Newell Brands Inc

NWL-N

NYSE:NWL

19.95
0.31 (1.53%)
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
TOP PICK
TOP PICK
January 15, 2018

Recommended this in the fall, but was a little too early. The hurricane hit their supply, then they had a bad 3rd quarter. Their brands are still strong globally, and thinks the stock is going to head back to the $40-$50 where it came from. Dividend yield of 2.9%. (Analysts' price target is $35.)

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Newell Brands Inc (NWL-N)
January 15, 2018

Recommended this in the fall, but was a little too early. The hurricane hit their supply, then they had a bad 3rd quarter. Their brands are still strong globally, and thinks the stock is going to head back to the $40-$50 where it came from. Dividend yield of 2.9%. (Analysts' price target is $35.)

COMMENT
COMMENT
December 5, 2017

Believes in the turnaround. Had acquired Rubbermaid and spent quite a bit of time rationalizing their brands and their offerings, and selling off some pretty iconic names. He is very positive on the name, but as result of his Stop-Losses he was taken out before it got really ugly. He’d be interested in taking another look at it now.

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Newell Brands Inc (NWL-N)
December 5, 2017

Believes in the turnaround. Had acquired Rubbermaid and spent quite a bit of time rationalizing their brands and their offerings, and selling off some pretty iconic names. He is very positive on the name, but as result of his Stop-Losses he was taken out before it got really ugly. He’d be interested in taking another look at it now.

PAST TOP PICK
PAST TOP PICK
November 29, 2017

(A Top Pick Nov 23/16. Down 35%.) This is dirt cheap, trading at about 10X earnings. Reduced their guidance because there were some inventory issues at Office Depot and Toys “R” Us. Very well diversified. They’ve merged with Jardin, and going forward are going to be able to get a lot of synergies that ultimately support the earnings growth. Valuation is so compelling that it is tough to make an argument not to pick some up. Dividend yield of 3%.

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Newell Brands Inc (NWL-N)
November 29, 2017

(A Top Pick Nov 23/16. Down 35%.) This is dirt cheap, trading at about 10X earnings. Reduced their guidance because there were some inventory issues at Office Depot and Toys “R” Us. Very well diversified. They’ve merged with Jardin, and going forward are going to be able to get a lot of synergies that ultimately support the earnings growth. Valuation is so compelling that it is tough to make an argument not to pick some up. Dividend yield of 3%.

COMMENT
COMMENT
November 13, 2017

This was a Top Pick last time. Had taken a risk when he recommended it. Their press release stated the hurricane had hit the chemical business in Houston, and was going to push up raw materials pricing. Back to school sales was very disappointing, and the stock took another drop. The company is well-managed. They made a large acquisition. He is still a believer in the company and that we will see a recovery in the next couple of years. It could be a double from here if everything goes well.

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Newell Brands Inc (NWL-N)
November 13, 2017

This was a Top Pick last time. Had taken a risk when he recommended it. Their press release stated the hurricane had hit the chemical business in Houston, and was going to push up raw materials pricing. Back to school sales was very disappointing, and the stock took another drop. The company is well-managed. They made a large acquisition. He is still a believer in the company and that we will see a recovery in the next couple of years. It could be a double from here if everything goes well.

SELL
SELL
November 7, 2017

Just missed a quarter. In a toppy market, a hallmark is that companies that miss get really punished. You now have to look at this with your "risk lens". There are many people that now just want to get their money back. A lot of people will hang in longer than they should. If you own, you are selling into a headwind of "want to" sellers. He would recommend you sell.

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Newell Brands Inc (NWL-N)
November 7, 2017

Just missed a quarter. In a toppy market, a hallmark is that companies that miss get really punished. You now have to look at this with your "risk lens". There are many people that now just want to get their money back. A lot of people will hang in longer than they should. If you own, you are selling into a headwind of "want to" sellers. He would recommend you sell.

TOP PICK
TOP PICK
October 26, 2017

(Used to be Rubbermaid.) They make Parker Pens, Waterman Pens, Sharpie Pens. They make a lot of different products that you can buy through a store or through e-commerce. Dividend yield of 2.28%. (Analysts’ price target is $56.) All 3 of his picks are below their all-time highs.

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Newell Brands Inc (NWL-N)
October 26, 2017

(Used to be Rubbermaid.) They make Parker Pens, Waterman Pens, Sharpie Pens. They make a lot of different products that you can buy through a store or through e-commerce. Dividend yield of 2.28%. (Analysts’ price target is $56.) All 3 of his picks are below their all-time highs.

PARTIAL SELL
PARTIAL SELL
October 23, 2017

He is not in this sector. This company has been around for years and years and has been a consistent performer. This sector is not attracting a lot of money inflows at present. You could lighten up or acquire more on dips

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Newell Brands Inc (NWL-N)
October 23, 2017

He is not in this sector. This company has been around for years and years and has been a consistent performer. This sector is not attracting a lot of money inflows at present. You could lighten up or acquire more on dips

COMMENT
COMMENT
October 11, 2017

This was a good investment recommendation for about 4 years. The initial negative was on Hurricane Harvey, because the company said that a lot of their chemicals were going to be in short supply. That, along with stop losses, got him out with a gain of about 35%-40%.

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Newell Brands Inc (NWL-N)
October 11, 2017

This was a good investment recommendation for about 4 years. The initial negative was on Hurricane Harvey, because the company said that a lot of their chemicals were going to be in short supply. That, along with stop losses, got him out with a gain of about 35%-40%.

TOP PICK
TOP PICK
September 20, 2017

This was a top pick in August. Then we had the hurricanes that hammered Houston. This company owns Rubbermaid and they buy a lot of rubber. They just put out a press release saying their earnings were going to be hurt because of the increased cost of rubber, and in fact might not get it for a period of time. Because of this, the stock has been hit and is now in the low $40s. He does not believe this is a long-term event, and he would buy the heck of it at this price. It is $3 of earnings and an extremely well-managed company. They own a plethora of brands. Earnings are $3 currently, and he thinks that goes to $4 in a couple of years. Has a $60 target price. Dividend yield of 2.2%. (Analysts’ price target is $58.)

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Newell Brands Inc (NWL-N)
September 20, 2017

This was a top pick in August. Then we had the hurricanes that hammered Houston. This company owns Rubbermaid and they buy a lot of rubber. They just put out a press release saying their earnings were going to be hurt because of the increased cost of rubber, and in fact might not get it for a period of time. Because of this, the stock has been hit and is now in the low $40s. He does not believe this is a long-term event, and he would buy the heck of it at this price. It is $3 of earnings and an extremely well-managed company. They own a plethora of brands. Earnings are $3 currently, and he thinks that goes to $4 in a couple of years. Has a $60 target price. Dividend yield of 2.2%. (Analysts’ price target is $58.)

TOP PICK
TOP PICK
August 1, 2017

A really well-managed company. They own a plethora of brands globally. $15 billion in revenue. $100 billion of accessible market in the products where they sell them. He is looking for them to get 4%-5% of revenue growth. They just acquired Jarden, and have excess of debt at the moment. They are paying that down, and there is $1.3 billion of cost savings to come out of this acquisition. Dividend yield of 1.7%. He has a $68 target price, which is 20X earnings, for Dec/18. (Analysts’ price target is $60.00. )

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A really well-managed company. They own a plethora of brands globally. $15 billion in revenue. $100 billion of accessible market in the products where they sell them. He is looking for them to get 4%-5% of revenue growth. They just acquired Jarden, and have excess of debt at the moment. They are paying that down, and there is $1.3 billion of cost savings to come out of this acquisition. Dividend yield of 1.7%. He has a $68 target price, which is 20X earnings, for Dec/18. (Analysts’ price target is $60.00. )

TOP PICK
TOP PICK
May 30, 2017

Did a $15 billion acquisition of Jardin last year, and have been reshaping themselves ever since. 5 years ago, they had -5% profit growth, and now are at about +6%. Management realized about $400 million in savings. They just sold a winters sports business for about $200 million. Dividend yield of 1.73%. (Analysts’ price target is $60.)

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Did a $15 billion acquisition of Jardin last year, and have been reshaping themselves ever since. 5 years ago, they had -5% profit growth, and now are at about +6%. Management realized about $400 million in savings. They just sold a winters sports business for about $200 million. Dividend yield of 1.73%. (Analysts’ price target is $60.)

PAST TOP PICK
PAST TOP PICK
April 18, 2017

(A Top Pick March 29/16. Up 5%.) A great company. This offers good defensive characteristics. Feels this has a lot of growth drivers in it. Merged with Jarden, which will be an opportunity for synergies.

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(A Top Pick March 29/16. Up 5%.) A great company. This offers good defensive characteristics. Feels this has a lot of growth drivers in it. Merged with Jarden, which will be an opportunity for synergies.

TOP PICK
TOP PICK
March 31, 2017

They recently acquired a large consumer company. It tends to prop up the free cash flow. It is a way to play the increase in household formation in the US. It will have good long term growth prospects. They have a pretty strong E-commerce platform. (Analysts’ target: $58.00).

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They recently acquired a large consumer company. It tends to prop up the free cash flow. It is a way to play the increase in household formation in the US. It will have good long term growth prospects. They have a pretty strong E-commerce platform. (Analysts’ target: $58.00).

PAST TOP PICK
PAST TOP PICK
January 26, 2017

(A Top Pick Jan 26/16. Up 23.41%.) This has been very busy with acquisitions. They did the Rubbermaid deal, but just announced they were selling that off. They have done a 5-year licensing deal to do the consumer Totes division of Rubbermaid with an American company. They are moving more towards the model of a holding company to a full-on operating company.

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Newell Brands Inc (NWL-N)
January 26, 2017

(A Top Pick Jan 26/16. Up 23.41%.) This has been very busy with acquisitions. They did the Rubbermaid deal, but just announced they were selling that off. They have done a 5-year licensing deal to do the consumer Totes division of Rubbermaid with an American company. They are moving more towards the model of a holding company to a full-on operating company.

PAST TOP PICK
PAST TOP PICK
January 3, 2017

(A Top Pick Jan 4/16. Up 5.93%.) Since the election, this has underperformed because it is consumer products, but he still likes it. Because of acquisitions it has made, this is a cheap multiple with a fair bit of growth. He would call this a US small-cap almost. Thinks this goes back to the mid-$50 so he is holding. As they show growth each quarter, he thinks it will be fine.

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(A Top Pick Jan 4/16. Up 5.93%.) Since the election, this has underperformed because it is consumer products, but he still likes it. Because of acquisitions it has made, this is a cheap multiple with a fair bit of growth. He would call this a US small-cap almost. Thinks this goes back to the mid-$50 so he is holding. As they show growth each quarter, he thinks it will be fine.

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