Category Archives: Quality Franchises

fatigue performance

Unilever, Burberry and Quality fatigue….

Not a huge surprise to WealthiFi readers that Quality names in the consumer space have been under-performing. However, let’s not do the credit ratings thing and don the red cross badge, return to the battlefield and shoot the wounded.

October 7th, 2013 by

Quality Franchises

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consumer spend

Corporates becoming our new banks could be very good news…

It has been a source of frustration for all growth seekers that banks in deleveraging mode tend to defeat the purpose of ultra-low interest rates. But is there a potential new source of spending power for consumers?  

September 13th, 2013 by

Quality Franchises

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whisky fatigue

Consumer Staples: High quality growth fatigue?

Brown-Forman was recently described in a successful fund manager presentation as “one of the best examples of a resilient consumer product franchise”.

August 28th, 2013 by

Quality Franchises

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ballmer ceo msft

Microsoft: CEO departure adds $25 billion to company value!

For those of a sensitive nature there’s always a touch of sympathy when a CEO announces his departure and a share price races higher in celebration. Howdya feel about a $25 billion higher valuation?

August 23rd, 2013 by

Quality Franchises

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heineken norm

Heineken: Who likes flat beer?

Oh dear, it looks like Heineken’s profits are going to be flat in 2013. Frankly, that’s not good enough when you are valued at 18x earnings and when you’ve done big deals to expand your operating assets by a third.

August 21st, 2013 by

Quality Franchises

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siemensfail

Siemens: Charting the failure of diversification…

Siemens’ board has lost patience and is ousting its CEO, Peter Loescher. The former pharma executive has been plagued by mis-priced contracts, project timing penalties, bad bets on solar power and poor acquisitions.

July 29th, 2013 by

Quality Franchises

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housedge

Will US housing miss hit consumer discretionary spend?

The feel-good factor attached record stock market highs can loosen the purse strings of the wealthy 1% but what about the Main Street 99% whom Buzz Bernanke is currently claiming as his true love?

July 17th, 2013 by

Quality Franchises

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tortoisehare

Google Tortoise searches for $1,000 per sHare!

New highs for US markets in recent days and the leaders are still leading. Google’s shares have just hit a new high and it is remarkable that not that long ago Apple and itself were trading at the same price.

July 15th, 2013 by

Quality Franchises

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foodglorious

Food glorious food Doles out more returns…

Another deal in the food sector! Even at 90 years of age David Murdock is still enthused enough to buy the 60% of Dole Foods not already owned by himself or his family.

June 11th, 2013 by

Quality Franchises

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guinnesswait

UK Dividend Stocks: Good things come to those who wait….for Diageo.

Diageo CEO Paul Walsh has announced his departure from the helm of the FTSE giant after 13 years. Not unlike its famous Guinness brand shareholders can reflect happily on their patience and a major acceleration of performance in recent years.

May 7th, 2013 by

Quality Franchises

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