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Summary Fisher’s 13F portfolio value decreased from ~$141B to ~$133B in Q3 2022. They added Charles Schwab and increased Nvidia, Morgan Stanley, and Goldman Sachs while decreasing Salesforce, Visa, Alibaba Group Holdings, Novartis, Verizon, and Tencent Holdings. The top...
Summary Unilever PLC is a great long-term, slow-growth, bond-equivalent name. Cost inflation fears and currency have hit the ADRs hard this year, sending Unilever stock's P/E ratio to its lowest level in years. Unilever has managed itself well through this challenging operatin...
Summary Valuation is core to everything that I do - second to nothing. The current valuation trends on a high level, for the overall stock markets, show very clear indications. Those indications are that several markets are currently significantly undervalued - on a very broad bas...
Summary All divisions achieved good growth, especially the division related to dermatological products. The weak euro has greatly facilitated growth in each division. The dividend yield is still too low and capital gain expectations are not that high being a consumer staples. ...
Summary The French cosmetics company L'Oreal isn't just a market leader, its recent sales growth has been robust and its margins are enviable. But can it sustain its performance considering its muted long-term growth? It would appear so, going by its rising digital sales. Its ...
Summary The passing of the Queen has swiftly circled the globe. Now, King Charles holds the torch and has significant power over economies, especially if more hands on than his mother. Interestingly, an initiative already lays out some of the King's favorite holdings and offer...
Summary Unilever has been underperforming consumer staples peers for quite a while. It is still trading at average multiples for the industry group. Meanwhile, its business segments are arguably more attractive than the average consumer staples business. An experienced act...
Summary EL shares have fallen 5.8% since Q4 FY22 results last Thursday, and remain 20% down from a year ago - a bargain in our view. Organic sales growth was just 8% in Q4 FY22 and expected to be just 7-9% in FY23, both disappointing relative to our investment case. However, C...
Fisher’s 13F portfolio value decreased from ~$165B to ~$141B in Q2 2022. Johnson & Johnson and Capital One Financial were increased while reducing Eli Lilly and Novo Nordisk this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of t...
Deutsche Bank reiterated a bullish stance on L'Oréal S.A. ( OTCPK:LRLCF ) on its view the personal care giant will be a relative outperformer in the tough macro atmosphere. Analyst Tom Sykes and team pointed to better balance and sees L'Oreal as a beneficiary of China credi...
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According to McKinsey Consulting, the beauty industry saw its sales halve on a year over year basis. McKinsey predicts global revenue will fall by up to 30% during 2020. But consumers are still buying beauty products and the industry is adapting to the COVID-19 era. Ironically, this pretty indus...
The presented market story on the Eye Essence Market announced via Market.us is a comprehensive analysis of the leading parameters that are likely to determine the growth of the eye essence market in the forthcoming decade. Further, the study dives in deep to examine the micro and macro-econom...