Keyword results: PZ Cussons

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PZ Cussons is still a bad day Buy for me

Back in April I called the Imperial LeatherCussons BabyCussons KidsCarexOriginal SourceSanctuary Spa and St. Tropez seller PZ Cussons (PZC) a “bad day buy” below a 200 pence share price. I think we might have had a few of those year-to-date. But if you have bought some shares - like me - then you certainly have not made a fortune (yet) as the shares are basically 200p this morning. Still, it could be a lot worse…

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Happy Easter (and PZ Cussons is still a bad day buy)

Happy Easter to all of you.  Whilst I can look forward to an EasyJet (EZJ) trip this summer, it has been warm enough over recent days to justify a bit of sun cream, which reminds me of PZ Cussons (PZC) and its St Tropez sun lotion.  So, do I still regard the manufacturer of personal healthcare products as a ‘bad day buy’, just as I did a couple of months ago?

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Deals by recent tips Barrick Gold and PZ Cussons

I see shares in Antofagasta (ANTO) are up a few percent – further building the mining company’s inevitably positive year-to-date performance – on the news that it has raised $900 million from “selling its 50% stake…(to) Barrick Gold and the Pakistan government to end its involvement in the Reko Diq project in the southwest of the country”.

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PZ Cussons is still a bad day buy

It has been another busy week and – despite the fact it is half term holiday time for some – it will be another  hectic seven days for a bunch of corporate news, macroeconomic matters and geopolitical discussions.  If you want a quiet life in the investment world then wait for Christmas.  One stock that reported over the last week but which I have not had an opportunity yet to comment on is PZ Cusson (PZC) which ‘builds brands to serve consumers better with Hygiene, Baby and Beauty at our core’ in brands such as Carex, St. Tropez, Cussons Baby, Sanctuary Spa, Morning Fresh (depending on which part of the world you live in). 

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Is PZ Cussons a bad day buy?

I was a little bit busy yesterday and therefore could not write about the potential Stagecoach (SGC) and National Express (NEX) combination, as Tom noted HERE. Another time then for me rambling on about the reasons why the last decade or so has seen the latter go from being the hunter to the hunted. Meanwhile as for the Conservative Party Conference next month…I guess I could have gone but I will be too busy washing my hair. There is always another year I guess. It has been far from a boring week in the markets and certainly there are a couple of names that did report yesterday that I will add a few thoughts on over the next few days. Today however I want to talk about PZ Cussons (PZC).

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I would buy PZ Cussons: if it falls back enough again

After being a fool who bought some Rolls-Royce (RR) stock a year and change ago and then again when it raised money at a significant discount in the early Autumn to make sure it would survive, I will write a longer piece about its full-year numbers in March when the reality about making and looking after plane engines will be a little more straightforward.  Instead, today it is time to revisit my old pal PZ Cussons (PZC) which I last wrote up here in September when the shares were about 210p. 

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PZ Cussons – should I mope about a YTD unchanged share price?

Only a week or so until the start of October and the formal start of the fourth quarter of a certainly different year. In the narrow commercial world of stock market investment, many of the thoughts in the institutional world will be about how year-to-date performance against both benchmarks and absolute terms is looking – and whether there are a few tweaks needed in the last few months of the year. For my personal pension fund such considerations should not really matter as – unless I fancy talking to myself – I don’t have to rock up early next year to talk to a much of dusty trustees, excitable intermediaries or comedy line managers about how well or badly my portfolios have done. However, all those years taking the institutional shilling continues to influence and – like the investment sad-o I am – on my monitoring spreadsheet I do have a year-to-date performance column. I have been a fan of PZ Cussons (PZC) for a while…

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Even if you panic-bought PG Tips & Domestos recently…Unilever shares are still borrrrrrrrrring

I have not been a fan of consumer staples behemoth Unilever (ULVR) for a long time, most recently in December noting 'still a sell...and wake me up at/around 40 quid a share'. Funnily enough, a quid or so below this mooted share price level was the price at which Unilever shares bottomed at a month or so ago. Anyhow I’ve been thinking about the company today following the publication of its first quarter initiatives...

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PZ Cussons – keep on washing your hands but time for a fake staycation tan too?

One of the better performing U.K. stocks in my portfolio since the start of the elevated market volatility has unsurprisingly been PZ Cussons (PZC). Naturally, I looked towards a range of its Carex and Imperial Leather products to supplement the health and hygiene resilience of my own household…and more often than not my local supermarket was sold out. The company reflects this unsurprising reality today with an observation in its trading update statement that it experienced 'exceptionally high demand' for such products. However, this was not a complete home run...

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Why value investors should buy PZ Cussons and not Crest Nicholson

It is always striking to me that even experienced investors feel the burn when the market goes down a little bit more than on any day in the last four or six months. I know that pension values, spread bet positions, public tipster perception and much more rest on the fluctuations of the world's financial markets, but the real money is being a thoughtful weighing machine investor and not a finger-on-the-trigger voting machine one. Well that is my perception at least and why I included this wonderful quote from James Lovelock (‘An inefficient virus kills its host. A clever virus stays with it’) in some musings I had to send over the other side of the Pond. In short, if you are worried about the coronavirus, then you should be petrified about the alternative financial disease that packages itself up as personal, corporate or government debt burdens. Talking about debt…

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A question of relative hope levels – Dixons Carphone, Superdry & PZ Cussons

A surprisingly busy day of news disclosures given it is election day. All good fun at multiple levels...

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AML
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Aston Martin foolishly thinks raising money at 12% is good business

The best line from today's crop of regulatory news statements is undoubtedly the observation from Hornby (HRN) that 'We regret not producing a Brexit themed model. Our new grasp of social media has shown us that people are passionate about sharing their views on the topic. If the situation persists, we have plans for a locomotive that reliably gets stuck between stations'. Very good! Also before we get to the main event…

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Late August presents from PZ Cussons & the correctly friendless Amigo

Two pieces of good news today...and it is not that the end of the week is getting closer (because you know I love all this business intrigue almost 24/7). First, I was glad to read that my mucker PZ Cussons (PZC) - which I last loved up here - has done a sensible deal by entering into an agreement to sell its Greek food subsidiary Minerva and its Polish personal care brand Luksja…

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PZ Cussons – losses in Africa... but still a buy?

I criticised PZ Cussons (PZC) last month for not saying enough to investors and explaining why its long-standing CFO has left, but today it is making a bit more of an effort with full-year numbers. I have been a buyer of the CarexImperial Leather and St Tropez brand owner for a while but I must admit I so far have failed to pop down to Nigeria to check out its current large corporate malaise on the ground…

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Board love at DS Smith, whilst PZ Cussons is seemingly bored of talking

I am a fully paid-up member of the investment geek club and my continued love for corrugated board company DS Smith (SMDS) has been well documented. Thursday's full year 2018-19 results correctly led to an approximate 5% bounce in the shares and 'a year of significant delivery' meant more synergies from acquisitions, the sale of the plastics division which helped notably improve the balance sheet, 'volume growth in all regions through FMCG (fast moving consumer goods) and e-commerce focus', positive pricing, record margins and an upgrade in medium-term target plus an organic adjusted operating profit growth of 9% and a 13% hike in the dividend. Phew!...

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Polymetal, PZ Cussons & the art of RNS disclosures

A couple of corporate names I own published regulatory news statements this morning. Polymetal (POLY) - which I most recently wrote about here - published its first quarter production numbers. I thought they read well and included a gold equivalent production growth of +27% year-on-year, confirmed key corporate projects such as Pox-2 moves on apace and overall reiterated its full year outlook. As I noted in the above linked piece, all eyes on the upcoming capital markets day later this month and here at/around eight quid a share I rate it as a buy…

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Various shades of caution from Domino's Pizza, Crest Nicholson, Royal Mail and PZ Cussons

Too many names to comment on today, so I will keep my observations down to just four of them...and all have exhibited some element of caution (which is a useful market and macro insight)…

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PZ Cussons - time for a research trip...to Nigeria?

I imagine many readers are thinking about holidays at the moment, be it planned Christmas breaks or something in 2019. I see that TUI (TUI) shares are up 5% today as the company not only confirms a 10% rise in 2018 earnings but also gives guidance for 2019 for a similar proportional increase. Well...

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Don't panic about the FTSE 100 being at a five-month low (part two)

In part one yesterday, I talked about some of the complexities around the FTSE 100 today...but finished the piece by promising some stock picks. Before I get into these I have to highlight Nigel's piece yesterday, which absolutely nails the opportunities around names such as BT Group (BT.A), Centrica (CNA) and ITV (ITV).

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PZ Cussons - ignore fund manager fear and buy

It is no huge surprise that today's set of numbers from PZ Cussons (PZC) are not the finest ever seen because it told us so forty days ago as I wrote up at the time HERE. Of course the actual publication of a set of full year numbers always provides further insights and information...but it is hard to sugar coat a 15% odd fall in profits, a nudging down of overall revenues, debt pushing out a bit and the c. 4% dividend yield only held.

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PZC
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PZ Cussons - UK mixed, Nigeria troubled but fake tan still great!

Three months ago I wrote about the St Tropez tan and Imperial Leather soap producer PZ Cussons (PZC) that the share price back down to 2010 levels had piqued my interest. Today's trading update is a mix of good and bad and the share has fallen back down to the levels it was at in my previous piece. However, it is no disaster statement. Sure, bottom of the range chat is never taken well - hence the move today - but there is a group-wide stabilisation here which bodes better for the future...and this is why the share (remains) a buy.

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PZ Cussons - slap on the St Tropez tan and have a go?

Another 'earnings Thursday'. I could write about Cineworld (CINE) again after my post deal announcement review but it really is all about the big US acquisition and I think it overpaid. Instead I turn to the consumer name PZ Cussons (PZC), which has had a slightly unpleasant share price fall today after updating the market with the observation that:

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PZC

Boring investing produces generations of riches – the case of PZ Cussons

Yesterday saw the publication of annual results from one of the low-profile but high-quality companies on the market: PZ Cussons (PZC). Underlying results were unexciting but investors were treated to their 43rd consecutive year-on-year dividend increase from this 19th century business. It just goes to show that successful investing can be very, very boring.

Zak Mir's Great Request Show: Mytrah Energy, Playtech & PZ Cussons

If you want me to analyse a stock for you just drop me a line at sqmir@hotmail.com - Today I look at shares of Mytrah Energy (MYT), Playtech (PTEC), PZ Cussons (PZC) and offer some share price targets.

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