The Procter & Gamble Company (NYSE:PG)

CAPS Rating: 4 out of 5

A leader in consumer goods, Procter & Gamble offers products for household care, beauty and grooming, and health and well-being.

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Member Avatar HamManJr (52.20) Submitted: 2/2/2016 4:46:34 AM : Outperform Start Price: $80.09 PG Score: +4.50

The Procter & Gamble Company (P&G) provides consumer packaged goods.
The Company operates in five segments;
Beauty, which offers a range of products ranging from deodorants to cosmetics to skin care; Grooming, which includes blades,
razors and electronic hair removal devices, such as electric razors and epilators;
Health Care, which includes oral care and personal health care products.;
Fabric Care and Home Care, which consists of a range of fabric care products, home care products and batteries,
and Baby Feminine and Family Care, which offers diapers, pants, baby wipe, Bounty paper, towel and Charmin toilet paper brands.
The Company's products are sold in over 180 countries and territories.
P&G's customers include mass merchandisers, grocery stores, membership club stores, drug stores, department stores, salons distributors,
e-commerce and stores.
EVERYONE I know has at least 5 - 10 (or more) of their products in their house right now and will buy more when they run out!
This is a recession proof business and it pays a 3.25% dividend - CAN'T miss with this company!

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Member Avatar KellerDweller (65.55) Submitted: 1/19/2016 5:32:31 PM : Outperform Start Price: $75.29 PG Score: +7.30

One of five increasing-dividend stocks recently recommended - as Bear-resistant

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Member Avatar 2trpop (90.25) Submitted: 12/23/2015 11:18:08 AM : Outperform Start Price: $79.52 PG Score: +11.36

Fastgraph Experiment

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Member Avatar Waseem80 (62.03) Submitted: 11/20/2015 10:33:17 AM : Outperform Start Price: $76.02 PG Score: +17.96

Wide moat and cheap.

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Member Avatar AlbertAi (39.55) Submitted: 11/10/2015 11:54:40 AM : Underperform Start Price: $75.47 PG Score: -17.87

Large companies are notorious for their inefficient bureaucracy. P&G is gonna be a mess for years

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Member Avatar BYRDJD (< 20) Submitted: 10/29/2015 3:48:14 PM : Outperform Start Price: $76.43 PG Score: +17.06

Streamlining brand holdings to raise margins. Good dividend rate.

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Member Avatar NikolaiVolkopf (73.87) Submitted: 9/24/2015 6:01:11 PM : Outperform Start Price: $71.12 PG Score: +18.40

High yield dividend powerhouse.

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Member Avatar mrbill6 (< 20) Submitted: 9/2/2015 1:42:41 PM : Outperform Start Price: $68.43 PG Score: +22.52

Following Buffet picks

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Member Avatar trolldaddi (51.93) Submitted: 9/2/2015 10:11:33 AM : Outperform Start Price: $68.37 PG Score: +22.55

History

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Member Avatar JabezFool (27.08) Submitted: 8/25/2015 5:01:11 PM : Outperform Start Price: $68.67 PG Score: +21.15

An easy pick at this low price. Great value with decent safe dividend. This stock has a lot of Warren Buffet-like characteristics.

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Member Avatar s0159140 (< 20) Submitted: 8/25/2015 4:50:14 PM : Outperform Start Price: $67.78 PG Score: +23.52

Is temporarily suffering from exchange rate effects in foreign markets, but

- Is sitting on cash to reinvest in innovation after divestitures of Duracell and its beauty brands to resp. Berkshire Hathaway and Coty
- is less exposed to Chinese market than its competitors
- has carried out significant restructuring of its overhead costs to drive productivity

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Member Avatar ColinBalsbaugh (71.80) Submitted: 8/21/2015 6:08:52 PM : Underperform Start Price: $67.37 PG Score: -21.08

Too old and big.

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Member Avatar PaulB9 (< 20) Submitted: 8/21/2015 11:42:53 AM : Outperform Start Price: $71.79 PG Score: +19.98

large cap

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Member Avatar TMFBuck (86.56) Submitted: 8/18/2015 4:10:47 PM : Underperform Start Price: $73.61 PG Score: -21.08

Capital allocation skills are lacking. I'll take the downside here.

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Member Avatar TMFGreedandFear (78.29) Submitted: 8/18/2015 4:03:17 PM : Outperform Start Price: $73.73 PG Score: +21.21

The company's restructuring and associated cost cutting will lead to a more focused company with rising profit margins.

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Member Avatar TMFPencils (99.83) Submitted: 8/18/2015 3:30:16 PM : Underperform Start Price: $73.75 PG Score: -21.19

P&G is still in its "refocusing" phase transitioning to 65 brands in 10 categories -- and I'm not convinced this strategy is going to turn the stock's record of underperformance over the past 5-10 years into outperformance anytime soon.

** Sales have dropped from $82 billion in fiscal 2012 to $76.3 billion in the past year. Over the same period, net income has dropped from $10.8 billion in 2012 to $6.8 billion. Free cash flow has been stagnant over the past five years.

** The company is in the midst of selling off smaller/minor brands and a new CEO (David Taylor) will take over on November 1. Unproven strategy and leadership (the company's third CEO in 15 years) -- still questions about whether either will reinvigorate any meaningful growth.

** Over the past five years P&G (up 26%) has been trounced by the S&P 500 (up 87%) and Dow ( up 64%) -- why should the next three or five years be any different? There are too many questions about strategy and leadership for me to have strong conviction in a bullish thesis right now.

** Even with the stock struggling, P&G’s P/E ratio stands at roughly 25. The P/FCF is 20 -- toward the high end of its range over the past 10 years -- and the company isn’t growing (financials are actually getting weaker by many key measures). That’s a high price to pay for minimal/nonexistent growth. The valuation isn’t compelling for a company with declining growth and an unproven strategy and new incoming leadership.

** The company’s return on equity of 13.2% in 2015 is the lowest it’s been since 1993 (per Cap IQ).

P&G isn't a bad business, but the company has struggled to generate value for shareholders over the past decade. From what I've researched, I am not optimistic that this trend of underperformance will change any time soon. Management is forecasting for flat to low-single digit growth in 2016, even with the refocusing strategy drawing to a close.

All in all, not impressed with the company's financial performance or its prospects. Underperform.

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Member Avatar TMFCavalier (28.84) Submitted: 8/18/2015 3:18:49 PM : Outperform Start Price: $73.73 PG Score: +21.21

With new focus on its core 65 brands and its leaner corporate and supply chain structure, the company should be able to drive innovation and value behind these brands. If P&G can generate mid single digit earnings growth (with low single digit top-line growth and margin improvements), combined with its dividend yield (3.5%) and steady (and accelerating) share purchases, the stock should be able to generate returns above the market.

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Member Avatar TMFJourneyMan (< 20) Submitted: 8/18/2015 3:18:23 PM : Outperform Start Price: $73.73 PG Score: +21.21

Refocused company strategy with smaller brand portfolio will push for efficiency, stronger margins, better market share, and a rebound in the shares.

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Member Avatar TMFSpiffyPop (99.48) Submitted: 8/18/2015 3:14:29 PM : Underperform Start Price: $73.78 PG Score: -21.18

Newtons's First Law, modified: "An object that has underperformed for 10 years will tend to continue to underperform for the next 3-5 years, unless some strong force intervenes." Which I don't see -- same basic strategy of cost reductions and paying capital back out to shareholders. Underperform.

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Member Avatar TMFTortoise (95.70) Submitted: 8/18/2015 3:14:09 PM : Underperform Start Price: $73.78 PG Score: -21.18

Commodities, lots of competition (Colgate, Unilever), not returning value from share buybacks (1% or so reduction in share count with billions spent repurchasing shares), and 4 CEOs in 15 years, with 2 lasting only 17 months and 4 years. I like the refocus efforts on getting brands down from about 180 to 65 or so, but what's to say that they won't start getting bloated again when Wall Street demands growth a couple of years from now?

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