BofA Merrill Recommends Defensive Consumer-Product Stocks
14 January 2009 - 2:26AM
Dow Jones News
Investors in consumer-products stocks should shift their
portfolios to more defensive stocks with less leverage in 2009,
Bank of America Securities-Merrill Lynch told its clients
Tuesday.
Paper-tissue maker Kimberly-Clark Corp. (KMB), and personal
care-product maker Alberto-Culver Co. (ACV) are good examples of
more defensive, less levered stocks, BAS-ML analyst Christopher
Ferrara said in upgrading the stocks to buy.
Battery maker Energizer Holdings Inc. (ENR) and Newell
Rubbermaid Inc. (NWL), however, are too highly leveraged, Ferrara
said. He downgraded Energizer to underperform and Newell Rubbermaid
to neutral.
Shares of Alberto-Culver rose 6% to $24.50 in recent trading and
Kimberly-Clark rose 2.3% to $51.71. Shares of Newell Rubbermaid
fell 3.5% to $9.71 and Energizer fell 5% to $51.59.
Ferrara said Kimberly-Clark, whose stock price has lagged the
S&P 500 by 26% since mid-November, will benefit from a decline
in paper pulp prices.
Alberto-Culver has the best balance sheet among personal-care
companies with nearly $4 per share in cash and no debt, Ferrara
said, and its sales of hair-care products, making up nearly 80% of
its product portfolio, have held up well and should continue to do
so, he said.
Ferrara's downgrade of Energizer was based on part on the
stock's 72% jump since its Nov. 20 lows. He also said the company's
leverage ratio was near the high end of its peers, and its
valuation shouldn't expand "for quite some time" due to a lack of
visibility and the difficult economic environment.
Ferrara said he expects Newell-Rubbermaid to cut its dividend in
its upcoming fourth-quarter earnings report and said the company's
BBB+ credit rating on negative watch will be a deterrent for
buyers.
-By Ed Welsch, Dow Jones Newswires; 201-938-5244;
edward.welsch@dowjones.com
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