Nestles | StockChase
47
Nestles (NSRGY-OTC)

Last Price Recorded: $0.0010 on 0000-00-00

ON STOCKCHASE SINCE Jun 2007

Swiss Exchange

food processing
47
Nestles (NSRGY-OTC)

Last Price Recorded: $0.0010 on 0000-00-00

ON STOCKCHASE SINCE Jun 2007

Swiss Exchange

food processing

Nestles


Signal Opinion Expert
STRONG BUY
Nestles(NSRGY-OTC) 

November 20, 2017

It is his biggest holding.  He attended their investment day, talked to senior management and came away feeling quite confident in their future.  They are very focused on growth. 

food processing

It is his biggest holding.  He attended their investment day, talked to senior management and came away feeling quite confident in their future.  They are very focused on growth. 

food processing
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Asso...

PricePrice
$0.001
Owned Owned
Yes

WAIT
Nestles(NSRGY-OTC) 

October 23, 2017

One of the world’s greatest consumer companies. #1 in the world in several food categories. Also huge in emerging markets. Loves the company, but the valuation is too high. You are paying 20X earnings. People need to be patient and wait for a better entry price.

food processing

One of the world’s greatest consumer companies. #1 in the world in several food categories. Also huge in emerging markets. Loves the company, but the valuation is too high. You are paying 20X earnings. People need to be patient and wait for a better entry price.

food processing
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Weal...

PricePrice
$0.001
Owned Owned
No

PAST TOP PICK
Nestles(NSRGY-OTC) 

October 19, 2017

(A Top Pick Sept 20/16. Up 11%.) Continues to like this. They generate a pretty decent cash flow, 3%-4% cash flow yield. The balance sheet is relatively strong, however it does continue to own a stake in L’Oreal. If they were to sell that stake, it unlocks a lot of capital which they can use for share buybacks. In the interim, management is focused on slightly improving margins and rationalizing their product line to focus on pet care, water and nutritional products. Derives a significant portion of sales from emerging markets.

food processing

(A Top Pick Sept 20/16. Up 11%.) Continues to like this. They generate a pretty decent cash flow, 3%-4% cash flow yield. The balance sheet is relatively strong, however it does continue to own a stake in L’Oreal. If they were to sell that stake, it unlocks a lot of capital which they can use for share buybacks. In the interim, management is focused on slightly improving margins and rationalizing their product line to focus on pet care, water and nutritional products. Derives a significant portion of sales from emerging markets.

food processing
Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$0.001
Owned Owned
Yes

PAST TOP PICK
Nestles(NSRGY-OTC) 

September 11, 2017

(A Top Pick Nov 11/16. Up 22%.) The big story is that they had a first non-Nestle insider take the reins. He is revisiting sacred cows. The big issue he really needs to struggle with is to whether or not to unload the L’Oreal position, which is worth about $26 billion Cdn.

food processing

(A Top Pick Nov 11/16. Up 22%.) The big story is that they had a first non-Nestle insider take the reins. He is revisiting sacred cows. The big issue he really needs to struggle with is to whether or not to unload the L’Oreal position, which is worth about $26 billion Cdn.

food processing
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$0.001
Owned Owned
Yes

PAST TOP PICK
Nestles(NSRGY-OTC) 

August 11, 2017

(A Top Pick July 7/17. Down 3.28%.) In the last year or so this has had quite a few transformative events. They put a new CEO in place, the first Nestlé non-insider sincerely 1900s. He is getting rid of some sacred cows. He is also looking to make working capital more efficient. This is a long-term story.

food processing

(A Top Pick July 7/17. Down 3.28%.) In the last year or so this has had quite a few transformative events. They put a new CEO in place, the first Nestlé non-insider sincerely 1900s. He is getting rid of some sacred cows. He is also looking to make working capital more efficient. This is a long-term story.

food processing
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$0.001
Owned Owned
Yes

TOP PICK
Nestles(NSRGY-OTC) 

July 7, 2017

There are a few catalysts happening with this. They announced a Fr.20 billion buy back. Has the first non-Nestlé CEO since the early 1900s. One of the big opportunities is the divestiture of a $27 billion stake in L’Oreal. The kind of stock you just put in your portfolio, and only take out when you need to. Dividend yield of 2.8%. (Analysts’ price target is 83.50 CHF.)

food processing

There are a few catalysts happening with this. They announced a Fr.20 billion buy back. Has the first non-Nestlé CEO since the early 1900s. One of the big opportunities is the divestiture of a $27 billion stake in L’Oreal. The kind of stock you just put in your portfolio, and only take out when you need to. Dividend yield of 2.8%. (Analysts’ price target is 83.50 CHF.)

food processing
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$0.001
Owned Owned
Yes

PAST TOP PICK
Nestles(NSRGY-OTC) 

February 9, 2017

(Top Pick Nov 29/16, Up 9.02%) It was held back because of Brexit.  It is a high quality company and trades at a premium.  It has a 3.2% dividend and it has grown regularly.  They have tremendous brands and a 23% stake in L’Oreal.  It is a defensive consumer staples holding.

food processing

(Top Pick Nov 29/16, Up 9.02%) It was held back because of Brexit.  It is a high quality company and trades at a premium.  It has a 3.2% dividend and it has grown regularly.  They have tremendous brands and a 23% stake in L’Oreal.  It is a defensive consumer staples holding.

food processing
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Ma...

PricePrice
$0.001
Owned Owned
Yes

PAST TOP PICK
Nestles(NSRGY-OTC) 

January 27, 2017

(A Top Pick Nov 11/16. Up 5.47%.) The total return is between 7% and 9% for the last 15 years. As of January 1, it had a new CEO, the 1st non-Nestlé CEO to manage the company since the early 1900s. Expects he will continue to focus the company on eking out more cash flow, and improving efficiencies. He will also probably revisit some of the sacred cows. A very good, high quality stock.

food processing

(A Top Pick Nov 11/16. Up 5.47%.) The total return is between 7% and 9% for the last 15 years. As of January 1, it had a new CEO, the 1st non-Nestlé CEO to manage the company since the early 1900s. Expects he will continue to focus the company on eking out more cash flow, and improving efficiencies. He will also probably revisit some of the sacred cows. A very good, high quality stock.

food processing
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$0.001
Owned Owned
Yes

COMMENT
Nestles(NSRGY-OTC) 

December 16, 2016

This has been one of his long-standing positions. Had lightened up earlier in the year, because it had had a pretty decent run. It has now sold off dramatically with a lot of the consumer staples as an interest play. There has also been some weakness in their earnings growth rate, particularly their top line growth rate. He is positive on them, because they have a new, very well respected CEO coming in. For the 1st time in about 100 years, it is an outsider, and will come in and make some changes, which he thinks will be positive.

food processing

This has been one of his long-standing positions. Had lightened up earlier in the year, because it had had a pretty decent run. It has now sold off dramatically with a lot of the consumer staples as an interest play. There has also been some weakness in their earnings growth rate, particularly their top line growth rate. He is positive on them, because they have a new, very well respected CEO coming in. For the 1st time in about 100 years, it is an outsider, and will come in and make some changes, which he thinks will be positive.

food processing
Mark Grammer

Managing Dir. & Portfolio Manager, Gluskin Sheff & Asso...

PricePrice
$0.001
Owned Owned
Yes

TOP PICK
Nestles(NSRGY-OTC) 

November 29, 2016

Post the election, although the stock market has risen, certain sectors have not. One of those has been the consumer staples. This company is down about 6% since the election, about 9% since the BREXIT vote in July. Trading about in line with the market, where it usually gets a very substantial premium. One of the largest makers of snack foods globally. They’ve grown their dividend 14% annually for the past 10 years. Very strong balance sheet. Generates about $10 billion in free cash flow per year. Dividend yield of 3.44%. (Analysts’ price target is $97.80.)

food processing

Post the election, although the stock market has risen, certain sectors have not. One of those has been the consumer staples. This company is down about 6% since the election, about 9% since the BREXIT vote in July. Trading about in line with the market, where it usually gets a very substantial premium. One of the largest makers of snack foods globally. They’ve grown their dividend 14% annually for the past 10 years. Very strong balance sheet. Generates about $10 billion in free cash flow per year. Dividend yield of 3.44%. (Analysts’ price target is $97.80.)

food processing
John Petrides

Managing Dir. & Portfolio Manager, Point View Wealth Ma...

PricePrice
$0.001
Owned Owned
Yes

BUY
Nestles(NSRGY-OTC) 

November 23, 2016

A pretty good entry point. It will give you a relatively attractive dividend. They have a new management team, so the company is in transition. Their priority is going to be to rationalize the product line. They sell into emerging markets, so it is good way to get exposure to the growth in the middle-income population, which is going to double in the next 15-20 years. Good dividend.

food processing

A pretty good entry point. It will give you a relatively attractive dividend. They have a new management team, so the company is in transition. Their priority is going to be to rationalize the product line. They sell into emerging markets, so it is good way to get exposure to the growth in the middle-income population, which is going to double in the next 15-20 years. Good dividend.

food processing
Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$0.001
Owned Owned
Yes

WATCH
Nestles(NSRGY-OTC) 

November 14, 2016

You buy on a bounce off of $67 (a couple or three weeks after), then play it up to the top of the channel.

food processing

You buy on a bounce off of $67 (a couple or three weeks after), then play it up to the top of the channel.

food processing
Keith Richards

Portfolio Manager, ValueTrend Wealth Ma...

PricePrice
$0.001
Owned Owned
Unknown

SELL
Nestles(NSRGY-OTC) 

November 14, 2016

(Market Call Minute.) Not a big fan of the company. The CEO and management need to get a kick in the head, and get out of there.

food processing

(Market Call Minute.) Not a big fan of the company. The CEO and management need to get a kick in the head, and get out of there.

food processing
David Driscoll

President & CEO, Liberty Internationa...

PricePrice
$0.001
Owned Owned
No

TOP PICK
Nestles(NSRGY-OTC) 

November 11, 2016

This has generated a 9.5% return for the last 10 years. Very attractive dividend. It has some corporate catalysts that are going to be positive for the stock. A new CEO, first outsider sincerity 1900s. They are going through a zero-based budgeting to reduce costs. Becoming quite effective at taking costs out through a working capital restructuring. The balance sheet is great. They are probably going to be looking to buying something fairly soon as the balance sheet is much under levered. Dividend yield of 3.28%. (Analysts’ price target is $82.80.)

food processing

This has generated a 9.5% return for the last 10 years. Very attractive dividend. It has some corporate catalysts that are going to be positive for the stock. A new CEO, first outsider sincerity 1900s. They are going through a zero-based budgeting to reduce costs. Becoming quite effective at taking costs out through a working capital restructuring. The balance sheet is great. They are probably going to be looking to buying something fairly soon as the balance sheet is much under levered. Dividend yield of 3.28%. (Analysts’ price target is $82.80.)

food processing
Darren Sissons

Vice President and Partner, Campbell Lee & Ross...

PricePrice
$0.001
Owned Owned
Yes

TOP PICK
Nestles(NSRGY-OTC) 

September 20, 2016

He has shied away from the US consumer staple sector, however he does find good consumer staple opportunities in Europe, and this is an example of a fantastic company. You are getting a mid-single digit free cash flow yield. It is also a company that has optionality. A new CEO is coming in January, and the focus is going to be on cost control and margin improvement. Dividend yield of 2.9%.

food processing

He has shied away from the US consumer staple sector, however he does find good consumer staple opportunities in Europe, and this is an example of a fantastic company. You are getting a mid-single digit free cash flow yield. It is also a company that has optionality. A new CEO is coming in January, and the focus is going to be on cost control and margin improvement. Dividend yield of 2.9%.

food processing
Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$0.001
Owned Owned
Yes

Showing 1 to 15 of 47 entries
<< < 1 2 3 4 > >>

No Comments.


You must be logged in to comment.

Successfully Saved Company