UL : Analysis & Opinions

  1. There’s Still Room For Dividends In Your Portfolio

    January 7, 2014
    When the Fed decided to begin tapering, it sent shockwaves throughout the dividend stock sector. However, those “shockwaves” ...
  2. Consumer Staples Stock Outlook - Oct 2013 - Industry Outlook

    October 22, 2013
    Consumer Staples Stock Outlook - Oct 2013 - Industry Outlook
  3. Green Mountain Upped to Strong Buy - Analyst Blog

    July 10, 2013
    On Jul 9, 2013, Zacks Investment Research upgraded Green Mountain Coffee Roasters Inc. to a Zacks Rank #1 (Strong Buy)
  4. Green Mountain Reorganizes Board - Analyst Blog

    June 24, 2013
    Green Mountain Coffee Roasters Inc. welcomed three new members to its board of directors following the retirement of two ...
  5. Hormel Transforming, But Valuation Already Ahead Of It

    May 23, 2013
    Hormel is very well-run and has above-average growth prospects, but investors have already bid the shares up accordingly
  6. 'Great Rotation': Fact or Fiction - Analyst Blog

    February 11, 2013
    Domestic stock funds garnered a whopping $21 billion in the initial four weeks of 2013, according to Lipper. This was the ...
  7. P&G Rewards Longs With Better Sales And Stronger Margins

    January 30, 2013
    Procter & Gamble is delivering on its promises for better performances.
  8. Exclusive Shows from Yahoo and Sony - Analyst Blog

    January 16, 2013
    Yahoo! Inc.'s (YHOO) Spanish entity Yahoo! en Español and Sony Music's (SNE) Latin division have entered into a strategic ...
  9. Helen Of Troy Needs To Exploit Distracted Competitors

    January 14, 2013
    Helen of Troy's weak organic performance is a little troubling
  10. Yum! Brands Knocked Off Stride In China

    January 9, 2013
    Yum! Brands pays the price for a food safety scandal. Could this be a rare opportunity to get these shares at a more reasonable ...
  11. Skippy And Spam: Together At Last

    January 7, 2013
    Hormel announced January 3 that it was buying Skippy peanut butter for $700 million from Unilever. I'll look at what the ...
  12. Accenture, Unilever in a BPO Deal - Analyst Blog

    December 24, 2012
    Ace technical and management solutions provider Accenture plc (ACN) recently clinched a business process outsourcing (BPO) ...
  13. Foreign-Owned American Companies

    December 10, 2012
    Buying American, or investing in American companies, is not as easy as it once was, especially when American companies aren't ...
  14. Agree Buys Two Premium Assets - Analyst Blog

    December 3, 2012
    Farmington Hills, Michigan-based real estate investment trust (REIT), Agree Realty Corporation (ADC), recently added a Big ...
  15. TreeHouse Foods Falls Back To Earth

    November 7, 2012
    TreeHouse stumbles, but the valuation still isn't compelling.
  16. Helen Of Troy Wilting Into The Fall

    October 25, 2012
    Weak organic growth and scant margin leverage are causes for concern today, but Helen of Troy could recover in 2013.
  17. CAG Eyes Expansion, Invests $100M - Analyst Blog

    September 25, 2012
    Shares of ConAgra Foods Inc. (CAG), one of the leading processed and packaged food makers in North America, inched up 2 cents ...
  18. Has The Market Already Noticed ConAgra's Improvements?

    September 21, 2012
    ConAgra is a decent hold and if it can find a way to lift its free cash flow margin into the high single-digits, this could ...
  19. Google Acquires Wildfire - Analyst Blog

    August 1, 2012
    Google Inc. (GOOG) is looking for permanent ways to grow and expand. Recently, Google announced that it has acquired marketing ...
  20. Biggest Consumer/Non-Cyclical Sector Movers for July 26, 2012, ...

    July 26, 2012
    The morning has been good for the market. The Nasdaq has risen 1.1%; the S&P 500 has increased 1.3%; and the Dow has moved ...
  21. Bull Vs. Bear: Olympic Advertising Worth Shareholders' Money

    July 24, 2012
    The Olympic games is a great time to buy into major Olympic sponsors, such as Coca-Cola and Procter & Gamble.
  22. Helen Of Troy Needs To Find Margin Leverage

    July 10, 2012
    Helen of Troy's missing gross margin leverage could limit near-term performance. However, investors might do well to regard ...
  23. Smucker A Relatively Interesting Play In Food

    June 8, 2012
    Relative to the sector, Smucker may actually be just a little undervalued, with fair value in the low $80s. While the company's ...
  24. Campbell Soup Still Well Below Simmer

    May 24, 2012
    While it's hard to ignore a company with high teens return on invested capital, famous brands and a solid dividend, Campbell's ...
  25. Consumer Staples That Yield High Dividends

    May 16, 2012
    If it's security, stability and a dividend you're after, these stocks are worth a look.
  26. Tough Markets Doing Clorox No Favors

    May 4, 2012
    While Clorox has had excellent long-term returns on capital and boasts an innovation-driven culture, the company's stock ...
  27. Can Helen Of Troy Be Greater Than The Sum Of Its Parts?

    April 30, 2012
    Helen Of Troy needs to show better leverage for the growth-by-acquisition strategy to add value.
  28. Kimberly-Clark A Tower Of Stability

    April 24, 2012
    Kimberly-Clark's global operations remain sound, as does the steady and ample dividend payment.
  29. Wait For Silgan To Get A Little Cheaper

    February 29, 2012
    Silgan needs to get a little cheaper to be a solid buy.
  30. Colgate-Palmolive Has Growth, But It'll Cost Ya

    January 30, 2012
    Colgate has great growth, but a valuation to match.
  31. Helen Of Troy Plenty Bold, But What About Beautiful?

    January 9, 2012
    Helen of Troy is taking bold steps to grow.
  32. Flavors & Fragrances Growing Stale

    January 5, 2012
    A foul wind is making shares of International Flavors & Fragrances hard to digest.
  33. Trying To Shake More Value Out Of Heinz

    November 22, 2011
    Heinz stumbled this quarter, but remains a dependable defensive name.
  34. Solazyme May Pay Off On Green Dreams

    November 10, 2011
    Solazyme may have an early lead in the biofuel race.
  35. TreeHouse Foods – Store Brands At A Premium Price

    November 8, 2011
    TreeHouse is building value in off-brand products, but the stock is no bargain.
  36. Kellogg's Diet Crashes

    November 7, 2011
    Always dependable Kellogg has faltered, but the stock is not a buy yet.
  37. Has Kraft Saved The Best For Last?

    November 3, 2011
    Kraft finally seems to be working, just ahead of a split. Maybe two companies will work better than one.
  38. Affordable Income Offered By Kimberly-Clark

    October 28, 2011
    Kimberly-Clark offers an unmatched degree of stability. Their stock may appeal to conservative, income-minded investors.
  39. Bulls And Bears Still Battling For Helen Of Troy

    October 10, 2011
    Helen of Troy is a volatile business with a history of up-and-down fluctuations that can't be explained by the economy. For ...
  40. When Times Are Tough, Should Investors Go Swiss?

    September 15, 2011
    Swiss stocks may offer a more conservative hiding place.
  41. Heinz Has Bottled Predictability

    August 29, 2011
    Investors interested in low double-digit total shareholder returns over time should definitely consider buying the stock ...
  42. Value To Be Had In Europe

    August 11, 2011
    The recent market rout has giving investors a chance to purchase quality European equities at cheaper prices.
  43. Kraft Hopes Two Is Better Than One

    August 10, 2011
    Kraft's earnings were OK, but the company's decision to split up is a head-scratcher.
  44. Finding Value With Icahn

    August 3, 2011
    The holding company appears to have a stable financial situation and with much future upside potential.
  45. Kimberly-Clark’s Conservative Bias

    July 29, 2011
    Kimberly-Clark investors should be able to count on double-digit total returns over the long haul.
  46. PepsiCo Leaves A Funny Aftertaste

    July 27, 2011
    PepsiCo had a valuation that the performance couldn't support, and it's still no bargain.
  47. Icahn Puts Clorox In The Spin Cycle

    July 18, 2011
    Icahn makes a curious bid for Clorox.
  48. Larger Rivals Outcompeting WD-40

    July 11, 2011
    Over the past five years, a number of larger rivals have grown faster than WD-40.
  49. Smucker Fighting A Number Of Headwinds

    June 14, 2011
    Longer-term, concerns exist over Smucker's organic growth levels, and nearer term it is having to fight against higher commodity ...
  50. Diamond Foods Sharpens Growth

    June 7, 2011
    Diamond Foods showed impressive progress with its expansion plans, via its fiscal third quarter earnings.
  51. The Best Consumer Goods Company You've Never Heard Of

    May 23, 2011
    If you have a contrarian streak, this undervalued stock may be a great pick.
  52. Clorox Ready For A Breather

    May 11, 2011
    A recent run in Clorox's share price makes a number of rivals more appealing investment candidates.
  53. Weight Watchers: Is There Still Room To Grow?

    May 11, 2011
    Weight Watchers' improved sales strategy has propelled its strong rebound, but it may already be fully valued.
  54. Kimberly Clark's Above-average Dividend Yield

    April 27, 2011
    Kimberly-Clark's dividend yield is 4.2% and well above that of rivals.
  55. Higher Costs Are Climbing Up The Value Chain

    March 23, 2011
    Even premium brands are vulnerable to higher costs.
  56. Heinz Sticking To A Smart Plan

    March 4, 2011
    Slow and steady wins the race, and Heinz is fully aware of that. The company is set for some decent long-term growth, despite ...
  57. 5 Consumer Staples Yielding High Dividends

    February 9, 2011
    If it's security, stability and a dividend you're after, these stocks are worth a look.
  58. Colgate's So-So Quarter

    February 3, 2011
    Rising raw materials costs put a damper on Colgate's fourth-quarter revenue and earnings.
  59. Tepid Trends From WD-40

    January 13, 2011
    WD-40's recent lackluster track record has investors looking elsewhere in 2011.
  60. Large Cap Dividend Stocks For 2011

    December 17, 2010
    Investors interested in yield for the new year might want to consider a package of solid, stable, large cap stocks which ...
  61. Colgate's Business Flattens Out

    November 3, 2010
    Consumer products giant Colgate-Palmolive posted an earnings increase on essentially flat revenue. The Street is concerned ...
  62. Kimberly-Clark's Erratic Quarter

    November 2, 2010
    KMB's third-quarter results suggest it is losing the war against controlling costs, which could be worrisome if it becomes ...
  63. A Dose Of International Dividends

    October 14, 2010
    With a depreciating dollar and interest rates around zero, investors should take a look at adding international dividends ...
  64. Helen Of Troy Has A Few Pimples

    October 8, 2010
    Helen of Troy is erratic, but today's valuations look intriguely low.
  65. Costco Better For A Member Than Investor

    October 7, 2010
    Much of Costco's future growth is already discounted in the share price.
  66. Invest In The Lip Balm Portfolio

    October 5, 2010
    Themed portfolios can often exceed established ones in performance - and the lip balm portfolio is just one example.
  67. Wal-Mart Looks To The Long-Term

    September 29, 2010
    Wal-Mart's expansion into South Africa is a multi-decade project.
  68. Facts Versus Food

    September 29, 2010
    The FTC and FDA are going after unsubstantiated nutritional claims with much more vigor, threatening a large honey pot for ...
  69. Campbell Soup's Prospects Look Cold

    September 7, 2010
    Campbell's forward P/E is still reasonable at 13.8, but it's hard to see much upside in the stock from current levels.
  70. Sara Lee Strives For Shareholder Value

    August 16, 2010
    Sara Lee's remaining businesses may not be that great, but investors could still profit handsomely.
  71. Clorox Outmuscling Its Larger Rivals

    August 5, 2010
    Clorox saw steady sales growth and robust overseas trends for the quarter and full year.
  72. Kimberly-Clark On The Right Path

    July 27, 2010
    Recent results suggest Kimberly-Clark in on the right path toward increasing profits and growth in its operations.
  73. WD-40 Slightly Ahead Of Itself

    July 12, 2010
    WD-40 beat earnings expectations, but at current share price levels larger rivals are more appealing investment options.
  74. Investing In The Adspend Portfolio

    June 28, 2010
    Does advertising spending predict stock returns? Find out here.
  75. J.M. Smucker Needs A Sales Boost

    June 21, 2010
    Smucker has added a slow-growing brand that accounts for the bulk of total sales and leaves the shares somewhat unappetizing.
  76. Buying Stocks For Pennies On The Dollar

    May 6, 2010
    We check out some old funds that are trading at attractive discounts to their underlying holdings.
  77. Consistency Is Key At Clorox

    May 5, 2010
    Clorox is trading at about fair value right now.
  78. WD-40 Sees A Spike In Sales

    April 12, 2010
    WD-40 is profitable and currently has a 3% dividend yield. Read on for more reasons to get involved with WD-40.
  79. General Mills Begins The Day With Profits

    March 26, 2010
    General Mills posted solid quarterly earnings again, as it has throughout the recession.
  80. Go Abroad With Discount Fares

    February 16, 2010
    With the recent run-ups in international assets, many bargains are now gone - unless investors take a look at closed-end ...
  81. Clorox Cleans Up

    February 8, 2010
    Clorox is tough on competitors as a big boost in profit growth separates it from the crowd.
  82. U.K. Bulwark Stocks

    January 13, 2010
    These large, global players feature products that are part of the fabric of daily life in a number of countries.
  83. Invest In The Unilever Portfolio

    November 27, 2009
    Unilever has a Total Shareholder Return comparison on its website with 20 other peers. You can invest in all of them via ...
  84. Freshen Your Portfolio With Clorox

    November 3, 2009
    Clorox has a profitable and stable business model that should easily withstand any future global economic turmoil.
  85. Dividend Slashers: Where To Hide?

    September 10, 2009
    A friendly dividend environment oversease allows many larger firms to serve up juicy yields.
  86. J.M. Smucker Lays The Coffee Grounds

    August 21, 2009
    Smucker's has been focused on integrating a giant acquisition that looks to be transforming it for the better.
  87. Investors Clean Up With Colgate

    August 6, 2009
    Over the past 25 years, Colgate is up 4815% while peers are up 2523%. Both have handily outperformed the market; the S&P ...
  88. WD-40 Hits The Skids

    April 13, 2009
    In spite of near-term turbulence, WD-40’s business model could still grease the wheels of investor portfolios.
  89. Kroger Offers A Balanced Investment Diet

    March 13, 2009
    Kroger's consistency and low stock price make it appealing to many classes of investors.
  90. Procter A Pretty Safe Gamble

    February 6, 2009
    Not exactly recession-proof, this consumer products company gives up coffee, lowers guidance and manages debt to stay competitive.
  91. Heinz Still a Smart Buy (HNZ)

    February 26, 2007
    Even in light of a strong share price run-up since the beginning of 2006, HNZ shares appear to have substantial upside going ...
  92. Accenture On The Positive

    June 19, 2006
    The global consulting group deserves some more attention.
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