Nestle

NSRGY-OTC

OTCMKTS:NSRGY

104.79
0.96 (0.92%)
Nestlé S.A. is a Swiss transnational food and drink company headquartered in Vevey, Vaud, Switzerland. It is the largest food company in the world, measured by revenues and other metrics, since 2014.
More at Wikipedia

Analysis and Opinions about NSRGY-OTC

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
December 2, 2019
It is a defensive issue with defensive growth. He exited over the last quarter as he thought people would use this as a source of cash. It is one of the best run consumer good companies in the world.
Nestle (NSRGY-OTC)
December 2, 2019
It is a defensive issue with defensive growth. He exited over the last quarter as he thought people would use this as a source of cash. It is one of the best run consumer good companies in the world.
David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$103.940
Owned
No
DON'T BUY
DON'T BUY
November 29, 2019
He prefers Lindt than Nestle. Nestle's yield is not growing dividends more than inflation. He wants to see dividend growth of around 10-15%. He would not be a buyer here.
Nestle (NSRGY-OTC)
November 29, 2019
He prefers Lindt than Nestle. Nestle's yield is not growing dividends more than inflation. He wants to see dividend growth of around 10-15%. He would not be a buyer here.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$104.380
Owned
No
HOLD
HOLD
October 25, 2019
On a 3-5 year time horizon you would be safe to hold it. Consumer staples have had a good run this year. He could see a 3-5% pullback in the consumer space, however. A good blue-chip dividend payer and grower. It trades at about 20 times earnings, but its earnings are growing at about 10%.
Nestle (NSRGY-OTC)
October 25, 2019
On a 3-5 year time horizon you would be safe to hold it. Consumer staples have had a good run this year. He could see a 3-5% pullback in the consumer space, however. A good blue-chip dividend payer and grower. It trades at about 20 times earnings, but its earnings are growing at about 10%.
Robert Lauzon
Deputy Chief Investment Officer, Middlefield Capital Corporation
Price
$105.390
Owned
Unknown
BUY
BUY
October 25, 2019
They had a phenomenal year last year. It's a company you can buy and put it away. A good staple with steady growth. They are looking to reinvigorate the product lines. They also own L'Oreal and other indirect stakes that are great.
Nestle (NSRGY-OTC)
October 25, 2019
They had a phenomenal year last year. It's a company you can buy and put it away. A good staple with steady growth. They are looking to reinvigorate the product lines. They also own L'Oreal and other indirect stakes that are great.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$105.390
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
October 17, 2019
It is a world class spectacular company but the problem is valuation on slow growth mature companies. Even with share buybacks over the next few years that will not have that big an impact. You need to buy at prices that give you more upside.
Nestle (NSRGY-OTC)
October 17, 2019
It is a world class spectacular company but the problem is valuation on slow growth mature companies. Even with share buybacks over the next few years that will not have that big an impact. You need to buy at prices that give you more upside.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$105.270
Owned
Unknown
HOLD
HOLD
September 27, 2019
He continues to like this company. It has been an out-performer. Consumer staples are coming under pressure. You are okay staying with this. They are well diversified from coffee to pet food.
Nestle (NSRGY-OTC)
September 27, 2019
He continues to like this company. It has been an out-performer. Consumer staples are coming under pressure. You are okay staying with this. They are well diversified from coffee to pet food.
Shane Obata
Portfolio Manager, Middlefield Capital
Price
$108.550
Owned
Unknown
COMMENT
COMMENT
September 27, 2019

Nestle is better longer term proxy for this space. UN-N has been under-performing against it peers as they have been below guidance and have seen market share losses.

Nestle (NSRGY-OTC)
September 27, 2019

Nestle is better longer term proxy for this space. UN-N has been under-performing against it peers as they have been below guidance and have seen market share losses.

Shane Obata
Portfolio Manager, Middlefield Capital
Price
$108.550
Owned
_N/A
PAST TOP PICK
PAST TOP PICK
September 6, 2019
(A Top Pick Sep 11/18, Up 41%) Consumer staples have continued to do well and he thinks this has become extended. One of the largest components in global ETFs. At these levels he might take profit around here.
Nestle (NSRGY-OTC)
September 6, 2019
(A Top Pick Sep 11/18, Up 41%) Consumer staples have continued to do well and he thinks this has become extended. One of the largest components in global ETFs. At these levels he might take profit around here.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$114.650
Owned
Yes
BUY
BUY
August 2, 2019
A great company, which has successful marketed products, invested in the future and keeping their costs competitive. They're run by conservative, fine managers. They don't chase food trends. They're selling their slow-growing businesses. Be patient here, since it make changes slowly.
Nestle (NSRGY-OTC)
August 2, 2019
A great company, which has successful marketed products, invested in the future and keeping their costs competitive. They're run by conservative, fine managers. They don't chase food trends. They're selling their slow-growing businesses. Be patient here, since it make changes slowly.
David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$106.870
Owned
Unknown
DON'T BUY
DON'T BUY
January 31, 2019
The whole consumer product sector has suffered from an inability to raise prices. there is margin pressure. Solid dividend. There is room for share price decline if interest rates rise.
Nestle (NSRGY-OTC)
January 31, 2019
The whole consumer product sector has suffered from an inability to raise prices. there is margin pressure. Solid dividend. There is room for share price decline if interest rates rise.
Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$0.000
Owned
No
BUY
BUY
January 8, 2019
One-to-three year time horizon Great total return and has done well for the past decade. A steady performer that raises its dividend. It won't knock the lights well, but is steady. A long-term hold.
Nestle (NSRGY-OTC)
January 8, 2019
One-to-three year time horizon Great total return and has done well for the past decade. A steady performer that raises its dividend. It won't knock the lights well, but is steady. A long-term hold.
Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
September 11, 2018

It's had a total return of 9% over the last 15 years. It raises its dividend 10% yearly over the past 15 years.. Just did a Starbucks joint-venture. It's priced in Francs which is a safe haven. (2.9% dividend, Analysts' price target: CHF86.06)

Nestle (NSRGY-OTC)
September 11, 2018

It's had a total return of 9% over the last 15 years. It raises its dividend 10% yearly over the past 15 years.. Just did a Starbucks joint-venture. It's priced in Francs which is a safe haven. (2.9% dividend, Analysts' price target: CHF86.06)

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.001
Owned
Yes
WATCH
WATCH
August 1, 2018

They just paid $7 billion to have the right to distribute Starbucks coffee. They should be able to leverage this and do well by it. The entire consume sector has been a terribly performing sector as the power shift has moved to Costco and Amazon, who are now introducing their own brands. A totally world-class stock, but it too expensive to buy at these levels.

Nestle (NSRGY-OTC)
August 1, 2018

They just paid $7 billion to have the right to distribute Starbucks coffee. They should be able to leverage this and do well by it. The entire consume sector has been a terribly performing sector as the power shift has moved to Costco and Amazon, who are now introducing their own brands. A totally world-class stock, but it too expensive to buy at these levels.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$0.001
Owned
No
DON'T BUY
DON'T BUY
July 20, 2018

The problem with many of these consumer product companies is that they become like a conglomerate and need to rationalize. Also because of the internet there are many new startups in the space that attack their businesses. They have some great brands but need to think of ROE more.

Nestle (NSRGY-OTC)
July 20, 2018

The problem with many of these consumer product companies is that they become like a conglomerate and need to rationalize. Also because of the internet there are many new startups in the space that attack their businesses. They have some great brands but need to think of ROE more.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$0.001
Owned
No
PAST TOP PICK
PAST TOP PICK
May 11, 2018

(A Top Pick July 7/17 Down 2%) If you look at the long term prospects, this is still a good pick in his opinion. The dividend continues to increase. There are $22 billion worth of assets that will likely be sold off. He would continue to hold it. They have good avenues to increase their product line sales. Yield 3%.

Nestle (NSRGY-OTC)
May 11, 2018

(A Top Pick July 7/17 Down 2%) If you look at the long term prospects, this is still a good pick in his opinion. The dividend continues to increase. There are $22 billion worth of assets that will likely be sold off. He would continue to hold it. They have good avenues to increase their product line sales. Yield 3%.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.001
Owned
Yes
COMMENT
COMMENT
January 31, 2018

This has been diversifying into things like vitamins, etc. The new CEO is the 1st non-Swiss insider to run the company since about 1905. He is looking to improve the working capital management of the company, which is releasing capital. It’s a gradual, slow growth dividend story, which he likes. Earnings are attractive. The downside is that it is so large that no one can buy it, so there is no long-term upside from that. Feels it has upside from here.

Nestle (NSRGY-OTC)
January 31, 2018

This has been diversifying into things like vitamins, etc. The new CEO is the 1st non-Swiss insider to run the company since about 1905. He is looking to improve the working capital management of the company, which is releasing capital. It’s a gradual, slow growth dividend story, which he likes. Earnings are attractive. The downside is that it is so large that no one can buy it, so there is no long-term upside from that. Feels it has upside from here.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.001
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 20, 2017

(A Top Pick July 7/17. Up 0.97%.) This gives you global exposure. Over the last year or so, it has risen substantially on the back of currency. Also got a new CEO, the first outsider since the 1900s. They own the big chunk of L'Oreal, which owns a big chunk of Santa Fe. There are a number of catalysts and the CEO is looking at a number of these. If you don't own this, it is one you should look at.

Nestle (NSRGY-OTC)
December 20, 2017

(A Top Pick July 7/17. Up 0.97%.) This gives you global exposure. Over the last year or so, it has risen substantially on the back of currency. Also got a new CEO, the first outsider since the 1900s. They own the big chunk of L'Oreal, which owns a big chunk of Santa Fe. There are a number of catalysts and the CEO is looking at a number of these. If you don't own this, it is one you should look at.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.001
Owned
Yes
STRONG BUY
STRONG BUY
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.

Nestle (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.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.001
Owned
Yes
WAIT
WAIT
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.

Nestle (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.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$0.001
Owned
No
PAST TOP PICK
PAST TOP PICK
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.

Nestle (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.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$0.001
Owned
Yes
PAST TOP PICK
PAST TOP PICK
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.

Nestle (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.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.001
Owned
Yes
PAST TOP PICK
PAST TOP PICK
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.

Nestle (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.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.001
Owned
Yes
TOP PICK
TOP PICK
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.)

Nestle (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.)

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.001
Owned
Yes
PAST TOP PICK
PAST TOP PICK
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.

Nestle (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.

John Petrides
Managing Dir. & Portfolio Manager, Point View Wealth Management
Price
$0.001
Owned
Yes
PAST TOP PICK
PAST TOP PICK
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.

Nestle (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.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.001
Owned
Yes
COMMENT
COMMENT
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.

Nestle (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.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.001
Owned
Yes
TOP PICK
TOP PICK
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.)

Nestle (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.)

John Petrides
Managing Dir. & Portfolio Manager, Point View Wealth Management
Price
$0.001
Owned
Yes
BUY
BUY
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.

Nestle (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.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$0.001
Owned
Yes
WATCH
WATCH
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.

Nestle (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.

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$0.001
Owned
Unknown
SELL
SELL
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.

Nestle (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.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$0.001
Owned
No
TOP PICK
TOP PICK
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.)

Nestle (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.)

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.001
Owned
Yes
TOP PICK
TOP PICK
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%.

Nestle (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%.

Andy Nasr
VP & Investment Strategist, Sentry Investments
Price
$0.001
Owned
Yes
COMMENT
COMMENT
June 16, 2016

A great company. They have been very consistent about their products and very consistent about their vision of the company. Very strong on research and development. All those things have helped this company over the long-term.

Nestle (NSRGY-OTC)
June 16, 2016

A great company. They have been very consistent about their products and very consistent about their vision of the company. Very strong on research and development. All those things have helped this company over the long-term.

Paul Harris, CFA
Partner and Portfolio Manager, Harris Douglas Asset Management
Price
$0.001
Owned
No
TOP PICK
TOP PICK
March 23, 2016

(A Top Pick Feb 9/15. Down 1.70%.) One of the most stable companies globally, and is probably better than owning a government bond. The market is a little unhappy with them because they haven’t met their model price for the last couple of years. However, they are still growing their top line at 4%+, a little under the 5% that they promised to do. About $41 out of every $100 comes from emerging markets, which is what you should expect from a global consumer staple. In the last year or 2, China has been a bit of a drag on their growth, but there has been a marked turnaround. Dividend yield of 3.08%.

Nestle (NSRGY-OTC)
March 23, 2016

(A Top Pick Feb 9/15. Down 1.70%.) One of the most stable companies globally, and is probably better than owning a government bond. The market is a little unhappy with them because they haven’t met their model price for the last couple of years. However, they are still growing their top line at 4%+, a little under the 5% that they promised to do. About $41 out of every $100 comes from emerging markets, which is what you should expect from a global consumer staple. In the last year or 2, China has been a bit of a drag on their growth, but there has been a marked turnaround. Dividend yield of 3.08%.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.001
Owned
Yes
DON'T BUY
DON'T BUY
January 6, 2016

A monster that is safe and big, but the difficulty he has is growth. They grow at 2%-3%, but don’t meet his parameters for growth. He wants to have 10%.

Nestle (NSRGY-OTC)
January 6, 2016

A monster that is safe and big, but the difficulty he has is growth. They grow at 2%-3%, but don’t meet his parameters for growth. He wants to have 10%.

Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$0.001
Owned
No
TOP PICK
TOP PICK
December 16, 2015

(A Top Pick Feb 9/15. Down 0.89%.) Offers a sustainable and superior growth with very low volatility. This is a “buy and hold”. Dividend yield of 3.07%.

Nestle (NSRGY-OTC)
December 16, 2015

(A Top Pick Feb 9/15. Down 0.89%.) Offers a sustainable and superior growth with very low volatility. This is a “buy and hold”. Dividend yield of 3.07%.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.001
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 2, 2015

(Top Pick Feb 24/15, Up 1.30%) It bounced back after the scandal in India. The stock took a real beating and then bounced back based on fundamentals. It is still a long term hold for a lot of people.

Nestle (NSRGY-OTC)
October 2, 2015

(Top Pick Feb 24/15, Up 1.30%) It bounced back after the scandal in India. The stock took a real beating and then bounced back based on fundamentals. It is still a long term hold for a lot of people.

Prakash Hariharan
Portfolio Manager, Analytixinsight Inc.
Price
$0.001
Owned
Yes
COMMENT
COMMENT
September 16, 2015

This is a tier 1 kind of name. Great company. Great management. Very strong in all of the different regions. The US may be the one area where they can improve on. What he likes is that, for such a big company, they are very innovative.

Nestle (NSRGY-OTC)
September 16, 2015

This is a tier 1 kind of name. Great company. Great management. Very strong in all of the different regions. The US may be the one area where they can improve on. What he likes is that, for such a big company, they are very innovative.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.001
Owned
Yes
DON'T BUY
DON'T BUY
June 2, 2015

A global leader in several of their areas, as well as a major ice cream producer. A great company doing a great job, but the stock price isn’t cheap. There will be some dividend growth and some earnings growth, but you are paying up for it.

Nestle (NSRGY-OTC)
June 2, 2015

A global leader in several of their areas, as well as a major ice cream producer. A great company doing a great job, but the stock price isn’t cheap. There will be some dividend growth and some earnings growth, but you are paying up for it.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$0.001
Owned
No
TOP PICK
TOP PICK
February 24, 2015

Chosen on the basis of a peer group comparison. Showed up very well in terms of loading its working capital needs, cost-cutting and a pullback because of the Swiss franc trade on the foreign exchange side. Yield of 3%.

Nestle (NSRGY-OTC)
February 24, 2015

Chosen on the basis of a peer group comparison. Showed up very well in terms of loading its working capital needs, cost-cutting and a pullback because of the Swiss franc trade on the foreign exchange side. Yield of 3%.

Prakash Hariharan
Portfolio Manager, Analytixinsight Inc.
Price
$0.001
Owned
Yes
COMMENT
COMMENT
February 20, 2015

A solid company with about $250 US billion in market cap. A very, very difficult business to grow when you are this size. Dividend yield is still pretty attractive at about 3%, but trading at about 20X forward earnings. This space generally is overvalued. The sort of stock where you can sleep well at night if you own it, but to Buy it you would have to be prepared for 1-3 years where returns could be below the market overall. However, volatility is quite modest.

Nestle (NSRGY-OTC)
February 20, 2015

A solid company with about $250 US billion in market cap. A very, very difficult business to grow when you are this size. Dividend yield is still pretty attractive at about 3%, but trading at about 20X forward earnings. This space generally is overvalued. The sort of stock where you can sleep well at night if you own it, but to Buy it you would have to be prepared for 1-3 years where returns could be below the market overall. However, volatility is quite modest.

Charles Lannon
Director of Research, Toron Investment Management
Price
$0.001
Owned
Unknown
TOP PICK
TOP PICK
February 9, 2015

Well run and diversified company. They don’t have a lot of manufacturing in Switzerland for export. Last week their short debt was trading at a negative yield. It is going to get more expensive.

Nestle (NSRGY-OTC)
February 9, 2015

Well run and diversified company. They don’t have a lot of manufacturing in Switzerland for export. Last week their short debt was trading at a negative yield. It is going to get more expensive.

Mark Grammer
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates
Price
$0.001
Owned
Yes
TOP PICK
TOP PICK
February 3, 2015

This is a global large cap based in the safe haven of Switzerland. It gradually grows its dividend. Has a very good mix of developed and emerging markets. More recently they have been trying to cut costs out of their working capital, and as they bring that cost down, that should start to show up in higher dividends.

Nestle (NSRGY-OTC)
February 3, 2015

This is a global large cap based in the safe haven of Switzerland. It gradually grows its dividend. Has a very good mix of developed and emerging markets. More recently they have been trying to cut costs out of their working capital, and as they bring that cost down, that should start to show up in higher dividends.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.001
Owned
Yes
BUY
BUY
October 9, 2014

This is a massive company. They are looking to decrease the working capital consumption and pay some special dividends.

Nestle (NSRGY-OTC)
October 9, 2014

This is a massive company. They are looking to decrease the working capital consumption and pay some special dividends.

Darren Sissons
Vice President and Partner, Campbell Lee & Ross
Price
$0.001
Owned
Unknown
DON'T BUY
DON'T BUY
October 1, 2014

Stock has had a couple of things working against it. The strong Swiss franc has really clipped its profit. Outlook going forward is not really that great. Could be flat for another year.

Nestle (NSRGY-OTC)
October 1, 2014

Stock has had a couple of things working against it. The strong Swiss franc has really clipped its profit. Outlook going forward is not really that great. Could be flat for another year.

Charles Lannon
Director of Research, Toron Investment Management
Price
$0.001
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
May 15, 2014

This is a massive company. Fairly recently, the new CFO has adopted a strategy where he is going to try to manage down the cash that is involved in working capital. This company is going to continue chugging along. Buy it on a dip if you can. Anyone can put this in their portfolio and if they have a long enough time frame, they’ll make money on it. Best-of-breed company.

Nestle (NSRGY-OTC)
May 15, 2014