Had been holding Kraft (KFT) for some time based on M* recommendation. However, KFT just doesn't seem to be "getting it". They are a conservative company (not a bad thing) but will never grow more than 5-6% a year tops. I switched into Nestles (NSRGY) to get a higher grow rate in excess of 12%. Nestles is a 120+ year old, well managed international company. They are somewhat under followed by the investment community.

I am not expecting a major difference in performance but just feel better with Nestles. Any comments?

Thanks - tony