Yo he comprado KMB, que se puso a tiro. Concretamente entré a 105,76 $
Amazon (AMZN) recently announced it has shelved plans to distribute pharmaceuticals.
The online retail giant is killing its pharmaceutical distribution plans because it has had a difficult time negotiating deals in this entrenched industry. Further, Amazon would have to build out a cold transportation network (at great expense) to distribute temperature sensitive pharmaceuticals.
This is good for several companies:
• Cardinal Health (CAH)
• Walgreens (WBA)
• CVS (CVS)
All 3 of the above saw their price jump after Amazon’s announcement.
That’s because their prices declined when Amazon announced it would be exploring pharmaceutical distribution.
Amazon is an ambitions corporation with deep pockets and an imperative to grow revenues.
Amazon has found that breaking into pharmaceutical distribution would not be worthwhile for them to pursue.
This speaks to the strength of the competitive advantages of the current industry leaders, including Cardinal Health.
Think about this - prices decline in rumors alone in many cases. Rumors are far from reality.
In the example above, Amazon hinted that it was exploring pharmaceutical distribution.
It would be one thing if Amazon was in the market and had gained share - but that never happened.
And yet, these high quality businesses saw their share prices decline on rumors alone.
When stock prices move around based on hearsay rather than business results, opportunities can appear.
P&G esta cayendo algo mas de un 3%, aprovecho para pequeño mordisco a 74,98$
Elegí un mal día para dejar de fumar 
- BATS: -5.86%
- IMB: -3.71%
- PM: -15.22%
- MO: -7.07%
Vaya bajonazo el de PM tras presentar resultados. Y las demás detrás…
Procter & Gamble (NYSE:PG) reports organic sales increased 1.0% in Q1. Product mix added to sales, while pricing was negative due largely to price cuts with U.S. shaving products.
Organic sales increased in the beauty (+5%) and fabric & home care (+3%) categories, while declining in grooming (-3%) and baby/feminine/family care (-3%).
On a F/X-neutral basis, core gross margin fell 90 basis points as 230 basis points of productivity savings were more than offset by 100 bps of commodity cost increases. Core operating profit margin was down 70 bps.
The company says it expects to organic sales growth to fall in the low end of the 2% to 3% guidance range. P&G expects FY18 revenue of $67.0B to match the consensus estimate.
“We have large businesses in several difficult markets. The ecosystems in which we operate around the world are being disrupted and transformed. We will change at an even faster rate – winning through superiority, cost and cash productivity and a strengthened organization and culture,” says Procter & Gamble CEO David Taylor in a high-level assesment
Household consumer product stocks are trading weak after Procter & Gamble’s (PG -4%) earnings report signals some pricing pressure in the U.S. and Morgan Stanley downgrades Clorox (CLX -4.9%) to Underweight on broad industry concerns.
Kimberly-Clark (KMB -2.5%), Church & Dwight (CHD -4.2%), Edgewell Personal Care (EPC -2.7%), Colgate-Palmolive (CL -2.8%), Revlon (REV -2.1%), Unilever (UN -2.2%), Energizer (ENR -1.2%), Orchids Paper Products (TIS -0.9%) and Coty COTY are all lower.
¿Alguna razón?
Aparentemente solo los “malos” (que no son para tanto) resultados de PM en el primer trimestre. Parece una reacción exagerada del mercado.
Email de Dividend Growth Investor…
Good Morning,
I was reviewing my portfolio today, and noticed that tobacco companies are getting smoked this morning. Phillip Morris International is down 16% as of the time of this writing, while Altria is down 8%.
I believe that this is an overreaction to the slight revenue miss by Phillip Morris International this morning. I also believe that these stocks could get lower today too. As a result, I believe that there is some opportunity to start reviewing tobacco companies for further research. I am going to look closely into adding more shares on the way down.
I already own too much Phillip Morris International (PM), but I do want to add some more to Altria (MO). That being said, it is better to slowly add to positions over time, and not put everything at once. This is a risk management technique I learned during the 2007 - 2009 bear market.
Compradas ayer unas PG a 75$.
Con la escopeta cargada hoy para comprar algo más. Decidiendo entre KHC o GIS…u otra jejeje.
Un saludo!!
Yo entré ayer en Welltower a 51.43
Yo añadí algunas GIS a la bola de nieve. Y mira que hay donde elegir
Me saltó la orden limitada de PG a 74,50
Abro posición en otro pepino de empresa, yujuuuu
10 Fairly Valued Dividend Growth Stocks For Total Return: Part 4
Ayer añadí a PG, GIS, KHC y KMB. El otro día en D. Primera entrada en PEP.
Con esto, de momento sin liquidez para usa, todas las últimas compras defensivas (he añadido Nestlé también). No he entrado en tabaco, solo llevo IMB.
Me queda un tiro en UK y 2 en eur…
El jueves compras de PM a 86,6$ y PG a 75,28$.
Aprovecho para pegar este comentario de BuyandHold2012. Todo un personaje de Seeking Alpha.
"What a day!
Ma drove over after I called her and let her know that PM was falling like a rock.
She honked the horn and I got into her car with my dog. Her dog was already in the back seat.
So the four of us. Me, Ma and the two dogs headed off to TD Ameritrade to buy more shares of PM.
As usual, when the four of us walked into the TD Ameritrade office, we got strange looks. It’s as if they have never seen buyers before. I guess business must be slow for them. And, of course, they didn’t have biscuits for the dogs so we had to bring our own biscuits.
But we both got lucky today. We both managed to buy PM at 84. And the dividend is $4.28 a share. That’s about 5%.
Good things do come to those who wait.
They, of course, reminded us that it would have been a little cheaper if we had done it online.
“We never do anything online that we can do face to face,” Ma explained.
“Yes, ma’am.”
“A lot of crazy people are selling Philip Morris today,” she went on… “You should buy some. When opportunity knocks, it is always a good idea to open the door.”
¿Cuanto creéis ha comprado?
“How many shares for you, and how many for Ma, B+H?”
We both already own a ton of Philip Morris and Altria. We have been shareholders of Philip Morris for 48 years. And, of course, we have never sold any of the three spinoffs( Altria, Mondelez, and Kraft-Heinz.).
How many shares of PM did we each buy today?
3,000.
La verdad es que hay donde elegir y además sintiéndose cómodo con los precios. Lo único que falta es tener liquidez y el que la parienta no se la quiera gastar en otra cosa
Hoy tenemos a 3M callendo con fuerza mas de un 6%, aprovecho para añadir 18 acciones a 202,12$ para la cartera de mis padres. Sigue sin ser barato, pero en mi opinión es una de las mejores empresas así que toca rascarse el bolsillo.
Estoy de acuerdo con las opiniones. El sector de consumo parece estar a precios razonables, aprovecho para aumentar MDLZ a 40,28$ y KHC a 57,12$.
Amplío en ENB en el mercado americano con otras 60 acciones a 29.2899 USD.
Nota de M* de esta tarde.
Minnesota Administrative Law Judge Ann O’Reilly issued a nonbinding recommendation for the Minnesota Public Utilities Commission to approve Enbridge’s Line 3 Replacement Project, but with a big caveat. She recommended that Enbridge follow its existing Line 3 route, not the route proposed by Enbridge. While the approval is seen as a positive step for Enbridge, using the existing route will face heavy opposition from tribal communities that could threaten the project, along with potential increased costs and temporary shut-down of Line 3 operations. Enbridge intends to issue comments on the nonbinding recommendation to argue for the benefits of the preferred route, including acting in the benefit of tribal communities and the environment.
The market reacted negatively to the news, and the stock is down almost 5% early based on the above concerns. At this time, we are maintaining our $47 (CAD 62) fair value estimate and wide moat rating. We think that the market is overreacting to the recommendation and ignoring safeguards that limit Enbridge’s downside exposure on the project. Unlike competing pipeline proposals, the Line 3 replacement project is a National Energy Board-approved integrity replacement project. What investors may not realize is that the integrity status allows Enbridge to recover the additional capital expenditures, operating costs, and a healthy return on capital associated with the replacement—even if the pipeline expansion is not placed into service. Accordingly, the company is currently constructing the replacement where it has been approved: Canada, Wisconsin, and North Dakota. We expect these costs and capital expenditures, coupled with the return on capital, to be recouped from shippers even if Line 3 is shelved. As such, we would expect only a modest decrease to our fair value estimate.
Comprado un pequeño paquete de 12 PG a 73$