Newell Brands Inc

NWL-N

NYSE:NWL

20.09
0.04 (0.17%)
Newell Brands is an American worldwide marketer of consumer and commercial products with a portfolio of brands including Rubbermaid food storage, home organization and reusable container products; ...
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Analysis and Opinions about NWL-N

Signal
Opinion
Expert
BUY
BUY
November 8, 2019
It started with a very long decline but it’s found a bottom at $13.50. Volume is pretty good and it looks to be catching up to the markets. It could go up to around $20. If it goes below $19, he would sell.
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Newell Brands Inc (NWL-N)
November 8, 2019
It started with a very long decline but it’s found a bottom at $13.50. Volume is pretty good and it looks to be catching up to the markets. It could go up to around $20. If it goes below $19, he would sell.
DON'T BUY
DON'T BUY
July 4, 2019
They did a merger with Rubber Maid a couple of years ago. Part of the issue was the amount of debt levels. There has been more competition from Amazon. The acquisition did not go as planned. He is not interested right now.
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They did a merger with Rubber Maid a couple of years ago. Part of the issue was the amount of debt levels. There has been more competition from Amazon. The acquisition did not go as planned. He is not interested right now.
SELL
SELL
June 26, 2019
He would sell this one. The company has changed from its original path and investors have suffered. It has been a serial under performer. The higher dividend yield is because of the plunging price and could make this a value trap. Move on. Yield 6.2%
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He would sell this one. The company has changed from its original path and investors have suffered. It has been a serial under performer. The higher dividend yield is because of the plunging price and could make this a value trap. Move on. Yield 6.2%
SELL
SELL
April 24, 2019
He owned it a year and half ago but got stopped out. He lost on this name. They went through a bad merger. He would wait until the name correct itself. Kind of a falling knife situation.
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He owned it a year and half ago but got stopped out. He lost on this name. They went through a bad merger. He would wait until the name correct itself. Kind of a falling knife situation.
HOLD
HOLD
April 8, 2019
He has been long and wrong on it in the past. They have a nice dividend yield. They sold off many brands to pay down the debt. Everything has gone wrong with this one. We are getting a new CEO in June. He is sticking with it.
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He has been long and wrong on it in the past. They have a nice dividend yield. They sold off many brands to pay down the debt. Everything has gone wrong with this one. We are getting a new CEO in June. He is sticking with it.
PAST TOP PICK
PAST TOP PICK
February 1, 2019

(A Top Pick Jan 22/18, Down 30%) Had trouble integrating Jarden. He exited 6-9 months ago and took a loss. Still having trouble, despite a change in management. He probably won't go back to it.

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Newell Brands Inc (NWL-N)
February 1, 2019

(A Top Pick Jan 22/18, Down 30%) Had trouble integrating Jarden. He exited 6-9 months ago and took a loss. Still having trouble, despite a change in management. He probably won't go back to it.

PAST TOP PICK
PAST TOP PICK
January 7, 2019
(A Top Pick Jan 05/18, Down 38%) They are still going to make $2 to $2.50 a share. They hit all kinds of bad luck like the Toys'R'Us bankruptcy. He is ticking with it and bought a little more. He does not think they will cut the dividend.
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(A Top Pick Jan 05/18, Down 38%) They are still going to make $2 to $2.50 a share. They hit all kinds of bad luck like the Toys'R'Us bankruptcy. He is ticking with it and bought a little more. He does not think they will cut the dividend.
PAST TOP PICK
PAST TOP PICK
January 4, 2019
(A Top Pick Sep 06/18, Down 10%) They did an acquisition that has not worked out well, which has created headwinds. They own "Sharpie Pens" and other well known brands and they are divesting of some of these to pay down debt. They are in the midst of a turnaround and he continues to see lots of upside still. It should be worth double what it is today in the future.
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(A Top Pick Sep 06/18, Down 10%) They did an acquisition that has not worked out well, which has created headwinds. They own "Sharpie Pens" and other well known brands and they are divesting of some of these to pay down debt. They are in the midst of a turnaround and he continues to see lots of upside still. It should be worth double what it is today in the future.
HOLD
HOLD
November 14, 2018
Years ago, it was well-managed and a great growth stock. They made purchase after purchase. But then, the retail bankruptcies started. NWL took on a lot of debt to acquire one company, Jardin. Then, activist shareholders stepped in. They sold off a lot of business, including their dominant skiwear business. Rubbermaid remains the company's core, which is good. He's long this in the short term. $40 is the target in two years.
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Newell Brands Inc (NWL-N)
November 14, 2018
Years ago, it was well-managed and a great growth stock. They made purchase after purchase. But then, the retail bankruptcies started. NWL took on a lot of debt to acquire one company, Jardin. Then, activist shareholders stepped in. They sold off a lot of business, including their dominant skiwear business. Rubbermaid remains the company's core, which is good. He's long this in the short term. $40 is the target in two years.
WATCH
WATCH
October 25, 2018

They are going through a restructuring. The metrics look really good but you are buying into a transition. You don’t know when it is going to stop. If it gets above $20 it would be some positive momentum. It is in its period of seasonal strength.

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Newell Brands Inc (NWL-N)
October 25, 2018

They are going through a restructuring. The metrics look really good but you are buying into a transition. You don’t know when it is going to stop. If it gets above $20 it would be some positive momentum. It is in its period of seasonal strength.

DON'T BUY
DON'T BUY
October 10, 2018

Catching a falling knife as they resposition, selling a few businesses and using some proceeds to buyback stock and de-lever. There's little growth in their existing businesses and they're facing tariffs from products they buy from China. A lot of uncertainy in the coming year. Not confident in their earnings numbers.

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Newell Brands Inc (NWL-N)
October 10, 2018

Catching a falling knife as they resposition, selling a few businesses and using some proceeds to buyback stock and de-lever. There's little growth in their existing businesses and they're facing tariffs from products they buy from China. A lot of uncertainy in the coming year. Not confident in their earnings numbers.

COMMENT
COMMENT
September 17, 2018

Struggling like most consumer product companies. Revenue is flat/down. Streamlining assets will take time. It's paying 32% of earnings, so the dividend is safe, but it won't rise much.

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Newell Brands Inc (NWL-N)
September 17, 2018

Struggling like most consumer product companies. Revenue is flat/down. Streamlining assets will take time. It's paying 32% of earnings, so the dividend is safe, but it won't rise much.

BUY
BUY
September 11, 2018

The stock is getting no love. Not the best-run company. That said, it's begun restructuring (i.e. may sell a division, pay down debt, etc.) so it's a good time to step in. Also cheap at only 9x forward earnings. Pays a 4.3% dividend yield. Upside is ahead.

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Newell Brands Inc (NWL-N)
September 11, 2018

The stock is getting no love. Not the best-run company. That said, it's begun restructuring (i.e. may sell a division, pay down debt, etc.) so it's a good time to step in. Also cheap at only 9x forward earnings. Pays a 4.3% dividend yield. Upside is ahead.

TOP PICK
TOP PICK
September 6, 2018

This is a turn-around play. They ran into a few problems including the threat from AMZN-Q. Their brands are iconic. They are divesting some of their brands and re-allocating capital. They are in 200 countries. (Analysts’ target: $27.09).

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Newell Brands Inc (NWL-N)
September 6, 2018

This is a turn-around play. They ran into a few problems including the threat from AMZN-Q. Their brands are iconic. They are divesting some of their brands and re-allocating capital. They are in 200 countries. (Analysts’ target: $27.09).

DON'T BUY
DON'T BUY
August 20, 2018

Doesn't like or understand the balance sheet, and is wary of companies where activists are involved. He won't touch this. Doesn't see when they will de-lever.

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Doesn't like or understand the balance sheet, and is wary of companies where activists are involved. He won't touch this. Doesn't see when they will de-lever.

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