Stockchase Opinions

Gordon Reid Church & Dwight Co Inc CHD-N DON'T BUY Nov 13, 2018

They make household products like Arm & Hammer. They've grown organically half to 66% of their growth rate, and have made tuck-in acquisitions to boost that rate. Trades at a high-20s multiple which is too high for a consumer products company with their growth limited. Instead, look at Helen of Troy (HELE-Q) who distribute Revlon, Sunbeam and Dr. Scholl's and are trading at half the CHD multiple with the same growth rate.
$65.540

Stock price when the opinion was issued

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HOLD

It would be a core holding. A more boring stock. It will probably not be a leader, but will do well when the market is falling. You would not trade it.

TOP PICK
Waterpick and Arm & Hammer are some of their brands. The start of Covid boosted these shares, but CHD hasn't done much since. Inflation will fuel this stock though. (Analysts’ price target is $90.41)
PAST TOP PICK
(A Top Pick Dec 21/21, Up 0.66%) Hasn't dipped as much as the US market this year. Consumer products are going to be a great place to be in. Inflationary environment will continue, giving them pricing power. Margin expansion on the pricing side, rather than just the cost-cutting side.
PAST TOP PICK
(A Top Pick Dec 21/21, Down 22%) Has sold shares in the stock. Consumer products will remain in demand. Demand for certain products will not be as high in a post pandemic era.