Big Call Screening: Mondelez International, The Travelers Companies, LVMH, Waste Management

The U.S. confectionery manufacturer Mondelez (MDLZ) has recently come under significant pressure, similar to competitor Hershey, due to record-high commodity prices. However, the environment seems to be brightening again thanks to the recent sharp decline in cocoa and sugar prices, which promises Mondelez good chances to return to a growth trajectory in the coming quarters, supported by its well-curated core brand portfolio. Heavyweights from the insurance sector remain attractive, especially as they should continue to benefit from price increases...