Mondelez's Sweet Victory: Is It Really the Mockingjay of the Snack Aisle?

May the Odds Be Ever in Mondelez's Favor?

Well folks it seems even in the Capitol they can't resist a good Oreo. Wells Fargo just upgraded Mondelez the folks behind those delightful (and sometimes suspiciously addictive) treats. Apparently some analyst named Chris Carey thinks Mondelez is doing so well it's like they've got Peeta Mellark on their team – a strategic genius. He's betting they'll hit $78 a share which is a hefty chunk of change. I'm no investment guru but even I know that sounds like a good deal for some fancy Capitol folk. But you know what my father used to say 'never eat the yellow snow' I think this can be translated to investment with extreme caution. But maybe just maybe they are onto something.

Chocolate Wars: Can They Price Their Way Out of This Mess?

Apparently this whole cocoa inflation thing is causing a stir especially in Europe where they take their chocolate more seriously than President Snow took control. This Carey fella says Mondelez is jacking up prices like Haymitch buying booze and surprisingly people are still buying. Elasticities he calls them. I just call it being addicted to chocolate. I remember when I was volunteering in the hospital during the war I was craving chocolate so much that I would see Snow's dogs as giant chocolate bars. The war messes up your mind no matter how strong you are. They are betting that if they have strong price execution in the chocolate segment the business will be ok.

Softness in North America? Sounds Like Prim's Baking Skills.

Even the best laid plans of mice and tribute sometimes go awry. It seems even Mondelez is seeing some softness in the North American market and it looks like their peers are as well. The analyst said this is due to "softness in the US Food sector YTD" but I would expect nothing less from a country so spoiled. Here in 12 we have to make do with whatever we have and never complain. I have a soft spot for my sister but lets face it I would not trade my hunting and survival skills for her baking skills.

2026: A Year of Plenty or Just Another Hunger Game?

Carey (whoever that is) seems to think 2026 will be all sunshine and rainbows with inflation being a mere whisper. If only we could say the same about Panem. Still it's good to hear *someone's* future looks bright. I reckon if things get too grim we can always trade a Cadbury bar for a loaf of Prim's (slightly burnt) bread. But don't get your hopes up I'll probably eat all the chocolate before it comes to that.

The Bull Case: Is It Real or Just Capitol Propaganda?

Wells Fargo seems pretty convinced that Mondelez is the cream of the crop especially compared to its competitors. Something about growth being "harder to come by." Honestly sounds like Capitol folk whining about not getting enough unicorn steaks. But hey if it means more Oreos in the world I'm not complaining. Even if it *does* feel a bit like they're rubbing their victory in our faces...again. Do you hear the people sing? Singing the song of angry men? The world will never be the same.

Rallying Cry: From 0% to 11% Is This the Start of a Revolution?

Mondelez shares have already jumped 11% this year. Who knew that cookies and chocolate could inspire such fervent loyalty? I mean I get it. But still 11%? Maybe we should invest in bread. Everyone always needs bread. Although the odds of me understanding the world of high finance is like the odds of Peeta winning the hunger games on his own. If Mondelez is going up then lets all hope for the best!