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....
...When sages speak Here is a thumping research report from Jonathan Woetzel, Jeongmin Seong et al from the McKinsey Global Institute....
...The biggest activist fight — Nelson Peltz v Procter & Gamble — was only recently settled, two months after a shareholder vote....
...- Why the Acme Brick Company et al are Berkshire’s secret weapons....
...And the scientific jargon attached to them – “hyaluronics”, “peptides” et al – only adds to the confusion....
...al?...
...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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