Reckitt Benckiser Share Discussion Threads

[toffeeman] 19/2/2013 11:11

Steve - there won't be when Unilever overbids for RB.!

[gbb483] 19/2/2013 11:07

I wonder why they don't post on that BB - maybe they've been rejected?

[citymohawk] 19/2/2013 11:05

Stever4545 - So which stock do you prefer then? lol

[gbb483] 19/2/2013 11:02

I can see this going a long way up yet.

[stever4545] 19/2/2013 10:52

The way it's going YEsThat's about 10%There is 25% scope at ULVR

[gbb483] 19/2/2013 10:34

Soon be over 5000p

[stever4545] 19/2/2013 09:59

U could be right but it's irrationalTake profit and go to something with scope like ULVR

[gbb483] 19/2/2013 09:49

The half century is looming.

[stever4545] 19/2/2013 09:08

Yes but it's now over valued

[skinny] 19/2/2013 08:36

New highs again this morning.

[stever4545] 19/2/2013 08:22

I agree: taking some profit to by Unilever that has a £31 target and thus far more scope

[citymohawk] 18/2/2013 14:32

lol@agai

RB. - Year upon year, like most blue chips, RB has either underperformed or overperformed against its earnings growth. Right now, it's price growth is disproportionately large relative to earnings growth and for that reason, I hold a short view on this for 2013 with a reversion target of sub £40.00 - No discredit to the stock, just the investor irrationality.

[stever4545] 18/2/2013 13:41

More leverage now at ULVR

[stever4545] 18/2/2013 11:59

I am moving some to ULVR as upgraded again at Goldman

[agai] 15/2/2013 18:34

Your right front, that brokers target on RRS was only a few weeks ago, at:
5th feb Deutsche Bank buy tp 7360p from 7570p
5th feb BOAMerrill buy tp 8500p
5th feb Soc Gen buy tp 8000p

GUESS WHAT THEY ARE TODAY -- £56.70!!...LOL BROKERS!!

[agai] 15/2/2013 18:17

Report about 5 months ago suggested overbought price position at £36!
With consumer spending on the retreat, why any broker would and subsequent rampers would believe this price is sustainable, begs belief!!
Retreat towards £30/£33 at the very least.



""Corporate results have been mixed, with those exposed to consumer spending suffering at large, as disposable income dries up. Reckitt Benckiser (LON:RB.), the household goods maker behind brands such as Dettol, Cillit Bang, Durex, and Nurofen, warned last week there was a tough outlook for consumer spending in mature markets as it posted only a slight rise in profit.

Rival Unilever recently warned that consumer companies are operating in a deteriorating global economy as it reported a small drop in net profit, while US based market leader Procter & Gamble has issued two profit warnings this year, blaming waning demand in mature markets.
Unilever, however, is further down the line in the battle to secure customers in new geographical markets and with further pain expected in Western markets, Reckitt's margins are likely to be squeezed further.

The oscillators, however, are overbought, suggesting the recent momentum may be fading.
At the time of writing the share price is 3599p and I believe a short trade with a stop-loss above the multi-year highs at 3707p offers an attractive risk / reward bias. Near term targets are seen at 3455p, 3329p and 3168p""

[kkringe] 15/2/2013 16:53

I think other posters are correct.

Stever4545 14 Feb'13 - 12:07 - 365 of 365 0 0 (Filtered)

[stever4545] 15/2/2013 14:25

Show the main post> Stever4545 - 15 Feb 2013 - 09:43 - 119 of 128Sorry : it's on Schwab siteStever4545 - 15 Feb 2013 - 09:43 - 120 of 128Range ?31 to ?39Stever4545 - 15 Feb 2013 - 09:50 - 121 of 128Colgate and oral health seen as going ahead emphasis on emerging marketsAdditional manufacturing ability on SAFurther supply chain and cost base efficienciesCentralisation of Deo UK manufacturing in enhanced Port Sunlight facilityStever4545 - 15 Feb 2013 - 10:12 - 122 of 128Gone into auctionStever4545 - 15 Feb 2013 - 11:13 - 123 of 128Colgate and oral health seen as going ahead emphasis on emerging marketsAdditional manufacturing ability on SAFurther supply chain and cost base efficienciesCentralisation of Deo UK manufacturing in enhanced Port Sunlight facilityStever4545 - 15 Feb 2013 - 11:21 - 124 of 128Feb 13 Global USG 9.72%Stever4545 - 15 Feb 2013 - 12:14 - 125 of 128Stever4545 - 15 Feb 2013 - 12:13 - 60 of 60Predicted Q1 result seen as making trading range ?29 to ?31Stever4545 - 15 Feb 2013 - 12:37 - 126 of 128Colgate and oral health seen as going ahead emphasis on emerging marketsAdditional manufacturing ability on SAFurther supply chain and cost base efficienciesCentralisation of Deo UK manufacturing in enhanced Port Sunlight facilityStever4545 - 15 Feb 2013 - 12:40 - 127 of 128Everyone that works here shares Polmans vision to double the size of the CompanyTo half the ecological footprintAnd to double the share priceStever4545 - 15 Feb 2013 - 12:43 - 128 of 128168 000 people that all believe>

[apad] 15/2/2013 12:23

Apologies to sensible posters, can't take any more of this.
apad

[stever4545] 15/2/2013 11:58

I am migrating 60% of my RB to ULVR where there is more scope in price to gainAlso buying some PG

[batman9] 15/2/2013 10:43

From Investors Chronicle
Deutsche Bank expects 2013 adjusted EPS of 269.5p.

Based on broker Panmure Gordons figures, they trade on an enterprise value to cash profits multiple of 12 times - a modest discount to Reckitts global peer group.

[frontrun] 14/2/2013 14:35

Broker recommendations for RIO, to £70'ish
They subsequently fell to £10! Now £37!

Broker recommendation for RRS were £90'ish. They fell to £45. Now £58!

On that basis, i think its safe to say, on RB we're looking at £21!
Brokers know about the same as some of the rampers on these shores.

frontr..7.3

[stever4545] 14/2/2013 14:10

People are migrating to ULVR

[gbb483] 14/2/2013 13:21

Stever - the record's stuck

Stever4545 14 Feb'13 - 12:07 - 358 of 358 0 0 (Filtered)

[stever4545] 14/2/2013 12:07

I am so pleased in buying this quality companyHowever I am taking profit as 12% rise year to date and don't see more scopeI am keeping 40% and selling the rest now to buy Unilever where the broker consensus is target £36 to £39 and thus huge scope.