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mike8599

mike8599
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  • Jony Ive Was Demoted, Not Promoted, And Other Things Apple [View article]
    Paulos thinks sideways.... just go the opposite direction
    May 30, 2015. 02:37 PM | 2 Likes Like |Link to Comment
  • GE's move away from finance sets up industrial deals, Immelt says [View news story]
    Good call on RW... GE automation business is dismal
    Apr 12, 2015. 03:37 PM | Likes Like |Link to Comment
  • Wireless-charging trinity of GM, Starbucks, and Berkshire aims high [View news story]
    I think Warren is caught up in making returns based on government policies that favor his investments rather than on what people need or want to buy.... he seems to have quite a bit of influence on capital hill.
    Nov 23, 2014. 11:15 AM | 1 Like Like |Link to Comment
  • 3D printing industry hampered by regulatory concerns [View news story]
    Another regulatory obstacle for US businesses.... and we wonder why job growth is suffering...
    Nov 23, 2014. 11:07 AM | 1 Like Like |Link to Comment
  • Moody's weighs in on Duracell sale [View news story]
    oh good lord
    Nov 17, 2014. 03:58 PM | Likes Like |Link to Comment
  • Fed paper says inflation target may not be hit before 2017 [View news story]
    A previous Fed paper actually pointed to the cause of the slower growth and underutilization - Government policies and regulations. If deregulation ever occurred as well as a sensible and predictable business environment we might be able to do better than 2017. I'm always amazed that people are ok inflicting pain on themselves via regulations.... and then wondering why it hurts.
    Nov 17, 2014. 03:31 PM | Likes Like |Link to Comment
  • Moody's weighs in on Duracell sale [View news story]
    It follows AG's model of buy high and sell low. Gillette costs the shareholders $40B when AG bought it, with the money P&G sank into Duracell and to sell it for $4B is sad. Kinda get the feeling AG is compensating by selling pieces of the company bit by bit.... and calling it "refocus".
    Nov 17, 2014. 03:20 PM | Likes Like |Link to Comment
  • FT: Exxon, Rosneft strike oil at sanctioned Russian well [View news story]
    Some sanctions are media and politically driven.... nothing new here.
    Sep 28, 2014. 10:20 AM | Likes Like |Link to Comment
  • Big Problems Within Procter & Gamble's Long-Term Future [View article]
    There is always a vague justification... like "business strategy". But the overriding strategy seems to fund the dividend which is shrinking the business.
    Aug 29, 2014. 12:53 PM | Likes Like |Link to Comment
  • Big Problems Within Procter & Gamble's Long-Term Future [View article]
    or the fading ability to manage the number....

    It's hard to wrap your mind around the business strategy... P&G gets rid of Jif because it says it's not a global brand, then dumps Pringles which is a global billion dollar brand. They want to focus on a few big brands and then sells off Folgers another billion dollar brand. Then lately they want to get rid of the smaller brands to focus on a few big ones and they market a high end product called Swash which is niche at best.
    Aug 28, 2014. 02:40 PM | 1 Like Like |Link to Comment
  • New P&G product aims to kill off the dry cleaning business [View news story]
    so at the most very few high end custom homes, and at the least it's gone in 2 years. The only way this will pan out for PG is if they sell it in Walmart.... else its a patent / product they can sell - to boost stock
    Aug 28, 2014. 02:28 PM | Likes Like |Link to Comment
  • Big Problems Within Procter & Gamble's Long-Term Future [View article]
    http://seekingalpha.co...

    more comments here...
    Aug 18, 2014. 02:47 PM | Likes Like |Link to Comment
  • Big Problems Within Procter & Gamble's Long-Term Future [View article]
    Geez you are really working the justification.... Lafely retired in 2010 and PG stock lost it's momentum before the 'crash' in 2008. Look at a chart from 2000 to 2005 (when Gillette was acquired) you can see P&G is up 75% and S&P is down 15% primarily due to aggressive cost cutting and momentum, not growth. After the Gillette acquisition PG was nearly parity the S&P growth, and never got any better (Chart 2005 -2010) - Lafely put so much emphasis on BeautyCare and Gillette, misreading all of the external data, while decimating the brands that might have provided growth with cost cutting. To date the pain continues Lafely hasn't done any better than MacDonald and one could argue is doing worse because Lafely is providing short term gain at the expense of long term profit.

    I wouldn't short PG but I don't think PG is a buy anymore.
    Aug 18, 2014. 02:41 PM | Likes Like |Link to Comment
  • Big Problems Within Procter & Gamble's Long-Term Future [View article]
    Nope good try... Lafley took over after the fiasco with J├Ąger when he thought he'd buy American brands I think, and the investors drove the price of the stock down. Pepper was called back to be the temporary CEO and hand picked Lafley. Lafley got credit for the bounce back, which was silly, when Lafley was named CEO in 2000. After the bounce the stock grew modestly until he overpaid for Gillette...then flat, and he's been selling the company ever since, making nonsensical arguments to justify the shrinkage.
    Aug 15, 2014. 10:52 PM | 2 Likes Like |Link to Comment
  • Big Problems Within Procter & Gamble's Long-Term Future [View article]
    This is a great article, finally a SA author with some courage. Yes P&G was a great stock, I owned alot of it for a long time. But I do know current leadership is lazy and uninformed besides that fact the continuous cost cutting has left them without the talent or means to grow easily from within.

    P&G needs to grow or it will die, just like any other business. This constant selling of P&G brands, and trimming costs is not growing the business, and faith won't make the stock go higher. Organic growth is key to P&G performance, and 2% is as bad as it gets, and what you'd expect with Lafley. The stock has been flat for the majority of Lafley's tenure.... there is a good indication of the future
    Aug 15, 2014. 02:54 PM | 2 Likes Like |Link to Comment
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594 Comments
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