+ Watch ENR
on My Watchlist
The Company is a manufacturer of primary batteries, flashlights and men's and women's wet-shave products.
Good profitability and repaying debt, cheap on Enterprise value basis, good fundamental score, non-cyclical business
Commodity industry, no moat to the company.
Positive: - They have a lot of cash and a good cash flow. - Management is successfully transforming them into a diversified personal consumer products company. - Stock price is at a support level. Negative: - Batteries are a highly competitive low-margin business. They have to scale it down. This might lead to further negative surprises like e.g. lost costumers. Category: ICIn
No matter what, toys, flashlight, smoke detectors, etc. will always require energy and that's what ENR does.
Simply put, Energizer has essentially become a Personal Care company. With 54% of its sales coming from its Personal Care segment, the company's diversification away from its battery operations has been truly amazing and effective.Perhaps more importantly however, is that Energizer's line of personal care items have not only become the main source of revenues, but grew at a 17% clip in in 2012. Comprised of the Schick, Edge, Playtex, Skintex, Wet Ones, and Banana Boat brands -- just to name a few -- Energizer has assembled a strong and growing portfolio of big-name brands.Facing a secular decline in battery sales, Energizer has begun scaling back on its battery operations, maintaining its profitability. Despite its decline, the Energizer Bunny still leads the way and is quietly profitable.Throw in a 2% dividend and I am willing to hold this one far into the future. 5+ years.
For reference point and to allow for comments by others. As of the end of March, 2013.ROE 17.97%Trailing PE 16.27PB 2.81Div yield 1.60%
need for batteries, expansion of lithium line
Lemoneater picks the company that just keeps going,and going, and going....
Following JANA Partners and Mario Gabelli into Energizer. The company's recent establishment of a dividend and planned share buybacks should act as at least some catalyst.Deej
They have done their homework. Now somewhere in here, the consumer will start grudgingly coming back
Barron's Roundtable 2011 Mario Gabelli's pick
See my November 2010 blog:http://caps.fool.com/Blogs/november-2010-energizer/468193
See my November 2010 blog:http://caps.fool.com/Blogs/november-2010-energizer/468193This is a LTBH pick. I'm looking for much more than a 1-year outperform.
solid company...1 or 2 in every market
Have you tried the new Schick Hydro razor? There is no way that they won't steal razor market share from P&G with this great product. I like the claim that Hydro3 is better than Mach3. In consumer products, a direct claim against the competition is tough to make so when someone makes a bold claim it usually means something big. When the Hydro really takes off, ENR should take off as well. Go try this new Hydro razor and see what I'm talking about. Also, Hydro razors are priced significantly less than Gillette. So you have a better product at a cheaper price, this will draw attention and, more importantly, revenue!
Incredible brand portfolio, 1 or 2 position in each market, consumer staples, commercials suck though and need to create new marketing strategy, need more shelf space in costco and large consumer stores.
high roe, insider ownership. large debt to equity though.
ENR has proven to be able to smartly acquire companies and churn out products that people buy & trash. It's debt is priced in (too much) and it has great cashflow. I like the bunny.
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