Browse by ▼

Groupe Danone (ADR)

  • Taking the Ten Year Buffett Challenge

    By Matthew Luke - April 30, 2013 | Tickers: CHD, DEO, EBAY, DANOY.PK

    With Berkshire Hathaway’s annual shareholder meeting almost upon us, I am reminded of this investing gem Warren Buffett once said: “Only buy something that you’d be perfectly happy to hold if the market shut down for ten years.” That bit of advice is beautiful in its simplicity. Buffett is challenging us to think long-term with every investment decision. That is a challenge we should all accept; constructing ten more »

  • When Others Are Fearful: Danone and Europe

    By Matthew Luke - April 28, 2013 | Tickers: ABT, GIS, DANOY.PK, MJN

    Berkshire Hathaway’s annual shareholder meeting is quickly approaching and I am reminded of Warren Buffett’s famous quote from 8 years ago: “Be fearful when others are greedy and greedy when others are fearful.” That second part is easier said than done, as it is extremely difficult to have the financial courage to run towards danger when everybody else is fleeing from it at full speed. But that kind more »

  • 3 Top Consumer Companies: Earnings Review

    By Federico Zaldua - April 24, 2013 | Tickers: DANOY.PK, LRLCY.PK, NSRGY

    If you are a regular reader of my blog, you already know that I have a strong preference for consumer goods companies (CGCs). The reason is clear: CGCs not only have unmatched free cash flow (FCF) generation capabilities but also, those cash flows are stable and protected by strong barriers to entry. In this article I will review the results posted by three of the most relevant CGCs in the more »

  • Alzheimer’s Milkshakes and the Growth of Medical Nutrition

    By Matthew Luke - April 22, 2013 | Tickers: ABT, ABBV, BMY, DANOY.PK, MJN, NSRGY, PFE

    A milkshake is not foremost on most people’s list of treatments for the neurological disorder Alzheimer’s. But a milkshake is indeed one treatment for those with early-stage Alzheimer’s disease, thanks to the recent United Kingdom release of Souvenaid. This milkshake and similar products are some of the many treatment options in an emerging hybridization of food and medicine.

    Defining a Milkshake
    By “milkshake” I of course do more »

  • Two Biggest Consumer Goods Positions in Robert Karr's Portfolio

    By Anh HOANG - April 20, 2013 | Tickers: DANOY.PK, MJN, EL

    In the previous article, I have talked about two biggest technology positions, Google and Baidu, in Joho Capital’s portfolio, managed by one of the Tiger Cubs Robert Karr. His investment record is quite exceptional, returning more than a 22% compounded return in the period of 1996 – 2010. Although he is investing significantly in technology stocks, he also loves the consumer goods industry.

    There are two consumer goods companies, which more »

  • Two Biggest Consumer Goods Positions in Robert Karr's Portfolio

    By Anh HOANG - April 17, 2013 | Tickers: DANOY.PK, MJN, EL

    In the previous article, I have talked about two biggest technology positions, Google and Baidu, in Joho Capital’s portfolio, managed by one of the Tiger Cubs Robert Karr. His investment record is quite decent, returning more than 22% in the period of 1996 – 2010. Although he is investing significantly in technology stocks, he also loves the consumer goods industry.

    There are two consumer goods companies, which he seems to more »

  • Don't Forget These International Consumer Staples Giants

    By Robert Ciura - April 12, 2013 | Tickers: DANOY.PK, NSRGY, UL

    Most investors of the consumer staples sector in the United States understand the merits of their stocks: dependable growth and reliable dividends. In addition, most domestic consumer products stocks have been on a tear lately. Valuations have steadily risen over the past year for many of the market’s well-known consumer goods companies, and as a result, investors have been doubly rewarded in the form of both dividends and solid more »

  • Big Investor Gets Active in Big Consumer Foods Giants

    By Anh HOANG - March 28, 2013 | Tickers: DANOY.PK, MDLZ, PEP

    When a famous activist investor builds his stakes in certain publicly traded companies, shareholders might expect that he would push for corporate actions to unlock hidden value in them. Recently, it was reported that Nelson Peltz, a famous activist investor in the consumer goods industry, has been building stakes in both PepsiCo (NYSE: PEP) and Mondelez International (NASDAQ: MDLZ) through his Trian Fund Management. After the news, both companies moved more »

  • Healthy Value Opportunity: Danone

    By Matthew Luke - March 13, 2013 | Tickers: BRK-B, DANOY.PK, HNZ, MDLZ, PEP

    Just four months ago activist investor Nelson Peltz took a 1% stake in and laid out his investment thesis for the Paris-based food giant Groupe Danone (NASDAQOTH: DANOY). Peltz most recently made headlines when Warren Buffett’s Berkshire Hathaway announced the $23 billion dollar acquisition of ketchup maker HJ Heinz. This is a deal that was made possibly due in part to Peltz’s advocating for change at Heinz going back in 2006. Shares of Heinz are up about 125% (including dividends) since that time. Peltz’s track record is not limited to Heinz, as he has played a role in the turnaround of many other large-cap food companies. This is a man who knows his food. With the Heinz acquisition now behind the M&A world, it might be prudent to take a look at Peltz’s latest food project.

  • This French Food Giant Has a 46% Upside Potential

    By Anh HOANG - March 11, 2013 | Tickers: DANOY.PK, MDLZ, NSRGY

    Recently, famous activist investor Nelson Peltz turned bullish on one of the largest French food companies, Groupe Danone SA (NASDAQOTH: DANOY). After Nelson Peltz’s presentation at the beginning of November 2012, Danone’s share price has risen from €49.80 ($64.91) to €53.46 ($69.68). The company’s American Depository Receipt (ADR) has risen from $12.50 to $14.50 in the same period. Nelson Peltz thought more »

  • The Emergence of Big Yogurt

    By Matthew Luke - February 28, 2013 | Tickers: GIS, DANOY.PK, HAIN, PEP

    Yogurt as a product category has been one of the consumer staple industry’s fastest-growing segment in recent years. Popular for decades in Europe (where the annual yogurt consumption in some countries is about 70 pounds per person!), yogurt has newfound growth away from Europe as Americans, Canadians and those in the emerging markets have embraced this traditionally European food staple. The US yogurt market in particular has very favorable customer demographics, being primarily driven by 18-34-year-olds.

  • Go Long On Nestle

    By Federico Zaldua - February 8, 2013 | Tickers: DANOY.PK, NSRGY, UN

    Nestle (NASDAQOTH: NSRGY), the favorite Consumer Goods Company (CGC) of many great investors such as the successful value driven hedge fund Gardner Russo & Gardner seems relatively undervalued. Every time I have been into a Columbia Investment Management Association meeting (and I went to every single one since 2010), Mr. Russo explains why almost every equity investor should own Nestle shares. His reasons are many: Nestle has great brands (from Nespresso more »

  • 3 International Consumer Staples Giants to Consider

    By Robert Ciura - January 22, 2013 | Tickers: DANOY.PK, NSRGY, UL

    When an investor considers the consumer staples sector, familiar U.S.-based giants like Procter and Gamble and Colgate Palmolive usually come to mind.  While those are undoubtedly great businesses, successful consumer products companies can be found among their international counterparts.  Investors looking for geographical diversification should consider these three names:

    Unilever (NYSE: UL) is a $110 billion, United Kingdom-based company with a broad array of products that sell very more »

  • 5 Food & Drink Companies “Suffering” to Ensure a Strong Future

    By Kyle Mowery - January 22, 2013 | Tickers: KO, DEO, DANOY.PK, HEINY, NSRGY

    Tom Russo of Gardner, Russo & Gardner has a strong track record in international value investing. Previously with the Sequoia Fund, Russo invests with a long view of corporate profitability and brand building:

    "The three prongs that I look for when investing in a business are: the fifty cent dollar bill, the capacity to reinvest in great brands and the 'capacity to suffer.' The 'capacity to suffer' is key because often more »

  • Your French Portfolio

    By Federico Zaldua - January 16, 2013 | Tickers: E, FTE, DANOY.PK, TOT

    Along with Germany, France is the most competitive big European economy. As a matter of fact, the country has been able to avoid recession in 2012 and its expected to do the same in 2013 (the IMF expects France to grow by 0.4% this year). Since the country is not as financially troubled as Italy or Spain, most French equities sell at higher multiples than Italian or Spanish companies more »

  • Make Nestle Part Of Your Portfolio

    By Federico Zaldua - January 9, 2013 | Tickers: BUD, DANOY.PK, NSRGY, UN

    Nestle (NASDAQOTH: NSRGY) has been for a while the favorite Consumer Goods Company (CGC) of many great investors such as the successful value driven hedge fund Gardner Russo & Gardner. As a matter of fact, every time I have been into a Columbia Investment Management Association meeting (and I went to every single one since 2010), Mr. Russo explains why almost every equity investor should own Nestle shares. His reasons are more »

  • A Defensive Stock that Yields 3.3% for your Portfolio

    By Piyush Arora - October 14, 2012 | Tickers: GIS, DANOY.PK, K, SENEA

    The thing with food manufacturers and marketers is that the demand for their products is relatively stable, as their products cater to the daily needs of millions. General Mills (NYSE: GIS) which is one of the world’s largest manufacturer and marketer of consumer foods, is one such company. It has a 150-year history, and is well-diversified with its presence in more than 130 countries. The company also has a more »

  • Europe Has a New Game In Town

    By Chris Marasco - September 12, 2012 | Tickers: AMZN, CL, DANOY.PK, PG, UN

    Proctor and Gamble (NYSE: PG) is known as one of the world’s premier marketing companies.  But doesn’t it sell consumer products?  Yes.  However, its success rests on the strength of its brands and its pricing power.

    Before the Great Recession, Proctor and Gamble raised prices in Central America and Eastern Europe to go along with inflation.  And when the markets rolled over and consumers started locking down their more »

  • A Defensive Growth Sector Within Emerging Markets

    By Lee Samaha - September 10, 2012 | Tickers: ABT, DANOY.PK, HNZ, MJN, PFE

    Mead Johnson (NYSE: MJN) is the sort of stock that should be working in this marketplace. Its mix of infant and children’s nutritional food implies relatively stable end markets in the developed world and there is the long term story of the emergence of the middle classes in the emerging world. I decided to take a closer look at the stock and the sector to see if there might more »

  • Not Everything from Greece is Bad

    By Muhammad Bazil - July 29, 2012 | Tickers: GIS, DANOY.PK, WTW

    With the new Greek yogurt craze sweeping the US, General Mills (NYSE: GIS) has launched an ambitious plan to create 40 new yogurt products to compete, including 100 calorie versions.

     

    As General Mills continues to battle with struggling sales in Yoplait yogurt, the move is intended to fill an empty spot in their missed market. Partnerships to complement the new flavors include a collaborative agreement with the popular diet program more »

  • Page 1 of 2