|Day Low/High||60.69 / 61.75|
|52 Wk Low/High||44.06 / 64.84|
European markets have been slumping for years, but the time for those countries to shine again may finally be around the corner.
Earnings reports continue to outperform, but can this support equity markets at these levels now?
Let's go over the confluence that allowed us to advance after a brief dip down in the morning.
Buy the dip? Nope, not me, not today. Then again, long-time readers know that I have never been a fan of FB or its management.
Florida and Texas announced they are suspending alcohol sales at bars & restaurants to try to address the recent increases in Covid-19 cases as these states reopen their economies. So, we are going to take away the biggest margin business at any res...
Knocking the cover off of the ball? No, you can't really say that. Excellent corporate execution? Yeah, I think that's probably an accurate way to put it.
Bellwether global consumer products company, Unilever , is down 6% on disappointing sales guidance.
These 3 stocks have little overseas exposure and could benefit from dollar strength.
A company needs both sales and profit growth, and Kraft Heinz isn't going to give you either on a sustainable basis.
This at-the-money, long put shooter is a high risk trade, so use discretionary capital.
Aside from trade reverberation headlines this morning, I'm seeing a number of pieces on the media M&A landscape, and refreshingly it's not all roses. Over at The Wall Street Journal, questions are being raised about the balance sheet impact on the l...
High above the Alps my Gnome continues to hear that Procter & Gamble's Board of Directors is looking at a spinoff into two or three separate companies. Don't know if it's true but this notion was part of my investment rationale, "I am Double Upgradi...
* Large mergers may be the solution to the price/cost squeeze facing the consumer packaged goods space * An industry consolidation would serve to create important economies of scale, sizeable cost saves and needle-moving synergies Back in September,...
* After the share price's fall from grace, the PG Board may now be reassessing (Peltz's recommendation of) a breakup into three separate operating entities * Taking PG off of my Best Ideas List (short) * Putting PG on my Best Ideas List (long) On Au...
"Be fearful when others are greedy and greedy when others are fearful." - Warren Buffett The carnage in consumer packaged goods stocks continues apace today - with across-the-board losses. Consider the accumulating headwinds: * A changing competitiv...
Apple will have backed into a stream that grows even if they don't issue a new phone.
"I'm afraid there's no denyin' I'm just a dandy-lion A fate I don't deserve I'm sure I could show my prowess Be a lion, not a mouse If I only had the nerve." - The Cowardly Lion (Wizard of Oz) This morning P&G reported very weak organic growth for...
"I'm afraid there's no denyin' I'm just a dandy-lion A fate I don't deserve I'm sure I could show my prowess Be a lion, not a mouse If I only had the nerve." - The Cowardly Lion (Wizard of Oz) I placed Procter and Gamble on my Best Ideas (short) on ...
This may be the only way it can achieve growth.
When the dollar is strong, look inward and buy companies that do the lion's share of their business within the U.S.
You think we could avoid the collision, given that we hit all-time highs in the Dow and the S&P and the Nasdaq?
Unless it's the stock of a retailer, you have to take advantage of this pattern.
Here's where to look if the dollar follows a stronger -- or weaker -- scenario.
Three excellent candidates born elsewhere lost the CEO race to American-born ones.
Four are already close while others need to step up to the plate.
The magic of this portion of the consumer-products stocks seems to be gone.