Hints and tips:
...Notably, several big-cap defensive names (Johnson & Johnson, Procter & Gamble, Walmart) have also done well in the past 5 weeks....
...If we are right that consumer spending, despite some recent softening on the margin, is still at or above trend, that is another thing for Powell et al to fret over....
...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 biggest activist fight — Nelson Peltz v Procter & Gamble — was only recently settled, two months after a shareholder vote....
...The mention of haircare is a reference to Procter & Gamble, which in 2001 agreed to settle out of court with Anglo-Dutch rival Unilever over allegations of corporate spying....
...- Why the Acme Brick Company et al are Berkshire’s secret weapons....
...As a former investment banker, Augar tells the story of the disaster in the financial markets. 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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