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The Estee Lauder Companies, Inc.

  • The Search for Immortality - Spawning Great Investments in Any Era

    By Brenda Johnson - May 24, 2013 | Tickers: AVP, LRLCY.PK, EL

    There are few market drivers as strong as the desire to remain "forever young", and many smart companies in the personal care and health care space are capitalizing on this.  Now that the infamous Baby Boomers are greying, or at least starting to pull out the first grey hairs with tweezers, this trend has hit a fever pitch.

    A post detailing ALL of the stocks riding on making Aunt Mable more »

  • Which Cosmetic Company Will Conquer Emerging Markets?

    By Damian Illia - May 15, 2013 | Tickers: AVP, REV, EL

    Competition in the cosmetics industry is getting tough. There is an ongoing race taking place among the largest companies in order to gain presence in the developing world, where markets still grow. Let’s analyze the strategy and performance of three players in the industry.

    Avon: Promising new fiscal year

    Avon (NYSE: AVP) is the world’s largest direct seller, providing cosmetics, fragrances, toiletries, jewelry, and accessories through 6.2 more »

  • Selling the Sizzle and Sell the Fizzle

    By AnnaLisa Kraft - May 15, 2013 | Tickers: RDEN, PG, REV, EL

    According to a French scientific abstract,  women use make-up for two completely different reasons, camouflage or seduction. Whatever the reason, beauty is a multi-billion dollar business globally and investors should get in on the action. Markup on cosmetics and fragrances can range from 15% to several hundred percent.

    There is barely an inch of a woman's exterior body that some potion can't "improve," from the size of pores more »

  • Why is the Market in Love With This Beauty Play?

    By Lee Samaha - May 13, 2013 | Tickers: PG, REV, EL

    To be or not to be? To buy or not to buy? That is our question with The Estee Lauder Companies (NYSE: EL). Whether it is nobler in the mind to suffer not buying a stock that that the market loves, or to take arms against a high valuation, revenue forecasts at the bottom end of guidance, and a management initiative that thus far isn’t quite going as planned 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 »

  • Is Procter & Gamble a Buy?

    By Meena Krishnamsetty - April 11, 2013 | Tickers: CL, JNJ, KMB, PG, EL

    Despite the fact that it is a consumer staple stock (with a beta of 0.3), Procter & Gamble (NYSE: PG) has outperformed the S&P 500 over the last year with the stock rising by 16%. In the second quarter of the personal product company’s fiscal year (the quarter ended Dec 2012), it experienced only a 2% increase in sales compared to the same period in the previous fiscal more »

  • What Stocks Would Justin Bieber Buy?

    By Declan Fallon - March 28, 2013 | Tickers: JNJ, MOV, EL

    If you were looking to build a portfolio based on the hits of pop stars, what stocks would interest such stars? In this article, we'll consider some hypothetical stock picks from Justin Bieber.

    Baby, Buy Johnson & Johnson

    One of his biggest hits, "Baby," we will treat in the literal rather than the rhetorical sense. Johnson & Johnson (NYSE: JNJ) is perhaps the de facto standard people think of for baby more »

  • Market Is Offering a Deep Discount on This Household and Beauty Products Retailer

    By Ted Cooper - March 25, 2013 | Tickers: AVP, PG, EL

    Consumer retail can be a scary business to be in. Consumers are fickle; not only do their tastes change without warning, they tend to stop spending money at the slightest drop-off in income. As a result, many investors have lost a lot of money buying consumer retail companies.

    Although the industry can be volatile, some companies are less volatile than others. Avon Products (NYSE: AVP) is a company that has more »

  • Asia-Pacific to Drive Estée Lauder’s Future Growth

    By Ashit Gulati - March 23, 2013 | Tickers: AVP, REV, EL

    During 2012, Estee Lauder’s (NYSE: EL) sales grew by 5%, driven primarily by prestige skin care and makeup products. The demand for such products grew significantly in US and the Asia-Pacific regions. Both regions are considerable contributors to Estee Lauder’s overall revenues, as sales from US and Asia-Pacific regions constitute 40% and 20% of revenues respectively. Going forward, reaching into smaller Chinese cities through its e-commerce platform will more »

  • Is Ulta Salon a Bullish Beauty or a Bearish Beast?

    By Leo Sun - March 20, 2013 | Tickers: RDEN, M, RGS, EL, ULTA

    Ulta Salon, Cosmetics & Fragrance (NASDAQ: ULTA) has taken investors on a roller coaster ride recently. Despite rising nearly 600% over the past five years on the popularity of its combination superstore-salons, its weak outlook for the current quarter has investors concerned that its beauty is fading quickly with age. Let’s remove Ulta’s makeup to see what lies beneath - a bullish beauty, or a bearish beast?

    Business Model

    Ulta more »

  • Buy Michael Kors on the Pullback

    By Joseph Solitro - March 19, 2013 | Tickers: COH, KORS, EL

    Michael Kors (NYSE: KORS) is arguably the most loved, fashionable brand in the world right now. Since reporting a blowout quarter and hitting its 52-week high, the stock has pulled back a significant amount. It is time to pile in and earn a high percentage return over the next several years. 

    The Blowout

    On Feb. 12, Michael Kors reported one of the most impressive quarters I have seen in quite more »

  • This Blemished Beauty Could Turn Heads

    By Diane Alter - March 18, 2013 | Tickers: RDEN, EL, ULTA

    Things got ugly for big beauty supply chain Ulta Salon, Cosmetics & Fragrances (NASDAQ: ULTA) after the company gave a not-so-pretty earnings forecast for the current quarter.

    Shares shed more than 15% to its lowest level in more than a year after reporting robust results but uninspiring guidance. The company expects to incur greater expenses as it rolls out new stores and makes other investments.

    The Bolingbrook, IL based company expects more »

  • A $25 Billion Cap Stock To Put A Smile On Your Face

    By Declan Fallon - February 28, 2013 | Tickers: AVP, LRLCY.PK, PG, EL

    Estee Lauder (NYSE: EL) recently released earnings, which were welcomed by investors and managed to push the stock to new highs, only for prices to subsequently consolidate into its prior price range just below $64. In this state, the stock is likely off the radar of many, but this is also great time to be looking at it from an investment stand point.

    What's to Like?

    While a slowdown more »

  • Don't Shy Away From This High PE Stock

    By Neha Gupta - February 26, 2013 | Tickers: AVP, EL, TUP

    Estée Lauder (NYSE: EL) manufactures and markets prestige cosmetics and other beauty products, with a product portfolio of well-known company-owned brands (including Aramis, Aveda, Bobbi Brown, Clinique, Estée Lauder, La Mer, M•A•C, and Origins) and global fragrance and cosmetics licenses (including Coach, Tommy Hilfiger, Sean John, Donna Karan, and Michael Kors). The company’s sales are primarily concentrated in the skin care (42.2% of sales) and makeup more »

  • Hedge Fund Manager Robert Karr’s Top Stock Picks From Q4

    By Meena Krishnamsetty - February 24, 2013 | Tickers: GOOG, MJN, SINA, EL, YUM

    Thousands of hedge funds file quarterly 13F holdings with the SEC, though some are inherently better for retail investors to track. Historically, it has been possible to outperform Mr. Market by mimicking the best funds, and our small-cap strategy has already beaten the S&P 500 index by 22.5 percentage points since we introduced it to the public last fall (capitalize on market-dominating strategy).

    With that in mind, let more »

  • One Multi Level Marketer Is On A Tear

    By Marshall Hargrave - February 21, 2013 | Tickers: AVP, NUS, REV, EL

    Despite the turmoil surrounding multi-level marketing companies, with billionaire Bill Ackman launching an offensive against Herbalife, Avon (NYSE: AVP) saw its stock up 20% after its earnings announcement. Avon investors took the numbers as “stabilizing” and a sign that restructuring might be taking hold for the company, but is it too rich for investors to buy in now? I wouldn't go that far (read more about the earnings over more »

  • Can Cosmetics Cover Our Flaws?

    By Tyler Wofford - February 6, 2013 | Tickers: AVP, RDEN, REV, EL

    There are a few things that people are well aware of in regards to make up. 1) Most women wear it, whether they have "blemishes" or not. 2) Most men say they are attracted to "natural beauty," but freak out when they see a woman with no makeup on. 3) Married men hate how expensive these little containers are. These, however, are not what we are here to discuss. What more »

  • Is it Time to Buy Avon Now?

    By Tedra DeSue - January 5, 2013 | Tickers: AVP, REV, EL

    You may remember when Avon Products (NYSE: AVP) was trading as high as about $23 a share last spring, partly buoyed by a $10.7 billion, unsolicited offer to buy it out by rival Coty. However, Avon snubbed the offer, knowing full well that its finances were in disarray, which was clearly reflected in its lackluster stock performance.

    Determined to right its financial ship on its own, Avon, with a more »

  • Avoid This Weak Consumer Stock, Buy These 2 Instead

    By David Gould - January 2, 2013 | Tickers: AVP, MAT, EL

    Now that the Senate has reached an agreement on taxes in 89-8 vote, investors are likely to start focusing on the upside from here. Several analysts have already forecasted for double-digit capital gains in 2013, so I encourage investing in the braoder macro trends. As consumer incomes rise from greater confidence, greater expenditures will flow into the toy and beauty categories. While it is generally a safe strategy to broadly more »

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