Procter & Gamble (NYSE: PG) is a titan of the household products industry. The company is nearly 200 years old, worth more than $200 billion, and owns well-known brand names such as Tide, Gillette, and Pampers.
But the company has struggled recently. It's sold off secondary brands like Duracell, Cover Girl, and Zest to cut costs and focus on its core brands.
Moreover, the company's once-strong pipeline of innovation has yielded little success, and spending on R&D as a percentage of sales is lower than it's been in almost any point in the last 20 years.
The Crest-maker's sales have fallen as it has shed brands, struggled to grow domestic sales, and faced a strengthening dollar. The stock is up 12% this year, but the long term looks challenging.
Here are 20 similar stocks with better prospects than P&G.
Showing posts with label HLF. Show all posts
Showing posts with label HLF. Show all posts
How George Soros Plays The Stock Market
The following article was written by our guest author Insider Monkey. Opinions of George
Soros vary depending on whom you ask, but there’s no arguing against the
Hungarian-American hedge
fund manager’s
investing pedigree. Earlier this month, Soros shared his thoughts on the
Eurozone crisis at the Global Economic Symposium, and most of the usual headlines that
surround the billionaire are focused on his macroeconomic views.
That’s all fine
and dandy. We’d like to point out, though, that George Soros’ Soros Fund
Management does maintain a $9 billion equity portfolio too. Due to the market-beating
potential of hedge funds’ best stock picks (discover how we returned 47.6% in our first year), it’s useful to understand how a
prominent investor like Soros is playing the stock market.
At the end of last
quarter, George Soros and his management team disclosed a little over 200-equity
holdings, with 15% of their capital allocated to their top five stock picks. This
level of concentration is not uncommon for a large hedge fund, but a few of the
specific names may surprise you.
Google
Other than Google
[GOOG], that is. It’s really not very difficult to understand why the tech
company is Soros’ No. 1 stock. Google was hedge funds’ favorite pick in the
latest round of 13F filings, ahead of AIG [AIG] and Apple [AAPL]. Aside
from offering a bevy of long-term product innovations like self-driving cars or
smart thermostats, more immediate catalysts are the launch of the Moto X and
next year’s release of Google Glass.
Both devices play
into Wall Street’s bullish earnings estimates for Google, in which it expects
17% to 18% EPS growth in 2014 and 15% annual growth over the next half-decade.
This trumps peers like Yahoo [s:YHOO] and even Apple. In addition to Soros’
bullishness, big-name fund managers Ray Dalio and Israel Englander have
initiated Google positions in the last few months.
J.C. Penney
This is what we
meant when we said you might be surprised. J.C. Penney [JCP] represents
everything Google does not: poor market performance in 2013, high CEO turnover,
an inconsistent business plan, and an uncertain future. The retailer is going
back to its pre-Ron Johnson coupon strategy, which leads some to believe that
it can recapture most of its old customers, and is thus undervalued at current
levels.
It’s easier to be
skeptical of this move than it is to support a bullish thesis, so we have a
rare case where Soros is acting as a contrarian by betting on a stock rather than against it. Assuming you are for a turnaround
here, J.C. Penney trades at a mere 0.15 times sales, but earnings will have to
pick up. Longs can’t take many more monumental bottom line whiffs. Last quarter
the retailer missed sell-side estimates by 88%, and in the first quarter of the
year, EPS fell short of consensus by 36%. In fact, J.C. Penney has been in the
red for a year and a half now.
A few days ago, Richard
Perry cut almost half of his position in the retailer and last month, Bill Ackman liquidated his entire stake. What’s so notable about
both of these moves is that Ackman’s hedge fund had the largest stake in J.C.
Penney at the end of last quarter while Perry was third.
The remaining three
After the
antithetical duo of Google and J.C. Penney, Soros’ next largest holdings are Herbalife
[HLF], Charter Communications [CHTR] and Johnson & Johnson [JNJ].
While Ackman and Carl
Icahn continue to feud about the legitimacy of Herbalife’s marketing practices,
George Soros continues to book gains. Since we know that he held shares of the
company on the last day of June, it can be inferred that Soros has made at
least a 51% return on his long position. If he initiated the stake earlier in
the second quarter, like in early May for example, this return stretches to
more than 70%. Either way, the billionaire has to be happy that it represents
one of his biggest holdings.
Charter
Communications, meanwhile, is another stock that is up big (+72%) in 2013. The
cable entertainment company has been a long-term pick for Soros, sitting in his
clutches since early 2011. The same can be said for Johnson & Johnson,
which has been in Soros’ equity portfolio for exactly four quarters. Johnson
& Johnson is a prototypical dividend-payer that has actually offered
double-digit capital gains this year, while Charter is a growth play plain and
simple.
All in all, the
variety presented in George Soros’ five largest stock picks is truly one of the
best things about this group. Google, J.C. Penney and Herbalife are the three
we’ll watch the closest going forward, particularly when new 13F filings come
in mid-November.
Disclosure: none
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Carl Icahn’s Best Pick Isn’t Apple…These Stocks Are! - How The Big Investor Makes Money
The following article was written by our guest author Insider Moneky. Carl Icahn may have lifted the company’s market cap by $20
billion in less than two days of trading last month, but Apple [s:AAPL] isn’t
his best stock pick. There are four positions in the multi-billionaire’s equity
portfolio that are worth looking at before Cupertino. We’ll show you which ones
and explain why.
At the end of last
quarter, Carl Icahn’s hedge
fund held long positions
in 19 different companies totaling a market value of $21.5 billion. With
Icahn’s pedigree as an elite activist investor, it’s not surprising that he’d
have that much money in U.S. equities, but it is a bit intriguing that four of
his eleven largest picks are small-caps.
According to our
research at Insider Monkey, hedge funds’ small-cap picks have the highest
potential to outperform the market over a sustained period of time. Our premium
newsletter, which employs this strategy, beat the S&P 500 by nearly 30
percentage points in its first year (discover how we did this here).
With that in mind,
let’s run through the four largest small-cap investments in Icahn’s equity
portfolio. Each stock had a market cap between $1 billion and $5 billion at the
end of the last 13F-filing period.
CVR Energy [CVI]
is Icahn’s largest small-cap holding, and his stake comprises more than
four-fifths of its outstanding shares. After grabbing exposure in CVR Energy
last year, Icahn’s initial goal was to push for a sale of the company to a
larger buyer. Once this move failed, he then guided CVR to spin off its
refining subsidiary in January. In his last filing, Icahn held $3.6 billion in
CVR Energy stock and $138 million in the spinoff, CVR Refining [CVRR].
The latter has
returned just 0.2% post-IPO, but CVR Energy shares are up almost 70% since
Icahn first established his stake in early 2012. The bet has been very
profitable for Icahn, and with gushing refining margins in its last few
earnings reports, there may be more appreciation on the horizon for CVR Energy.
Federal Mogul
[FDML], meanwhile, is another high-flier in Icahn’s equity portfolio. The
hedge fund manager’s second largest small-cap holding has been a key investment
since 2011. In the summer of that year, Icahn established his original position
in the auto part maker, and he has held a controlling interest ever since. Shares
of Federal Mogul are up a whopping 177% in the past six months on the back of a
massive earnings beat last quarter and a fairly extensive restructuring
program.
Herbalife [HLF]
needs no introduction, and is the next largest-small cap in Icahn’s portfolio.
The multi-level marketer had a market cap below $5 billion at the end of last
quarter, but its value has since risen by about 50%. Over the longer term,
Herbalife shares have more than doubled since the start of 2013, and the market
hasn’t been convinced by Bill Ackman’s “pyramid scheme” accusations (see his full presentation here).
Icahn has shown no
hesitation to call out Pershing Square’s manager for being “totally wrong” and
“ridiculous” in his words, but Ackman hasn’t shown any signs of closing his
short position in Herbalife. As for Icahn, he thinks the stock is still cheap at current levels.
Hain Celestial
Group [HAIN] is the next largest small-cap in the activist’s equity
portfolio, and surprise, surprise, this stock is having a good 2013 too. Shares
of the organic food and personal care product company are up 37% this year, and
Icahn closed out his $470 million position a little over two weeks ago. Since
he established his Hain stake in early 2010, the stock’s price has risen from
around $22 per share to the upper $70 range.
As CEO Irwin Simon
explains in a recent interview with CNBC, “Hain today is
positioned better than it was when Carl got in … because of the awareness of
healthy eating.” In other words, it’s the secular tailwinds—not just Icahn’s
influence on a couple M&A moves—that have driven Hain’s appreciation. The
organic boom doesn’t look like it will end any time soon according to the USDA, so
we still like Hain Celestial post-Icahn.
Disclosure:
none
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5 Latest Dividend Stock Purchases From Carl Icahn And His Full Portfolio
Carl Icahn’s asset allocation strategy orignially published at long-term-investments.blogspot.com. Some of you might have heard about Carl Icahn, the Jewish investor. Icahn manages around $21.5 billion in his asset management vehicle Ichan Capital Management.
Within the past, Icahn had proved a very good taste in investing. With only 19 shares, he is also a much undiversified guy and focused on stocks he really knows. In the past I’ve described his latest Q1 stock purchases.
Today, I would like to show you the latest stock moves from Carl Icahn of the second quarter.
In Q2, Carl hit the button for 16 trades and purchased only seven stocks of which one was a completely new stake in his portfolio. Five of his stock acquisitions pay dividends. You can find a detailed list about these stocks below. The biggest moves were reasonable to Dell, CVR Refining as well as Nuance Communications.
In Q2, Carl hit the button for 16 trades and purchased only seven stocks of which one was a completely new stake in his portfolio. Five of his stock acquisitions pay dividends. You can find a detailed list about these stocks below. The biggest moves were reasonable to Dell, CVR Refining as well as Nuance Communications.
Icahn loves cheap stocks and he is also a noisy guy like most of the activists. The average forward P/E of his latest acquisitions is only at 13.83 and earnings are expected to grow by 10.32 percent for the next five years.
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George Soros Biggest Dividend Stock Buys And His Latest Portfolio
Georges
Soros latest dividend stock moves and his asset allocation originally published
at long-term-investments.blogspot.com. George Soros is a
legendary and speculative driven hedge fund manager. He manages around $9.22
billion in his asset vehicle Soros Fund Management LLC. The money is invested
in over 200 companies.
George Soros is a very active Trader. He bought 59 new companies, around 30 percent of his total assets. Half of his latest big stock purchases pay a dividend. The most important changes were made within the technology and cyclical consumer goods sector.
He changed assets in this category with impact to his portfolio of around 8.7 percent or net 7.4 percent. Also important areas where he put money in were communication services and defensive consumer stocks. The 20 biggest stock purchases had an impact to his portfolio of around 14 percent.
George Soros is an unpredictable investor. He jumps on everything he believes to make money with. The positive thing is that he is a much diversified guy.
None of his stock assets is too big to be over weighted. The biggest position has a 3.8 percent portfolio share. His 20 top stock positions represent only 31.5% of his portfolio value, including ETFs, the ratio rises to 47.7 percent.
George Soros is a very active Trader. He bought 59 new companies, around 30 percent of his total assets. Half of his latest big stock purchases pay a dividend. The most important changes were made within the technology and cyclical consumer goods sector.
He changed assets in this category with impact to his portfolio of around 8.7 percent or net 7.4 percent. Also important areas where he put money in were communication services and defensive consumer stocks. The 20 biggest stock purchases had an impact to his portfolio of around 14 percent.
George Soros is an unpredictable investor. He jumps on everything he believes to make money with. The positive thing is that he is a much diversified guy.
None of his stock assets is too big to be over weighted. The biggest position has a 3.8 percent portfolio share. His 20 top stock positions represent only 31.5% of his portfolio value, including ETFs, the ratio rises to 47.7 percent.
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Consumer Goods Stocks With Highest YTD Performance And Cheap Price Ratios
Consumer goods dividend stocks with highest year-to-date
performance originally published at long-term-investments.blogspot.com. Consumer dividend stocks
are my favorite investments when I think about how to make money on the stock market.
I prefer those stocks because of the low cyclic they have. Most of them
generate stable cash flows and pay good dividends as well as buy own shares
back. Not to forget: They still have possibilities to grow in a developed
market.
Today I would close my monthly screening serial
of the best performing dividend stocks from several sectors with the consumer
goods sector. These are the latest articles of the serial:
The 20 best performing dividend stocks from the consumer sector with a
market capitalization over USD 200 million gained from 44.89 percent to 112.16
percent this year. The best performing non dividend paying stock is more an
industrial stock than a consumer company. It’s the electric vehicle producer
Tesla. The company’s stock price quadrupled since the start of the year. The
top dividend payer is the multi-marketing level company Nu Skin Enterprises.
Despite the strong stock price increase, 16 of
the top 20 performing sector dividend stocks still have a buy or better rating.
Carl Icahn’s Latest Dividend Stock Buys And His Biggest Portfolio Holdings
Carl Icahn’s recent stock buys and largest stock
holdings as of Q1/2013 originally published at "long-term-investments.blogspot.com". Carl Icahn is a well
known investor. He serves around USD 16.9 billion in his asset management company
Icahn Capital Management LP. His asset allocation is very focused on single stocks.
In total he has only 19 stock holdings of which four are new. Within the recent
quarter, Icahn bought only five companies. He’s a guy who wants control and he wants
to change something. In of his portfolio holdings he has a significant influence
with an ownership of more than 10 percent of the outstanding capital.
From his 13 latest stock buys pay only seven dividends. Eight of them have a current buy or better rating by brokerage analysts.
13 Highly Shorted Healthcare Dividend Stocks
Activists often sell stocks short. They try to
scary other investors. Today I like to show you which of the healthcare stocks
have the highest float short ratio. The ratio shows you how many shares have
been sold short. It’s ever interesting to see which companies have some
problems and investors like to speculate on a falling stock price. The higher
the ratio is, the bigger the problems of the company.
These are my criteria:
- Positive Dividend Yield
- Healthcare Sector Relationship
- Float Short Ratio over 5 percent
Thirteen healthcare dividend stocks have
fulfilled these criteria. Eight of them have a current buy or better rating.
I Bought Tupperware Shares For The Dividend Yield Passive Income
Tupperware
is the next dividend stock buy for the Dividend Yield Passive Income Portfolio (DYPI).
I bought 15 shares of the direct marketing company. Here is a snapshot of the company:
Tupperware
Brands Corporation is a global direct seller of products across multiple brands
and categories through an independent sales force of 2.8 million. Product
brands and categories include design-centric preparation, storage and serving
solutions for the kitchen and home through the Tupperware brand and beauty and
personal care products through its Armand Dupree, Avroy Shlain, BeautiControl,
Fuller, NaturCare, Nutrimetics and Nuvo brands.
Tupperware Earnings and Dividends |
The total
purchase amount was $1,219 and should bring me around $35 bucks in dividends
per year. The current yield amounts to 3.06 percent at a P/E of 23.47. Due to
the growth, the forward P/E is at 12.73.
Dividend Yield Passive Income Portfolio (Click to enlarge) |
Latest Portfolio Transactions (Click to enlarge) |
The
full-year dividend income of the DYPI-Portfolio is now estimated at $1,766. With
50 percent cash, I plan to reach the $3,000 bucks by the end of this year. All
I need to do is to buy a stock each week with a yield above the 3 percent mark.
As of now, I’ve achieved this goal. The current yield on cost is at 3.50
percent.
The
performance of the stockholdings is at 7.14 percent. Because of the high amount
of cash and the slow purchase process, the full portfolio has a performance of
4.04 percent.
Here is the
income perspective of the passive income portfolio:
Sym
|
Name
|
P/E Ratio
|
Dividend Yield
|
Buy
|
# Shrs
|
Income
|
Value
|
|
TRI
|
16.32
|
3.76
|
28.90
|
50
|
$64.50
|
$1,670.00
|
||
LMT
|
Lockheed Martin C
|
12.36
|
4.16
|
92.72
|
20
|
$89.00
|
$2,116.60
|
|
INTC
|
Intel Corporation
|
12.1
|
3.66
|
21.27
|
50
|
$44.25
|
$1,214.00
|
|
MCD
|
McDonald's Corpor
|
18
|
3.1
|
87.33
|
15
|
$45.15
|
$1,448.55
|
|
WU
|
Western Union Com
|
9.9
|
2.73
|
11.95
|
100
|
$45.00
|
$1,638.00
|
|
PM
|
Philip Morris Int
|
17.77
|
3.63
|
85.42
|
20
|
$67.18
|
$1,818.20
|
|
JNJ
|
Johnson & Johnson
|
23.35
|
2.9
|
69.19
|
20
|
$49.80
|
$1,683.60
|
|
MO
|
Altria Group Inc
|
16.86
|
4.75
|
33.48
|
40
|
$69.20
|
$1,444.00
|
|
SYY
|
Sysco Corporation
|
19.83
|
3.23
|
31.65
|
40
|
$44.00
|
$1,352.00
|
|
DRI
|
Darden Restaurant
|
16
|
3.81
|
46.66
|
30
|
$60.00
|
$1,554.00
|
|
CA
|
CA Inc.
|
13.31
|
3.63
|
21.86
|
50
|
$50.00
|
$1,366.00
|
|
PG
|
Procter & Gamble
|
17.72
|
2.89
|
68.72
|
25
|
$57.20
|
$1,919.00
|
|
KRFT
|
Kraft Foods Group
|
20.59
|
3.63
|
44.41
|
40
|
$80.00
|
$2,205.20
|
|
MAT
|
Mattel Inc.
|
19.57
|
2.87
|
36.45
|
40
|
$51.60
|
$1,790.00
|
|
PEP
|
Pepsico Inc. Com
|
20.81
|
1.98
|
70.88
|
20
|
$32.24
|
$1,615.40
|
|
KMB
|
Kimberly-Clark Co
|
21.82
|
3.02
|
86.82
|
15
|
$45.45
|
$1,452.45
|
|
COP
|
ConocoPhillips Co
|
10.11
|
4.24
|
61.06
|
20
|
$52.80
|
$1,226.80
|
|
GIS
|
General Mills In
|
17.52
|
2.76
|
42.13
|
30
|
$39.60
|
$1,412.40
|
|
UL
|
Unilever PLC Comm
|
21.47
|
3
|
39.65
|
35
|
$44.91
|
$1,470.35
|
|
NSRGY
|
NESTLE SA REG SHR
|
19.14
|
3.2
|
68.69
|
30
|
$65.31
|
$1,989.60
|
|
GE
|
General Electric
|
17.48
|
3.05
|
23.39
|
65
|
$46.80
|
$1,515.80
|
|
ADP
|
Automatic Data Pr
|
23.74
|
2.38
|
61.65
|
25
|
$41.50
|
$1,718.00
|
|
K
|
Kellogg Company C
|
24.73
|
2.8
|
61.52
|
25
|
$44.00
|
$1,551.25
|
|
KO
|
Coca-Cola Company
|
21.33
|
2.56
|
38.83
|
40
|
$41.80
|
$1,599.60
|
|
RTN
|
Raytheon Company
|
11.81
|
3.04
|
57.04
|
20
|
$41.00
|
$1,332.80
|
|
RCI
|
Rogers Communicat
|
13.49
|
3.5
|
51.06
|
30
|
$48.69
|
$1,359.30
|
|
GPC
|
Genuine Parts Com
|
18.96
|
2.57
|
77.06
|
20
|
$40.44
|
$1,554.80
|
|
TSCDY
|
TESCO PLC SPONS A
|
224.93
|
4.2
|
17.98
|
70
|
$49.63
|
$1,174.60
|
|
APD
|
Air Products and
|
17
|
2.77
|
85.71
|
15
|
$39.45
|
$1,416.15
|
|
GSK
|
GlaxoSmithKline P
|
19.16
|
4.48
|
52.16
|
30
|
$70.38
|
$1,553.10
|
|
WMT
|
Wal-Mart Stores
|
14.9
|
2.3
|
79.25
|
20
|
$34.72
|
$1,496.80
|
|
BTI
|
British American
|
17.61
|
3.71
|
114.6
|
13
|
$53.82
|
$1,427.01
|
|
CHL
|
China Mobile Limi
|
10.3
|
4.21
|
55.32
|
25
|
$54.95
|
$1,295.00
|
|
MMM
|
3M Company Common
|
17.57
|
2.2
|
110.27
|
15
|
$36.75
|
$1,654.05
|
|
TUP
|
Tupperware Brands
|
23.73
|
3.06
|
80.98
|
15
|
$36.57
|
$1,214.70
|
|
$1,766.62
|
$54,249.11
|
|||||||
Average Yield
|
3.26%
|
|||||||
Yield On Cost
|
3.50%
|
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