DIRS.INFO The most relevant business & tech news

☆ Investing Club mailbag: How to tell if a company will keep paying its dividend
▼ + stars: | 2023-02-12 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

How do we figure out free cash flow and how can we tell if a company can continue to pay its dividend. First find operating cash flow (OCF) and PP & E , which are both in the cash flow statement ; OCF is its own line, PP & E is under "investing cash flows." Take Apple, a Club holding that uses GAAP and therefore doesn't break out free cash flow. But free cash flow is cash: you either received it or you didn't. The math is once again straightforward: If the free cash inflow exceeds the cash dividend outflow, it is considered sustainable.

☆ Buy these 10 stocks right now to earn steady income from dividends and gain exposure to AI while preparing your portfolio for a long recession, according to a veteran strategist
▼ + stars: | 2023-02-11 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

Veteran market strategist Kenny Polcari sees stocks falling toward their December lows. Here are 10 stocks to buy now for strong dividends or exposure to trends like AI. The 40-year market veteran said the drop will come as the US economy loses steam and heads for a longer-than-expected recession. The market veteran added: "You have to prepare for what you think might be the worst and then be pleasantly surprised. Risk-averse investors should focus on stocks that pay dividends and are in recession-resistant sectors like healthcare, utilities, and consumer staples, Polcari said.

"Because the consumer is now under more pressure, and Walmart is under pressure, that sets up a dynamic where there's probably not a lot of pricing going forward." The clout Walmart holds over suppliers also means that Walmart would likely get the lowest percentage of any price hikes manufacturers implement, according to investors who track the company. In 2018, Walmart pulled Campbell Soup Co's (CPB.N) products during the key winter season over a dispute over prices and shelf space promotion. At the time, Tesco labeled Heinz's price hikes as "unjustifiable." After raising prices four times in 2022, he said, Clorox doesn't "have any additional plans" to hike prices this year.

☆ Newell Brands CEO Saligram to retire; forecasts 2023 results below estimates
▼ + stars: | 2023-02-10 | by ( ) www.reuters.com time to read: +1 min

Feb 10 (Reuters) - Newell Brands Inc (NWL.O) said its top boss Ravi Saligram will retire effective May 16 and forecast annual results below analysts' estimates, sending the Sharpie maker's shares down 11% in premarket trading. Newell's fourth-quarter results beat estimates, but the company projected fiscal 2023 net sales between $8.4 billion and $8.6 billion. Analysts had expected full-year net sales of $9.08 billion, according to Refinitiv IBES data. The company forecast an annual profit per share of 95 cents to $1.08, compared with estimates of $1.42. Newell also expects a first-quarter loss between 3 cents per share and 6 cents per share, compared with estimates of a profit of 23 cents.

☆ Olaplex customers just filed a lawsuit alleging hair loss. See how other consumer suits have played out.
▼ + stars: | 2023-02-10 | by ( Sindhu Sundar | ) www.businessinsider.com time to read: +8 min

Olaplex has been sued by customers who alleged its products damaged their hair and scalp. Companies like Thinx, P&G, and Unilever have set aside millions of dollars to settle consumer suits. The suit's allegations follow a pattern familiar in other consumer lawsuits, which have also targeted companies' advertising and the ingredients in their products. In that case, customers said Devacurl's curly hair products contained ingredients that released formaldehyde and caused skin irritation, and said the company had quietly changed ingredients and formed a committee to handle negative publicity. Devacurl has said on its settlement website that it "vigorously denies" claims of health problems like hair loss and scalp problems.

☆ Apple Heads the Management Top 250 All-Stars
▼ + stars: | 2023-02-06 | by ( ) www.wsj.com time to read: 1 min

Apple has been an All-Star five times in the six years of the Management Top 250 rankingApple Inc. tops the list of seven companies designated as All-Stars for their excellence in all five components of the latest Management Top 250 ranking. Apple—ranked highest overall among the latest All-Stars at No. 2—made this list for the fifth time in the six years of the Management Top 250 ranking. Only Procter & Gamble Inc., ranked 11th overall, has been an All-Star all six years.

☆ Jim Cramer's top 10 things to watch in the market Monday: Stocks slump, off-price retail boost
▼ + stars: | 2023-02-06 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

2. Credit Suisse raises Estee Lauder (EL) price target to $305 per share from $215. Bernstein upgrades Diageo (DEO) to outperform from market perform (buy from hold) and raises price target to $225 per share from $215. Canaccord PT to $853 from $750; keeps buy. T-Mobile (TMUS) downgraded by MoffettNathanson to market perform from outperform (hold from buy); keeps $174-per-share price target. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Unilever's new CEO will inherit a company in flux
▼ + stars: | 2023-02-05 | by ( Alex Bitter | Ellen Thomas | ) www.businessinsider.com time to read: +9 min

Two of the five divisions remain focused on food products, an area that CEO Jope said Unilever considered spinning off. Food brands like Ben & Jerry's and Hellmann's would have become a separate company. Unilever's decision last year to spin off its tea business into a new company, Ekaterra, left many workers inside Unilever's food division nervous, the former employee said. One former Unilever executive pointed to Fernando Fernandez, who will assume the top job at the company's new beauty and wellbeing division. Fernandez has been Unilever's executive vice president for Latin America since 2019 and held other jobs with the company in the region before that.

☆ Here’s our February rapid-fire update on all 34 stocks in Jim Cramer’s Investing Club portfolio
▼ + stars: | 2023-02-05 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +12 min

Here's a rapid-fire update on all 34 stocks in Jim Cramer's Charitable Trust, the holdings we manage in the CNBC Investing Club. J & J is a good stock to get into ahead of the impending split into two companies: consumer brands and pharma/medical technology. The company reported a good quarter and guidance, while fundamentals are solid ahead of the split. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

☆ Sustainable Packaging Is Sometimes Doubling as Easier-to-Open Packaging
▼ + stars: | 2023-02-03 | by ( Katie Deighton | ) www.wsj.com time to read: +7 min

Sarah Ryan Hudson found the Barbie’s Dr. Jane Goodall packaging to be a welcome departure from the hard-to-open versions of her youth. The costs involved in overhauling packaging systems also made them reluctant to change for the benefit of a less-finicky opening experience. To be sure, shifts toward more sustainable materials haven’t made packaging easier to use across the board, and campaigners for widely accessible packaging say companies aren’t moving to provide it quickly enough. The company’s Gillette razor brand in 2021 began selling some razors in cardboard packaging with a pulp tray, rather than in plastic blister packs and trays. Colgate-Palmolive Co. in 2019 introduced a recyclable Colgate toothpaste tube, using a high-density polyethylene material without aluminum, said Greg Corra, Colgate-Palmolive’s worldwide director of global packaging and sustainability.

☆ Peltz's Trian seeks to rally Disney shareholders against board director Froman
▼ + stars: | 2023-02-02 | by ( Svea Herbst-Bayliss | ) www.reuters.com time to read: +3 min

REUTERS/Fred ProuserNEW YORK, Feb 2 (Reuters) - Activist investor Nelson Peltz's hedge fund Trian Fund Management wrote to Walt Disney Co (DIS.N) shareholders on Thursday to make the case for replacing the media and entertainment conglomerate's board director Michael Froman. Trian, which owns a roughly $1 billion stake in the home of Mickey Mouse, has asked Disney shareholders to drop Froman — a former U.S. Trade Representative — from the company's 12-member board and elect Peltz instead. Trian did not spell out in the letter why it had picked Froman to target among the Disney directors, but suggested that Peltz was more qualified to serve. In the letter, Trian also directed its criticism at the full Disney board, blaming it for a 44% drop in Disney's stock last year. A shareholder vote to decide on the composition of Disney's board has not yet been set but is expected in the spring.

☆ Looking beyond FAANG: Here's how the Club portfolio lines up with the Dow's workhorse stocks
▼ + stars: | 2023-01-31 | by ( Jeff Marks | ) www.cnbc.com time to read: +10 min

Think most of the stocks in the Dow Jones Industrial Average or the kind of stocks Warren Buffett loves to own for Berkshire Hathaway ." But in the near term, we still favor stocks of companies that are the backbone of the real economy. Dow Inc (DOW): The materials company we own in the portfolio is industrial gas giant Linde (LIN). As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

☆ Unilever’s new boss whets appetite for split
▼ + stars: | 2023-01-30 | by ( ) www.reuters.com time to read: +2 min

LONDON, Jan 30 (Reuters Breakingviews) - Unilever’s new chief executive is arguably a bit low fat. The appointment of board member Hein Schumacher, CEO of Dutch dairy cooperative FrieslandCampina, will instead have investors wondering whether Unilever needs to split its food and non-food arms. Unilever’s current share price is barely 40 euros per share. (By Aimee Donnellan)Follow @Breakingviews on Twitter(The author is a Reuters Breakingviews columnist. They do not reflect the views of Reuters News, which, under the Trust Principles, is committed to integrity, independence, and freedom from bias.

☆ Jim Cramer's Investing Club meeting Monday: Dow stocks, Fed, Ford
▼ + stars: | 2023-01-30 | by ( Krystal Hur | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Stick to Dow stocks Watch wage inflation Monitor Ford price cuts 1. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

☆ What to watch for when 9 Club holdings report earnings on Thursday
▼ + stars: | 2023-01-30 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +11 min

So far, earnings season has been mixed — we've seen some strong results from Club holdings Morgan Stanley (MS) and Halliburton (HAL). Projected revenue: $4.58 billion Projected EPS: $1.30 Conference call at 9:30 a.m. Projected revenue: $7.33 billion Projected EPS: $1.81 Conference call at 10 a.m. Projected revenue: $9.26 billion Projected EPS: $2.51 Conference call at 8:30 a.m. Projected revenue: $121.19 billion Projected EPS: $1.94 Conference call at 5 p.m.

☆ Jim Cramer's top 10 things to watch in the market Monday: FANG-obsession over; crazy earnings, Fed, jobs week
▼ + stars: | 2023-01-30 | by ( Jim Cramer | ) www.cnbc.com time to read: +4 min

Susquehanna raises price target on Advanced Micro Devices (AMD) to $88 per share from $80; keeps positive rating on the Club stock. Baird increases price target on Starbucks (SBUX) to $110 per share from $94; keeps hold rating. Deutsche Bank cut price target by $3 per share to $84. HSBC raises price target on oilfield services company Halliburton (HAL) to $57 per share from nearly $44; keeps buy rating. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ Why buzzy cases like the $5 million Thinx settlement don't often result in customers getting much money back
▼ + stars: | 2023-01-27 | by ( Sindhu Sundar | ) www.businessinsider.com time to read: +8 min

Thinx customers can now seek recoveries as part of a settlement by the period underwear brand. The news may have some customers wondering: Can I, too, recoup money spent on a product that let me down? Instead, these cases — which can take years — may recoup only a portion of customers' spending on the products in question. The Thinx settlement includes a $4 million pot to pay customers and legal fees, and as much as another $1 million for any required "valid claims," according to the settlement. Unilever agreed to the settlement while "denying wrongdoing of any nature and without admitting liability," according to the settlement agreement.

Here are Insider's 2023 rising stars of brand marketing. These marketers adapted to a tough economy, explored new media channels, and grew brand awareness. They come from established companies like Procter & Gamble and newer startups like Instacart. They hail from established companies like Coca-Cola and General Mills and newer startups like Uber and Instacart, and all show the potential to be the industry leaders of the future. Scroll on to see the 26 rising stars of brand marketing, listed alphabetically.

Shares of household product giant P & G have been hit hard over the past few weeks due to a market rotation out of defensive companies that outperformed last year. P & G lost about 7% in 2022's terrible year, much less than the S & P 500 's more than 19% decline in 2022. Sure the 6% decline in sales volume was more noticeable from the prior quarter when volume fell 3%. For example, 1 percentage point of the volume decline was due to P & G cutting its Russia portfolio in half due to Moscow's unprovoked war on Ukraine. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

☆ Microsoft's post-earnings stock moves reinforce a key Club investing rule
▼ + stars: | 2023-01-25 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +4 min

Microsoft stock climbed between 3% and 4% in afterhours trading Tuesday right after the software giant delivered a slightly better fiscal second quarter than Wall Street anticipated. Some will give directional targets for revenue in the earnings release, then provide a little more detail on the call. Another approach is to focus strictly on full-year forecasts and include any updates in each quarterly earnings release, as Procter & Gamble (PG) does. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

That surge in demand and limited supply contributed to higher prices. But diners will likely still pay higher menu prices than they were last year. Dutch Bros. Coffee CEO Joth Ricci told CNBC that most coffee businesses hedge their prices six to 12 months in advance. However, Zandi said, if the job market remains strong, inflation eases and wages grow, Americans can better manage higher prices for airfare and other items. Several hot pandemic items, including TVs, computers, sporting goods and major appliances have dropped in price, according to Labor Department data from December.

☆ Jim Cramer's Investing Club meeting Wednesday: Microsoft, P&G, Estee Lauder
▼ + stars: | 2023-01-25 | by ( Krystal Hur | ) www.cnbc.com time to read: +2 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Don't buy the Microsoft dip Buy P & G Watch Estee Lauder 1. Watch Estee Lauder Piper Sandler on Wednesday named Estee Lauder (EL) a top pick, predicting a substantial upside to the stock as China — a key market for the cosmetics giant — continues to reopen. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .

☆ Here's why it's time to bet against a key sector of the market ahead of the coming recession
▼ + stars: | 2023-01-23 | by ( Phil Rosen | ) www.businessinsider.com time to read: +6 min

Today, I'm sharing a research note from one analyst who's eyeing a new bet to place against a corner of the stock market that offered refuge last year. He's talking about the S&P 500 Consumer Staples Sector SPDR Fund. In his view, the consumer staples sector, which served as a haven last year, presents a bubble about to burst. How much credence do you give to chart analysis for stock market outlooks? The stock market is about to be flipped upside down, according to Bank of America.

☆ Company outlooks so far paint a dreary 2023 earnings picture, BofA says
▼ + stars: | 2023-01-23 | by ( Scott Schnipper | ) www.cnbc.com time to read: +2 min

The early 2023 corporate earnings outlooks that companies are issuing alongside actual fourth-quarter results are deteriorating, Bank of America equity and quantitative strategist Savita Subramanian wrote in a report Sunday. As a result, S & P 500 earnings estimates for 2023 have already fallen 1% — but are 10% down from where they were at the peak in June 2022. "Early signs are troubling," with an in-house "S & P guidance ratio" falling into the 10th percentile, signaling that "corporate misery [is] rising." What's worse, analysts' estimates had already fallen 7% coming into the reporting period, Subramanian said. She noted the same disconcerting early earnings trend, headlining a report out on Monday with, "EPS Backdrop Continues To Soften."

☆ Cramer on the astonishing rise of offensive stocks — and what could come next
▼ + stars: | 2023-01-22 | by ( Jim Cramer | ) www.cnbc.com time to read: +6 min

When I went over about 1,000 stocks this weekend, I was astonished to see that the stocks with the strongest charts were those in the most offensive categories. Not even a weaker U.S. dollar has meant anything to brace these stocks from a further fall. There's one group, though, that's just plain hard to call, and that's tech. (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Search resuls for: "procter"

25 mentions found