facebook is not growing (when Meta was at 88). Just because the news are yapping about the end of oil dependance don't think oil is dead (5 years ago) Just because pandemic happened, people is not going to stop going out/being social (Peloton, zoom... hype) Just because Apple products are overpriced, obsolescence programmed, no innovation... blah blah blah, doesn't mean they have a fanbase, Apple is seen as a symbol of status and since I begar readings rhose critiques, the stock price has gone up may be 20 fold. What thinks I see today, that I want to think I am seeing right, after all those years of learning The trend now is AI and companies energy related but... For example food stocks and beverages PEP, MDLZ, KHC, CAG, GIS... are struggling. BUT. I don't know if people is gonna use AI that much, what I know for sure, is that people is going to keep eating. Brand loyalty is not that strong anymore, but all of us prefer the real Pepsi, the real Oreos and the real Heinz ketchup. Another thing about food stocks. 2 things. One is the GLPs. I am seeing already (my wife is a surgeon and does plastic surgery) people want to have the cake and eat it. So, what people want, is not to be thin. But to be able to eat more cookies and then be thin. Even if that costs money, surgeries or even side effects. And second, just because in some areas of Europe, US, Australia and Japan, we are more health aware, that doesn't mean the rest of the world is like us. I've been A LOT in African countries (arab and black african) and in both cultures eating A LOT, and eating brands is seen as a symbol of status. In my last travel to Morocco, the cousin of the friend I traveled with to Fez, was having like 8 Pepsi cans/day. And he liked it to put the Pepsi outside of the car wile driving and walking by the street with the can. Totally unexplainable to me. Another trend Nike is on the shitter, but same thing. EVERYBODY was on Nike clothing and shoes in Morocco (for sure 80% fake) but still it is a symbol of status for them. And I looked at it. Do you know which brand is the most valuable and likable in all Africa? Nike. So I won't be so bearish when a whole continent, that is gonna double their population in the next 25 years, loves that brand. And Africa while super poor is a continent where wealth is gona 4x in those 25 years.
Where are you getting MDLZ with that PE?
Solid list, I like the MDLZ thesis especially. Input costs coming down while the stock already got beaten up is a nice setup. PayPal at 9x forward is interesting but the growth story is the question mark. Cheap can always get cheaper if revenue keeps dissapointing. One thing I’d add - entry point matters alot even with good picks. I use https://stockalert.pro to set alerts for specific price levels and technicals so I dont just FOMO in. Half these names could drop another 10-15% before bottoming, catching that dip makes a huge diffrence on your returns.
GIS MDLZ KHC PEP You know its bad when snacks are up
MDLZ is a solid defensive pick with reasonable ROE, valuation, and stable dividends. Lower raw material costs should help margins, but the softness in the North American biscuit market is a concern. It’s good for steady exposure but not for major upside. Hold in moderation and monitor performance regularly.
I'd say ABT as defensive given a bit more need-based and history of outperforming in downturns. Staples have had a lousy last 5 years. MDLZ is one of the better ones, but feels like these names continue to work through taking too much price. Perhaps benefits if consolidation starts to occur in the industry after such a meh last half decade.
The fact that you just named GIS, MDLZ, PG, and KHC which is basically a huge chunk of the consumer staple sector shows you have no idea what you’re talking about. Not just these companies but PEP and HSY too. This is not an individual company issue but a sector wide issue. We have a weak consumer and high costs which is ultimately having an effect on spending and profit margins for all these companies. High costs and weak consumers has caused these companies earnings to slowdown or decline which has caused the stock prices to depreciate. It’s the same with the healthcare sector too. Really the only that has been performing extremely well is tech which has been due to the AI bubble. The AI bubble has caused companies to overspend trying to establish some type of AI infrastructure within the company and throw money at tech companies to create that. As a result tech earnings have skyrocketed and so have their stock prices. These skyrockets in tech stocks have caused the market to move higher and higher. Tech basically moves the entire market right now because they are so highly valued and have an enormous market caps. It’s why 35% of the total S&P 500 is tech and that 35% is only 8 companies out the other 492 that make up the entire index.
The last time consumer staples underperformed this much relative to the market was during the Dot Com bubble. We're currently in a massive AI bubble, so it's not particularly surprising that stable dividend-paying stocks are underperforming. Anyway, I would much rather own NVO, ADBE, and MDLZ than NVDA and PLTR over the next decade.
loading up on PEP , K , HSY, and **MDLZ for when they give them back**
this market is just beyond ridiculous, never has consumer defensives drop that much % points before historically. KO down 2.5% CLX drop 4% PG down 2% PEP down 3% MDLZ down 5% CL down 2% KMB down 2.5% SJM down 4% KHC down 5% KDP down 5% hello this is consumer defensive stocks that BARELY move 1% point every trading day, wtf is seriously going on, this is unprecedented in the history of S&P
MDLZ dip getting interesting
Damn. These MDLZ puts would be in the money if I could sell them
Damn. These MDLZ puts would be in the money if I could sell them
MDLZ to the moon [https://www.reuters.com/business/media-telecom/oreo-maker-mondelez-use-new-generative-ai-tool-slash-marketing-costs-2025-10-24/](https://www.reuters.com/business/media-telecom/oreo-maker-mondelez-use-new-generative-ai-tool-slash-marketing-costs-2025-10-24/)
I guess we cant find the TRENDS. PUTS on NFLX, SONY, MDLZ. CALLS ON EVERYTHING ELSE
To say my theory doesn't work is a bit much. Look how rising cacao prices affected HSY and MDLZ last year, both of which just recently started to recover once the prices started to come down. SBUK is trading at all time lows, no one is buying their coffee so why would it fall more. BROS on the other hand may be frothy, since it has been a great growth play. To say "BROS fell on no news," when there is in fact news that folks may not be aware of, may be short sighted. I'm not here to discourage the play, I'm just adding input for more discerning readers.
Feels like a quote better suited for when/if an old dog like GME or AMC rip, not when one of the biggest companies in the world rips. Or KO. Or MDLZ. Or NKE. Companies that have no tie to AI Capex or even AI narrative
Oreos? MDLZ to the moon? 🚀
Idk man everything is so run up right now. The only play I'm actively making is buying up BULL under $14 and going to load up on calls if I can get them a little cheaper hopefully. I think it will run up to $17-20 before earnings Aug 28th I'm also keeping a close eye on SOFI, really interested if it can hold this $21-22 new high or if it falls back down under $20 CRWV might be about to explode back to $150 but it's very risky so I probs won't touch it. OKE is a natural gas play that isn't super exciting but it's about to pump steady 1-2% gainer days over the next month or so. Buy shares, there's no one trading options on it. RTX is killing it in the defense sector, and MDLZ is an consumer staple / food conglomerate that is about to break out in a large move - you decide if you think that's up or down though.
You just described the market more or less for the past decade. The reason is the transition from "old industry" where most companies are producing physical products or services that need to be in some way assembled, shipped, or handed to consumer, to digital "new industry". In old industry most succssful businesses can only focus and specialize in one veritcal; you can't really scale as producing more usually requires proportional input to output ratio. You past conglomerates are just a bunch of veriticals glued together and we see the likes of GE and DOW and DD and MDLZ just be split up, reconsolidate and split up again. I would agree some synergies are found, but mostly limited. Now in the digital age, a company can create a product or service in 1's and 0's, deploy it faster than a blink of an eye, and distribute globally within minutes. This is true scale and efficiency. These solutions can touch each and every industry, so it's tech applied to every veritcal in existence. AI is being hyped because it has the potential to take efficiency to the next level. >Because when the top 5 names are dragging the other 495 up the mountain, one of two things will happen This statement is not accurate at all. While it's true the top 7 or so carry some 33-40% of SP500 weight, there are plenty of other growth stories in in that bottom 493-495. Many of those would be digital age, but others as well. Let's see non-tech AXON ISRG LLY FIX TSCO TYL - just to name a few.
how is it red? my portfolio is all green CPB MDLZ PEP MCD UNH STZ TAP FDX XLP
Consumer staples $GIS $KHC $PEP $KO $HSY $MDLZ
I like to trade MDLZ out of the food group. I notice during market uncertainty food and snack stocks tend to become more bullish because even if there is a recession, everyone finds a way to eat.
For starters, this is an etf, so it has constituents we can review. Here are the companies. These companies would probably have lower profits in heavy recessions. If we don’t have a bad recession they will price gouge and make high profits. I don’t think you’re stupid but your critical thinning or thought process is lacking Costco Wholesale Corp (COST): 10.52% Walmart Inc (WMT): 9.69% Procter & Gamble Co (PG): 9.01% Coca-Cola Co (KO): 6.41% Philip Morris International Inc (PM): 6.34% Altria Group Inc (MO): 4.50% Mondelez International Inc (MDLZ): 4.42% Colgate-Palmolive Co (CL): 4.39% PepsiCo Inc (PEP): 4.15% Kimberly-Clark Corp (KMB): 2.83 I guess I am just looking for substance in discussions which isn’t common today. Im not great at discussing vibes but you guys carry on I guess. Cool.
Puts on $MDLZ before this MAHA report or priced in?
made about $25K today with my put spreads and cashed out of SDOW. this is a great market for traders - VIX is there. and option premiums are robust - salad days for selling calls for sure. at five minutes before market close, iplaced a put spread on MDLZ, you can thank me later.
Just do MDLZ next and you have my top holdings.
ERIE, PEP, MDLZ, AES, HRML, JNJ, NFG, HESM. I moved all of my S&P 500 INTO CASH APP 6080. I'm up 1.5% on dividend aristocrats this year.
I'm glad I didn't sell ADM when I was tempted; they--along with MDLZ and XOM--have saved my overall returns recently.
Consumer staples such as GIS, HSY, MDLZ, PEP, KHC all have been over sold (back in early Feb) and under valued for their financials in the last 2 years. Net margins were decent (above 10%) and with steady revenues YoY. They’ve been neglected and dump because people were chasing high returns such as tech stocks. Now that tech is being dumped, investors are jumping back in because they were undervalued last month. Right now, I wouldn’t jump in, but would wait for a dip first. I’m mainly looking at HSY as cocoa prices are going back down. Spendings are definitely going to be lower this yea on consumer staples but all other sectors as well. I believe these were already priced in during the companies last earnings calls when their CEO provided a neutral/slight declining outlook for 2025. Prices dropped even after beating their quarterly earnings. People won’t cut much money on food, but rather they’ll cut first on unnecessary subscriptions costs such as YouTube premium, Netflix, Disney plus, Adobe cloud and more.
man, MDLZ has been the one source of relief in my portfolio recently. I'm glad I stuck with ADM, too, despite their issues. THat hsas kept me from being too deep in the red.
My MDLZ is up 15% since this all this shit started. People flee to value in times like this.
Index funds, 40%, TIPS 20%, 40% Stocks, like MSFT, Google, Uber, Sbux, MDLZ, Intuit and others - learn what you can about investing. If people don't help you here, resort to AI, but that's really all I can tell you :/
We are all toast if we don’t ride the camel before the cliff. Grab what you can and get out (or short if you know how). All classic signs revealed themselves today, massive market dump and money flowing into recession stocks,,, KO, MDLZ, etc. All these brains and nobody can convince Trump it won’t work.
Mondalez (MDLZ) up 4% today and still pushing up.
CBP and MDLZ. A drop in mag 7 is a market dropper. We’ll all be eating soup and crackers.
Thoughts on MDLZ? Things haven't been looking good for the last six months but I kind of think the bottom has been put in. Big spike in volume and the earnings are coming out on Tuesday.
⬆️ Best performer in the S&P 500 yesterday: HSY (rumors of takeover interest from MDLZ) +10.85%. ⬇️ Worst performer in the S&P 500 yesterday: OMC (acquiring IPG in a stock-swap deal) -10.25%.
🧥 Psst... word on the street is Mondelez (MDLZ) is considering a takeover of The Hershey Company (HSY). Just look at HSY chart... 18% jump minutes ago.
Hell, yeah. I call that my Ebenezer Scrooge method. "I will buy...only at my price." Watching GIS and MDLZ in the big food sector because I want at least a 3% dividend. I'll get it sometime in 2025, or I won't.
There’s 3 positions below that wouldn’t fit on the screenshot 5k BRK-B 3k MDLZ 3k V and that’s it in this portfolio
As people are sugar addicts and lot of people consume their shit, dúh. I'm also LONG MDLZ and other processed foods stocks, also counter investments in healthcare, to double gain :-) -- For example in companies like cardinal health, medtronic, JNJ and so on, they all make tools for cardiology and also stocks in companies that make tools for operating rooms and medecines.
I'm planning a similar strategy for PEP, PFE, and KHC, and MDLZ as well. I think these dips are just large over-reactioms and boomers selling off on news of RFK bringing the hammer on additives.
Wouldn’t MDLZ and HSY calls make sense post Christmas? I would imagine fat as fuck americans would just keep spending even if chocolate is prices are sky high.
Thanks for clarifying that for everyone. I bought the parent company in 2000 and have owned MO and PM ever since. Got rid of the KFT and MDLZ shares a lonnnng time ago, though
MDLZ is the one to get
how about MDLZ calls for earnings? huge candy maker and, well -- Halloween? literally can't go tits up!
I would be looking at $HEGD $SH, $TLT also candy (I backtested a bunch of candy stocks in 08 and $MDLZ, $TR, et al. held up pretty well).
Mondelez (MDLZ). Invest in Cookies
dammit, my lovely backtest and you ask me about table formatting lol  |Date \\ $|NESN.SW|MDLZ|HSY|GIS|KHC|Subtotal|Cumulative gain| |:-|:-|:-|:-|:-|:-|:-|:-| |2020-03-17|1,000|1,000|1,000|1,000|1,000|5,000|0%| |2020-03-18|1,000|1,000|1,000|1,103|1,000|5,103|2%| |2020-04-23|1,000|1,000|855|1,103|1,000|4,958|-1%| |2020-04-28|1,000|1,001|855|1,103|1,000|4,958|-1%| |2020-04-30|1,000|1,001|855|1,103|1,512|5,470|9%| |2020-07-01|1,000|1,001|855|1,196|1,512|5,563|11%|
So using your example….MDLZ buy on 9/30 and sell on 10/29?
Just bought MDLZ & PINS Calls, anyone holding the same I'm so sorry
Get some $MDLZ calls while you still can.
You’re right of course. Relying on the accuracy of Mondelēz’s statement that they expect cocoa prices to fall in 2025 is dangerous. Having said that, HSY’s chart looks good to me. Even better than MDLZ. For both stocks it looks to me like tomorrow’s price will tell us whether to stay in it or not.
I don't have positions in CMG. Good luck with yours. All of food has been sold off (look at MCD, PEP, MDLZ, DPZ), so it's possible we're near a bottom.
They make Orville Redenbacher which is the best microwave popcorn in my biased opinion, for that I’d say calls. But if I can recall they were red for their last earnings report and I remember MDLZ was also, but MKC did good this week. So I really am not to sure, the food at home category [for Feb CPI was 1% y/y](https://www.bls.gov/news.release/pdf/cpi.pdf), and [they’re facing a class action lawsuit over false claims of sustainability sourced fish, so who knows maybe puts or a straddle is the way to go](https://finance.yahoo.com/news/conagra-must-face-lawsuit-over-203441842.html).
And HSY and MDLZ although the latter is more diversified
I got a short bag of $MDLZ DYOR - Third biggest chocolate retailer in the USA. Can't do shrinkflation anymore and chocolate is not as addictive as other vices
I wouldn’t play it because even if they make more in profits from increasing their output, the market may throw a fit if that’s the case since they don’t know basic economics. I paper traded some MDLZ calls and even though they did good on their report, the market didn’t like the fact that they did it through lower volume and higher prices.
Am I the only one on here that’s watching MDLZ? I know Google and Starbucks have earnings but they’ve done pretty good over the past year.
$CPB and $MDLZ. Soup and crackers. Unfortunately Bush Beans and Goya are private.
Thoughts on the following: WHR calls SOFI puts MDLZ calls CB calls mega SBUX puts CRVL calls mega
This is a DRIP stock just like MDLZ, PG and PEP (three I own). It is not a homerun stock. I don't even understand the YOLO comment. It is not going to do something dramatic in the next month
MDLZ they own Cadbury, Oreo, trident gum, tates bake shop, clif bar, chips ahoy, belvita, Swedish fish, triscuit, wheat thins, chips ahoy, ritz, halls, and many more
Went to Walmart and it looked like they had just stocked their Christmas candy a week ago, even with all of it 75% off. Short HSY and MDLZ, long LLY, NVO, and PLNT
Yea I wasn’t tryna criticize either, I was genuinely asking too. I don’t think it’s not a diversified product, we’re talking about raw credit. It’s in everything, business loans, mortgages, credit card purchases, defaults. It’s just a standardized measure of credit risk. Wether the default rate goes up or down, FICO still gets paid. It’s like saying MDLZ is non-diversified because they only sell food. Within their industry, it’s very diversified. Atleast to me but again, im not tryna shut the point down, always open to discussion/debate, that’s the best way to arrive at what should be the best info
I doubt wegovy has much to do with it at this point. I bought the dip hard in MNST, MDLZ and a few others when the initial findings made news and the sector has mostly bounced back. I imagine it's mostly cocoa prices and hedgies rotating out with rate cuts on the horizon.
Long \[probably long term (I guess 1/2 years)\] - KLG \[Kellogg\]: This is a Warren Buffett pick with a really high upside due to some spinoff mechanics. WK Kellogg (KLG) on a revenue basis is trading at 1/4 of the price of its peers, but this is because they are not showing good earnings (for now). It has 'excessive' costs that it is trying to reduce \[the excessive costs are due to them spinning off from their parent company\] - now that they stand on their own, they need to start making their own money. If they approach their correct cost \[reducing it to 92%/93%\] - it is a 4 bagger. If they end up the same as their competitors, it could be much much higher. They are priced for death - but have a golden product \[corn flakes and the like\]. Even at the current financials it should be trading at $17, it costs $12 per share. Unlike its competitors, it has huge upside potential. ​ |Company|Market cap\*/Revenue|Cost/Revenue| |:-|:-|:-| |KLG (WK Kellogg)|**0.57**|**0.97**| |GIS (General Mills)|2.44|0.84| |PEP (Pepsi)|2.88|0.86| |CPB (Campbells)|1.81|0.85| |MDLZ (Mondelez)|3.25|0.87| \*Note market cap = enterprize value (this is the market cap of the stocks + the debt). Also note - c suiters are buying on the open market. In the meantime you can earn a 6% dividend while you wait.
Yes, MDLZ has a lower debt ratio and higher EPS growth for the next 5 years.
HSY has Reese’s, Kit Kat, Ice Breakers, Twizzlers, Jolly Ranchers, PayDay, and more and you still like MDLZ over it?
MDLZ sells Toblerone bars, good stuff. I like it better than Hershey.
No one knows for sure so better to let it play out and buckle up for the ride! What history has shown, historically high interest rates sometimes lead to historic crashes. But today is 30th October, 2023 and if equities safely navigate the next 24 hours then the market will pass the most crash prone month of the year unscathed. However, for retail investor, it may be prudent to park a portion of investments in defensive stocks like Mondelez [MDLZ], Coca Cola [KO], Walmart [WMT].
Since nobody has answered you yet, you’d want to short MDLZ.
I own HSY and MDLZ. Hoping to hold for the next few decades.
So, you believe that the sales of Bis can impact MDLZ shares? Your content is biased. Has it occurred to you that they might just be throwing away products they already had? But if they are buying to throw it away then I agree that it is very dumb.
Markets love making mountains out of molehills and extrapolating far beyond what is reasonable. That’s how you end up with LLY and NVO with P/E ratios of 79 and 44. Although I own shares of NVO, I think my position in MDLZ (maker of Oreos and Cadbury) will outperform over the next decade.
Looks like MDLZ has been the same way. Most food producers seems to have up product without a way to get it out
Long LLY and NVO and short the snack companies as they’re on the other side of this trade HSY, MDLZ and JSM.
no, greedflation a legit thing happening by the food conglomerates who want to protect their margins to appease investors. raw materials have gone up, but the prices to consumers are well beyond inflation and its just greed at this point. their leaders only care about share price for investors. Procter & Gamble Co. PG, for example, said it raised prices by up to 9% in its latest quarter, after raising them up to 10% the previous quarter and up to 10% in the same quarter in 2022. On a call with analysts, Chief Executive Jon Moeller signaled more price increases to come, which he attributed to the company’s innovation pipeline, which is creating must-have products. “If you look back historically, pricing has been a positive contributor to our top-line growth for something like 48 out of the 51 last quarters and again as we strengthen our innovation program even further, that will provide opportunities to continue to benefit from modest pricing,” said Moeller, according to a FactSet transcript. Coca-Cola Co. KO also swept past estimates and raised guidance after the drinks and snacks giant increased prices by 10%. The company’s adjusted operating margin rose to 31.6% from 30.6% a year ago. Conagra Brands Inc. CAG raised prices by up to 17%, which Chief Executive Sean Connolly described as “inflation-justified.” The parent of brands such as Birds Eye, Duncan Hines, Hunt’s, Orville Redenbacher’s and Slim Jim also reported that its customers are buying less food to stretch their budgets. Oreo cookie maker Mondelez International Inc. MDLZ raised prices in North America by 10.4 percentage points in the second quarter and raised prices for all developed markets by 12.4 percentage points. That’s after raising North America prices by 15 percentage points and prices in developed markets by 13.4 percentage points in the first quarter. The company’s second-quarter gross margins expanded by 3.1 percentage points to 39.4%. Revenues rose 17%, while volumes were flat. At Campbell Soup Co. CPB, sales for its fiscal third quarter were up 5%, led by “favorable net price realization,” as the company disclosed as the very first bullet point in its release. Campbell raised prices of meals and beverages by 9% and if snacks by 15%, after raising them by 15% and 13%, respectively, in the second quarter. However, volumes were down in the third quarter as shoppers proved sensitive to higher prices. Kraft Heinz Co. KHC on Tuesday said it too has lost business because it raised prices more than its competitors, but it’s not planning to cut prices to try to get those customers back anytime soon. https://www.marketwatch.com/story/greedflation-is-not-letting-up-heres-what-companies-are-saying-about-it-e793bc3a
Alcohol (MDLZ), Tobacco (BAT), and Firearms (RTA). Three of my four favorite things but the fourth faces less regulation from the government.
Why did I think making calls on MDLZ and INTC was a bad idea just because ones a good company and the other was supposedly fd by nvidia 🤦🏼, ended up buying TMUS calls like a regard
I decided to play MDLZ earnings only because their projected EPS is $0.69
Long MDLZ. Wheat goes up, they raise prices, wheat comes back down, prices stay the same.
SBUX, BKNG, MDLZ, GILD, and ADP are among the names that would get increased weightings.
Take a ride with me MDLZ 7/28 $77 Calls
Gay stuff like SPY500 and a little QQQ, some defense stocks like Northrup and Raytheon, CPB Campbell Soup Co, MDLZ Mondelez, good chunk of Microsoft, Intel, some US natural gas OKE and OGS, Delta Airlines, GPC Genuine Parts Co, big chunk of 2 year T-Bills paying 5.1% interest, and some OTM puts that expire in Dec on NVDA and AMD because I can't stop being a bear.