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
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
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