I would think that when the dividend reaches the 4% area, people will start adding to their holdings. The problem still remains with profit growth & dividend coverage. This is a mature company & a catalyst is needed. Gillette, Old Spice, Tide & Pampers etc. are not enough for sustained growth in my opinion. I'm for a merger or acquisition of a major business & use the economies of scale to provide better profitability. PG is not the only holding in my portfolio having some problems & I guess that we must remain patient. I'm not an Ohioan, but Ohio companies usually figure things out.
The idea is to add product lines & reduce staff= better profitability! Not so sure about FTC but EU might be a problem (General Electric). Kraft & Heinz serve the same customers & are in the same industry.
Yeah, Bloomburg came out today with KKR showing a possible 5 bil. dollar loss on the leveraged buyout of Samson (probably in the transcripts-right?)--gas prices dropped after the deal--success with Dollar General , etc. will more than cover the loss & profit should be OK. Bloomburg said KKR spokeswoman would not discuss=understandable.
Buffett & his bunch put together Kraft & Heinz= who could put together PG & Unilever? Some Vasoline in the mix might skid things along. This could work for a number of reasons!
Is there any reason why KKR cannot "remind" us of the percentage of the Samson investment which has been written down? Or the amount of hurt we can expect from the investment in Samson. Maybe SEC concerns here= I dunno!
Yackman is good & he has had a very successful investing record= however, some "assistance" from Peltz or Icahn might stir some additional interest in PG.
I agree with a lot of what you discuss. I do think that plenty of customer research is available for PG with one of the leading grocers & merchandisers also located in Cincinnati= Kroger! With digital availability I tend to think that the shelves should be filled with PG merchandise whether it be in the grocery, pet aisle, the pharmacy, the house ware or grooming sections etc. Become a supermarket to the supermarket: Simplify the ordering process for the merchant. I agree that there is a limit to this philosophy and profitability is important.
I hold a modest number of shares in both PG & Clorox=we know which one has been a stellar performer. It's difficult for me to view the large shelf space given to Folgers (sold to Smuckers) in some of the leading grocery chains. The pet food could have been some attention and developed into a top line. Gillette is fine but new competitors are entering this market and it's hard to completely rely on any one category. Tide is the best and PG makes sure that it stays that way. Clorox has many diverse categories that they can successfully manage in this digital age. Maybe PG could buy Smuckers and then buy back Iams=FAT CHANCE! I guess that I just hate to see wining categories sold. Right or Wrong?
I am a relatively short term holder of TD and I keep buying small round lots= can't seem to hit the bottom! This bank has a fine reputation + betting on some interest rate rise that would be beneficial. Could the lower energy prices be a concern for this holding? Earnings seem OK & stock looks cheap!
With the figures that Zacks cites, the percentage of profitability improvement between Fiat & GM is somewhat similar. Fiat would be of help at the low end of the market & would have some reach in Europe where GM could use a boost. Staff efficiencies & production efficiencies would be of value. Would the whole thing be too big? Toyota & Honda are big competitors!
The news of Sergio M. contacting Mary B. as to the possibility of putting Fiat & GM together originally left me cold but there could be some advantages. I would hope that such a merger would be headquartered in Detroit. Probably won't happen but who knows? What do you think?
Most of the non union transplant workers are Robots=right?
Back up the F150=HA! Dividend is good & eventually this may be a fine investment=I'm hopeful & invested.
HCP IS IN PRETTY DEEP WITH MANOR CARE & WE HAVE TO HOPE THAT WHAT MANOR CARE STATES ON THEIR WEB SITE IS THE TRUTH! There are enough hurdles for REITS today without having to worry about tenants ability to pay.
I tend to agree with what has been said here=from what I understand, STWD has a decent amount of "floating rate loans" on the books & rising interest rates could be a good thing here.
Has your info. on "out of the ordinary book keeping" been made public. If true, this could be a serious charge. Please enlighten us.
Since all of the major drug stocks have "tanked" at points in their history & many investors have thrown in the towel when this happens=practically all have come back & proven to be good investments=Buy Low!