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For those investors looking for ideas, Jim Cramer has found one activist investor out there who could light the way. Nelson Peltz is the one activist who Cramer says investors could piggyback after he announces his investment in a stock.
"Unfortunately, there is only one, because when these activists announce they have taken a position in a company, that stock tends to spike, which means that you will rarely ever be able to get shares at the same price as the hedge fund you are trying to follow," the "Mad Money " host said.
But when it comes to Trian Partners, the company Peltz runs, Cramer found that it is so good at helping companies unlock value, it's worth paying a Peltz premium for some of the companies that work with him.
That is why Cramer went through Peltz's portfolio to take a look at what holdings might be worth buying into in the current environment. Mondelez is a combination of many household brands that includes Oreos, Chips Ahoy, Triscuits and Ritz Crackers, among many more.
The company is a powerhouse as it is either No. 1 or No. 2 for worldwide market share in almost every single market where it competes. It was created when the old Kraft spun off its North American grocery business as Kraft Foods, and the remaining international snack company changed its name to Mondelez.
In April 2013, investors learned that Peltz had taken a major position in Mondelez, along with a position in PepsiCo. He said that PepsiCo could acquire Mondelez in order to bulk up its snack business.
And while that deal never happened, both companies agreed to work with Peltz, and last year he took a position on the Mondelez board of directors. So, even though he didn't get the merger he wanted, he did get influence over the company's management.
However since he has been involved, Mondelez has been aggressively streamlining production and cutting costs. This included a major restructuring program that could produce at least $1.5 billion in savings by 2018. It has also rationalized its supply chain and is cutting overhead down significantly. Additionally, it has been setting up new production lines and improving technology at its facilities to produce snacks twice as quickly.
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The overhaul still isn't finished, and most of the new and more efficient product lines won't come to full fruition until 2016. That means Mondelez won't be able to cash in on the full benefits until 2017.
"But what that tells me is that this stock has more upside going forward," Cramer said.
So, with the tremendous track record that Peltz has when it comes to creating value, Cramer sees a bright future ahead for Mondelez. He thinks Mondelez and Peltz can do a lot more, which is why he owns the stock in his charitable trust and recommended for investors to scoop up on any earnings related weakness.