| TOP PICK | 70.720 | Laura Wallace | A defensive holding. Well known brands. Consistent earnings. Good exposure to the fast growing Asia economies. Trading at about 17X earnings with very consistent and transparent outlook. | 2008-08-19 | |
| BUY | 67.470 | David Baskin | Sells a lot of consumer necessities, a huge number of branded products. Sees this is a pretty defensive pick. | 2008-04-22 | |
| TOP PICK | 67.040 | Laura Wallace | Very defensive stock. In all kinds of products that everyone uses. Well positioned overseas with more than 60% of its revenues outside of North America. Strong earnings outlook. Strong balance sheet. | 2008-03-12 | |
| SELL | 73.190 | Brian Acker, CA | Very expensive. His model price is $58.85. A -19% differential. He is seeing a lot of money moving into consumer staples but you are really paying a significant price. | 2007-12-20 | |
| DON'T BUY | 68.590 | Paul Harris, CFA | Good company. As a multinational, it should be helped by the fact that more than 50% of their product is sold overseas. Getting the benefit of the weaker US$. They have lots of pressures on pricing from the big discount stores that they supply to. Prefers Johnson & Johnson (JNJ-N). | 2007-11-01 | |
| BUY | 70.830 | Ross Healy | Upside is quite substantial. One of the areas where, in a recession, people tend to go because of the defensive qualities. | 2007-10-05 | |
| BUY | 65.900 | Alan Kral | Good international exposure. Has been very aggressive and very good in terms of treating its product offerings like a portfolio, i.e. spinning off products not growing fast enough and buying new ones. | 2007-09-10 | |
| HOLD | 62.590 | Alex Ruus | Relatively good defensive stock. Feels he can get better returns and others stocks. | 2007-07-18 | |
| DON'T BUY | 62.680 | Pat Naccarato | A fantastic company, but you want to buy it when there is some kind of problem or issue. The valuation is not compelling. | 2007-07-17 | |
| WEAK BUY | 62.160 | James Cole, BA, CFA | Prefers business with more volatility in the share price. PG is a great company with great predictability, single digit growth + dividend .High level of safety. | 2007-06-12 | |
| HOLD | 61.720 | Ian Nakamoto | Has split up into 3 units giving more of a pure play. In general split up units do quite well. | 2007-05-14 | |
| BUY on WEAKNESS | 62.960 | Norman Levine | Long-term average is 8% to 10%. Nothing wrong with this. This is the best consumers product company in the world and gives you worldwide exposure. | 2007-05-01 | |
| BUY | 63.730 | John Manley | Analysts have target around $73.59. It looks like resistance is around the $65 area. Formed a double bottom with the rest of the market in March. Probably has decent prospects going forward. | 2007-04-16 | |
| BUY | 61.170 | Norman Levine | The top consumer-products company in the world. Adding Gillette gave them another premium brand and has been an accretive acquisition. Stock got ahead of itself and you are now seeing a valuation correction. Good defensive play. | 2007-03-13 | |
| BUY | 64.540 | Steve MacMillan | The kind of a stock that you could put in your portfolio and leave for years. High-quality company with some amazing brands in its portfolio. The Gillette acquisition last year increased the quality of the brands. Valuation is reasonable and you'll probably make 10% a year over a long period of time. | 2007-01-03 | |
| DON'T BUY | 62.250 | Brian Acker, CA | Wouldn't touch this one with a 10-foot pole. He has a model price of $50.23, which would give it a 20% negative differential. A text book example of what the market has done in the last 2 quarters by getting out of cyclicals and into consumers staples. Have pushed an overvalued sector into being even more overvalued. | 2006-10-17 | |
| BUY | 60.780 | Laura Wallace | A classic defensive stock but has also been a great growth stock. Some changes in management really spurred innovations. The Gillette acquisition seems to be working out well. | 2006-08-21 | |
| BUY | 57.250 | Norman Levine | On his radar. Money has been flowing into the stock in the last couple of months and he thinks that will continue. They acquired Gillette which is a big integration. | 2006-07-11 | |
| BUY | 56.450 | Gavin Graham | The purchase of Gillette made a big difference in terms of products they have. 2.2% yield. There has been some margin squeeze but they do have pricing power. Able to pass cost increases on. | 2006-07-06 | |
| HOLD | 55.730 | Jonathen Wellum, B. Comm, B. Sc | Basically has gone sideways but pulled back a little bit after its merger with Gillette. When you look at a global consumers product company, it is well positioned. If you believe in global growth and you want purchasing power, it is a very strong business. Not overly expensive. | 2006-06-23 | |
| DON'T BUY | 56.070 | Jean-Francois Tardif | Has been growing every year and has merged with Gillette. Recently got hit when Wal-Mart reduced inventories by 15% which could affect their sales short term. Trades around 18 X next year’s earnings. If the US$ falls, sales outside the US will look better. Doesn’t like exposure to the US$. | 2006-04-19 | |
| HOLD | 56.160 | David Baskin | A worthwhile holding. It's the kind of stock that does well when the general market is kind of soggy. Hasn't been a lot of enthusiasm for this kind of lower growth, defensive name. | 2006-04-18 | |
| DON'T BUY | 57.740 | Brian Acker, CA | The balance sheet is too big. His model price is $47 which is a -17.5% differential. Dead money. | 2006-03-29 | |
| BUY | 59.320 | Laura Wallace | This is a great company. The Gillette acquisition is a great one. The company has a good record of making acquisitions work. They generate a lot of cash flow. | 2006-02-07 | |
| BUY | 55.480 | Brad Willock | A good defensive name. The acquisition of Gillette will allow sales people to now distribute both products. Likes it long term. | 2005-08-31 | |
| TOP PICK | 54.620 | Laura Wallace | Likes that they have leading brand names and diverisified geographically. The Gillette acquisition will be very positive. Not expensive relative to its 11/12% organic growth rate. | 2005-08-24 | |
| BUY | 53.940 | Bill Carrigan | In a sector that is relativel safe. Everytime there has a been a correction on this stock, it tends to move sideways, so basically it is in fairly good support. Be prepared to sell if it takes out its lows of '05. | 2005-08-09 | |
| WEAK BUY | 54.250 | Gavin Graham | Looking to acquire Gillette (G-N) and thinks this is a good accretive deal. It gives them 15 brands with over $1 billion US of sales. Relatively expensive. May not grow quite as fast going forward because of margin squeeze. | 2005-08-08 | |
| BUY | 56.120 | Jean-Francois Tardif | Usually doesn't invest in large companies. Has had rising earnings every year for a long time. Dividends have been going up every year. Very stable business. Trades at about 21 X earnings. A good Buy and Hold company. | 2005-06-01 | |
| DON'T BUY | 55.140 | Andrew McCreath | Trades at 20/21 X earnings with a yield of about 2%. Has been pretty choppy over the last year. Gillette acquisition is pretty representative of the big pharmas style in the last few years of generating some top line growth. Expect it to just grind sideways. Not ridiculously expensive based on its pristine balance sheet, but not very exciting. | 2005-05-04 | |
| DON'T BUY | 54.900 | David Burrows | They have to start getting through the integration of Gillette and have to start to see the benefits come out of that. This was one of the very large caps that became overowned in the 90's and the ownership has been washing its way out of the system. The growth rate really hasn't been there to support the multiple that it originally had. | 2005-05-03 | |
| PAST TOP PICK | 54.800 | Laura Wallace | (A Top Pick Jan 31/05. Up 2%.) The Gillette acquisition is going to be very good. Very strong brands. | 2005-05-02 | |
| BUY | 53.370 | Gavin Graham | Hasn't gone anywhere in the last year because of the Gillette deal. It will be accretive. Getting a dividend while you wait. Good management. | 2005-04-26 | |
| BUY | 52.870 | Mark Jackson, CFA | Would have to have a look at the Gillette business. At the end of the day, this is a company that's going to have some pretty powerful brands. Probably will be able to take costs out of the business. On their radar screen. | 2005-02-01 | |
| TOP PICK | 53.230 | Laura Wallace | Gillete looks like a great acquisition of them. Going to give them great pricing power in getting shelf spacing with places like Wal Mart. This will give them an expanded line into Asia. | 2005-01-31 | |
| TOP PICK | 53.640 | Nicholas Sargen | Feels there will be a rotation to larger caps in the US. An innovative firm. | 2004-11-26 | |
| BUY | 54.000 | Bob Stodgell | Good for long term investors. Dividend increases quite regularily. Great franchise. With the falling US$, it's easier for them to do business internationally. | 2004-11-11 | |
| DON'T BUY | 53.290 | Gavin Graham | Getting squeezed. Costs of their packaging is rising. Investors have made no money on Unilever, Colgate or Proctor & Gamble over the last 5 years. | 2004-11-08 | |
| DON'T BUY | 54.290 | Gavin Graham | Cheap. Has done really well. 1.8% dividend. Looking at 11/13% earnings per share. Has probably done most of its performance over the next 12/18 months. | 2004-08-12 | |
| PAST TOP PICK | 55.290 | Paul O'Neil | (Past top pick Mar 19/04. Up 6%.) Still likes. Valuation is very attractive. The weakness of the US dollar works for them, not against them. | 2004-06-24 | |
| BUY | 106.450 | Norman Levine | Expects margins to continue to rise. A good stock. | 2004-04-07 | |
| TOP PICK | 104.030 | Paul O'Neil | (A top pick Jan 16/04. Up 5 1/2%.) Expect it to go a lot higher. A great company. 2% dividend. | 2004-03-19 | |
| TOP PICK | 99.000 | Paul O'Neil | 40% of their sales are in Europe so the stronger US$ has been helpful. A growth company. Very diversified. Increasing dividends. | 2004-01-16 | |
| BUY | 87.810 | David Burrows | Benefits from the weak US dollarbecause of the large amount of sales outside North America. Very safe. | 2003-05-13 | |
| BUY | 81.250 | Laura Wallace | Had some accounting concerns. Well positioned. Strong brand names. Good long term. | 2002-07-16 | |
| BUY | 89.550 | David Burrows | Good international markets, so weakening US$ will not have a big affect on them. Has just been restructured. | 2002-05-31 | |
| TOP PICK | 93.620 | David Burrows | Will do well even in a US dollar weakness because they have global earnings. | 2002-05-17 | |
| DON'T BUY | 90.600 | Joe Connolly | Had a good run. May be a little high now. | 2002-04-02 | |
| PAST TOP PICK | 79.510 | Brian Acker, CA | (Was a top pick on July 27 up 13.7%) Sold at $80. Doesn't expect it to go any higher. | 2001-12-28 | |
| TOP PICK | 80.150 | Ross Healy | Well diversified products and well run. Will go up if market strengthens, but will hold its own if market weakens. Good upside potential. | 2001-12-27 | |
| PAST TOP PICK | 78.740 | Brian Acker, CA | (Was a top pick on July 27 up 11%) Still likes. Could go a lot higher. | 2001-11-16 | |
| TOP PICK | 70.470 | Brian Acker, CA | Value is higher than share price. Has earnings. | 2001-07-27 | |
| HOLD | 68.520 | David McLean | Expensive, but well run. | 2001-03-07 | |
| BUY on WEAKNESS | 71.100 | Brendan Caldwell | Have built a big base, but watch for a major drop soon. Then a long term BUY | 2001-01-30 | |
| DON'T BUY | 76.563 | Noah Blackstein, B.A., CFA | Hasn't done well New CEO A lot of work to do. Prefers Colgate | 2001-01-08 | |
Experts that have talked about Proctor & Gamble
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