Reckitt Benckiser Share Discussion Threads

[minerve] 22/10/2015 16:41

Excellent stock. Good results. Defensive with (seemingly) very strong ability to grow in emerging markets even during mediocre economic conditions. Many are joining the middle-classes in China and that can only help this stock, surely.

Some commentators believe on-line shopping kills branded sales, but I am not convinced. I think it could improve branded sales - if you are not at the shop, you want to know you are getting something worthwhile. Comments ?????

New share price high breaks are normally very good and hopefully we should see a reasonable run for a while. I am hoping to hold very long term though.

[spacecake] 22/10/2015 16:13

New share price high.

Very quite here just now

[spacecake] 20/10/2015 16:33

Update tomorrow..

[mr aboii] 08/10/2015 13:17

WELCOME TO RECKITT BENCKISER _ ACTIVE INVESTORS CLUB (RB.)

[mr aboii] 08/10/2015 13:17

WELCOME TO RECKITT BENCKISER _ ACTIVE INVESTORS CLUB (RB.)

[sogoesit] 28/7/2015 17:02

Good news!
Brokers upgrading their price targets today in general from the 6100p's to 6600p's.

[spacecake] 27/7/2015 09:45

Some good number delivered today along with... “Given our strong half-year performance, and accelerated delivery of Project Supercharge savings, we now expect to exceed the targets we set at the beginning of the year.”

[apfindley] 08/7/2015 16:15

Independent Resources IRGIRG farmout news coming soonMarket cap £1.1mill108mmbblsLight oil discoveredDrilling again soonMoving just 35mmbbls in "reserves" category will give £350millOr 150p a IRG share.Go do research IRG massively undervalued

[sogoesit] 20/2/2015 18:46

High margins, and growing; nearly 100% cash conversion; getting on for £1bn in cash; buying-back shares... and all this at low risk.
This stock flatlines then re-rates every now and again as you can see on the charts. Holder since 2004. CAGR 15% approx. including dividends.

[batman9] 19/2/2015 09:16

PE for this year expected to be 23.1 and 2016 at 21.7.

[essentialinvestor] 18/2/2015 11:26

Approx 25 x earning now, this looks priced for perfection IMV.

[batman9] 11/2/2015 09:39

Dividends. The Board of Directors recommends a final dividend of 79 pence (2013: 77 pence), to give a full year dividend of 139 pence (2013: 137 pence), an overall increase of +1%. The dividend, if approved by shareholders at the AGM on 7 May 2015, will be paid on 29 May to shareholders on the register at the record date of 17 April. The ex-dividend date is 16 April and the last date for election for the share alternative to the dividend is 7 May. The final dividend will be accrued once approved by shareholders.

Capital returns policy. RB has consistently communicated its intention to use its strong cash flow for the benefit of shareholders. Our priority remains to reinvest our financial resources back into the business, including through value-adding acquisitions. Through continued strong cash generation the Group has reached a net debt level of approximately GBP1.5bn. It is not possible to be definitive on future needs, but we consider that this provides the Group with appropriate liquidity.

We intend to continue our current policy of paying an ordinary dividend equivalent to around 50% of adjusted net income. In addition, we plan to supplement the current share buyback policy which broadly neutralizes incentive plan share issuance (c. GBP300m p.a.) with an additional up to GBP500m share buyback programme in 2015.

[harrysmegaloola] 29/1/2015 22:21

Matter of time before this tanks...target £20!


Why Unilever plc And Reckitt Benckiser Group Plc Are Getting Too Expensive

[sogoesit] 01/1/2015 11:10

Thanks for post batman.
So it looks like a stock for "growth in ("illegal") drug addicts"!
Since the western world is rich and likely to grow richer this is probably a good market to be in, with treatments mostly funded by the taxpayer I would guess. Since government is not the most discerning of price negotiators this sounds like a potentially highly profitable business.
I think I will now hold on that basis.

[essentialinvestor] 30/12/2014 11:36

The current RB. valuation looks rather full, even allowing for the cash
generation and quality of brands, growth rates appear to have dramatically
slowed, at least for now, all just IMV only.

[sogoesit] 28/12/2014 13:33

Good question bench; no idea but, since I don't know anything about pharma I will probably sell them all for re-investment in RB...

[bench2] 26/12/2014 23:11

Any views on the valuation of the spin off coy :Indivior ? INDV

[leeson31] 28/9/2014 11:01

Swipe
3 Jun'14 - 21:36 - 580 of 588 0 0

Stark reminder when broker upgrades on all time highs are a sure sign to get out, as was recently shown by many stocks.
One of the most recent that comes to mind is Asos.
Brokers upgraded to silly numbers, then halved within weeks!, from £75 to £40!

I'd be very carefull
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it rose 10pc since june to peak high.

macd looks like peak low'd, and long term, medium term and short term trends all up. We're seeing a series of higher highs and higher lows. i think ~5250p is support area now, and share price back on for top area at ~5520p+. Markets down 3 days in a row last week but saw buyers returning Friday; in theory it should continue up this week after the wider markets retrace last week.

all imo.

cheers

[chevey] 05/9/2014 18:02

Nice bounce back today.

[chevey] 30/7/2014 16:14

Shorting still anyone.

[tweeeek] 30/7/2014 14:26

It looking lovely today, reckon it'll hit the £60 before the divi date.

[batman9] 30/7/2014 12:10

The ex-dividend date will be 6 August 2014 and the dividend will be paid on 25 September 2014 to shareholders on the register at the record date of 8 August 2014. The last date for election for the share alternative to the dividend is 4 September 2014.

[tweeeek] 29/7/2014 10:54

That's excellent news, I'm in at 5200 today.

[batman9] 29/7/2014 08:40

Deutsche Bank has a buy and TP £60.00.