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Date updated:02-20-2007

Burt Rothberg of the Commodityequity blog brings us this portfolio of chocolate related stocks. His reasoning is as follows:

"Commodity traders have been forecasting a coming bull market in cocoa since about forever. It may be materializing now. The real story however is the bull market in chocolate. People around the world are eating more of it and are eating a greater percentage of dark chocolate (which contains more cocoa). People are also using chocolate as a small luxury and spending quite a lot on "upscale" chocolate. I put upscale in fright quotes because much of what goes for quality chocolate is actually pretty bad (Dove, Hershey's Gold). However folks are buying it, and the money is running in. Note that the true high-grade cocoas (Columbian, Ven., etc.) have seen their prices go through the roof."

His reasoning for each stock is quoted in the description box. In a follow up post found here Burt lays out a more complicated trade one can do using futures and stock.

• Portfolio Overview
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• 
• LISP.SW
  Lindt & Spruengl
• $2320.00
• +1.27%
• $2298.00

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"These guys are superbly positioned to take advantage of the new upscale market. It's also run by a first rate executive team. However its P/E is not cheap, and I hate growth stocks."

People owning LISP.SW also tend to own: BARN.SWHSY

TheStreet.com Rating: No Rating What is this?

• 
• BARN.SW
  Barry Callebaut N
• $594.00
• 0.00%
• $596.00

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"These guys make industrial chocolate which they sell to chocolate companies and other end users. Not as well run, but with great African operations. A push into consumer sales might be a call option."

People owning BARN.SW also tend to own: CMEDECKDSXNBGRICKWGAHSY

TheStreet.com Rating: No Rating What is this?

• 
• HSY
  The Hershey Compa
• $38.07
• +0.58%
• $37.82

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"OK, I know all the chocolate purists are saying that their products stink. True. And I know that Hershey is literally the textbook case of a company screwing up its supply chain. However, they have the best franchise in the business. Right now the stock is very depressed because of a bunch of tactical mistakes. Looks good to me."

People owning HSY also tend to own: ERTSNBRGMEGOOGKONFLXNKE

TheStreet.com Rating: B What is this?