kraft investment thesis – Overview

What are Index Funds? - ABCs of Investing
Let's say that the ABC index is made up of 60% American Express and 40% Kraft. If an index fund is based on the ABC index then it too will also invest in .
http://www.abcsofinvesting.net/what-are-stock-index-mutual-funds-passive-investing/

Research & Publications - Frank Seifried
Jul 13, 2012 . Holger Kraft, Frank Seifried, Mogens Steffensen (2012): . Frank Seifried (2012): Optimal Consumption and Investment for a Large Investor: An .
http://www.mathematik.uni-kl.de/~seifried/eng/research.html

Trian Fund Management on Kraft, Family Dollar, & Wendy's (Investor ...
Mar 26, 2012 . Trian Fund Management on Kraft, Family Dollar, & Wendy's (Investor Letter) . Peltz's firm first invested in mid-2010 and the thesis was that if .
http://www.marketfolly.com/2012/03/trian-fund-management-on-kraft-family.html

Ecuador Tours by Latin Excursions

Why Consumer Staples Investments Make Sense? - Forbes
1 day ago . Kraft is now leveraging this network to sell Oreo cookies and Tang drink . for investors to play the consumer staples investment thesis in this .
http://www.forbes.com/sites/alphaprofit/2012/09/17/why-consumer-staples-investments-make-sense/

Hedge Fund Shumway Capital Partners Adds Large New Stakes in ...
Jun 2, 2010 . Numerous other hedgies like KFT these days, including Bill Ackman who previously detailed his investment thesis on Kraft. Additionally .
http://www.marketfolly.com/2010/06/hedge-fund-shumway-capital-partners.html

hedge fund wisdom
the investment thesis behind 3 stocks hedgies were buying . almost 18% of its reported assets invested in the company . Kraft is also planning a spin-off that .
http://www.hedgefundwisdom.com/wp-content/uploads/2012/03/HFW-Free-4Q-Excerpt.pdf

Diamond Foods - University of Oregon Investment Group
Investment Thesis. ? Positive resolution of SEC . strongly compete with the likes of Kraft, Frito-Lay and ConAgra. Breakfast Products . purchases over 15% of all the shares outstanding, investors who hold the rights can purchase additional .
http://uoinvestmentgroup.org/wp-content/uploads/2012/01/DMND.pdf

The Rational Walk
In this article, we revisit the investment thesis for Investors Title Company which was first profiled on The Rational Walk in November 2010 with an update .
http://www.rationalwalk.com/

A Krafty Combination - Tilson Funds
Feb 3, 2010 . Significantly improves Kraft's business quality and organic growth profile. ? Investment thesis. ? Attractively priced business standalone…
http://www.tilsonfunds.com/Kraft.pdf

Billionaire Bill Ackman's Recent Moves: Citigroup, Kraft, PG
Aug 16, 2012 . This comes after the fund sold its entire stake in Kraft Food Inc . Critical to his investment thesis is his own confidence and power to remove or .
http://www.insidermonkey.com/blog/billionaire-bill-ackman%E2%80%99s-recent-moves-citigroup-kraft-pg-16633/

PULSE: Ackman's Pershing exits Kraft, slashes Citigroup
Aug 15, 2012 . SAN FRANCISCO (MarketWatch) -- The investment fund of activist investor Bill Ackman exited its stake in Kraft Foods KFT and slashed its .
http://www.morningstar.com/advisor/t/61403154/pulse-ackman-s-pershing-exits-kraft-slashes-citigroup.htm

Why Peet's Shares Soared (PEET)
Jul 23, 2012 . The World's Greatest Investing Community . on big changes -- just in case they' re material to our investing thesis. . Add Kraft to your watchlist.
http://www.fool.com/investing/general/2012/07/23/why-peets-shares-soared.aspx

UBS Maintains a 'Neutral' on United Natural Foods - StreetInsider.com
6 days ago. United Natural Foods (UNFI); Investment Thesis: Balancing Growth and . UnitedHealth Group (UNH) to Join DJIA, Will Replace Kraft (KFT) .
http://www.streetinsider.com/Analyst+Comments/UBS+Maintains+a+Neutral+on+United+Natural+Foods+(UNFI)%3B+Investment+Thesis%3A+Balancing+Growth+and+Cash+Flows/7721811.html

Pershing Square Kraft Presentation
Feb 8, 2010 . Pershing Square Kraft Presentation - Free download as PDF File (.pdf), text file (. txt) or view presentation slides online.
http://www.scribd.com/doc/26531910/Pershing-Square-Kraft-Presentation

UBS on Food Products: US Trends and Investment Theses
Jan 9, 2012 . UBS on Food Products: U.S. Trends and Investment Theses UBS analyst, David Palmer, said, "Kraft Story Intact; Still Our Favorite Food Name: .
http://www.streetinsider.com/Analyst+Comments/UBS+on+Food+Products%3A+U.S.+Trends+and+Investment+Theses/7067775.html

8 Best Consumer Stocks Picked By UBS - Seeking Alpha
Jan 11, 2012. investment idea included in this report includes an investment thesis . Kraft Foods Inc. (KFT) has been given an overweight rating by UBS.
http://seekingalpha.com/article/318843-8-best-consumer-stocks-picked-by-ubs