Newell Brands Inc

NWL-N

NYSE:NWL

20.10
0.50 (2.55%)
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
SELL
SELL
August 8, 2018

In the process of remaking themselves. Input costs have impacted them. They are going to sell some assets. Stock has been hit very hard. Not sure what the company is going to look like going forward. Don’t know the full effect of tariffs on this stock. She would scale out.

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In the process of remaking themselves. Input costs have impacted them. They are going to sell some assets. Stock has been hit very hard. Not sure what the company is going to look like going forward. Don’t know the full effect of tariffs on this stock. She would scale out.

PAST TOP PICK
PAST TOP PICK
July 24, 2018

(A Past Top Pick on Sept. 20, 2017, Down 36%) They made a couple of purchases. Based on past ones, the street assumed they would be good, but last fall Newell was hit with big input costs through Rubbermaid and their biggest customer, Toys 'R' Us, went under. They also carry too much debt. But he's actually doubled-down on Newell. He believes in it. It's trading less than 1x book value. It's cheap. It's sold off businesses to reduce debt. It needs a few years to turn around.

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(A Past Top Pick on Sept. 20, 2017, Down 36%) They made a couple of purchases. Based on past ones, the street assumed they would be good, but last fall Newell was hit with big input costs through Rubbermaid and their biggest customer, Toys 'R' Us, went under. They also carry too much debt. But he's actually doubled-down on Newell. He believes in it. It's trading less than 1x book value. It's cheap. It's sold off businesses to reduce debt. It needs a few years to turn around.

PAST TOP PICK
PAST TOP PICK
July 24, 2018

(A Past Top Pick on Sept. 20, 2017, Down 36%) They made a couple of purchases. Based on past ones, the street assumed they would be good, but last fall Newell was hit with big input costs through Rubbermaid and their biggest customer, Toys 'R' Us, went under. They also carry too much debt. But he's actually doubled-down on Newell. He believes in it. It's trading less than 1x book value. It's cheap. It's sold off businesses to reduce debt. It needs a few years to turn around.

Show full opinionHide full opinion

(A Past Top Pick on Sept. 20, 2017, Down 36%) They made a couple of purchases. Based on past ones, the street assumed they would be good, but last fall Newell was hit with big input costs through Rubbermaid and their biggest customer, Toys 'R' Us, went under. They also carry too much debt. But he's actually doubled-down on Newell. He believes in it. It's trading less than 1x book value. It's cheap. It's sold off businesses to reduce debt. It needs a few years to turn around.

BUY
BUY
July 19, 2018

Many brands. They had problems in their supply chains. The stock dropped a lot. There is shareholder activism and they are divesting some underperforming brands. Analysts and the market don’t like it but he is willing to look down the road and if they clean it up it will be worth a lot more.

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Many brands. They had problems in their supply chains. The stock dropped a lot. There is shareholder activism and they are divesting some underperforming brands. Analysts and the market don’t like it but he is willing to look down the road and if they clean it up it will be worth a lot more.

DON'T BUY
DON'T BUY
June 27, 2018

They bit off more than they could chew with their last merger. They've missed targets and are undergoing a massive re-organization. Attractive 10x earnings. Could be a bargain, but he won't buy until he's convinced they can right the ship.

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They bit off more than they could chew with their last merger. They've missed targets and are undergoing a massive re-organization. Attractive 10x earnings. Could be a bargain, but he won't buy until he's convinced they can right the ship.

TOP PICK
TOP PICK
June 22, 2018

They have many amazing brands. At 9 times earnings it is very reasonably valued. They did take on debt for a recent acquisition, but with Carl Ichan on the Board he is a buyer. Yield 3.5%. (Analysts’ price target is $30.55)

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They have many amazing brands. At 9 times earnings it is very reasonably valued. They did take on debt for a recent acquisition, but with Carl Ichan on the Board he is a buyer. Yield 3.5%. (Analysts’ price target is $30.55)

PAST TOP PICK
PAST TOP PICK
May 30, 2018

(August 1, 2017, Down 52%) He has since doubled his holdings. Bad timing. What went wrong? Newell acquired Jarden. Then, hurricane season hit, so it had to shut down factories. Back to school 2017 was a poor aseson. Toys 'R' Us, a big distributor, went under. But he's holding it and tough it out. Rubbermaid products aren't going away.

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(August 1, 2017, Down 52%) He has since doubled his holdings. Bad timing. What went wrong? Newell acquired Jarden. Then, hurricane season hit, so it had to shut down factories. Back to school 2017 was a poor aseson. Toys 'R' Us, a big distributor, went under. But he's holding it and tough it out. Rubbermaid products aren't going away.

SELL
SELL
May 23, 2018

From 2012-17 they did a great job of growing their earnings. Now, they're having difficulty. Earnings will be down this and next year. Also, activist shareholders are involved to shake up the business. Turnaround situations are tough. The next 9 months will be strong for equities, so if you own it, move on and take your lumps and buy something else. This turnaround will take a long while.

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From 2012-17 they did a great job of growing their earnings. Now, they're having difficulty. Earnings will be down this and next year. Also, activist shareholders are involved to shake up the business. Turnaround situations are tough. The next 9 months will be strong for equities, so if you own it, move on and take your lumps and buy something else. This turnaround will take a long while.

DON'T BUY
DON'T BUY
May 8, 2018

Newell did a big acquisition that hasn’t helped it. People are losing faith in brands and that is a serious threat to Newell’s business model.

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Newell did a big acquisition that hasn’t helped it. People are losing faith in brands and that is a serious threat to Newell’s business model.

DON'T BUY
DON'T BUY
May 7, 2018

It is looking like a value trap. They are having to sell off assets to pay down debt from a recent acquisition, which sounded great initially but is not panning out.

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It is looking like a value trap. They are having to sell off assets to pay down debt from a recent acquisition, which sounded great initially but is not panning out.

DON'T BUY
DON'T BUY
May 3, 2018

It has been a rough stock. Management over promised and under delivered. They made an acquisition that makes the stuff that is left behind when houses are robbed. No one wants the stuff.

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It has been a rough stock. Management over promised and under delivered. They made an acquisition that makes the stuff that is left behind when houses are robbed. No one wants the stuff.

DON'T BUY
DON'T BUY
March 19, 2018

Used to be a darling in this space. Fundamentally, it suffers from a broken chart recently. Are you catching a falling knife or getting the right price now? You'll face a wave of selling on the way back up when it bounces back, so this will create resistence levels.

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Used to be a darling in this space. Fundamentally, it suffers from a broken chart recently. Are you catching a falling knife or getting the right price now? You'll face a wave of selling on the way back up when it bounces back, so this will create resistence levels.

HOLD
HOLD
January 31, 2018

Historically, this has been a very well-run company. They made a couple of acquisitions and got a little ahead of themselves on the balance sheet. They need to pay down a little bit of debt. Longer-term, shareholders have been rewarded well. What is required is another acquisition, but we are probably not going to see one for 6-12 months. If you don't own this, he feels the entries quite good.

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Newell Brands Inc (NWL-N)
January 31, 2018

Historically, this has been a very well-run company. They made a couple of acquisitions and got a little ahead of themselves on the balance sheet. They need to pay down a little bit of debt. Longer-term, shareholders have been rewarded well. What is required is another acquisition, but we are probably not going to see one for 6-12 months. If you don't own this, he feels the entries quite good.

BUY
BUY
January 25, 2018

This is a very good company. He owned a company it acquired. They have great brands and it should play into the consumer. $4k more per individual should come from tax credits for higher income earnings. Today their forecast disappointed investors. Then a news story worked against them. They were quick to say that their Crock Pot model eliminates the possibility the news story’s reported fire.

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

This is a very good company. He owned a company it acquired. They have great brands and it should play into the consumer. $4k more per individual should come from tax credits for higher income earnings. Today their forecast disappointed investors. Then a news story worked against them. They were quick to say that their Crock Pot model eliminates the possibility the news story’s reported fire.

Don Lato

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Price
$24.810
Owned
Unknown
TOP PICK
TOP PICK
January 22, 2018

It had a stumble in the third quarter with back-to-school. The floods really impacted them. 11-12 times earnings. There are big synergies in an acquisition they made. He is buying under $30. (Analysts’ target: $35).

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Newell Brands Inc (NWL-N)
January 22, 2018

It had a stumble in the third quarter with back-to-school. The floods really impacted them. 11-12 times earnings. There are big synergies in an acquisition they made. He is buying under $30. (Analysts’ target: $35).

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