Last week I wrote to you that Nestle is undertaking steps to provide shareholders with even more value, including setting targets for increasing profit margins for the first time ever. For most of its long history, Nestle has been focused on increasing sales as the best approach to market success. But the sector is slowing, and Nestle is focused on wringing more profits out of the sales it is already generating. SwissInfo.ch reports: Against the backdrop of lacklustre growth, the emphasis in the industry has been on cost-cutting to boost profits. Leading the way has been Kraft Heinz, … [Read more...]
Nestle Rewards Shareholders with More Buybacks
Nestle has announced increased share buybacks to reward shareholders for their faith in the stock. After activist investor Dan Loeb pressured the food giant, the company responded with steps to improve its performance. Last week we wrote to you about Nestle being one of the most conservative stocks in the world. Now management is focusing on making the stock even more attractive for shareholders. Saabira Chaudhuri reports on Nestle's announcement in the WSJ: Nestlé SA on Tuesday introduced a profit-margin target and said it would accelerate share buybacks amid pressure from activist … [Read more...]
Consumer Goods Titan Looks to Asia for Expansion
In a search for new markets, Unilever is expanding in the South Korean skincare market via the acquisiton of Carver Korea. Carver makes masks and lotions and is currently owned by Bain Capital and Goldman Sachs. Carver is the country's third largest cosmetics company and has operations in China and Japan. Naomi Rovnick and Song Jung-a report in the FT: Paul Polman, Unilever’s chief executive, is looking to boost shareholder returns against lacklustre growth in developed economies, with a focus on new products and emerging markets. The Anglo-Dutch consumer goods group’s latest deal comes after … [Read more...]
No Need to Invest with the Masses
You don't need to invest like the masses, in fact you should avoid such a lemming-like course of action. As I have written to you before (here and here), invest in the forlorn, the unloved, and the out-of-favor. Multi-millionaire investor Jim Rogers is encouraging "overlooked and hated markets." Barbara Kollmeyer writes of Rogers at MarketWatch: We’re diving right into our call of the day, which comes from Jim Rogers. In a sweeping interview with RealVision TV, the veteran investor warns another bear market is coming, and that it will be “horrendous, the worst.” It’s the level of debt across … [Read more...]
Dick Young’s Short Term Bull & Bear Portfolio (STBB)
One Man's Opinion Let’s see if STBB is for you. You’re basically bullish on the stock market, and you have a nice chunk of cash handy that you hate to see withering away in your bank, earning squat. You are going out of the country on an extended business trip, and you have no time to futz with your portfolio. Well, you and I are in the same boat. So I decided to share my most recent STBB short-term portfolio concept with followers to my reinvigorated Young’s World Money Forecast, first launched in 1978. Young’s World Money Forecast never died. It simply went on a 40-year … [Read more...]
These 9 Dow Stocks are Offering You a Bribe, Take It
There are 9 Dow stocks currently paying 3% or more. (See which stocks I'm talking about in my new "Dow Lab") Not one of these top 2017 cash flow winners for shareholders is in the top 12 Dow stock price performers for the year. What we are looking at in 2017 is a "follow the leader" momentum based market move completely untethered from the long term anchor of dependable cash flow for shareholders. I cannot think of a more dangerous signal for serious money. As of Sept 2017, all investors should be concentrating on companies that bribe today’s stockholders with a yield of more than 3% … [Read more...]
Jet Builders React as Parts Suppliers Unite
Boeing and Airbus are viewing the combination of their parts suppliers with justified skepticism. As more parts suppliers combine, like the recently announced acquisition of Rockwell Collins by United Technologies, the big jet makers will be forced to pay higher prices for parts. This reality has them considering making more of their parts themselves. Robert Wall and Doug Cameron write: Worried about getting squeezed by the consolidation, Boeing and Airbus have moved to protect themselves by building more of their parts in-house. This month, Boeing will start construction of a new production … [Read more...]
Is Your Portfolio Sitting on an Earnings Torpedo?
In Today's Financial Times, John Authers explains companies' motivations behind manipulating earnings. With plenty of companies "managing" their earnings, it's a concern that your portfolio may be sitting on what Authers calls an "earnings torpedo." “Within GAAP” manipulation involves dipping further into accruals than they would otherwise do, without resorting to outright fraud. After a while, even this will not work, and so they move on to fraud. In part this is driven by the asymmetric pressure from the market — the longer a company takes to come clean, the bigger and more damaging the … [Read more...]
Is this a Huge Red Flag for the Bull Market?
You know something isn’t quite right in financial markets when you start reading articles in mainstream newspapers about newly minted millionaires who made their fortunes day trading. Right on cue, the NY Times recently ran a story about a former logistics manager at Target, who has become a multi-millionaire day trading volatility. If you’ve wondered why markets are so calm and why volatility has been so subdued, this piece offers some insight. Each morning, at the market’s open, Seth M. Golden, a former logistics manager at a Target store, fires up the computer in his home office in … [Read more...]
Pet Care is a Business You Want to Be invested In
Pet care is a lucrative business. Historically much of the spending on pets has come from developed world economies like the U.S. and U.K., but as the FT reports here, pet ownership has risen dramatically in developing countries. A growing middle class in emerging markets is driving worldwide pet ownership higher. Since 2003, the number of pet dogs in emerging market countries has jumped 51% compared to a 5% rise in the developed world. “In poor countries people are more focused on a chicken that will lay eggs or a pig that might eat their waste. It’s only as they get a little bit richer … [Read more...]
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