We liquidated our position in Proctor and Gamble (PG) earlier this week. While the position had generated positive total returns, dividend growth has stalled in recent years and the company is facing secular headwinds related to their core business. Below… Read More
Is Procter & Gamble Having its Netflix Moment with Harry’s and Dollar Shave Club?
Blockbuster dominated the movie rental business. It had stores all over the U.S. Renting movies was a good business with good margins. The big drawback was when the movies were not returned on time. With a DVD sitting in someone’s… Read More
Harry’s Muscles into Procter & Gamble’s Turf
The shave care industry is important to Procter & Gamble (PG). It is included in its Grooming segment and operates under the Gillete brand. Shave Care is a $15 billion industry with Gillete holding a 60% share. This is why… Read More
AMM Dividend Letter Issue 27: How to Measure and Know Your Risk Level and a Look at Procter & Gamble
This is from the AMM Dividend Letter released March 11, 2016. If you want to see the latest “Dividend Stock in Focus” as soon as it’s released then join our mailing list here. Consider this proposition: You are offered a… Read More
China Baby Boom or Bust?
After 35 years China ended its one-child policy. Companies with exposure to China’s baby market like Mead Johnson (MJN) and Procter & Gamble (PG) jumped in price on the news. A Chinese baby boom is around the corner. Or is… Read More