tag:blogger.com,1999:blog-2887408586168605394.post4857436420437942431..comments2022-10-22T10:08:59.187+01:00Comments on The Dividend Drive: BUY: PZ Cussons--Cleaning Up with Cleaning Products (and Other Consumer Goods)?Ahren Lesterhttp://www.blogger.com/profile/10131811751957847395noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-2887408586168605394.post-66582745665187253462015-11-29T23:54:20.072+00:002015-11-29T23:54:20.072+00:00They do not have a very large exposure in the US. ...They do not have a very large exposure in the US. That being said, there is an ADR (PZCUY) so if you were interested it would be straightforward to open a position. <br /><br />Consumer staples are by far the largest sector of mine as well. They have all the qualities that I find attractive!Dividend Drivehttp://dividend-drive.blogspot.co.uk/noreply@blogger.comtag:blogger.com,1999:blog-2887408586168605394.post-55695019420587658142015-11-29T23:07:46.618+00:002015-11-29T23:07:46.618+00:00Never heard of this company but I do love the cons...Never heard of this company but I do love the consumer staples a lot. It's my largest sector overall. The numbers look really good for this company and as you stated you are probably right in being comfortable with its current dividend and future prospects for growth.DivHuthttp://divhut.comnoreply@blogger.comtag:blogger.com,1999:blog-2887408586168605394.post-48659783990500815312015-11-25T11:23:14.169+00:002015-11-25T11:23:14.169+00:00I know what you mean, M.
Would have been nice to...I know what you mean, M. <br /><br />Would have been nice to see PZC at around the 275-290 range. I think it dipped down there in September (which I missed, opened a position at 298 in December). I am not sure how likely (bar any major crises, of course) that it will get down to the 275 mark.The last time it reached that price it seems was in 2010!<br /><br />I am happy to keep topping up each time it drops to 300p and I have spare cash. Though I am about full on PZ Cussons for now despite its quality!Dividend Drivehttp://dividend-drive.blogspot.co.uk/noreply@blogger.comtag:blogger.com,1999:blog-2887408586168605394.post-67706282938074793582015-11-25T07:52:19.398+00:002015-11-25T07:52:19.398+00:00I'm also enamoured by PZ Cussons, and like Joh...I'm also enamoured by PZ Cussons, and like John also haven't pulled the trigger on it yet. Am waiting for the 275-290 pence range before I shoot! Fantastic company though, to be honest I'd be proud to own it at 300p or less, but you know me and my cheapskate criteria are pushing me towards a PE of <15M from There's Valuehttp://theresvalue.co.uknoreply@blogger.comtag:blogger.com,1999:blog-2887408586168605394.post-83497908658225217872015-11-24T16:44:01.430+00:002015-11-24T16:44:01.430+00:00Thanks, John.
I like it a lot at around 300p. In...Thanks, John. <br /><br />I like it a lot at around 300p. In terms of management team and intelligent growth plans I find it perhaps the most attractive company in the FTSE 350. I really do. <br /><br />What price do you think is your ideal entry point? Be fascinated to hear. <br /><br />I'd love to see the stock nicely under 300p when I have free capital but as yet it has not really happened. It usually gets to around 300p then bounces back sharply (or at least has since 2010)!Dividend Drivehttp://dividend-drive.blogspot.co.uk/noreply@blogger.comtag:blogger.com,1999:blog-2887408586168605394.post-19894218581748643032015-11-24T14:48:50.732+00:002015-11-24T14:48:50.732+00:00Good write up. It's definitely a good company ...Good write up. It's definitely a good company and one that I would be happy to own. The price isn't quite there for me although I certainly don't think it's expensive at 300p. <br /><br />Best of luck with it.<br /><br />JohnJohn from UK Value Investorhttp://www.ukvalueinvestor.comnoreply@blogger.com