Colgate Palmolive

CL-N

NYSE:CL

68.69
1.46 (2.17%)
The Colgate-Palmolive Company is an American worldwide consumer products company focused on the production, distribution and provision of household, health care and personal care products.
More at Wikipedia

Analysis and Opinions about CL-N

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
December 13, 2019
Global consumer products that dominates in oral personal care products. They have grown well in the past in emerging markets, but this space is quite competitive. The stock has always traded at high multiples, which has kept her out of this stock and continues to do so.
Colgate Palmolive (CL-N)
December 13, 2019
Global consumer products that dominates in oral personal care products. They have grown well in the past in emerging markets, but this space is quite competitive. The stock has always traded at high multiples, which has kept her out of this stock and continues to do so.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$68.665
Owned
No
DON'T BUY
DON'T BUY
October 10, 2018

The problem is that following a multi-decade interest rate decline, a rise in interest rates going forward will impact this as it is viewed as a bond proxy. It is an interest rate issue. This is not the time to step in right now.

Colgate Palmolive (CL-N)
October 10, 2018

The problem is that following a multi-decade interest rate decline, a rise in interest rates going forward will impact this as it is viewed as a bond proxy. It is an interest rate issue. This is not the time to step in right now.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$63.830
Owned
No
SELL
SELL
June 13, 2017

He is avoiding staples right now. They are trading very, very rich. This company has had a negative earnings revision and are really struggling in some of their core categories with pricing pressures and volume. Not a lot of positive things to say about this. He would be moving on to a different sector, on the view that we will be seeing higher rates. This is not a “Growth” story, it is a “how do we save the ship” story.

He is avoiding staples right now. They are trading very, very rich. This company has had a negative earnings revision and are really struggling in some of their core categories with pricing pressures and volume. Not a lot of positive things to say about this. He would be moving on to a different sector, on the view that we will be seeing higher rates. This is not a “Growth” story, it is a “how do we save the ship” story.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$75.690
Owned
Unknown
HOLD
HOLD
June 7, 2016

Bristol-Myers (BMY-N) or Colgate (CL-N)? These are both very good companies and you are probably getting decent yields on both. The dividend growth is not high enough to be in his funds. Dividend yield of 2.2%.

Bristol-Myers (BMY-N) or Colgate (CL-N)? These are both very good companies and you are probably getting decent yields on both. The dividend growth is not high enough to be in his funds. Dividend yield of 2.2%.

Mike Capombassis
President, Bristol Gate Capital Partners
Price
$71.590
Owned
No
HOLD
HOLD
February 3, 2015

Probably one of the better staple companies. In July it had a big Venezuelan devaluation which resulted in a sharp drop in earnings. This was followed by the currency earnings drag. You are going to probably see some pullbacks and corrections in valuations, but longer-term this is a very good story if you have a multi-year view on the company.

Colgate Palmolive (CL-N)
February 3, 2015

Probably one of the better staple companies. In July it had a big Venezuelan devaluation which resulted in a sharp drop in earnings. This was followed by the currency earnings drag. You are going to probably see some pullbacks and corrections in valuations, but longer-term this is a very good story if you have a multi-year view on the company.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$69.190
Owned
Yes
WEAK BUY
WEAK BUY
December 31, 2014

A consumer brand business. The issue is that 80% of revenue is from outside of North America. 21 times earnings and a good dividend yield. Another issue is that they have good brand loyalty but they are known for their toothpaste. He would prefer they sold off Hills, the veterinary business. This company performs well over the long term so if you have a long time horizon then buy on a pull back. They increase dividends regularly.

Colgate Palmolive (CL-N)
December 31, 2014

A consumer brand business. The issue is that 80% of revenue is from outside of North America. 21 times earnings and a good dividend yield. Another issue is that they have good brand loyalty but they are known for their toothpaste. He would prefer they sold off Hills, the veterinary business. This company performs well over the long term so if you have a long time horizon then buy on a pull back. They increase dividends regularly.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$69.190
Owned
No
BUY
BUY
December 4, 2014

It is a company that makes things you need to buy. Compared to UL-N they have been held back. People have been wanting to stick to domestic markets. Prefers this one.

Colgate Palmolive (CL-N)
December 4, 2014

It is a company that makes things you need to buy. Compared to UL-N they have been held back. People have been wanting to stick to domestic markets. Prefers this one.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$69.450
Owned
Unknown
DON'T BUY
DON'T BUY
November 27, 2014

A great company, but has a high multiple, at the high end of these consumer type companies. Prefers PG-N, who are making some changes and getting rid of some products and buying back some of their shares. These companies need to re-think their product line and rationalize it. CL-N is a well run company, but you pay a higher multiple.

Colgate Palmolive (CL-N)
November 27, 2014

A great company, but has a high multiple, at the high end of these consumer type companies. Prefers PG-N, who are making some changes and getting rid of some products and buying back some of their shares. These companies need to re-think their product line and rationalize it. CL-N is a well run company, but you pay a higher multiple.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$68.690
Owned
Unknown
COMMENT
COMMENT
June 2, 2014

Consumer stocks have done really, really well. This stock has been subject to takeover speculation. This type of company is viewed as likely consolidation partners in a very, very low inflationary environment. They are good, solid, well run companies with tremendous marketing teams behind them. The big theory was always that the next big growth was going to be in emerging markets. To some extent, we have seen that in this company. As these markets develop, we are starting to see new competitive entrants from the countries themselves. You are already in a low margin product where you are trying to push as much volume out the door as you possibly can. Well-run company, but not a lot of pricing power anymore.

Consumer stocks have done really, really well. This stock has been subject to takeover speculation. This type of company is viewed as likely consolidation partners in a very, very low inflationary environment. They are good, solid, well run companies with tremendous marketing teams behind them. The big theory was always that the next big growth was going to be in emerging markets. To some extent, we have seen that in this company. As these markets develop, we are starting to see new competitive entrants from the countries themselves. You are already in a low margin product where you are trying to push as much volume out the door as you possibly can. Well-run company, but not a lot of pricing power anymore.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$68.210
Owned
No
COMMENT
COMMENT
July 20, 2013

This is one of those pretty stable consumer stocks so you can always feel safe on it. The only question he would have on this is what is going to happen to the US currency so he has tended to avoid a lot of the US stocks. This is one that will continue to grow its dividend because the profits are pretty well global. 2.3% yield.

This is one of those pretty stable consumer stocks so you can always feel safe on it. The only question he would have on this is what is going to happen to the US currency so he has tended to avoid a lot of the US stocks. This is one that will continue to grow its dividend because the profits are pretty well global. 2.3% yield.

Jaime Carrasco
Portfolio Manager, Canaccord Genuity
Price
$58.880
Owned
Unknown
BUY
BUY
May 24, 2013

Has done phenomenal. Increase dividend regularly. Always expensive and hard to buy on a dip. You should be fine. 2.25% dividend yield. Fully valued but they will regularly increase the dividend.

Has done phenomenal. Increase dividend regularly. Always expensive and hard to buy on a dip. You should be fine. 2.25% dividend yield. Fully valued but they will regularly increase the dividend.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$61.170
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
September 5, 2012

This stock has performed very well. Mainly in oral care and pet care. Have a lot of emerging-market exposure. Given how well the stock has performed and the multiple, she would wait for a pullback such as 5%. Great long-term play.

Colgate Palmolive (CL-N)
September 5, 2012

This stock has performed very well. Mainly in oral care and pet care. Have a lot of emerging-market exposure. Given how well the stock has performed and the multiple, she would wait for a pullback such as 5%. Great long-term play.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$106.500
Owned
No
BUY
BUY
July 26, 2012
Chart shows a very strong upward trend since early 2011. It's in the right sector. 2.33% yield. If it got below $105, he would take it off the table and then buy back again in the $100 range.
Chart shows a very strong upward trend since early 2011. It's in the right sector. 2.33% yield. If it got below $105, he would take it off the table and then buy back again in the $100 range.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$106.380
Owned
Unknown
COMMENT
COMMENT
May 2, 2011
Proctor & Gamble (PG-N) and Colgate Palmolive (CL-N) are both high quality consumer staple names. Good exposure to emerging markets.
Proctor & Gamble (PG-N) and Colgate Palmolive (CL-N) are both high quality consumer staple names. Good exposure to emerging markets.
Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$84.550
Owned
Unknown
COMMENT
COMMENT
April 6, 2011
Global consumer non-durable and big exposure in the developing world. They are weakest in North America and strong everywhere else. Favourably disposed to this one. Would probably own Proctor & Gamble (PG-N) as they have better momentum and growth in the developing world.
Global consumer non-durable and big exposure in the developing world. They are weakest in North America and strong everywhere else. Favourably disposed to this one. Would probably own Proctor & Gamble (PG-N) as they have better momentum and growth in the developing world.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$81.530
Owned
No
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