Browse by ▼

Nestle

  • 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 »

  • Does Lightning Strike Twice After All?

    By Serge Kozjakov - January 22, 2013 | Tickers: GMCR, NSRGY, SBUX

    Green Mountain Coffee Roasters (NASDAQ: GMCR) has recently surprised everyone with better than expected earnings results. Since then the company's share price has risen significantly to around $40 per share.

    However, even at this price it looks affordable with a P/E ratio of just over 17. This makes it cheaper than most of its peers, including Starbucks (NASDAQ: SBUX) with a P/E of slightly higher than 30 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 »

  • 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 »

  • ConAgra Processing the Future

    By Aditya Manpuria - January 4, 2013 | Tickers: CAG, HNZ, NSRGY, RAH

    ConAgra Foods, Inc. (NYSE: CAG) - operates as a food company primarily in North America. The company operates through two segments, Consumer Foods and Commercial Foods. The Consumer Foods segment provides branded, private label, and customized food products in various categories, such as meals, snacks, desserts, breakfast products etc. The Commercial Foods segment offers commercially branded foods and ingredients that are sold primarily to foodservice, food manufacturing, and industrial customers. As more »

  • Big Pharma Tapping Into Traditional Medicine

    By Bill Edson - December 28, 2012 | Tickers: GSK, NSRGY, SNY

    Holistic and traditional health supplements and medicines are big business. Some pharmaceutical companies are developing traditional medicine products to tap this market.

    As investors, we should consider whether companies which are initiating these ventures are trading at compelling valuations.

    Traditional Drugs Market

    China’s growing market for traditional drugs estimated by McKinsey at $13 billion in 2011 and expected to grow at 14% yearly increase for the next five years more »

  • Fast Growing Snack Giant With Long-Term Incentive

    By Anh HOANG - December 27, 2012 | Tickers: K, MDLZ, NSRGY, HSY

    Charlie Munger, one of the wisest investors in the world, mentioned that he considered incentives to be an extremely powerful tool in both life and business. Incentives are also a double edged sword as they can lead to a lot of incentive-caused bias and abuses. Mondelez International (NASDAQ: MDLZ) just announced the $10 million incentive package for the Chairwoman and CEO, Irene Rosenfeld. In the previous article, I have written more »

  • This Company Makes the Food We Love

    By Nitesh Agrawal - December 24, 2012 | Tickers: CAG, HNZ, K, MDLZ, NSRGY, RAH, UL

    ConAgra Foods (NYSE: CAG)the provider of food products of two segments namely Consumer Foods and Commercial ConAgra has been making good progress with its operating efficiency. It was its fourth straight quarter of beating estimates as it logged revenue of $3.74 billion for the recent second quarter results. Revenue rose by 7.7% in the second quarter of the last fiscal year, 6.9% in the third quarter more »

  • How much Energy is left in this Drink?

    By Ashish Agarwal - December 22, 2012 | Tickers: CCE, NSRGY, PEP

    On Dec 18th, 2012 , Coca-Cola Enterprises (NYSE: CCE) came up with its expectations for Fiscal 2012 and 2013.The Company is mainly involved in production, distributution, and marketing nonalcoholic beverages. The stock was trading at unusually high volumes as and when the guidance was shared by the company showing the Confidence of the Investors on the Guidance made the Company.

    Are we on line to achieve the 2012 targets?

    The more »

  • 1 Risk Beverage Companies Should Worry About

    By William Bias - December 19, 2012 | Tickers: KO, DPS, MNST, NSRGY, PEP

    Consumer Reports magazine, ShopSmart in Volume 8 Issue 1, recently published a report called “Buzz kill: What energy-drink labels don’t tell you” highlighting the dangers of caffeine in energy drinks. These dangers can have repercussions on the share prices of companies that make energy drinks.

  • Chocolate Investment: Discrepancy Between Price and Value

    By Alvin Gonzales - December 12, 2012 | Tickers: KRFT, MDLZ, NSRGY, HSY

    Eating lots of food is one of the best things to look forward to on the holidays. This simple fact also makes a good investment thesis. One specialty food company that stands out is The Hershey Company (NYSE: HSY). Hershey is one of the most well-known chocolate producers in the world. The company was founded in 1894, operates in over 90 countries, and employs approximately 14,000 employees. Hershey has more »

  • Not Your Average (Cup of) Joe

    By Kyle Vaughan - December 12, 2012 | Tickers: GMCR, NSRGY, SBUX, TEA

    Ok, that title may not be entirely true. Take an average day, a strange day, or anything in between and think about the last time you didn't consume or witness consumption of coffee. I find this task to be impossible. My family, friends, and coworkers down coffee like it is their job. People enjoy coffee as part of their daily routine, as a social drink, or as a relaxing more »

  • A Little Ketchup to Add Flavor to Your Portfolio

    By Babulal Bachhawat - November 29, 2012 | Tickers: CPB, HNZ, NSRGY

    H. J. Heinz Company (NYSE: HNZ), a manufacturer of food products, including ketchup, condiments and sauces, frozen food, soups, beans, and pasta meals, reported its second quarter earnings for the fiscal year 2013. Earnings beefed up by 11.1% compared to last year because of the company’s growth initiatives in emerging markets, better volume trends in North America, and a lower tax rate that was slightly offset by currency more »

  • Investing in Cuba: Havana Does Not Mean Business

    By Nick Slepko - November 27, 2012 | Tickers: NSRGY, UL

    [continued from "Investing in Cuba: Telecommies"]

    Consumer goods in Cuba are a somewhat different story than telecom providers due to the differing nature of their products which require less physical infrastructure (or government approval).  Anglo-Dutch Unilever (NYSE: UL) and Swiss Nestle (NASDAQOTH: NSRGY) and their brands are establishing themselves as premium high-quality options and connecting with consumers ahead of American competitors.  As long-time Cuba trade consultant Kirby Jones of Alamar more »

  • Icahn Keeps Buying This Expensive Organic Food Manufacturer

    By Anh HOANG - November 27, 2012 | Tickers: GIS, HAIN, NSRGY

    Are you interested in a company that has just recently experienced a pullback of nearly 13% and famous activist investor Carl Icahn is accumulating shares? That company is The Hain Celestial Group (NASDAQ: HAIN), the natural and organic product manufacturer. Hain has delivered to its shareholders significant gains, nearly 500% from $12.56 in March 2009 to $71.47 in September 2012. Carl Icahn first initiated his purchase of Hain more »

  • 4 Human Condition Stocks for Your Portfolio

    By William Bias - November 16, 2012 | Tickers: SJM, NSRGY, RGR, WMT

    Businesses come and go all the time. Products become obsolete or out of fashion. Sometimes the market becomes saturated and everyone who wants a product has one. Businesses that tend to thrive over the long term make what the Motley Fool calls “repeat purchase” products that will never become obsolete and outmoded.  I call some of these companies “human condition” companies because they cater to some element of it.

  • Making Water Different

    By William Bias - November 12, 2012 | Tickers: KO, FIZZ, NSRGY, PEP

    In an earlier article I talked about the impact of healthy lifestyles on Coca-Cola (NYSE: KO) sparkling beverages and how the bottled water brand, Dasani, gained market share. I also highlighted concerns about the lack of a competitive barrier surrounding those products:

    “While it’s great that Coca-Cola’s bottled water gained market share, the competition for water far outnumbers the competition for carbonated sodas. Every grocery store out there carries a brand of bottled water. It’s easier to bottle water than to make soda with the taste of Coca-Cola.”

  • 4 Companies That Will Benefit From the Healthy Lifestyles Trend

    By William Bias - November 2, 2012 | Tickers: KO, COT, FIZZ, NSRGY

    With the New York City ban on sodas over 16 oz, it is clear that the new paradigm leans toward a healthier lifestyle. Politicians and business executives alike worry about rising healthcare costs. Within the beverage industry lays opportunity as companies adapt to this trend by slowly moving away from the traditional soda business and into “healthier” products such as bottled water and juice. Four companies stand to benefit.

  • Citi on the Joy of Depositary Receipts (part 2)

    By Nick Slepko - October 29, 2012 | Tickers: C, NSRGY

    Citigroup (NYSE: C) has over 750 depositary receipt programs (with a market value of at least USD 100 billion) in 55 countries.  Nancy Lissemore, the Global Head of the Depositary Receipt business and a managing director at Citigroup, discusses depositary receipts (foreign stocks traded on local exchanges) and the role they play in global investing.

    [continued from part 1]

    Nick Slepko:  When Citi creates a DR or partners with someone more »

  • Green Mountain's Top Dog in US, but How About International S-S Market?

    By BA McKenna - October 8, 2012 | Tickers: GMCR, KRFT, NSRGY, SBUX, WMT

    Green Mountain Coffee Roasters' (NASDAQ: GMCR) stock has just seen a renewed round of red, dropping 28% in the thirteen trading days from September 19 through October 5.

    There's been a plethora of articles over the past couple weeks covering the Keurig makers' woes, which include the expiration of two key K-Cup patents in mid-September, the entrance of Starbucks (NASDAQ: SBUX), Wal-Mart (NYSE: WMT), and others into the more »