01-10-2016, 11:52 AM
Also, HSY has a very small market cap compared to KO etc....so the thought is that there is more room for international expansion (as we see with the quest of the golden monkey).
I just nibbled on some GIS. I actually like the company a lot. I think they are positioning themselves very well for millennials. Larabars are delicious and all natural. They have organic products, they have a lot of new products coming out. It seems too me they are hustling a lot. I like that in my companies. I last bought a nice chunk at 51. I recently nibbled at around 55, because they probably will raise the dividend soon. So that puts the forward yield around 3.3% at least.
Otherwise I agree, not a lot of good deals out there except for WMT. Maybe PG a few bucks lower. They are all benefiting from lower energy costs so the stocks will also be up because of that. I'm waiting for a crash as well.
I just nibbled on some GIS. I actually like the company a lot. I think they are positioning themselves very well for millennials. Larabars are delicious and all natural. They have organic products, they have a lot of new products coming out. It seems too me they are hustling a lot. I like that in my companies. I last bought a nice chunk at 51. I recently nibbled at around 55, because they probably will raise the dividend soon. So that puts the forward yield around 3.3% at least.
Otherwise I agree, not a lot of good deals out there except for WMT. Maybe PG a few bucks lower. They are all benefiting from lower energy costs so the stocks will also be up because of that. I'm waiting for a crash as well.