Avery Dennison Corp (NYSE:AVY)

bradford86 (99.68) Submitted: 1/16/2012 10:59:19 PM : Start Price: $28.03 AVY Score: +29.50

301. Avery Dennison Corp (NYSE: AVY) has gotten crushed since the middle of last year. They cut guidance by about 12%. They were able to maintain their margins even with volume declines. That's pricing power. Target: $30-$35. It's funny to me that their global tax rate goes down with increased business. Doesn't that sound like the opposite of taxes here in America? I'm giving this an outperform in CAPS because it is incredibly cheap as it looks investors have given up.

http://beta.fool.com/bradford86/2012/01/16/price-market-part-47/

geneyang (< 20) Submitted: 9/30/2011 8:19:14 AM : Start Price: $24.85 AVY Score: -32.20

Set expectation too high on business

cubanstockpicker (< 20) Submitted: 7/12/2011 12:21:32 PM : Start Price: $36.27 AVY Score: -4.39

3m buyout candidate. it isnt really insider information but its a rumor running around in this industry which I also work in for a private company.

BKITU (96.45) Submitted: 4/28/2011 1:45:17 PM : Start Price: $39.65 AVY Score: -11.44

Cash-cow business supply company. More globalization + improving economy = cash fountain to pay you for many years.

iddqkfyou (< 20) Submitted: 2/16/2010 9:10:35 AM : Start Price: $29.33 AVY Score: -2.58

It may be a bad company, but they are profitable and we all use their products. There have been large insider buys at this price and I think that the management will be eager to double the cut dividend, putting it back at over 5%.

colddrink73 (98.67) Submitted: 12/6/2009 10:55:08 PM : Start Price: $35.48 AVY Score: -25.91

I usually like to see a higher dividend if thats what I'm picking for but this looks to be a good solid company. Actuall it came up when I was trying to find out if James Avery was publicly traded but I thought what the hay I'll give it a shot.

lascrucesjim (< 20) Submitted: 8/17/2009 11:16:15 AM : Start Price: $25.18 AVY Score: -5.19

"Safe dividend" cut from $1.64 to $0.80
New dividend payout ratio 66% of projected 2009 net
Sales dropped 20%, Net down 60%+ qtr over qtr
Cash poor ($91M cash facing $2B current liabilities).
Current assets do not cover current liabilities, (0.53 quick ratio).
Debt rich, 1.6 debt to equity ratio.
Wrote down debt $300M to $2B, but increased short term debt $120M
Interest coverage negative
20% of assets are "soft" even after writing off $800M of good will
45% drop in net worth in 8 months
Stock $28, book value $11
Negative tangible book value
Losing market share - sales growth, ROE, and capital investment trail industry figures
Losing stock, $10K invested 5 years ago now $5.2K

With a down market and another poor earings qtr should test the $17.02 low.

TRGoodvsEvil (66.64) Submitted: 7/3/2009 11:49:04 PM : Start Price: $22.22 AVY Score: -10.45

#24 Worst Toxic Polluter
http://www.peri.umass.edu/toxic100_index/

jgcredleg (92.22) Submitted: 4/14/2008 1:05:37 AM : Start Price: $41.10 AVY Score: -22.99

Buying on the dip, improving sales through acquisition, solid dividend, early leader in RFID tech

chk999longonly (99.59) Submitted: 1/9/2008 9:25:50 AM : Start Price: $41.01 AVY Score: -17.26

This is at a 52 week low.

The label maker is selling for a very reasonable price.

TopDividendPayer (99.58) Submitted: 12/3/2007 7:15:18 PM : Start Price: $43.23 AVY Score: -15.07

This CAPS account is tracking the 200 highest yielding S&P stocks.

RickyBobo (87.31) Submitted: 3/26/2007 10:55:49 PM : Start Price: $54.02 AVY Score: -41.50

?

Paratext (79.04) Submitted: 2/19/2007 8:10:35 AM : Start Price: $55.80 AVY Score: -42.52

Along with their competitor Raflatac (a division of UPM), AVY is a conservative play on the emerging RFID market with limited downside.

NetscribeConsGds (96.48) Submitted: 1/30/2007 7:26:50 AM : Start Price: $54.95 AVY Score: -44.05

Avery Dennison is one of the pioneers in the pressure-sensitive technology and innovative self-adhesive solutions for consumer products and label materials. Company generates revenues from four business segments namely Pressure-Sensitive Materials (57%), Office and Consumer Products (20%), Retail information services (12%) and other specialty converting business (11%).

The demand for pressure-sensitive segment that consists of papers, plastics, metal films and fabrics is set to grow with high demand from industries and new utilities of pressure sensitive adhesive materials. Global forecast for radio frequency identification (RFID) is also positive and Avery Dennison’s business from this technology could rise in 2007 as Wal-Mart, one of their major customers, has plans to equip more stores with RFID technology.

Considering the soft industrial environment in US, management is focusing on organic growth in foreign markets, which could drive revenues in future. Pressure from legal environment has also eased for the company as the investigation regarding the competitive prices in the label stock industry has been closed, which could enable the management to focus on their acquisition plans. Fourth quarter performance of the company saw 3.5% growth in the topline powered by pressure-sensitive and retail information services segment.

Also, company’s business in emerging markets like Asia and Latin America which contribute around 20% to the topline have seen an improved revenue growth this fiscal. Plans to ramp up capacities in China and India would aid the material and retail information service business. Raw material costs are expected to rise in 2007. However, company’s productivity and purchasing initiatives would aid the margins ahead. Further, Avery Dennison is undertaking restructuring exercise to improve its bottom-line, which are expected to save around $ 45 million in fiscal 2007. Looking at these factors, Avery Dennison is set for a bull ride.