I’ll Try the Portfolio Salad with Oil & Vinegar, Please!: Monsanto Company (MON)

What these results facilitated is of particular interest for investors. This growth is making it possible for the company to increase investments substantially in marketing and worldwide capabilities. This is their down payment on future growth. Conservative investors (like me) often consider this management foresight and business acumen from solid corporations. Aggressive and innovative marketing on a global basis is a foundation for possible future strong returns for investors.

A stock that could mix well with that Heinz Vinegar is The J. M. Smucker Company. J.M. Smucker manufactures and markets branded food products including their popular line of Crisco Oils. In mid-November 2012, the company announced results for the second quarter ended Oct. 31, 2012, of their 2013 fiscal year.

Net sales increased 8 percent in the second quarter of 2013, compared to the second quarter of 2012. This was because of the impact of the acquired Sara Lee foodservice business and a favorable sales mix. For fiscal 2013, the company expects net sales to increase approximately 7 percent compared to 2012. This includes an incremental eight-month contribution from the Sara Lee foodservice business.

I like the confidence the company has in their product family. Confidence, based on storied products, business fundamentals and strong management, is a valued intangible since 2008.

Mr. Richard Smucker, Chief Executive Officer, commented in November, “We delivered another strong quarter of solid sales and earnings growth. Our long-term strategy continues to serve us well in consistently delivering results. Our iconic brands are trusted and have demonstrated their strength and resilience.”

Mmmm… trust, strength and resilience from iconic brands… that’s so 1950’s and 60’s. Nevertheless, it’s something to consider as I chow down on that salad. I now have before me three ingredients I consider quite reliable in comparison to a lot of other offerings on the market today.

The article I’ll Try the Portfolio Salad with Oil & Vinegar, Please! originally appeared on Fool.com and is written by Michael Ugulini.

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