Energizer Holdings

• Hedge Fund Giovine Capital Loves These Stocks; Should You?

  By Meena Krishnamsetty - May 17, 2013 | Tickers: APC, ENR, HES, HD, MOS

  Giovine Capital Group, founded by Thomas A. Giovine in 1998, has porfolio. Institutional investors have to comply with SEC requirements, which include filing a 13F form every quarter. A quick look at the top five equity positions of Giovine may be a good starting point for individual research. Our research has shown that individual investors can outperform the market by as much as 18 percentage points per year by imitating more »

• Can You Profit On The Herbalife Fiasco?

  By Shmulik Karpf - January 28, 2013 | Tickers: CHD, ENR, HLF, SPY, CLX |

  On Dec. 20, Bill Ackman from Pershing Square Capital Management, revealed a large short position in Herbalife (NYSE: HLF). He gave a lengthy presentation on why he believes that the multi-level marketing company that sells nutritional supplements is nothing more than a pyramid scheme.

  The implications

  Claiming that a $5 billion company is a pyramid scheme is a very risky statement. On the one hand, operating in a pyramid structure more »

• Small, Big, Bigger: a Sizable Dividend Portfolio

  By Ash Anderson - January 8, 2013 | Tickers: COP, ENR, OHI

  Bigger isn’t always better, especially in investing. Small cap stocks have the advantage over their large cap counterparts because they are able to make decisions easier, gain in their market share against larger rivals, and, at least in some instances, fly under the radar of many institutions until they are large enough to be purchased. This article will combine one large-, one mid-, and one small-cap company to create more »

• Bill Ackman's Analysis on Herbalife (Part I)

  By Anh HOANG - December 21, 2012 | Tickers: CHD, ENR, HLF

  Bill Ackman recently attacked Herbalife (NYSE: HLF) aggressively. In the interview with Bloomberg, he made it public that he shorted an enormous amount of Herbalife’s stock, more than 20 million shares, with the total position value of more than $1 billion. He believed that the company was a pyramid scheme based on “very careful and thorough analysis of every fact.” He said: “This is the highest conviction I have more »

• Companies That Show a Good Fight Despite Cliff Scare

  By Josef Ray Dagatan - December 20, 2012 | Tickers: ENR, HRG, SPB

  I don’t own shares in Harbinger Group (NYSE: HRG) but if I did and got news that shares dropped more than 25%, which happened in the Dec 13 trading session, then my reaction would definitely be one of agitation and concern for my money. Concerns such as the sustainability of the business in spite of crisis, anxiety, and other emotional factors may make you pessimistic whether to stay your more »

• Activist Hedge Fund Manager is Bullish About this Stock

  By Meena Krishnamsetty - October 4, 2012 | Tickers: AVP, ENR, PCRFY, PG, SPB

  Between April and June 2012, Atlantic Investment Management reduced its position in Energizer Holdings (NYSE: ENR) by 9% to finish the second quarter with 2.2 million shares. Apparently Atlantic’s manager, Alexander Roepers, has changed his mind.

  Roepers told attendees at the Value Investing Congress that the maker of batteries, razors, and personal care products was his top investment idea. He expects the stock to reach $100 per share more »

• Energize Your Portfolio With This Stock

  By Gayatri Sharma - September 24, 2012 | Tickers: ENR, PCRFY, PG, SPB

  Energizer Holdings (NYSE: ENR) shares are seeing positive momentum after the company's recent announcement that it expects to save $175-$200 million annually following an assessment of its cost structure and operating model. The company said that initiatives in the pipeline will begin accruing in the second half of its fiscal year 2013. But is the company really worth $470 million more than it was a day before announcement more »

• This Time it Might be Different

  By Chad Henage - July 16, 2012 | Tickers: ENR, PG, TGT

  In a recent article by Matt Koppenheffer of The Mötley Fool, he examined several companies that as Warren Buffett says, "could be run by a ham sandwich". One of the three companies he mentioned was Procter & Gamble (NYSE: PG). In his own words, this business, "could run on autopilot and continue earning attractive returns for shareholders". As proof, he pointed out that in 2000, some of the same worries were being brought up about Procter & Gamble slowing down, and the company grew earnings-per-share by an average of 11% over the next multiple years. While I understand Matt's point, my concern is, there has been a huge change in consumer preferences that directly affects Procter & Gamble's business.

• Will Europe Kill These 4 Dividend Paying Stocks?

  By Justin Carley - June 29, 2012 | Tickers: CLF, ENR, FCX, MCD

  Earlier this week I discussed some options that investors should consider buying to Euro-proof their portfolios.  Now I want to look at names that should be sold to Euro-proof one’s portfolio.  This weekend presents yet another EU Summit with the likely outcome a bunch of headline quotes, but no on-the-ground action to stem the sinking economic outlook in the region.  This dynamic should raise a red flag on equities more »