H1N1 posts
FeedPosted Nov 2nd 2009 5:15PM by Steven Mallas (RSS feed)
Filed under: Earnings reports, Clorox Co (CLX), Colgate-Palmolive (CL), Procter and Gamble (PG)
Clorox (NYSE: CLX), a consumer-products business that counts Procter & Gamble (NYSE: PG) and Colgate-Palmolive (NYSE: CL) as related stocks, may have seen a sales drop of 1% in its fiscal first quarter, but that didn't stop it from posting a nice bottom-line growth rate. Clorox made $1.11 per share in Q1, and that represents a 23% increase. What a way to start a new corporate year!
According to Reuters, expectations were for 95 cents per share. That's a wonderful beat. Plus, sales volume went up 1%. Helping to drive things along was a healthy gross margin, as well as the dreaded H1N1 virus. Clorox has done well over the years associating its brand with sanitizing effectiveness, so when a pandemic rears its ugly head, the trademark is prepared to leverage such reputation to drive value.
Continue reading Clorox starts its new year off right
Posted Oct 28th 2009 5:00PM by Joseph Lazzaro (RSS feed)
Filed under: Forecasts, Internet

One known consequence of the spread of the H1N1 flu? Possible, short-term school closures, as well as keeping under-the-weather kids out of school, to help contain the virus.
One little-known consequence? Traffic jams on the Internet, caused by all those school kids and adults out sick from work, logging on to the Web from home -- something that could overwhelm Internet networks, a Government Accountability Office study warns, and
The Washington Post reported. To read the full GAO report,
click here.Continue reading GAO says H1N1 flu could lead to Internet traffic jams
Posted Oct 26th 2009 4:00PM by Jon Ogg (RSS feed)

Today started out higher for stocks, but then the US Peso came into play. Shares have been the beneficiary of a weakening dollar, but then the currency bears started to cover the position. There is talk that some foreign central banks intervened to halt the rise of their own currencies, although whether or not that was the case may not be known.
Here were today's unofficial closing bell levels:
Dow 9,867.81 -104.37 (-1.05%)
S&P 500 1,066.98 -12.62 (-1.17%)
Nasdaq 2,141.85 -12.62 (-0.59%)
Top Analyst CallsTop Stock/Market RumorsTop Day Trader AlertsContinue reading Closing Bell: The dollar-stock relation cuts both ways (AMZN, BCRX, XOM, FNM, FITB, GLD)
Posted Oct 22nd 2009 5:00PM by Steven Mallas (RSS feed)
Filed under: Earnings reports, Johnson and Johnson (JNJ), Procter and Gamble (PG), Kimberly-Clark (KMB)
Kimberly-Clark Corporation (NYSE: KMB), a consumer products entity whose colleagues include Procter & Gamble (NYSE: PG) and Johnson & Johnson (NYSE: JNJ), is up today on third-quarter results. At the time of this writing, my screen was showing shares of Kimberly-Clark higher by a little under 6%.
According to the corporate press release, sales declined 1.7%. Not a great start, but Kimberly-Clark highlighted a better metric: organic sales increased 3%, helped along by price increases. Luckily, sales volume didn't fare too badly; they were essentially flat.
Continue reading Kimberly-Clark high on Q3 data
Posted Sep 14th 2009 1:00PM by Joseph Lazzaro (RSS feed)
Filed under: Tyson Foods'A' (TSN), Stocks to Buy
Even though eating properly handled and cooked pork products is safe, some Americans and international consumers will still avoid pork, due to the H1N1 flu.
That would typically hurt protein food producers, but Tyson Foods (NYSE: TSN) has alternatives, namely chicken, which is a major reason I'm reiterating my Buy rating for Tyson Foods, first recommended on May 11, 2009, at a price of $12.35.
Continue reading Consider Tyson, because it will be a 'frugal consumer' era winner
Posted Sep 8th 2009 12:40PM by Elizabeth Harrow (RSS feed)
Filed under: Earnings reports, Smithfield Foods (SFD), Options
Pork producer Smithfield Foods (NYSE: SFD) confessed Tuesday morning to a first-quarter loss of $107.7 million, or 75 cents per share, notably worse than its year-ago loss of just $13.2 million, or 10 cents per share. Excluding one-time charges, SFD would have swallowed a loss of 56 cents per share for the recently concluded quarter. Revenue for the period fell by more than 13% to $2.72 billion.
Both figures fell short of analysts' expectations, which called for a loss of 53 cents per share on $2.82 billion in revenue. Thanks to the twin factors of the recession and the still-spreading H1N1 virus -- a.k.a. the "swine flu" -- Chief Executive Larry Pope said, "I feel like the world has been against us for 12 months." (While H1N1 cannot be contracted by consuming pork products, the pork industry has suffered nevertheless by association.)
Continue reading Smithfield Foods suffers widened quarterly loss
Posted May 4th 2009 9:00AM by Steven Mallas (RSS feed)
Filed under: Time Warner (TWX), Viacom (VIA), Sony Corp ADR (SNE), News Corp'B' (NWS), Film, Marvel Entertainment (MVL)
It was a great weekend for comic book fans. First, Saturday was Free Comic Book Day. I hope you were able to celebrate (I did!). Second, Marvel's (NYSE: MVL) X-Men Origins: Wolverine, licensed to and distributed by News Corp. (NASDAQ: NWS), opened on Friday.
As expected, it completely annihilated the competition (I would have said clawed the competition, but I'm sure that pun has already been done to death by now) at the domestic box office over the weekend.
Continue reading Was 'Wolverine's' box office that great?
Posted May 3rd 2009 2:40PM by Steven Mallas (RSS feed)
Filed under: Earnings reports, Forecasts, Google (GOOG), General Electric (GE), Walt Disney (DIS), News Corp'B' (NWS)
Disney (NYSE: DIS), a media conglomerate that competes with CBS (NYSE: CBS), Viacom (NYSE: VIA), Sony (NYSE: SNE), and Time Warner (NYSE: TWX), will report fiscal second-quarter earnings on Tuesday, May 5. And it appears that investors should be prepared for a significant decline in the bottom line. Analysts believe that income may drop by over 30% to $0.40 per share. Yep, those magical days of profit growth are, for the time being, a thing of the past.
And it's not difficult to understand why. Disney is battling a recession. Consumers aren't spending money. They need all kinds of promotions and discounts to get them to open their wallets. So, theme parks and consumer products are understandably challenged. And then there's the advertising recession. That affects Disney's media properties. DVD sales? They're not as robust as they used to be. All in all, this is not a great time to be a shareholder of the Mouse.
Continue reading Earnings preview: Will Disney's Q2 be a fun ride?