Newell Rubbermaid, Inc. (NWL)

The balance sheet says a lot. Considering their product line, they should do pretty well in lean times, as well as good times. Despite this, the debt load, and maybe other factors, seems to be causing some drag.

I think long term they will do well, if they can get beyond the debt.

99% of managerial decisions are based on increasing the annual ROA group bonus with no regard for the long term good of the company or the stock holders.

Why are the US factories shutting down? Cost is a small factor. The biggest reason is that is easier for mediocre folks to pick products out of a Chinese catalogue than it is to design and make something.

This stock "does work"

a good stock

A GOOD COMPANY

Good earnings.

Rubbermaid, Liquid Paper, Sharpie, Paper Mate, Uniball, Dymo, Parker pens - they own the products people buy when they want to improve office life on the cheap.

Market price is at a large discount to analyst estimates

Newell will out perform in the long term.
They have been hit badly with the retraction of the economy, mostly because their main customers, Lowes, Home Depot & Wal-mart made drastic cuts to their inventory, along with the many little customers that keep business flowing. When stores starting order normal again Newell's free cash flow will increase by selling through product quicker and emptying warehouses.

Newell is setting themselves up to gain market share so that when the economy does pick up they will be in a better position than the competition, this will ultimately make them a strong long term performer.
With brands like Irwin, Levelor, Goody, Graco, Caphalon & Sharpie working feverishly to gain market share in a down economy Newell will be a long term winner.

Nice brand names, with several products that are not discretionary. People and businesses still need sharpies, pens, dry erase markers, etc. Graco sells baby items, and there has been a baby boom the last couple years, although I think that will slow, but still people love to buy baby stuff.
If they stay strong enough to keep paying that dividend, I like this stock to perform well over the next couple to few years. Wish their debt were lower, that would help, but in this low interest rate environment, they'll be ok. They should start thinking about attacking that debt over the next few years though.

Everybody isn't making earnings projections, why are these guys getting hammered so badly? With a strong dividend (hopefully not too strong?) and their stellar line up of everyday brands (Sharpie - markers, Graco - child car seats, Goody's - inexpensive women's hair products, Papermate - pens, Dymo - labelers, Bernzomatic - plumber's torches, Amerock - cabinet hardware, Rolodex - this brand is actually synonymous with the product, Irwin - tools and cutting implements sold at Lowe's and other places, Caphlon - nice cookware, Rubbermaid - hopefully obvious, and Levelor - window coverings). There isn't a single brand of theirs that I don't either use at work, have sold, or have in my house. The economy sucks, people aren't gonna be buying a Lexus, I, however, am not hard up enough to reconsider buying a sharpie marker if I needed one. Hopefully other people will keep buying sharpie markers too, because I have real money riding on this one.

motley pick

Has taken quite a beating so I am jumping in. Makes a solid product that will continue to sell and at this price point I feel optimistic at my gains going forward.

Rubbermade makes good products and this stock price seems very low. The economy is hurting many companies unfairly.

W A T C H

Today's bad news puts it at a low it hasn't seen since 1991. Solid dividend and great products. I'm throwing real money at this price.

Not such great timing with this one.

Consistent dividend payers will outperform.

Nice ratios! Though not too sure on five years growth. Testing the water for now... I'm optimistic.