Procter & Gamble Co. (PG)
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- Cramer: Dow Could Drop Another 14%, Oil's Going to $50 [view article]
- Tactical Asset Allocation, Part II [view article]
- Getting Beyond the Fear Itself [view article]
- 36 Opportunities for the Beginning of the Bull [view article]
- Bargain Basement Stocks [view article]
- Throw Everything At It - Cramer's Mad Money (10/1/08) [view article]
- Be Like Buffett: Get Off the Roller Coaster [view article]
- IYK: Consumer Goods Offer Value for Investors [view article]
- Bail-out Buys - Fast Money Recap (10/1/08) [view article]
- Year to Date Performance of Dow 30 Members [view article]
- Procter & Gamble Plans to Sell Folgers to Smuckers: Win-Win? [view article]
- Largest Companies in the World [view article]
loading ...Recent PG Articles
- Tactical Asset Allocation, Part II
- Getting Beyond the Fear Itself
- 36 Opportunities for the Beginning of the Bull
- Bargain Basement Stocks
- P&G, Colgate Top S&P Consumer Products Bond Ratings
- IYK: Consumer Goods Offer Value for Investors
- Be Like Buffett: Get Off the Roller Coaster
- Bail-out Buys - Fast Money Recap (10/1/08)
- Procter & Gamble Plans to Sell Folgers to Smuckers: Win-Win?
- Conserving AIG - Fast Money Recap (9/16/08)
- Full List of Articles »
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Five Great Companies to Buy at a Drop [view article]
I don't know where Mr. Bellehumeur got his information on Qualcomm, but his views do not comport with the facts: 1. CDMA technology, including CDMA2000, WCDMA, and related variants is the state of the art for high speed data communications. WiMAX and LTE are still in the development stage, with WiMAX capable of being deployed mainly in fixed wireless applications, rather than as a full mobile system. 2. Qualcomm, following its agreement with Nokia, now has a patent portfolio serving 3G and prospective 4G systems, giving Qualcomm a strong intellectual property position for at least the next 5 to 10 years. And because WCDMA is now the logical upgrade for GSM, as subscribers switch to WCDMA, the growth rate in chip sales and royalty payments for Qualcomm will exceed the overall growth in worldwide demand for wireless. Finally, in addition to the inherent growth in demand for high speed wireless, Qualcomm has a new display screen for cell phones that uses less power, and a large investment in video for cell phones that could generate substantial revenues in the coming years. Compared to other growth opportunities, what's not to like about Qualcomm? ReplyFive Great Companies to Buy at a Drop [view article]
Haven't they already corrected?And, in CL's case, they have minimal impact from commodity inflation(see today's excellent quarterly report). If you do your homework property you'll see that CL's p/e rises during hard times, as money managers et al seek safe haven and recession-immune stocks like this are in great demand. Add to that the fact that CL is one of the best of the global growth plays around, having already established over more than a couple of decades a 40% worldwide market share(vs. just planning to do so, like many global wannabes).
And, their products are healthful(unlike Coke) and emerging citizens around the globe can easily afford upgrading to their oral health care brand, as the "per use" price is miniscule(a couple of bottles of Coke cost more than a tube of toothpaste).
Colgate is THE recession play that investors should be going into now, at currently depressed prices (stock was $82 last autumn). Going to $100 within 2 years ($4.50 x22 p/e). Reply
Dow 30 Performance Since 7/15 [view article]
caradiodoc: Excellent post! You are spot on! Reply8 Dow Stocks Likely To Outperform [view article]
when we get a sane man in as president all these stocks are going to go thru the roof. just don't buy defense st9ocks anymore. Reply8 Dow Stocks Likely To Outperform [view article]
Great companies, bad timing. ReplyTiedeman
Dow 30 Performance Since 7/15 [view article]
The bounce that failed. Reply8 Dow Stocks Likely To Outperform [view article]
Back to Pharma. ABT has a ton of stuff in the pipeline. It has been rising Reply8 Dow Stocks Likely To Outperform [view article]
PFE has cash flow and the dividend looks good. Look for it to start buying other companies with good cash flow or stong pipelines/drugs Reply8 Dow Stocks Likely To Outperform [view article]
Jay - - - Some of the criticism is a little over the top. You have good logic even though I am not ready to buy your all your conclusions. I am looking closely at VZ, JNJ and GE for attractive entries, but none of the others. By the way, I believe "mean" and "average" are synonyms, and, therefore, mean average is redundant. Reply8 Dow Stocks Likely To Outperform [view article]
Most of the comments here are typical emotionally driven investing, which has failed in the past and will continue to fail. Dogs of the Dow has been a successful strategy over long periods of time and will likely continue to be. Sure some of these may see dividend cuts (particularly financials), but over the long run the vast majority will maintain and even raise the dividend. Don't let a few months of macro concerns deter you from following strategies that are proven over long periods of time. Nobody can predict the overall economy, but it seems everyone thinks they can.Steve
magicdiligence.com Reply
charlie
8 Dow Stocks Likely To Outperform [view article]
Treasury Direct will save you a lot of bad market pain Reply8 Dow Stocks Likely To Outperform [view article]
How can you put MRK and PFE in the list. Pharma stocks do not really depend entirely on dividend yield and P/E ratio ( please note, I said entirely!). Pipelines, patent expiration and competitive landsacpe all play a role. If you want to dig deeper, look at MRK, a good company and a good stock has been beaten down--why?
1. Vytorin Gate ( bigger impact for SGP)- and one more recent negative news SEAS ( clinical trial where Vytorin did show efficacy but failed to meet primary end point).
2. Cordaptive (MRK's cholesterol drug) that got dinged by the FDA and the stock was down 10% that day..
Please keep in mind that pharma as a sector is not as defensive as it used to be ( may be little less cyclical) and even within the sector the most important thing is individual stock not just dividend yield and P/E.
Long stocks with in US Pharma:
SGP
EU:
NVS
Reply
8 Dow Stocks Likely To Outperform [view article]
At least be fair. He showed the highest yields, then selected the ones he felt were mispriced. It is important to be skeptical, but he had a point and he made it. He was attempting dogs of the dow with a brain. Whether or not you would like to investigate further is up to you. Reply8 Dow Stocks Likely To Outperform [view article]
i totally agree....just buying a stock for dividend can get you killed...how can you recommend financials when their books are completely opaque??
beware of GE also...its almost like 50% financial.
PFE may have no drug in pipeline...but the stock is priced very low.....start building position now...i think the bottom will not be below 16, and one good catalyst will send this stock to 20 Reply
8 Dow Stocks Likely To Outperform [view article]
Look for safe and growing dividends not just high yield. You also left the 2 cash cows of Chevron/Exxon off your list. Pfizer has no pipeline, I could go on but no point. Hate to be mean but this is a useless post. Reply