Nelson Peltz, Trian Partners, founding partner and CEO, discusses his proxy fight with Procter & Gamble ahead of its shareholder vote on Oct. 10. » Subscribe to CNBC: http://cnb.cx/SubscribeCNBC About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Find CNBC News on Facebook: http://cnb.cx/LikeCNBC Follow CNBC News on Twitter: http://cnb.cx/FollowCNBC Follow CNBC News on Google+: http://cnb.cx/PlusCNBC Follow CNBC News on Instagram: http://cnb.cx/InstagramCNBC Billionaire Investor Nelson Peltz Discusses Proxy Fight With P&G (Full) | CNBC
Views: 25173 CNBC
Listen to the full Procter & Gable Fourth Quarter 2018 Earnings Conference Call where management (Jon Moeller, CFO & Vice Chairman and David Taylor, CEO) discuss earnings. The Procter & Gamble Company (PG) beat analyst expectations on earnings but missed out on revenue for its final quarter of 2018. Shares dropped 2% in pre-market trading. The company reported a 3% increase in net sales to $16.5 billion for the fourth quarter of 2018 compared to the same period last year. Organic sales grew 1% driven by a 3% increase in organic shipment volume. Total volume increased 2%. Net earnings attributable to Procter & Gamble dropped 15% to $1.89 billion while EPS declined 12% to $0.72 from the prior-year period, hurt by higher non-core restructuring charges and early debt retirement costs. Core EPS rose 11% to $0.94, driven by the sales increase, lower core effective tax rate and reduction in shares outstanding.
Views: 167 AlphaStreet
P&G is raising the bar for productivity to provide the fuel for growth. With this approach, we’ve saved $10 billion over the past several years and plan to save up to an additional $10 billion by Fiscal Year 2021. Learn how we are focusing our efforts and creating P&G shareholder value. Learn how P&G is building a better company: http://us.pg.com/who-we-are/our-approach/building-better-company Subscribe to P&G's YouTube channel: https://www.youtube.com/channel/UCDzq... Visit P&G Online: Website: https://pg.com/ Twitter: https://twitter.com/proctergamble Facebook: https://www.facebook.com/proctergamble Instagram: https://www.instagram.com/proctergamble/ LinkedIn: https://linkedin.com/company/procter-&-gamble
Views: 2604 P&G (Procter & Gamble)
Activist investor Nelson Peltz is piling pressure onto Proctor and Gamble. The consumer goods company is firing back. Jim Cramer spoke exclusively with P&G’s CEO to get the latest on the proxy fight. » Subscribe to CNBC: http://cnb.cx/SubscribeCNBC » Watch more Mad Money here: http://bit.ly/WatchMadMoney » Read more about P&G here: http://cnb.cx/2xWCAAV "Mad Money" takes viewers inside the mind of one of Wall Street's most respected and successful money managers. Jim Cramer is your personal guide through the confusing jungle of Wall Street investing, navigating through both opportunities and pitfalls with one goal in mind -- to try to help you make money. About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Get More Mad Money! Read the latest news: http://madmoney.cnbc.com Watch full episodes: http://bit.ly/MadMoneyEpisodes Follow Mad Money on Twitter: http://bit.ly/MadMoneyTwitter Like Mad Money on Facebook: http://bit.ly/LikeMadMoney Follow Cramer on Twitter: http://bit.ly/FollowCramer Connect with CNBC News Online! Visit CNBC.com: http://www.cnbc.com/ Find CNBC News on Facebook: http://cnb.cx/LikeCNBC Follow CNBC News on Twitter: http://cnb.cx/FollowCNBC Follow CNBC News on Google+: http://cnb.cx/PlusCNBC Follow CNBC News on Instagram: http://cnb.cx/InstagramCNBC Procter & Gamble CEO: Battling Peltz | Mad Money | CNBC
Views: 21693 CNBC
Jon Moeller, Procter and Gamble chief financial officer, joins 'Squawk Box' to discuss the company's quarterly earnings, the state of the economy and white label products that compete with the company's brands. » Subscribe to CNBC: http://cnb.cx/SubscribeCNBC About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Find CNBC News on Facebook: http://cnb.cx/LikeCNBC Follow CNBC News on Twitter: http://cnb.cx/FollowCNBC Follow CNBC News on Instagram: http://cnb.cx/InstagramCNBC #CNBC
Views: 796 CNBC Television
An interview with billionaire Hedge fund manager and activist investor, Nelson Peltz. In this interview, Nelson discusses what he looks for in companies before he makes an investment and how he has been superior over other activist investors. Nelson also talks about the lessons he has learnt from battling P&G and other companies. Thanks you to Activist Follower for recommending the video, check out his channel: http://bit.ly/ActivistFollower. Like if you enjoyed Subscribe for more:http://bit.ly/InvestorsArchive Follow us on twitter:http://bit.ly/TwitterIA Other great Stock Market Investor videos:⬇ Ray Dalio on Hedge funds, Success and Life/Work: http://bit.ly/RDVid1 Charlie Munger on Common sense and Investing:http://bit.ly/CMVid1 Billionaire James Simons: Conquering Wall Street with Mathematics:http://bit.ly/JSVidIA Video Segments: 0:00 Introduction 2:24 How did you become an activist investor? 4:36 How are you different from other activist investors? 7:15 What do you look for in investments? 9:06 Other companies? 11:08 Is it difficult to find underperforming companies? 13:11 No job? 13:52 Is the bad performance of other activist investors a reflection of the opportunities? 15:56 Does size matter? 19:36 Lessons from P&G? 24:30 To do list when joining the board? 25:40 Are you worried about free riders? 26:43 Index funds? 29:11 Dual class share structures? 30:20 Biggest change over the last 30 years? 33:54 Trump's presidency? 36:45 Toxicity not his fault? 38:27 Hopes for GE? 39:36 Overseas investments? 40:50 Financial companies? 41:53 Activism to Apple? 43:35 More use of proxy for social messages? 45:09 Biggest worry for the markets? 46:52 Cryptocurrencies? 48:47 Amazon? 54:12 Start of Q&A 54:23 Why is Trump less unpredictable? 56:42 Communications with different boards? 1:02:22 Have you ever been negatively impacted by passive investing? Interview Date: 10th January, 2018 Event: Reuters Original Image Source:http://bit.ly/NPeltzPic1 Investors Archive has videos of all the Investing/Business/Economic/Finance masters. Learn from their wisdom for free in one place. For more check out the channel. Remember to subscribe, share, comment and like! No advertising. #InvestorsArchive
Views: 4288 Investors Archive
Activist investor Nelson Peltz and changing consumer habits are shaking up the century-old company. The FT's Anna Nicolau reports. ► Subscribe to FT.com here: http://bit.ly/2r8RJzM ► Subscribe to the Financial Times on YouTube: http://bit.ly/FTimeSubs For more video content from the Financial Times, visit http://www.FT.com/video Twitter https://twitter.com/ftvideo Facebook https://www.facebook.com/financialtimes
Views: 9466 Financial Times
Procter and Gamble CEO David Taylor sat down with CNBC's Sara Eisen to discuss the biggest changes his company is making in 20 years.
Views: 2646 CNBC Television
Today we take a look at Procter and Gamble to see if this dividend aristocrat is still a buy in February 2019. With the Gillette controversy and Nelson Peltz selling $120M in shares, is it finally time to move on from P&G?
Views: 810 Average Joe Investing
In this video, we analyze Procter and Gamble's stock to see if PG Stock is a good buy for 2019. We look at the changes in Procter and Gamble's business to see how it affects their revenue and earnings per share. Dow 30 Analysis Videos: MMM: https://youtu.be/6nOO-7k1iEk AXP: https://youtu.be/EYqq6oX5go8 AAPL: https://youtu.be/W9lU_lCE_-Y BA: https://youtu.be/wZt3Q9jDUwI CAT: https://youtu.be/fpbeP-Ppnec CSCO: https://youtu.be/Anq4gxmKdd4 CVX: https://youtu.be/6h1vt3cIv4o KO: https://youtu.be/gGmiqcnf7lc DIS: https://youtu.be/T6oVL94CqGw DWDP: https://youtu.be/iEr5eUqRb9g XOM: https://youtu.be/I1067JDRNr8 GS: https://youtu.be/__vzRc01Ffs HD: https://youtu.be/ABRAf1JdJCw IBM: https://youtu.be/f3DFyxM7oHE INTC: https://youtu.be/77x-cFTNEB4 JNJ: https://youtu.be/Jkn7Vbpb1Dk JPM: https://youtu.be/rztMVvDEEAs MCD: https://youtu.be/Im_6coFrQBI MRK: https://youtu.be/fWm1ooA5Xz0 MSFT: https://youtu.be/Seuw9KjDxME NKE: https://youtu.be/4QVHJxOhzJc PFE: https://youtu.be/ltp582AhTSM ★☆★ Subscribe: ★☆★ https://goo.gl/qkRHDf Investing Basics Playlist https://goo.gl/ky7CJq Investing Books I like: The Intelligent Investor - https://amzn.to/2PVhfEL Common Stocks & Uncommon Profits - https://amzn.to/2DAV8h9 Understanding Options - https://amzn.to/2T9gFSp Little Book of Common Sense Investing - https://amzn.to/2DfFGG2 How to Value Exchange-Traded Funds - https://amzn.to/2PWSkRg A Great Book on Building Wealth - https://amzn.to/2T8AKZ1 Dale Carnegie - https://amzn.to/2DDAk8w Effective Speaking - https://amzn.to/2DBncAT Audible Membership I Use (Audio Books): https://amzn.to/2LCorAY Equipment I Use: Microphone - https://amzn.to/2T7JxL6 Video Editing Software - https://amzn.to/2RQM1vE Thumbnail Editing Software - https://amzn.to/2qIUAgP Laptop - https://amzn.to/2T4xA8Z DISCLAIMER: I am not a financial advisor. These videos are for educational purposes only. Investing of any kind involves risk. Your investments are solely your responsibility. It is crucial that you conduct your own research. I am merely sharing my opinion with no guarantee of gains or losses on investments. Please consult your financial or tax professional prior to making an investment. #LearnToInvest #StocksToWatch #StockMarket
Views: 2977 Learn to Invest
In this video, we perform a deep dive on Procter & Gamble’s dividend safety. To begin, let’s talk about Procter & Gamble’s business model. Procter & Gamble is a consumer products conglomerate that sells its products in more than 180 countries and generates over $65 billion in annual sales. The company’s core brands include Gillette, Tide, Charmin, Crest, Pampers, Febreze, Head & Shoulders, Bounty, Oral-B, and many others. Procter & Gamble trades with a current market capitalization of $228 billion. Procter & Gamble is a well-known dividend stock because of its compelling track record of dividend growth. With 62 years of consecutive dividend increases, Procter & Gamble is a member of the Dividend Aristocrats, a group of dividend stocks with more than 25 years of rising dividends. You can view our list of Dividend Aristocrats here: https://www.suredividend.com/dividend-aristocrats-list/ Procter & Gamble satisfies the requirement to be a Dividend Aristocrat more than twice over. Because of this, the company is not just a Dividend Aristocrat but also a Dividend King – an even more exclusive group of dividend stocks with 50+ years of consecutive dividend increases. You can view our list of Dividend Kings here: https://www.suredividend.com/dividend-kings/ Looking ahead, Procter & Gamble’s high dividend yield combined with its tepid revenue growth has led some investors to question the safety of its future dividend payments. For the remainder of this video, we will discuss the company’s current dividend safety from four perspectives: it’s dividend safety in the context of its current earnings, its dividend safety in the context of its current free cash flow, its dividend safety in the context of its recession performance, and its dividend safety in the context of its current debt load. Procter & Gamble’s Dividend Safety Relative to Earnings When Procter & Gamble reported first quarter financial results on October 19th, the company provided financial guidance for the full year of fiscal 2019. Procter & Gamble expects to generate 3% to 8% growth in adjusted earnings-per-share, which implies per-share earnings of $4.45 at the midpoint. For context, Procter & Gamble currently pays a quarterly dividend of $0.7172 per share, which implies a payout ratio of 64%. Using earnings, Procter & Gamble’s dividend appears very safe for the foreseeable future. Procter & Gamble’s Dividend Safety Relative to Free Cash Flow In the first quarter of fiscal 2019, Procter & Gamble generated $3.567 billion of cash from operating activities and spent $1.080 billion on capital expenditures for free cash flow of $2.487 billion. The company distributed $1.853 billion in dividends to shareholders during the same time period for a free cash flow dividend payout ratio of 75% during the first quarter of fiscal 2019. Looking over a longer time period, the trend is very similar. In fiscal 2018, Procter & Gamble generated $14.867 billion in operating cash flow and spent $3.717 billion on capital expenditures for free cash flow of $11.150 billion. The company distributed $7.310 billion in common share dividends during the same time period for a free cash flow dividend payout ratio of 66%. Using free cash flow, our conclusion is the same as when we used earnings to measure Procter & Gamble’s dividend safety. The company’s dividend appears safe for the foreseeable future. Procter & Gamble’s Dividend Safety Relative to Recession Performance We believe that the best way to measure a company’s recession resiliency is by measuring its earnings-per-share performance during the financial crisis that occurred between 2007 and 2009. • 2007 adjusted earnings-per-share: $3.04 • 2008 adjusted earnings-per-share: $3.64 • 2009 adjusted earnings-per-share: $3.58 • 2010 adjusted earnings-per-share: $3.53 • 2011 adjusted earnings-per-share: $3.93 Procter & Gamble’s earnings held up very well during the last major recession. Accordingly, we have no concerns about the company’s ability to pay rising dividends moving forward. Procter & Gamble’s Dividend Safety Relative to Its Current Debt Load In Procter & Gamble’s most recent 10-K, the company disclosed that it held $10.423 billion of short-term debt with a weighted average interest rate of 0.7% and $20.863 billion of long-term deight with a weighted average interest rate of 2.5%. In aggregate, this implies total annual interest payments of $594.5 million and a weighted average interest rate of 1.9%. The image in the view provides a stress test analysis using this information. As the image shows, Procter & Gamble’s weighted average interest rate would need to rise to approximately the 15% level before its dividend would no longer be covered by free cash flow. Accordingly, we believe that Procter & Gamble’s debt level is unlikely to impact the safety of its dividend moving forward.
Views: 3856 Sure Dividend
Hear from Procter & Gamble Chairman, President & CEO David Taylor as he shares his candid insights with P&G employees https://voteblue.pg.com/. With the upcoming P&G proxy vote in sight, Taylor offers his perspective on how the current P&G corporate strategy is working and why P&G shareholders should vote the Blue Proxy Card to elect ALL of P&G’s highly qualified and diverse Directors. Vote blue for P&G. Important Additional Information for P&G Shareowners and Where to Find It The Company has filed a definitive proxy statement on Schedule 14A and form of associated BLUE proxy card with the Securities and Exchange Commission (“SEC”) in connection with the solicitation of proxies for its 2017 Annual Meeting of Shareholders (the “Definitive Proxy Statement”). The Company, its directors and certain of its executive officers will be participants in the solicitation of proxies from shareholders in respect of the 2017 Annual Meeting. Information regarding the names of the Company’s directors and executive officers and their respective interests in the Company by security holdings or otherwise is set forth in the Definitive Proxy Statement. Details concerning the nominees of the Company’s Board of Directors for election at the 2017 Annual Meeting are included in the Definitive Proxy Statement. BEFORE MAKING ANY VOTING DECISION, INVESTORS AND SHAREHOLDERS OF THE COMPANY ARE URGED TO READ ALL RELEVANT DOCUMENTS FILED WITH OR FURNISHED TO THE SEC, INCLUDING THE COMPANY’S DEFINITIVE PROXY STATEMENT AND ANY SUPPLEMENTS THERETO AND ACCOMPANYING BLUE PROXY CARD, BECAUSE THEY WILL CONTAIN IMPORTANT INFORMATION. Shareholders may obtain a free copy of the Definitive Proxy Statement and other relevant documents that the Company files with the SEC from the SEC’s website at www.sec.gov or the Company’s website at http://www.pginvestor.com as soon as reasonably practicable after such materials are electronically filed with, or furnished to, the SEC. Subscribe to P&G's YouTube channel: https://www.youtube.com/channel/UCDzq... Learn about our Progress & Plan: https://voteblue.pg.com/ Visit P&G Online: https://pg.com/ Twitter: https://twitter.com/proctergamble Facebook: https://www.facebook.com/proctergamble Instagram: https://www.instagram.com/proctergamble/ LinkedIn: www.linkedin.com/company/ procter-&-gamble
Views: 5883 P&G (Procter & Gamble)
CINCINNATI (WKRC) - Procter and Gamble shareholders did not elect activist investor Nelson Peltz to its board. The results are preliminary. Peltz, who heads up Trian Management, wants to consolidate the company and eliminate thousands of jobs. Several hundred shareholders came to Tuesday's vote. Even though shareholders did not vote Peltz in, several expressed their unhappiness with recent events. By a narrow vote, owners of Procter and Gamble stock turn away activist Nelson Peltz's bid for a seat on the board of directors. Peltz bought a $3 billion stake in P&G last winter. He had big plans to reorganize and streamline the consumer products giant. Procter and Gamble is claiming a victory based on preliminary results of the shareholder’s vote, but Nelson Peltz isn't convinced he actually lost. And even if he did, P&G management has promised to work with him and listen to his ideas. Hundreds of Procter and Gamble shareholders packed the annual meeting Monday morning. They heard chairman and CEO David Taylor say the current board was overseeing a plan that was working. They also heard Nelson Peltz say their company was a suffocating bureaucracy that needed changes in culture and structure. They voted to keep the existing 11-member board in and Nelson Peltz out. “I'm thrilled. I think the shareholders did the right thing,” said Linda Clement-Holmes, a P&G Chief Information Officer. “We seem to have lost the ability to create new brands and apparently the desire to do so,” said William James, a P&G retiree. “Monstrous. monstrously important. This was a big deal. P&G was right to fight for its future and you watch it will be a very good one,” said John Barrett, a P&G shareholder. Taylor claimed a victory based on preliminary results. He thanked shareholders and promised to work with Nelson Peltz. “We both said we'll listen to each other. Just as we have throughout this contest. People want to make it a fight. It's a contest about ideas, about the future of this company,” said P&G Chairman and CEO David Taylor. Peltz is not convinced he actually lost. He won't say what he plans to do with his P&G stock but he says he will keep watching, and talking. “It's not opposing them. Am I going to stay around her and watch this iceberg melt? No. But I might stay around here awhile to stop it from melting,” said Peltz. P&G management is concerned with a full range of issues running a big company. Most shareholders, many of them retirees, are primarily concerned with the value of their stock. The vote had little impact on the stock, at least on Monday. After dropping a couple of points after the vote, it rallied to close down 50 cents a share. Nelson Peltz's company, Trian Fund Management, owns about 1.5 percent of P&G stock. If he is so inclined, Peltz could launch another proxy fight in 2018.
Views: 347 LOCAL 12
What are my top, favorite stocks for 2018, from a dividend investing perspective? Which stocks am I personally buying in 2018? Today's video covers the two stocks that I'm averaging into throughout 2018, Kimberly-Clark (KMB) and Procter & Gamble (PG). This year is all about doubling down on my core positions (anchor positions), while investing in value. When I analyze my core positions, KMB and PG are the two that are trading at a reasonable value right now, in my opinion. Learn why I love these stocks for long-term dividend growth investing: * Core positions * Minimal industry disruption possible * Reasonable values in today's stock market (late stage bull market) * Benefit from long-term global population growth * Help de-risk my portfolio * Perfect for my particular portfolio, at this time Today's video goes into some specific metrics as well and how to analyze dividend growth stocks. I enjoy discussing: * PE Ratio * Current Yield * Yield On Cost * Market Capitalization * Debt * Payout Ratio At the end of the day, 2018 is a year of realistic expectations for this investor. We are at the end of a late stage bull market. I do not expect huge gains, but that being said I am always averaging in and I am ready to buy increasing values during the next market correction. Also, my two selections are not only a reflection of value, but also my specific situation as well. Learn why, at this stage of my own portfolio, I feel compelled to add a higher allocation of my stock portfolio towards KMB and PG. Mentioned in today's video, PE Ratio is a very important metric in my dividend stock analysis. Here's a video I filmed about PE Ratio: https://www.youtube.com/watch?v=JUmgT75dBKI Also mentioned in today's video, I have an ongoing series where I'm analyzing KMB in great depth. Here's the first video in my dividend stock analysis series: https://www.youtube.com/watch?v=DP6_mtdDYBI Disclosure: I am long Kimberly-Clark (KMB) and Procter & Gamble (PG). I own both of these stocks in my portfolio. Disclaimer: I'm not a licensed investment advisor, and today's video is just for entertainment and fun. This video is NOT investment advice. Please talk to your licensed investment advisor before making any financial decisions. All content on my YouTube channel is (c) Copyright IJL Productions LLC.
Views: 24712 ppcian
Procter & gamble relents, appoints activist investor peltz to its board Procter & Gamble Co. said it appointed Nelson Peltz to its board despite the activist investor narro...
Views: 4 Tracy Richardson
Today, I'm going to share a critical lesson I learned about dividend growth investing. Given the long-term nature of dividend investing (value investing), I typically dislike it when an activist investor becomes involved with one of my holdings. Walking through several examples from my personal portfolio, learn how I personally deal with activist investors via diversification. Also, learn why there are actually some pros and cons with activist investors. I start with an example from my personal stock portfolio, Air Products and Chemicals (APD). This is a really positive example where an activist investor, Bill Ackman from Pershing Square Capital, actually helped drove improvements at the company (improvements that were beneficial to my personal stock portfolio). Learn about my capital appreciation and dividend yield on cost with APD. Next, I transition into a different story, that of Heinz. Learn how Warren Buffet and 3G Capital's involvement with Heinz was not ideal from my long-term buy and hold standpoint. A similar example shared includes my former position in Dr. Pepper Snapple (DPS). Next, I transition into a really timely example. Learn how my #4 favorite dividend stock of all time, United Technologies (UTX), is seeing some interest from activist investors in terms of breaking up the company. While Dan Loeb from Third Point Capital expresses interest in breaking up the company, I feel like CEO Greg Hayes is playing a fabulous role as his "own activist". Way to get ahead of the ball, Greg! I am fully confident in UTX and continue to add to my position. Last, I transition into Procter & Gamble (PG). With Nelson Peltz on their board, disruption is imminent. That said, I just am not worried and continue to buy shares in this dividend stock. Out of all these examples emerge some key lessons for stock market investors: 1) Activist investors come with the territory when you're a value investor (and are doing your job right). 2) It's so critical to diversify. This is precisely why I own 37 stocks. 3) Big companies, such as UTX and PG, do not carry as much activist investor risk as smaller ones (since it's less likely they get completely bought out). 4) Activist investors actually provide a valuable role. They keep companies on their toes. 5) I do not lest activist investors skew my investment decisions at all. I close with some fun, practical examples of diversification. Want to learn more about the tax ramifications of dividend investing? Check out this video: https://www.youtube.com/watch?v=2y0CgkzgV6I Want to see my thorough analysis of Kraft Heinz? Check out this video: https://www.youtube.com/watch?v=wlwjN8tjY3c Here's my experience making a lot of money, in the short run, on Dr. Pepper Snapple (DPS): https://www.youtube.com/watch?v=fcn8BlqYwUo Here's how I reallocated my gains from DPS: https://www.youtube.com/watch?v=v8npn2NqbzA Want to learn about United Technologies (UTX), my #4 favorite dividend stock of all time? Check out this video: https://www.youtube.com/watch?v=XV8Txpw-qHA I'm buying Procter & Gamble (PG) in 2018. Activist investors don't scare me! https://www.youtube.com/watch?v=uGRmIeiep1g Here's my #1 favorite stock of all time: https://www.youtube.com/watch?v=ZkgzdwAqPho Here's my #2 favorite investment of all time: https://www.youtube.com/watch?v=kFjUoFWEC44 Here's my #3 favorite dividend growth stock of all time: https://www.youtube.com/watch?v=WA1baKYgV_0 Disclosure: I am long Air Products and Chemicals (APD), United Technologies (UTX), and Procter & Gamble (PG). I own all three of these stocks in my portfolio. Disclaimer: I'm not a licensed investment advisor, and today's video is just for entertainment and fun. This video is NOT investment advice. Also, I'm not a tax advisor and today's video is NOT tax advice. Please talk to your licensed investment advisor before making any financial decisions. Please talk to your licensed tax advisor before making any tax decisions. All content on my YouTube channel is (c) Copyright IJL Productions LLC.
Views: 9138 ppcian
Nelson Peltz, Trian CEO and founding partner, talks about his dispute with Procter & Gamble as he ramps us his battle for a board seat. » Subscribe to CNBC: http://cnb.cx/SubscribeCNBC About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Find CNBC News on Facebook: http://cnb.cx/LikeCNBC Follow CNBC News on Twitter: http://cnb.cx/FollowCNBC Follow CNBC News on Google+: http://cnb.cx/PlusCNBC Follow CNBC News on Instagram: http://cnb.cx/InstagramCNBC Nelson Peltz: I'm Not Asking For P&G's CEO To Step Down | CNBC
Views: 6441 CNBC
Am I a bad investor? No way! I consider myself a good dividend growth investor. That said, I got some comments (and even a video response) to a recent investing video that I just have to address. Today, I want to revisit the topic of driving $50/month in passive income via dividend growth stocks. Today's video covers four ways to drive $50/month in passive income via dividend stocks. I cover Procter & Gamble (PG), Southern Company (SO), Cedar Fair (FUN), and 3M (MMM). With Procter & Gamble (PG), one can drive $50/month in dividend income by investing $16,574.59. I consider PG a middle of the road company - not too low of a yield, and not too high either. A very stable company, it's a blue chip and carries a lower amount of risk. Of course one can drive $50/month with less capital invested, but that's absolutely not the point. I chose this example very intentionally, as a conservative and realistic investor. I did not just pick this stock out of a hat, I intentionally covered this stock as a good proxy for dividend investing overall. Next, I transition into Southern Company (SO). $50/month in passive income only costs one an initial investment of $12,305 with Southern. That said, this stock exhibits lower dividend growth (being a utility). More income now may be at the expense of dividend growth. I did not choose this stock as my example previously because it's a really high yielder, and not the best fit as a blue chip, middle of the road company. I also discuss Cedar Fair (FUN), a risker dividend stock pick that I'm looking at right now. This one only requires $8,630.90 invested for $50/month. However, it's the riskiest of all and may not be the right fit for newer investors. It's certainly not the example I would like to use on my channel as a general, all purpose investment like Procter & Gamble. That said, I really like this company right now, for my personal journey (and more established portfolio that can shoulder a small cap like this one). Last, I share 3M (MMM) and how $22,823.16 invested in 2018 produces $50/month in passive income. In hindsight, I almost wish I picked this one as my original example, since it's even more conservative from an initial cash flow perspective. I'm all about conservative modeling here. There are two buckets of investors discussed today, those that want to retire tomorrow and those that have some time until retirement. All the examples above apply to one retiring tomorrow. Today's video also covers some future dividend growth scenarios for all four stocks, and how yield on cost is a really helpful metric for those with a long-term approach. It's in future dividend growth with 3M really shines. What may look like a mistake, a low yielder today, looks incredibly exciting when one models 5, 10, 20, or even 30 years out! Here's the video that started the discussion! Here's how to generate $50/month in passive income with dividend stocks: https://www.youtube.com/watch?v=lgz2SDNqPEU Want to learn more about Southern Company, one of my favorite utilities? Here you go: https://www.youtube.com/watch?v=SW_jAVvhEqw Want to learn about Cedar Fair, a stock I'm looking at really closely these days? Here's my new investing video: https://www.youtube.com/watch?v=45sM6K7tHec Here's how I look at core, medium, and small stocks: https://www.youtube.com/watch?v=3ybS8GQl_vA Sometimes, I like to buy stocks that are deep discounts: https://www.youtube.com/watch?v=ugU0a3IKul4 I initiated a position in 3M in 2018: https://www.youtube.com/watch?v=CHRm9kdbXJo Disclosure: I am long Procter & Gamble (PG), Southern Corporation (SO), and 3M (MMM). I own these stocks in my stock portfolio. Also, I am likely to buy Cedar Fair (FUN) within the next two weeks. Disclaimer: I'm not a licensed investment advisor, and PPC Ian videos, Excel files, and content are just for entertainment and fun. PPC Ian videos, Excel files, and content are NOT investment advice. Also, I'm not a tax advisor and PPC Ian videos, Excel files, and content are NOT tax advice. Please talk to your licensed investment advisor before making any financial decisions. Please talk to your licensed tax advisor before making any tax decisions. All PPC Ian videos, Excel files, and other content are (c) Copyright IJL Productions LLC.
Views: 9360 ppcian
On the Motley Fool Industry Focus: Consumer Goods podcast, we’re taking a break from manic market action to highlight stocks which investors can buy to play defense -- without having to check a quote screen every five minutes. In particular, we hone in on consumer staples stocks, which have led the entire market over the last three extremely volatile months. To understand why sleepy consumer conglomerate Procter & Gamble (NYSE: PG) has found new fans and is a worthy choice to shore up a tech or healthcare-heavy portfolio, simply watch the video below. ------------------------------------------------------------------------ Subscribe to The Motley Fool's YouTube Channel: http://www.youtube.com/TheMotleyFool Or, follow our Google+ page: https://plus.google.com/+MotleyFool/posts Inside The Motley Fool: Check out our Culture Blog! http://culture.fool.com Join our Facebook community: https://www.facebook.com/themotleyfool Follow The Motley Fool on Twitter: https://twitter.com/themotleyfool
Views: 1467 The Motley Fool
How does a 6 million vote lead turn into 43,000 vote deficit? Despite an initial tally that put him far behind, financier Nelson Peltz appears to have won his proxy battle with Procter & Gamble after all. A representative of his firm, Trian Partners, now has a right to a seat on the company's board.
Views: 599 WCPO.com | 9 On Your Side
JIC Research Analysts Joe Edelstein and Chris Godby discuss P&G's upcoming proxy vote. They provide an overview of what a proxy fight entails and examine the issues presented by activist investor Nelson Peltz and P&G's management team
Views: 161 Johnson Investment Counsel
Millionaire Claire is a 27 year old WOMANpreneur that aims to change the stigma when it comes to woman who invest. Her mindset and investment strategies have helped subscribers on social media to find more purpose. Facebook: https://www.facebook.com/Millionaire-Claire-475256839497664/
Views: 3919 Cloud Broker Mentors
Procter & gamble relents, appoints activist investor peltz to its board Procter & Gamble Co. said it appointed Nelson Peltz to its board despite the activist investor narro...
Views: 8 JuventusHDGoals
Procter & Gamble Q2 2019 earnings narrowly beat estimates January 23, 2019 The Procter & Gamble Company (PG) reported upbeat earnings results for the second quarter of 2019 on Wednesday, January 23, before the market opened for regular trading. Net profit soared 31% to $1.22 per diluted share in the quarter with US Tax Act impacting directly and via transitional charges. Core earnings rose 5% to $1.25 per share. Net sales was $17.4 billion, almost identical to a year ago. Beauty segment organic sales rose 8%, while Grooming segment organic sales slipped 3%. Health Care segment organic sales rose 5%, and Fabric and Home Care segment organic sales increased 6% for the quarter. Baby, Feminine and Family Care segment organic sales inched 3% up. In line with the quarterly performance, P&G spiked the higher end of its annual guidance for organic sales growth by 1%. Organic sales growth is now estimated at 2-4% for fiscal 2019. The company now touts fiscal all-in sales to fall or rise 1%. “The net effect of acquisitions and divestitures should have a modest positive impact on all-in sales growth,” read the company statement.
Views: 55 AlphaStreet
CINCINNATI (WKRC) - The tide has not turned at Procter and Gamble. At least not enough to elect an activist hedge fund investor to the company's board of directors. P&G on Tuesday said the votes are in and Nelson Peltz is not going to get a seat in the board room. So now what? What's next for the consumer products giant? It was the most expensive proxy fight in history. The two sides in the battle were P&G itself and hedge fund investor Nelson Peltz. Spending something like $100 million combined in a fight for the very soul of a Cincinnati corporate icon. While P&G declared victory, saying Peltz did not win a seat on the company's board, Peltz predicted the margin would be no more than one percent and might challenge the final count. Peltz wants to split P&G into three operating units, claiming the company's stock is under-performing. “Doing the best you can, that's okay for your ten-year-old son. But when you have shareholder dollars, $200 billion of it, doing the best you can just ain't gonna cut it,” said Peltz. P&G argued the company is already making significant changes and will continue to do so, Peltz campaign or not. “I don't think that it fractured our company. It brought us together, brought the board together. The commitment to do what is right is to deliver good results, great results, and do it the right way was through the organization and the investors pushed the same thing. We want to see P&G back in the top third of our peer group. We're aligned on that and we're working hard to make that happen,” said P&G CEO David Taylor. But even with the apparent victory, analysts say P&G still faces pressure to make more money and therefore increase stock value. James Russell, of Cincinnati based Bahl and Gaynor, says the proxy fight is only the first or second inning of a nine inning game. “What I think people will be watching, investors especially, will be improvement every single quarter, for a period of years. Every quarter we see 2-3-4-5% improvement in a variety of operating metrics, slow and steady wins the race,” said Russell. Not only was this proxy battle expensive, but it was also different than most others. Most stock in most big companies is owned by institutional investors like Nelson Peltz. But 40 percent of P&G stock is owned by P&G retirees, employees and small investors, many of whom live in P&G’s hometown and perhaps may have been more favorably inclined towards the company as opposed to an outsider. P&G stock closed Tuesday at $91.62 a share, down 50 cents, but remember, this is a long-term question. Don't focus on just one day. Although P&Gis claiming victory in Tuesday's preliminary vote count, it could be several weeks before the final results are out. Meantime, Nelson Peltz is also putting pressure on another company with a major Cincinnati presence: General Electric. On Monday, a Peltz colleague from his investment firm was named to the GE board. GE is based in Boston, but has thousands of employees locally.
Views: 406 LOCAL 12
In this edition of the JIC Research Edge, Consumer Analyst Joe Edelstein and Portfolio Manager Michael Stanis break down Procter & Gamble's recent Investor Day. Joe examines management's key priorities, assesses the investment community's reaction to the event, and discusses activist investor Nelson Peltz's impact on the company.
Views: 507 Johnson Investment Counsel
Nelson Peltz has 60 million shares in his pocket on the eve of Procter & Gamble Co.’s annual meeting. He’ll need about 1.1 billion more than that to win a board seat at P&G, based on WCPO’s analysis of voting trends at P&G’s last three annual meetings. WCPO looked at the number of shares voted in P&G board elections from 2014 to 2016. Directors, running unopposed, consistently earned about 1.8 billion shares each year, all of them securing about 97 percent of all shares voted. But in all three elections, less than 80 percent of shares actually submitted a vote. This year, it will be different. Peltz and P&G have invested more than $60 million to gin up shareholder support for their dueling proxies. Shareholders were asked to submit blue proxies if they like the direction P&G is moving and support the company’s slate of 11 directors. Peltz is asking shareholders to vote a white proxy to make him a 12th board member, where he’ll push for another restructuring of P&G that he thinks will help the company grow faster. The hotly contested election is likely to increase shareholder participation. P&G has about 2.6 billion shares outstanding. If you assume 85 of those shares cast a vote, Peltz would need nearly 1.1 billion shares to reach a majority. A 95 percent participation rate would require 1.2 billion votes for the victor. To garner that level of support, Peltz needs to attract votes from all three of the broad categories in P&G’s shareholder base: Index funds, institutional investors and retail investors, including P&G retirees and their heirs.
Views: 70 WCPO.com | 9 On Your Side
Procter & Gamble Co. retirees and shareholders are watching a proxy fight closely: Activist investor Nelson Peltz has 60 million shares in his pocket on the eve of P&G's annual meeting. He'll need about 1.1 billion more than that to win a board seat at P&G, based on WCPO's analysis of voting trends at P&G's last three annual meetings.
Views: 60 WCPO.com | 9 On Your Side
Activist investor Bill Ackman has been given the green light by the FTC to build a large stake in Procter & Gamble, which has struggled to maintain market share as of late. WSJ's Andrew Dowell visits Mean Street to explain. Photo: Bloomberg News. Don’t miss a WSJ video, subscribe here: http://bit.ly/14Q81Xy More from the Wall Street Journal: Visit WSJ.com: http://www.wsj.com Visit the WSJ Video Center: https://wsj.com/video On Facebook: https://www.facebook.com/pg/wsj/videos/ On Twitter: https://twitter.com/WSJ On Snapchat: https://on.wsj.com/2ratjSM
Views: 3665 Wall Street Journal
Procter & Gamble is a blue-chip dividend growth stock with a long history of increasing their dividend. I am often asked what do I think is the best metric to use when trying to determine fair value? This analyze out loud video will look at Procter & Gamble’s valuation and the safety of its dividend utilizing numerous metrics.
Views: 5743 FASTgraphs
Amid the spat of volatility across the markets, TheStreet’s Jim Cramer sees opportunities in dividend yielding stocks like General Electric (GE) and Verizon Communications (VZ). ‘GE’s dividend yields 4 percent, Verizon's yields 5 percent - I like these stocks on the way down,’ Cramer said. ‘I also like Procter & Gamble (PG) on the way down - it has a 4 percent yield.’ Shares of GE lost 17.7 percent since the high on April 10. Verizon slumped 11.6 percent since its high on April 28. Procter & Gamble shares fell 24 percent from the high on January 22. All three stocks reached a low for the year on Tuesday. Cramer said investors should be using the strong stock market openings seen in recent sessions, where the Dow Jones Industrial Average opened with a triple-digit gain, to exit positions in the stocks that don’t work, such as names in the minerals and mining sector. ‘When the market comes back down, you get into these accidental high yielders,’ Cramer added. ‘If you buy these stocks that yield 4 percent, the best thing that happens is they might yield 5 percent when you buy more.’ Cramer stresses the importance of dividend stocks in this volatile market. ‘It worked in 2008 and it will work now.’ Subscribe to TheStreetTV on YouTube: http://t.st/TheStreetTV For more content from TheStreet visit: http://thestreet.com Check out all our videos: http://youtube.com/user/TheStreetTV Follow TheStreet on Twitter: http://twitter.com/thestreet Like TheStreet on Facebook: http://facebook.com/TheStreet Follow TheStreet on LinkedIn: http://linkedin.com/company/theStreet Follow TheStreet on Google+: http://plus.google.com/+TheStreet
Views: 3189 TheStreet: Investing Strategies
Dividend Investing: Pros and Cons of Investing in Dividend Stocks! (Should I invest in dividend paying stocks) Investing in dividends is becoming more and more popular. Dividends provide passive income to investors and provides and immediate return on investment. However, before deciding on a dividend investing strategy it is important to understand the pros and cons of investing in dividend paying stock and dividend paying companies. Video Outline and Time Stamps so you can quickly jump to any topic: • Con#1 - 00:50 • Con#2 - 1:35 • Con#3 - 2:15 • Pro#1 - 3:19 • Pro#2 - 3:36 • Pro#3 - 4:38 • Pro#4 - 5:19 Con#1 • Dividends payments are not guaranteed – If a company begins to experience financial hardship the dividend payment may be reduced or suspended for an un-ascertainable period of time. Ford, General Electric and PG&E are examples of companies that have had to reduce or suspend their dividend payments. Diversification is very important when it comes to dividend investing. Con#2 •Dividends are taxable – (With the exception of a Roth IRA) dividends are taxable as income when received, and taxes can easily eat away at investor’s rate of return over time. Growth and small-cap stocks normally do not pay dividends. The growth received on the investment is not taxable until sold so the growth compounds tax free and thus can be considered a large advantage over dividend paying stocks. Con#3 •Slow growth or limited return on investment - Dividend paying companies may provide little to no capital appreciation on the underlying investment so your upside potential is usually limited. Companies that are able to pay dividends are usually established companies that have been around for decades. This means an investor may be missing out on the potential capital appreciation upside of newer companies. Sure it’s great to receive dividend payments based on a 3 – 4% annual yield, but if we are forgoing higher rates of return elsewhere our net worth may grow at a much slower pace. Pro#1 •Immediate return on investment – As a dividend investor you will immediately start receiving dividend payments (usually on a monthly or quarterly basis). Watching real money being deposited into your account that you didn’t have to work for is an amazing feeling. It is truly passive income. Pro#2 •Dividend income has tax advantages – Although we normally think of paying taxes as a bad thing the good news is that dividends are taxed at the more favorable capital gain rates if you receive “qualified dividend payments.” Capital gain rates range between 0 – 24%. A much more favorable rate than ordinary income rates. Next to tax-exempt income it is the next most favorable income for tax purposes Pro#3 •Companies can increase their dividend payments - Profitable companies frequently increase dividends. As earnings increase, companies use dividends as one way to return value to their shareholder. Chevron and Proctor and Gamble are two companies are great examples of companies that have raised their dividend payments to shareholders overtime. I love when I income goes up and I do absolutely do nothing! Pro# 4 •Less worry and less time involved – Companies that pay dividends are typically well established and usually have reduced volatility. This makes me feel at ease, because I know I’m investing in solid brand name companies such as McDonalds or Chevron or Kimberly Clark. I also find myself spending less time researching these companies, because I’m not entirely focused on capital appreciation. I know I’m going to receive a payout either way. Check out some of our other videos and playlists here: ♦ Investing in the stock market!: https://goo.gl/yVAoES ♦ Save money, budget, build wealth and improve your financial position at any age: https://goo.gl/E97nJj ♦ Learn more about how federal income taxes work: https://goo.gl/D1hCX1 ♦ Ways to improve your life at any age: https://goo.gl/uq72bu You can find our content on other internet planets such as....... My Website: Moneyandlifetv.com Twitter: https://twitter.com/Mkchip123 Facebook: https://www.facebook.com/moneyandlifetv/
Views: 37006 Money and Life TV
Does 2018 mark the end of consumer staple stocks as we know it? Are blue chip household brand stocks, those that pay big dividends, doomed? It certainly feels that way when tuning into the investing and personal finance media. Rather than relying on emotion or conjecture, I choose to look at the raw facts in today's video. I analyze two companies in particular, Clorox and Procter & Gamble. Both have been facing recent issues in the media, although I interpret the fundamentals quite differently. Today's video starts with one of my favorite dividend stocks of all time, Clorox (CLX). Clorox just got downgraded by an analyst at Morgan Stanley. On the news, the stock fell 5.97% in a single day. However, when I look at the real facts, the fundamentals, I see a completely different story. * The dividend was just increased by 14%! * Sales are up 4% year over year. * Diluted EPS is up 9% year over year. Next, I discuss another favorite dividend paying stock: Procter & Gamble (PG). I'm personally averaging into PG during 2018. With their recent earnings report, it seems like the media thinks the end is near for PG, and that profits are stalling. However, I only see good news: * Procter & Gamble is acquiring Merck's consumer health business. * Revenue is up 4% year over year (1% organic growth). * EPS is up 5% year over year. Last, I close with ten lessons and takeaways for dividend investors, especially applicable to this wacky market: 1. This drop in consumer stocks is overdone. 2. I love a good buying opportunity like this! While it can be a bit scary, these types of markets tend to be the best markets for dividend growth investors (in my opinion). 3. I think there is more to come. There will be further dividend stock buying opportunities. 4. We could enter a major correction in the coming few years. 5. Could be a period of slower dividend growth. There is some truth to what the analysts are saying. 6. The sky is not falling. 7. It's a good time to remember diversification. 8. It's a good time to think about disruption, and to craft a disruption-proof portfolio. 9. Financial freedom is not without risk, although I personally embrace the risk. 10. Look at numbers oneself (don't just follow the analysts). In the world of investing and personal finance, I personally do not see a better alternative to dividend stocks. I especially enjoy dividend growth investing during times like these, when a correction is underway. Want to learn more about Clorox's recent 14% dividend increase? You may enjoy this video: https://www.youtube.com/watch?v=2BYG9A9UEpc Want to learn more about Procter & Gamble, a stock I'm buying in 2018? Here's a video about my strategic themes in 2018: https://www.youtube.com/watch?v=uGRmIeiep1g Want to learn more about stock market analysts, and how they can create buying opportunities for long-term investors? https://www.youtube.com/watch?v=81pWwzH991k Want to learn why I'm buying General Mills, another value-oriented consumer stock? https://www.youtube.com/watch?v=z12Ac83Nz0Q Disclosure: I am long Clorox (CLX), Procter & Gamble (PG), and General Mills (GIS). I own these three stocks in my portfolio. Disclaimer: I'm not a licensed investment advisor, and today's video is just for entertainment and fun. This video is NOT investment advice. Also, I'm not a tax advisor and today's video is NOT tax advice. Please talk to your licensed investment advisor before making any financial decisions. All content on my YouTube channel is (c) Copyright IJL Productions LLC.
Views: 8542 ppcian
Today, I want to discuss a dividend stock that I personally want to buy in 2018. It's funny: This stock has been on my watch list for years and years. However, the starting dividend yield had always been "too low". I never went ahead and purchased. Today's analysis of 3M (ticker MMM) completely changed my perspective on this awesome dividend growth stock. When it comes to dividend investing, there are two types of investors: Those that need their cash flow immediately and those that can wait a bit. I fall somewhere in the middle. I want the opportunity for immediate cash flow, but realistically I won't be living off dividends for quite some time. As such, I can sacrifice current yield for dividend growth. 3M is a classical example of a dividend growth stock. Current yield is never that impressive. Even after its big 25%+ drop this year, starting yield is only 2.8%. And, that's after a major correction. By contrast, Procter & Gamble (ticker PG) offers a 4.0% starting yield. Starting yield, however, can be very misleading for dividend investors who do not need cash flow tomorrow. I'm thrilled to compare these two stocks in today's video, and show how in only five years time, a 3M investor may come out ahead of a Procter & Gamble investor (assuming dividend growth rates from the past five years hold up). Next, this video goes into a fundamental analysis of 3M itself. I discuss some interesting facts about this company, including: * Their disruption proof market cap and product lineup. * Their incredibly conservative amount of debt. * Their quickly growing revenue (growing at a great clip for a company of this size). * Their quickly growing operating profit. * How operating margins have gone down a bit, but I look at that as a good thing (there is room for even more efficiency should they need to squeeze out margin in future years). Last, I discuss some of the pros and cons. As with any investment, there are two sides to the story. * In terms of pros, I like the: 100+ year operating history, fast dividend growth rate, current valuation (post 25% correction), potential to diversify my portfolio (heavily weighted in consumer non-cyclical) with another industrial. * In terms of cons, I see potential fierce competition from China (and other countries), the need to reinvest existing products, and the need to continually innovate as important risk factors. At the end of the day, it is very likely at this point that I take a position in 3M. I typically do not add many new positions to my portfolio, however I really like this gem. I end today's video with a discussion about the pros and cons of adding new positions, and how I need to be especially conscious given my number of positions. Mentioned in today's video, here are a few related dividend investing videos of interest: Johnson & Johnson, my favorite dividend stock of all time: https://www.youtube.com/watch?v=ZkgzdwAqPho I'm buying Procter & Gamble in 2018: https://www.youtube.com/watch?v=uGRmIeiep1g Starting yield does not matter: https://www.youtube.com/watch?v=8zdEaSrWmNQ Southern Company rocks: https://www.youtube.com/watch?v=SW_jAVvhEqw Here's what I think about analysts: https://www.youtube.com/watch?v=81pWwzH991k Disclosure: I am long Johnson & Johnson (JNJ), Procter & Gamble (PG), and Southern Company (SO). I own all three of these stocks in my portfolio. Also, it is likely I initiate a position in 3M (MMM) in the coming days. Disclaimer: I'm not a licensed investment advisor, and today's video is just for entertainment and fun. This video is NOT investment advice. Also, I'm not a tax advisor and today's video is NOT tax advice. Please talk to your licensed investment advisor before making any financial decisions. All content on my YouTube channel is (c) Copyright IJL Productions LLC.
Views: 9934 ppcian
CNBC's Jim Cramer gives his first take on Tuesday's earnings from companies United Tech, Twitter, Proctor & Gamble, and Elon Musk's comments during Tesla's investor day. » Subscribe to CNBC: http://cnb.cx/SubscribeCNBC About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Find CNBC News on Facebook: http://cnb.cx/LikeCNBC Follow CNBC News on Twitter: http://cnb.cx/FollowCNBC Follow CNBC News on Instagram: http://cnb.cx/InstagramCNBC #CNBC
Views: 5398 CNBC Television
Trian's Peltz faces close Procter & Gamble shareholder vote today. Procter & Gamble Co. on Tuesday will become the biggest ever company to face a shareholder vote over a proxy contest, seeking to prevent activist hedge fund Trian Fund Management LP CEO Nelson Peltz from securing a seat on its board of directors. After the two sides collectively spent more than an estimated $100 million on mailings, phone calls and advertisements to woo investors, the outcome as of late Monday was too close to call, according to sources who had estimates of a preliminary voting tally. Peltz has called for P&G to reorganize into three business units: beauty, grooming and health care; fabric and home care and baby, feminine and family care. P&G, led by chief executive David Taylor, has countered that management is already working on several operational changes, and that Peltz does not have the relevant experience to be helpful in the process. "Win or lose, Nelson Peltz has taken the activist campaign to the largest companies, which have previously been able to inoculate themselves from these kind of experiences by spending enough money to keep activists at bay," said Bruce Goldfarb, founder of Okapi Partners, which advises on proxy contests. Trian, a $14 billion New York-based hedge fund, owns a $3.5 billion stake in the maker of Tide laundry detergent, Crest toothpaste and Charmin toilet paper. Three top proxy advisory firms, which influence the stance of many mutual funds, have recommended P&G shareholders vote to give Peltz a board seat. Vanguard Group Inc, State Street Global Advisors and BlackRock Inc are P&G's top three shareholders. Individual stock owners, such as retirees and amateur stock pickers, collectively hold about 40 percent of the company's stock, a much higher proportion than at most big companies. P&G's large retail base is due, in part, to long-running stock-based incentive plans for employees and the attraction of its well-known brand names for "mom and pop" investors. This is only the third time Trian has waged a proxy contest in its 12-year history. Two years ago it narrowly lost a fight with DuPont, although within a year the company's CEO was out a job and a faster cost cutting was underway. P&G has sought to make the vote a plebiscite on Peltz's qualifications to shape the strategy of a top consumer goods company, so a loss could be particularly bruising for him.
Views: 12 VCG 365
My Top Dividend Investments for 2019. (Best Defensive Dividend Stocks 2019). Our complete investing library can be found here: Stock Market Investing: https://goo.gl/hi2kK4 Dividend Investing Playlist: https://goo.gl/njSrk2 You may be wondering what dividend stocks should you investing? In this video we will discuss 8 dividend stocks to watch in 2019. These defensive stocks can help shield your portfolio during an economic recession while still bringing in some cashflow. Due to the current state of our economy I believe these stocks may make for good dividend investments in 2019. **Please note this video is made for educational purposes and does not contain investment advice.*** Always do your own homework and research before investing. Proctor and Gamble (Pg) The first stock on our list is Proctor and Gamble. A consumer staple company that offers products ranging from paper towels all the way to toothpaste. Typically a very a boring company to be invested, however, the company has beat earnings estimates the last 4 quarters in a row, and has provided an impressive return of 24% over the last six months. The company also offers a stable dividend around 3%. Boring company, but has very attractive returns so check it out. 2. Mcdonalds Over the past 6 months the company has been able to produce a 12% return. A 15% return higher than the S&P 500 over the same time period. On top of that Mcdonalds offers a very stable 2.5% dividend yield. The company has been able to beat earning estimates over the past 4 quarters. Even in recessionary times I think this consumer cyclical investment will still perform quite well. Those kids are addicted to happy meals. They are called happy meals for reason people, and we all know its not the toy that keeps them coming back for more 3. Colorx Clorox offers a clean and safe dividend yield around 2.37%. Its revenues are expected to grow at a rate of 6% per year over the next 5 years. Colorox has beaten earnings estimates for the past 4 quarters in a row, and has offered a 38% return over the last six months! Holy **** 4. MPW To add some variety to this list of investments is MPW Medical properties Trust. This company is actually a real estate innvestment trust that specializes in the net leasing of hospital and medical facilities. Although technically not a defensive stock, I don’t see people’s health needs going away anytime soon, even during a recession. With a 24% return over the past six months and a dividend yield of 6% thy are force to be reckoned with. The company has been able to grow both their top line revenue and net income concesuvtivley over the past 4 years and the trend only looks to be continuing in the future. I would expect this investment to be more volitle than the others mentioned thus far, but certainly one to consider. I might consider adding this one to my Roth IRA next year. 5. Pfizer Pfizer Inc. discovers, develops, manufactures, and sells healthcare products worldwide. The last 4 quarters pfizer has dominated earnings estimates and has produced a 20% return over the past six months. The company also offers a dividend yield slightly above 3%. With strong earnings and even stronger drugs I think this company has room to grow further in 2019 and beyond. 6. American Water Works. Offering a generous glass of 12% returns over the past 6 months and a dividend yield around 2% this utility has been able to beat earnings estimates for four consecutive quarters. Although, i’m bulish on American water works. Rising interest rates can hinder the performance of utility companies, however, I still feel this company will beat the average return of the market if the economy goes into recession territory. 7. NextEra Energy, Inc., through its subsidiaries, generates, transmits, distributes, and sells electric power to retail and wholesale customers in North America. The company generates electricity through wind, solar, nuclear, and natural gas-fired facilities. THe company has beat earnings for 3 quarters in a row and has powered up a sizable 10% return in the past 6 months in addition to a 2.46% dividend yield. Instatuional investors have taken a liking to NextERA energy recently and I think you may want to consider it as well for 2019 and beyond. 8. Verzion, although technically a communication services stock and not a defensive stock. This company has performing very well lately and has been able to increase its net income ever year for the past 4 years in a row. In the communication sector i feel they are better financialy positioned at the moment than AT&T as their business focuses more on wireless and internet services. None of this was investment advice. Always do your own research and homework before investing. Write a comment down below the video letting me know which of these 8 stocks you are most interested in checking out for 2019.
Views: 14972 Money and Life TV
Regardless of the overall stock market, there is always exceptional news for dividend investors! Today, I am excited to share exceptional news from four stocks that I own in my personal dividend stock portfolio. It's time to spread passive income and cash flow happiness. First, I want to discuss Cedar Fair (FUN), a master limited partnership (MLP) that I have been accumulating in 2018. Today, I bought more FUN and I'm honestly shocked it's trading so low after their exceptional earnings report. Some fun facts about Cedar Fair: * They tanked due to attendance being down (due to inclement weather). They went down further due to the overall market correction. * Their recent earnings report was really good (in my opinion), however the stock has not really rallied (another piece of good news for someone accumulating FUN, like myself). * Attendance is down 0.5% year over year * Revenue is up 2% * Adjusted EBITDA is up 1% * Net income is up 11% due to tax reform * Out of park revenue is up 8%, my favorite stat from their report * Also, they raised the distribution by 4%, and current yield is 7.09% (on a starting yield basis) * Projecting out 4% annual increases for 10 years, one's dividend yield on cost (without reinvestment) would be 10% (sweet) * Formula: 7.09%*1.04^10 Next up is a controversial stock, IBM! I spend time chatting about the recent Red Hat acquisition. IBM just keeps falling in share price, becoming more and more of a deep value. I love IBM here and I love the Red Had acquisition. That said, I am being cautious on my asset allocation since this is one of my riskiest stock holdings. As such, I feel good with IBM coming in at ~1.6% of my portfolio right now. I may add more shares in 2018, but I also have other holdings that deserve some love too. Right now, I want to buy more Cedar Fair, although I certainly continue to be bullish on IBM here. A few thoughts on this stock pick: * I love the Red Hat acquisition * Stock is down due to lackluster earnings, a weak stock market, and the acquisition (when a company makes an acquisition, it typically goes down). * I like IBM even more knowing about this acquisition. I think it will bring life to the company and offer them the opportunity to become #2 or maybe even #1 in cloud. Right now, Amazon is #1 and Microsoft is #2, with IBM coming in at #3. * Gotta love the IBM dividend yield of 5.83% * With a market cap of $106 billion, the $34 billion Red Hat acquisition, the largest software acquisition of all time, is a huge bet. It has to work! * Of course they are overpaying. That said, I see long-term synergies for the decade (or longer) holder. * According to management, the acquisition will boost revenue, gross margin, and free cash flow within 12 months * And, it's going to support the growing dividend! (Yay!) * That said, the acquisition will take IBM's already high debt to a whole new level Last up is Kimberly-Clark (KMB). If you are a long-time subscriber, you may recall that this is a very strategic stock for me in 2018. (PG too, although that ship has sailed.) I'm looking at my 2018 goals and realizing that I am coming up a bit short on my strategic KMB and PG focus. I did ok, but also got distracted with other stocks too. I have absolutely no regrets, but now is the time to focus coming into the end of the year. I certainly like buying at a 15.5-16 forward 2018 PE (based on company guidance). And, I love the 3.77% starting dividend yield. Do you have 2018 goals? There is still time! Also, start thinking about your 2019 goals. Want to learn more about dividend investing? Don't forget to connect on Instagram (I'm @ianlopuch): https://www.instagram.com/ianlopuch/ Want to learn about more great dividend investing news? Check out this video: https://www.youtube.com/watch?v=OioHW-kE5C4 Here’s my Cedar Fair (FUN) analysis: https://www.youtube.com/watch?v=hhujBcrq8Xg Here's why I think IBM is really undervalued: https://www.youtube.com/watch?v=CTs-Ql4P_Y8 Here are my 2 goals for 2018 (buying PG and KMB): https://www.youtube.com/watch?v=uGRmIeiep1g Here's my #4 stock pick of all time, United Technologies (UTX): https://www.youtube.com/watch?v=XV8Txpw-qHA Disclosure: I am long Cedar Fair (FUN), IBM (IBM), Kimberly-Clark (KMB), Procter & Gamble (PG), General Mills (GIS), PepsiCo (PEP), and United Technologies (UTX). I own these stocks in my stock portfolio. Disclaimer: I'm not a licensed investment advisor, and PPC Ian videos, Excel files, and content are just for entertainment and fun. PPC Ian videos, Excel files, and content are NOT investment advice. Also, I'm not a tax advisor and PPC Ian videos, Excel files, and content are NOT tax advice. Please talk to your licensed investment advisor before making any financial decisions. Please talk to your licensed tax advisor before making any tax decisions. All PPC Ian videos, Excel files, and other content are (c) Copyright IJL Productions LLC.
Views: 8990 ppcian
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Learn how Procter & Gamble’s new standard of excellence, a strengthened portfolio, a productivity mindset and an empowered organization are helping us build an even better P&G https://voteblue.pg.com/. With the P&G proxy vote in sight, P&G shareholders can vote blue to support P&G corporate strategy and forward momentum. Subscribe to P&G's YouTube channel: https://www.youtube.com/channel/UCDzq Visit P&G Online: Website: https://pg.com/ Twitter: https://twitter.com/proctergamble Facebook: https://www.facebook.com/proctergamble Instagram: https://www.instagram.com/proctergamble/ LinkedIn: https://linkedin.com/company/procter-&-gamble
Views: 27185 P&G (Procter & Gamble)