Newell Brands Inc
NWL-N
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About Newell Brands Inc (NWL-N)
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(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.
(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.
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.
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.
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.
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.
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.
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.
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.
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.
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).
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).
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.
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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