Despite 12% gains since June, that the stock has only recovered from where it was nine months ago makes Nestle a no-brainer.
The Street's 'corrective action' made an attractive company that is growing profitability even more appetizing.
Where's the upside for an over-leveraged company that is aggressively entering new markets?
Kraft does not get the respect it deserves.
Pinnacle Food's stock price can approach $32 in the next 18 months.
With management having just increased the dividends and share buyback plan, General Mills should now be a central part of a nutritious portfolio.
While Kellogg does offer a strong yield at 2.90%, I still consider this a stale stock.
There are still too many unknowns about the pipeline to suggest there is further value here.
Given management's reputation as a savvy acquirer, not to mention the company's strong returns on invested capital, these shares look undervalued by 25% heading into 2014.
I believe investors who are looking for industrial exposure can still do well in ABB, given the long-term potential in the automation and power markets.