NWL - Newell Brands Inc

[ander]

This one is back at 52 weeks lows. Anyone getting interested or is this one still 6 months to a year away from being investable?

 

I still own it and have been following. The sell-off the past few days seems to be a combination of weak consumer staples stocks, slower Nielsen scanner data, and stocks that have been weaker YTD selling off more. Re: the fundamentals, I think it sets up nicely from here. Would guess that this can re-rate pretty quickly if they start beating and raising and show progress on margins - I think the bar is set low enough and there is a lot of opportunity for margin improvement. The businesses have been run as separate companies with old systems that do not even track basic data, but once it is combined, there should be a lot of opportunity.