Nestle

NSRGY-OTC

OTCMKTS:NSRGY

118.55
0.22 (0.19%)
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.
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Analysis and Opinions about NSRGY-OTC

Signal
Opinion
Expert
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.

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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.

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.

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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.

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.

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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.

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.)

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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.)

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%.

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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%.

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.

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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.

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%.

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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%.

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%.

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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%.

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%.

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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%.

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.

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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.

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.

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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.

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.

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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.

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%.

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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%.

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.

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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.

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.

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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.

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