Procter & Gamble

PG-N

NYSE:PG

126.09
0.32 (0.25%)
Procter & Gamble Co., also known as P&G, is an American multi-national consumer goods corporation headquartered in downtown Cincinnati, Ohio, founded in 1837 by British American William Procter and Irish American James Gamble.
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Analysis and Opinions about PG-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
January 14, 2020
They keep innovating unlike peers like Kraft. Doesn't know the valuation, but it's a fine company. This will do well. But he'd rather buy Google, Facebook or Apple for more growth. PG will barely grow.
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Procter & Gamble (PG-N)
January 14, 2020
They keep innovating unlike peers like Kraft. Doesn't know the valuation, but it's a fine company. This will do well. But he'd rather buy Google, Facebook or Apple for more growth. PG will barely grow.
PARTIAL SELL
PARTIAL SELL
January 13, 2020
They had a huge run in the last 18 months but it lagged the group for 4-5 years prior to that. It was because their products we selling to the higher end market. He is always in favour of re-weighting a stock when it has had a run-up.
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Procter & Gamble (PG-N)
January 13, 2020
They had a huge run in the last 18 months but it lagged the group for 4-5 years prior to that. It was because their products we selling to the higher end market. He is always in favour of re-weighting a stock when it has had a run-up.
COMMENT
COMMENT
January 7, 2020
You're paying a rich price now. It's had a straight run-up since early-2018, but has been sideways for the last quarter. It may do well for the next 18 months, but likely not as well as the past 18 months.
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Procter & Gamble (PG-N)
January 7, 2020
You're paying a rich price now. It's had a straight run-up since early-2018, but has been sideways for the last quarter. It may do well for the next 18 months, but likely not as well as the past 18 months.
DON'T BUY
DON'T BUY
November 27, 2019
One of the headwinds is the trend toward generic products. Consumers aren't as interested in name brands. Only 3-5% growth of revenues and earnings. For a 25x multiple company, that's just not good enough. Investors have pushed the price up to extreme valuations for what the fundamentals support.
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Procter & Gamble (PG-N)
November 27, 2019
One of the headwinds is the trend toward generic products. Consumers aren't as interested in name brands. Only 3-5% growth of revenues and earnings. For a 25x multiple company, that's just not good enough. Investors have pushed the price up to extreme valuations for what the fundamentals support.
BUY WEAKNESS
BUY WEAKNESS
November 21, 2019
PG vs JNJ He'd choose PG. JNJ has lawsuits still hanging around. Since mid-summer of 2018, JNJ has underperformed PG. Watch out for valuations. PG is trading at 24x, with a 7% growth rate. PG is the largest consumer name out there and will continue to grow.
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Procter & Gamble (PG-N)
November 21, 2019
PG vs JNJ He'd choose PG. JNJ has lawsuits still hanging around. Since mid-summer of 2018, JNJ has underperformed PG. Watch out for valuations. PG is trading at 24x, with a 7% growth rate. PG is the largest consumer name out there and will continue to grow.
HOLD
HOLD
November 19, 2019
It has done so much better than he would have thought. The market is looking for safe investments; companies that don't disappoint. He would not buy here. There is nothing wrong with the name. (Analysts’ price target is $127.00)
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Procter & Gamble (PG-N)
November 19, 2019
It has done so much better than he would have thought. The market is looking for safe investments; companies that don't disappoint. He would not buy here. There is nothing wrong with the name. (Analysts’ price target is $127.00)
DON'T BUY
DON'T BUY
August 22, 2019
[Is this a good time to get in and will it give protection against markets going down?] Many of these have boosted their price with a higher dividend. When you look at the multiple it tends to be at the high end of the historical range and that represents a danger signal to him. They are growing their revenues slow singe digits. (Analysts’ price target is $122.09)
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Procter & Gamble (PG-N)
August 22, 2019
[Is this a good time to get in and will it give protection against markets going down?] Many of these have boosted their price with a higher dividend. When you look at the multiple it tends to be at the high end of the historical range and that represents a danger signal to him. They are growing their revenues slow singe digits. (Analysts’ price target is $122.09)
Gordon Reid

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Price
$117.320
Owned
Unknown
DON'T BUY
DON'T BUY
May 8, 2019
It has had a great move up this year -- up 46%. He struggles with it as it is in a slow growth space. You are paying over 20 times earnings and growth is maybe around 10%. (Analysts’ price target is $104.00)
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It has had a great move up this year -- up 46%. He struggles with it as it is in a slow growth space. You are paying over 20 times earnings and growth is maybe around 10%. (Analysts’ price target is $104.00)
BUY WEAKNESS
BUY WEAKNESS
April 22, 2019
It's still in turnaround. His target is $93.83. Buy at $81.
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Procter & Gamble (PG-N)
April 22, 2019
It's still in turnaround. His target is $93.83. Buy at $81.
BUY
BUY
March 28, 2019
One of the better names one as it is trading at a discount.
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Procter & Gamble (PG-N)
March 28, 2019
One of the better names one as it is trading at a discount.
DON'T BUY
DON'T BUY
December 19, 2018
They try to manage their P&L well to earn a 7-9% earnings growth rate and the yields have competed well against bonds. He is hesitant on this space, because society has evolved away from buying branded products that can be 50% more expensive.
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Procter & Gamble (PG-N)
December 19, 2018
They try to manage their P&L well to earn a 7-9% earnings growth rate and the yields have competed well against bonds. He is hesitant on this space, because society has evolved away from buying branded products that can be 50% more expensive.
DON'T BUY
DON'T BUY
July 17, 2018

Consumer staples stocks grew on a search for yield. But the problem is the stock price will fall, which is what's happening now as interest rates rise. The lure of yield stocks is not as strong anymore.

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Consumer staples stocks grew on a search for yield. But the problem is the stock price will fall, which is what's happening now as interest rates rise. The lure of yield stocks is not as strong anymore.

DON'T BUY
DON'T BUY
July 10, 2018

Consumer staples stocks have been under a lot of pressure because of who they sell to (buyers are putting pricing pressure on them) and competition from start-up local brands. This is pressuring their margins. She has not owned P&G for years. Back then, innovation flowed through the company (more so than now). They are in beauty care, which she likes, but they have to do more product innovation. The company is trying to do that, but not enough. In this space, she would invest in Mondelez (MDLZ-O) or Unilever PLC (UL-N) because of their exposure to emerging markets.

Show full opinionHide full opinion

Consumer staples stocks have been under a lot of pressure because of who they sell to (buyers are putting pricing pressure on them) and competition from start-up local brands. This is pressuring their margins. She has not owned P&G for years. Back then, innovation flowed through the company (more so than now). They are in beauty care, which she likes, but they have to do more product innovation. The company is trying to do that, but not enough. In this space, she would invest in Mondelez (MDLZ-O) or Unilever PLC (UL-N) because of their exposure to emerging markets.

WEAK BUY
WEAK BUY
June 27, 2018

This is down about 15% this year. From an entry perspective, it is looking more attractive; however, the P/E is still around 19 times. The yield is also supportive. The company has been focusing back to its core brands and this will take time. He would price in some further downside, but sees this as a time to step into 1/3 of your target holding. Yield 3.5%.

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This is down about 15% this year. From an entry perspective, it is looking more attractive; however, the P/E is still around 19 times. The yield is also supportive. The company has been focusing back to its core brands and this will take time. He would price in some further downside, but sees this as a time to step into 1/3 of your target holding. Yield 3.5%.

DON'T BUY
DON'T BUY
May 30, 2018

A classic consumer growth stock that's struggling now. Today, Facebook and Google are better companies which have the same PE. PG has used all its levers, including buying back stock. Its debt equity ratio has risen. He doesn't own this sector which is out of favour globally. PG is also hurt by the shift in U.S. retail.

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A classic consumer growth stock that's struggling now. Today, Facebook and Google are better companies which have the same PE. PG has used all its levers, including buying back stock. Its debt equity ratio has risen. He doesn't own this sector which is out of favour globally. PG is also hurt by the shift in U.S. retail.

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