Hints and tips:
...Notably, several big-cap defensive names (Johnson & Johnson, Procter & Gamble, Walmart) have also done well in the past 5 weeks....
...To make this point vivid, consider Procter & Gamble fourth-quarter results — where sales grew by 4.5 per cent but volumes fell by 6 per cent....
...Here, the superior margins of sometime investee company Procter & Gamble were our guide. We ended up writing a second note after Peltz cancelled his bid to join the board of Walt Disney....
...The paper by Barber et al calculates that “the top 0.5% of stocks bought every day lose about 4.7% over the subsequent month”....
...The biggest activist fight — Nelson Peltz v Procter & Gamble — was only recently settled, two months after a shareholder vote....
...The suave former Procter & Gamble marketing chief could not be more different from his predecessor Ian Livingston, a combative Glaswegian....
...Bill Ackman of Pershing Square wants to shake up Procter & Gamble, the US consumer goods group....
...- Why the Acme Brick Company et al are Berkshire’s secret weapons....
...What really happened at Northern Rock, Royal Bank of Scotland et al? This gives you a clearer idea....
...And the scientific jargon attached to them – “hyaluronics”, “peptides” et al – only adds to the confusion....
...Unilever's performance has been made to look worse by the vitality of its old rival, Procter & Gamble of the US, which has recovered from its own painful restructuring to produce vibrant growth....
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