Reckitt Benckiser Share Discussion Threads

[mozy123] 24/1/2019 10:22

Looks very oversold. Added some more here.

[essentialinvestor] 17/1/2019 14:49

Had a small amount.

[essentialinvestor] 31/10/2018 10:45

£53?, That may be a very decent longer term entry point,
if we got that low.

Looking at the relative valuation to ULVR, RB. looks on the high side to me.
You could makes a case RB. might get an offer at some point which justifies the current multiple.

[skinny] 30/10/2018 09:05

Liberum Capital Buy 6271.00 7600.00 Reiterates

[this_time_its_different] 30/10/2018 08:56

STRONG BUY, RB has been hit by several one off problems, it's still a solid business based of Durex, Dettol and Air Wick on it's own. People will always need condoms and cleaning products, buy and hold forever is what you do with RB. STRONG BUY

[this_time_its_different] 04/10/2018 16:22

These last few weeks have been terrible for the markets, trade war then brexit then fed raising rates too quick. Hopefully the next few months are smoother as we move towards santa rally time.

[this_time_its_different] 04/10/2018 15:07

brutal drop, not surprised though, stocks go up the stairs and down the elevator. Stock returns are asymmetric, this means there is always a sharp drop over bad news and a gradual rise over good news.

[basem1] 04/10/2018 14:39

Not stock specific but hitting all defensive stocks

[basem1] 04/10/2018 14:39

It's something to do with treasury yields in the USA. My CFd broker rang me saying to go long. That was at £69 mind.

[this_time_its_different] 04/10/2018 14:14

Still selling off, very strange. Not even a bond proxy, so interested to know why the sharp drop.

[this_time_its_different] 04/10/2018 14:01

4% drop in a day is a lot for something like RB, surprised there is no news to this drop. A broker note etc? Results? CEO comments?

[mozy123] 04/10/2018 11:35

Just a pull back on a general down day after a strong run recently.

[this_time_its_different] 04/10/2018 11:08

The stock was cheap at £70 and is even cheaper now. STRONG BUY

[dr biotech] 04/10/2018 10:14

No, I was wondering whether it was a broker downgrade, but I can’t find one.

[this_time_its_different] 04/10/2018 09:47

Quite the drop, any soul know why?

[this_time_its_different] 28/9/2018 14:01

nice to see rb moving again (in the right direction), BUY

[thefartingcommie] 20/9/2018 20:58

shhhhhhh;)

dont tell anyone...we're gonna have a a great few weeks here..jpm £90 and o/w....suits me sir;)

ps..weir and pru in the same bracket methinks

[this_time_its_different] 14/9/2018 15:58

Nice jump. STRONG BUY

[this_time_its_different] 27/7/2018 10:50

RB is a pure defensive play, it's real merits come along in recessions where you preserve your capital. It may not grow the fastest, but you will beat the market holding this company a decade plus. RB is a buy below £70 right now for sure.

[mozy123] 27/7/2018 10:03

Probably not!

[sogoesit] 27/7/2018 09:53

My personal view is that this is a stock for passive investors.

Have held this stock for more than a decade with a yield-on-investment of 15% pa including dividends.
It is now middle of its pricing range on the basis of compound annual growth (capital only) so, in my view, a good time to invest.
Then leave it for the next decade or so.
Good luck otherwise if that's not a strategy that interests you.

[sogoesit] 27/7/2018 09:48

Did they ever go away?

[Have held this for over a decade. It pottered along at 12% CAGR then 15.3% then accelerated to 18.3% CAGR, became overbought, then mean-reverted etc. etc. excluding dividends. Including dividends my overall annual yield-on-investment has been 15% pa].

[mozy123] 27/7/2018 09:03

Happy days are back?

[dr biotech] 27/7/2018 08:46

First decent set of results after 8 poor quarters. Not quite there yet but at least pointing in the right direction