consumer stocks posts
FeedPosted Oct 15th 2009 1:30PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Walgreen Co (WAG), Stocks to Buy
"Walgreen (NYSE: WAG) reported fourth quarter profits that topped Wall Street's expectations," says Geoffrey Seiler.
In his BullMarket,com advisory, he forecasts, "We expect to see continued operational improvements in the months ahead." Here, the advisor reiterates his buy rating and boosts his price target for the stock.
The advisor observes,, "The company reported a net profit of $436 million, or 44 cents per share, for the quarter ended August 31st, a -1.5% decrease the same quarter a year ago. Results topped the Wall Street consensus by 5 cents share and edged the full-year EPS estimate by 3 cents.
Continue reading Walgreen (WAG): More healthy returns
Posted Oct 15th 2009 10:30AM by Steven Halpern (RSS feed)
Filed under: Starbucks (SBUX), Newsletters, Stocks to Buy
"One of the guiding principles of our growth investing system is the concept that major trends tend to persist longer and go farther than originally expected," says Timothy Lutts.
In The Cabot Stock of the Month, he explains, "It's a principle that supports our current bullish market stance and our recommendation of Green Mountain Coffee Roasters (NASDAQ: GMCR), even though the stock is already up more than four-fold since March."
"The business, of course, is coffee, a true global mass-market product. And while Starbucks' stock peaked in 2006 (ending a 14-year run), Green Mountain Coffee Roasters is younger and far less famous.
Continue reading Green Moutain (GMCR): A coffee revolution
Posted Oct 12th 2009 1:30PM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, Expedia Inc (EXPE), Stocks to Buy, Recession
"Vacationers and professionals finally appear to be hitting the road, and many are relying on Expedia (NASDAQ: EXPE) to handle the details," says Nathan Slaughter in Half-Priced Stocks.
The value investor explains, "Expedia's travel sites processed 15.3 million transactions during the second quarter, 18% above the same period last year. Howevver, the gross dollar amount of those bookings dipped slightly to $5.6 billion/
"Whenever you have more trips bringing in less money, it's a pretty good indication that prices are way down.
Continue reading Expedia (EXPE): Travel firm books gains
Posted Oct 8th 2009 3:00PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy
Validea is an intriguing newsletter that selects stocks based on the strategies of the market's most legendary investors. Here, editor John Reese takes a look at Aeropostale (NYSE: ARO).
"This mall-based clothing retailer targets youngsters age 14 to age 17 through more than 900 stores in 49 states, Puerto Rico, and Canada.
"The company has developed a new retail store concept called P.S. from Aeropostale, which will offer casual clothing and accessories focusing on elementary school children between the ages of seven and 12.
Continue reading Market 'legends' like Aeropostale (ARO)
Posted Sep 30th 2009 2:00PM by Steven Halpern (RSS feed)
Filed under: International markets, PepsiCo (PEP), Newsletters, Agriculture, Stocks to Buy
"There's a misconception out there about PepsiCo (NYSE: PEP); all too often, it's viewed as a stodgy soft drink company, fully reliant on its namesake soda line," says money manager and newsletter advisor Jim Stack.
In his InvesTech Market Analyst, he suggests, "In reality, PepsiCo owns some of the most sought after brands in the world, including Gatorade, Tropicana, Frito-Lay and Doritos." Here's his review of the company and its outlook.
"PepsiCo does business in more than 200 countries worldwide, including key emerging market economies like China and India and, perhaps most important of all, it's a growth company with analysts expecting long-term future earnings growth of 10-12% per year.
Continue reading PepsiCo (PEP): An 'under-rated' growth company
Posted Aug 18th 2009 11:20AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy, Recession
"Maidenform Brands (NYSE: MFB), which earns our strong buy rating, saw sales rise 5.6% in the second quarter based on strong demand," reports analyst Tracey Ryniec.
In Zacks Elite Stocks, she explains, "Maidenform Brands sells intimate apparel such as bras and shapewear at department stores and other retail outlets.
"The company provides a collection of recognizable brands including Maidenform, Lilyette, Control It!, and Sweet Nothings. It also licenses the Donna Karan and DKNY brands, which it launched in the first quarter.
Continue reading Maidenform Brands (MFB): In good form
Posted Aug 10th 2009 11:20AM by Steven Halpern (RSS feed)
Filed under: Wal-Mart (WMT), Newsletters, Stocks to Buy, Recession
"Wal Mart Stores (NYSE: WMT), the world's largest retailer, with $405 billion in revenues last year, has remained remarkably strong during the recession even as other retailers have floundered," says Stephen Leeb.
In his The Complete Investor, he explains, " Its low prices have lured more customers, while its product line-up emphasizes items seldom cut from consumer budgets, such as food and health care products." Here's his review.
"Its Wal-Mart stores draw an estimated 100 million people a week, explaining why the company dominates the U.S. supermarket industry, with a better than 25% market share. The company also sells under numerous other names, including Sam's Club.
Continue reading Wal-Mart (WMT): A 'giant without peer'
Posted Jul 24th 2009 3:20PM by Steven Halpern (RSS feed)
Filed under: International markets, Newsletters, Diageo plc (DEO), Stocks to Buy, Recession
"Diageo (NYSE: DEO), the world's largest spirits maker, offers solid and safe dividend, as well as the potential for strong capital appreciation," says Louis Basenese.
The senior analyst for the prestigious The Oxford Club suggests, "Moreover, investors can also prepare for a US dollar decline by buying these shares." Here's his bullish outlook.
"Headquartered in London, roughly 70% of the company's sales come from outside the United States. So any dollar dip will increase the value of our ADRs.
"Moreover, management concedes that positive currency tailwinds in the other countries where Diageo sells spirits will help the company easily grow earnings by double digits this year.
Continue reading Diageo: Toast to growth & income
Posted Jul 23rd 2009 3:20PM by Steven Mallas (RSS feed)
Filed under: Earnings reports, Colgate-Palmolive (CL), Procter and Gamble (PG), Kimberly-Clark (KMB)
Kimberly-Clark (NYSE: KMB), a consumer-products company that counts Procter & Gamble (NYSE: PG) and Colgate-Palmolive (NYSE: CL) as colleagues, announced Q2 results on Thursday. The performance wasn't spectacular, but management successfully defended the bottom line from the recession by instituting pricing strategies that leveraged the brand equity of the company's portfolio.
The bottom line fell, of course, but probably not as far as it would have if there weren't any pricing mechanisms in place. Earnings per share came in at 97 cents. This was six cents lower than last year's adjusted Q2 income. Revenues were challenged by dollar fluctuations, dropping well over 5%. However, here's the silver lining: organic sales increased almost 3%, even with volumes on the decline.
Continue reading Kimberly-Clark up on Q2 numbers
Posted Jul 2nd 2009 11:30AM by Steven Halpern (RSS feed)
Filed under: Major movement, International markets, Newsletters, NIKE, Inc'B' (NKE), DJIA, Stocks to Buy, Recession
"The conditions are in place for a 'Best Buy' opportunity," says Jim Stack, whose buy signal should receive special attention give the accuracy of his sells signals which side-stepped the bear market.
In addition, the money manager and editor of Investech Market Analyst is beginning to increase his equity positions, such as Nike (NYSE: NKE). He states, "With a portfolio of iconic brands, an identified growth strategy, recognized innovation, and sound financial footing, Nike fits the bill of being a great company."
"Very rarely do we have all these conditions in place – that's only occurred five times in the last 45 years. Historically, this means we should give the growing evidence of a new bull market every benefit of doubt.
Continue reading Step up to Nike (NKE): A 'great company'
Posted Jun 26th 2009 1:30PM by Steven Halpern (RSS feed)
Filed under: Newsletters, Urban Outfitters (URBN), Stocks to Buy, Recession
"Stocks have struggled lately after their huge recovery; still, I continue to see opportunities, and I especially like Urban Outfitters (NASDAQ: URBN)," says Mark Skousen in The Turnaround Alert.
"Urban Outfitters, the apparel retailer, after it beat Wall Street analysts' estimates. Two years ago, the stock was selling for $37 a share.
"But today, it's selling for nearly half that. During the deep recession, retailers have seen sales drop as consumers cut back on spending for clothing and other discretionary purchases. As a result, retail apparel stocks fell sharply.
Continue reading Urban Outfitters (URBN): Dressed for success?
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