Q: With the election behind us and changes in the market, is their a need to currently own Consumer Defensive stocks like KO or MDLZ or wait for a better entry point?
Q: Update on MDLZ?
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Mondelez International Inc. (MDLZ)
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Philip Morris International Inc (PM)
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Unilever PLC (UL)
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Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD)
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British American Tobacco p.l.c. (BTI)
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Diageo plc (DEO)
Q: Hello,
I recently mentioned taking a position in MDLZ for part of my international holdings, not realizing MDLZ is actually US-based. Knowing you don't follow international stocks, are you generally aware of other internationally-based consumer defensive companies listed on a major US stock exchange? I looked at Nestle, but it seems to be only buyable OTC, and I am not too keen on that market. Another thought was DEO, do you see any red flags with it?
Thanks again, Michael
I recently mentioned taking a position in MDLZ for part of my international holdings, not realizing MDLZ is actually US-based. Knowing you don't follow international stocks, are you generally aware of other internationally-based consumer defensive companies listed on a major US stock exchange? I looked at Nestle, but it seems to be only buyable OTC, and I am not too keen on that market. Another thought was DEO, do you see any red flags with it?
Thanks again, Michael