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PG

Procter & Gamble Co.

5/25/2013, 2:20 AM ET

Quote & Headlines Market Currents StockTalk

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| On the move

Friday, May 24, 8:46 AM Douglas Kass cuts against the grain on the wave of analyst love following Procter & Gamble's (PG) move to bring back A.G. Lafley as its CEO, saying he will short P&G between $81.50 and $82 based on an over-reation to the news and the lower guidance he thinks is coming from the company. PG +2.6% to $81.33, nearing Kass' entry point. 2 Comments [Consumer]
Friday, May 24, 8:35 AM Procter & Gamble's (PG) new (or "old," depending on how you look at it) CEO A.G. Lafley will get a base salary of $2M annually. Comment!
Friday, May 24, 7:30 AM UBS upgrades Procter & Gamble (PG) to a Buy rating following the company's appointment of a new CEO. It could be a cavalcade of analyst upgrades and commentary as the consumer products giant gets teed up again as a growth story due to the management change. (Previous: Citi wants P&G to put the band back together) PG +2.3% premarket. Comment! [Consumer]
Friday, May 24, 6:47 AM Citigroup thinks new Procter & Gamble (PG) CEO A.G. Lafley will lower the company's FY14 growth estimates as takes the helm. The investment firm would like to see Lafley put the old band back together by hiring some P&G alums from under his previous tenure. 1 Comment [Consumer]
Thursday, May 23, 6:41 PM Procter & Gamble (PG) says it is bringing A.G. Lafley out of retirement to become Chairman and CEO effective immediately, succeeding Bob McDonald, who is retiring at the end of June after 33 years with the company. Shares +0.5% AH. 8 Comments [Consumer, Breaking News]
Tuesday, May 14, 9:24 AM Heard during Procter & Gamble's (PG) presentation at the Goldman Sachs Consumer Products Symposium: 1) Current guidance is for ~3% organic sales growth with the company lifting its initial estimates for FY13 manufacturing productivity. 2) Execs note P&G might have more upside than Unilever and Colgate with a lower percentage of the company's total sales derived from developing markets. 3) On cost savings, 6.45K jobs were cut this year with another 750 slated before the end of Q2. 4) Brands Olay and Pantene are both losing market share but strategies will be adjusted. (webcast) Comment! [Consumer]
Wednesday, May 8, 1:52 PM Procter & Gamble (PG) is getting a rousing endorsement from Bill Ackman at the Ira Sohn conference. The early gushing is that the company is first-rate and remains well-positioned in emerging markets. If there is a pick, P&G needs to improve margins and maximize its cost structure, according to Ackman. 1 Comment [Consumer]
Monday, May 6, 11:23 AM The TD Ameritrade Investor Sentiment Index rose 0.23 points in March to 5.37, the 4th highest point in its 3-year history, and the best level since June 2011. Customers rotated out of outperforming names like DELL, PG, and HPQ, and into laggards like BIDU and FB.
1 Comment
Monday, April 29, 12:13 PM "Which has a higher P/E - Procter & Gamble (PG) or Google (GOOG)," asks the WSJ's Tom Lauricella. Enthusiasm for anything with yield has driven the P-E ratios of dividend payers (DVY) like P&G maybe way too high. Techs (XLK) with double-digit earnings growth, no debt, and massive cash balances trade at 12x, says MFS' James Swanson, while a utility (XLU) in Ohio is at 16x. "How far do you go with this game?" "Pretty far," says Templeton's Donald Taylor. "The macro environment (causing this) is not at all likely to change anytime soon." 7 Comments [Quick Ideas]
Thursday, April 25, 10:20 AM Procter & Gamble's (PG) Q1 report looks even softer after Colgate-Palmolive doubles up the company's pace of organic sales growth. What to watch: The divergence between the share price of P&G and consumer product names such as Clorox and Kimberly-Clark could stir the activist pot, speculates dealReporter. Investors should know more shortly as Bill Ackman has until May 22 to nominate new board members. 1 Comment [Consumer]
Wednesday, April 24, 9:39 AM Heard during Procter & Gamble's (PG -4.8%) earnings call: 1) The company admits some missteps in emerging markets by expanding too quickly in key product areas. 2) On market share, while U.S. and China look strong, execs admit that it has pockets around the world where it's slipping. Beauty and skin care is mentioned as an under-performing category. 3) Competitive launches by rivals seem to have impacted results, but the company maintains new innovation (pet care, Duracell, etc.) will help it take back market share. 4) P&G sees buying back $6B in stock this year, at the high end of its previous forecast. (webcast) 4 Comments [Consumer]
Wednesday, April 24, 7:35 AM More on Procter & Gamble's (PG) Q1: The company grew organic sales by 3% during the period on volume growth of 2% as it held or grew market share in businesses repping over 50% of sales. Core gross margin improved by 20 bps with manufacturing and productivity savings offsetting some new production capacity start-up costs. P&G says heavy competition impacted net sales of hair care and skin products. EPS guidance for Q2 and full-year 2013 is slightly soft compared to some estimates. Shares of P&G -1.9% premarket. (PR) Comment! [Consumer, Earnings, On the Move]
Wednesday, April 24, 7:02 AM Procter & Gamble (PG): FQ3 EPS of $0.99 beats by $0.03. Revenue of $20.6B (+2% Y/Y) misses by $0.14B. (PR) 7 Comments [Earnings, Breaking News, Consumer]
Wednesday, April 24, 12:05 AM Notable earnings before Wednesday’s open: ABB, ABX, ASH, ATI, AVY, BA, BYD, CFR, CKSW, COR, CP, CS, CVE, DPS, EDU, ELN, EMN, ERIC, F, FDML, GD, GLW, GRA, HCBK, HES, ICON, LAD, LL, LLY, LO, MDCO, MSI, MTH, NDAQ, NOC, NS, NVS, NYCB, OC, OCR, OSIS, PG, PLD, PX, RES, ROK, S, SO, SVU, TEL, TKR, TMO, TROW, TUP, USG, VLY, VMED, WAB, WHR, WLP, WM, WYN Comment! [Earnings]
Tuesday, April 23, 5:30 PM Notable earnings before Wednesday’s open: ABB, ABX, ASH, ATI, AVY, BA, BYD, CFR, CKSW, COR, CP, CS, CVE, DPS, EDU, ELN, EMN, ERIC, F, FDML, GD, GLW, GRA, HCBK, HES, ICON, LAD, LL, LLY, LO, MDCO, MSI, MTH, NDAQ, NOC, NS, NVS, NYCB, OC, OCR, OSIS, PG, PLD, PX, RES, ROK, S, SO, SVU, TEL, TKR, TMO, TROW, TUP, USG, VLY, VMED, WAB, WHR, WLP, WM, WYN Comment! [Earnings]
Monday, April 22, 1:14 PM Spending on food for cats and dogs continues to surprise with industry sales threatening to topple the $20B mark this year. While many sectors are feeling the effect of consumer pulling back on spending, pet food companies have been able to keep their pricing power strong. Pet picks: Procter & Gamble (PG -0.3%), Colgate Palmolive (CAG -0.1%), Nestle (NSRGY.PK), Fresh Del Monte (FDP +0.2%). 2 Comments [Consumer]

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