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Two Mega-Trends: Eastern Appetites and Western Demographics
2010-08-02 21:24:00 Investor theme of the day: Manufacturing? which worldly nations have the edge. China and India grow hungry? Chris Mayer on feeding the booming Far East. One trend that could choke up the ?new normal?? a study in demographics, below. Plus, readers pile in? your thoughts on Social Security and our campaign to discredit GM(?)
Facebook Audience Demographics : For US And Indian market
2009-07-08 13:06:00 Social networking giants were always surrounded with a perception that they are attracting tons of younger audience which seems to have taken a back-seat after a demographics report compiled by iStrategyLabs for Facebook was made public. The numbers are for US market only but may be used to convey the real situation being played out in other major markets like Europe. The numbers where mostly compiled from the data available for Social Ads platform. The Pointers by the compiled report figures user data comparison in US market between 4th jan - 4th july 2009 respectively: 71.9 Million Total US users an increase of 70.8% over the last six months. The ratio of female to male is 55:40 (5% unknown) The growth in below 17 age bracket is 24.2% whereas in 18-24 age bracket it is just 4.8%. The highest growth is registered in 55+ age bracket which stood at 513% compared to growth of 190% in 35-54 age bracket. In terms of education levels, high school and college students accounted for the ...
By: WATblog
Demographics boost China Life Insurance (LFC)
2009-05-04 15:00:00 "The big story behind China Life Insurance (NYSE: LFC) is still the demographic one, as the population of China urbanizing and aging," says Paul Goodwin, a specialist in Asian stocks.In his Cabot China & Emerging Markets Report, the advisor offers a fascinating look into the company, reviewing its firm's history, it's current state and assessing its future outlook."Our latest pick is an old friend of the Cabot China & Emerging Markets Report, China Life Insurance, the biggest insurer in China and the largest in the world by market value. It’s also one of the biggest companies in China, with a market cap of $105 billion and sales of $24.4 billion a year."The insurance story in China is an interesting one, an industry that’s still getting a huge boost from the rapid transition of China from a village- and family-based society to an urban individualist society."The people who leave their villages also leave behind the tradition...
The Importance of Niche Demographics With Internet Marketing
2009-05-04 01:20:00 Your niche demographic is the most important factor whether you are an entrepreneur or a small business. This step determines the target audience for your product or service. Choosing this part can make all the difference in your success rate.You need to search for people who are likely to buy what you are offering. You might also choose to fill in a long-standing demand from a new market that has been ignored so far. You have to know where the demand lies. Once you have found this out, you will be able to decide your niche.Niches are made up of segments. Segments are groups that can be formed by grouping the individuals on the basis of several criterion. The segments can be gender based, like male and female; age based like pre-teens, post-teens, middle-aged etc or profession based like programmers, designers, writers etc. The divisions are mainly as follows:? Geographic? Demographic? Attitudinal? BehavioralLearning about your audience and understanding them in order to create a we...
Twitter Friday on Tuesday: Twitter Demographics Surprise & Digg Hijack
2009-04-14 17:43:00 During Easter Twitter Friday took a day off. Thus Tuesday is the new Friday but just this time. This week we’ll return to the norm by posting the next Twitter Friday on the day you’d expect it. Two things caught my attention last week: A comScore post about Twitter demographics and the drawbacks of the latest ... Related posts:Twitter Friday: Twitter SEO NewsTwitter Friday: 15 Tools Lists, Twitter Business & Social Life ResourcesTwitter Friday: Is There Already a Twitter Backlash?
By: SEO Blog
Demographics Augurs Well For US Socialism
2008-08-15 07:10:00 In the comments section, first psychologist Mort Goldman from The Family Guy, our only celebrity commenter, notes that Scandinavian socialism can never happen in the US because US Whites will oppose being taxed to pay for non-Whites. That's pretty much been the history of the US for the last 28 years or so.But I argue that as Whites decline, and as they become a minority, we can move more towards a Scandinavian model.Uncle Milton, another commenter, says:"I think that when Whites get to be a minority, we can have more of a Scandinavian-style socialist society."Why do you believe the US would have a Scandinavian style socialist society when Whites become a minority in the US..? Why wouldn't it be more like Brazil or Mexico..?Here is my response to this very interesting question posed by Unc:Good question Milton.Minorities here in the US are pretty politically savvy and leftwing. Our society is already much more socialist than Brazil or Mexico and our ruling class is not as White as...
By: Robert Lindsay
Republicans Just as Green as Democrats
2008-06-09 02:57:00 Turns Out Shoppers in Red States Are At Least As Likely to Buy Sustainable ProductsBeing blue doesn't necessarily mean shopping green, and some of the reddest states at the polls are among the greenest at the grocery checkout, according to an analysis of shopping data by Catalina Marketing. TRUE COLORS: Catalina Marketing's 'green shopping index,' where 100 is average, is based on a state's share of green shoppers -- those who purchase multiple products with environmental or sustainability claims on a trip -- divided by its share of shoppers in the company's checkout-marketing program.Indeed, when it comes to general-merchandise products, green shoppers appear largely red-blue color blind.Catalina, using SAS Institute software to mine and analyze the data, found some of the heaviest "green" shopping in solidly red states such as Idaho, Alaska and Utah. While the blue Northeast was predictably green, blue-state environmentalist haven California came in with a subpar 85 index sc...
By: Pushing Envelope
The Demographics Of The Emerging Bloggers Project
2008-05-22 11:40:00 Last year, ten of the fourteen cited blogs were personal in nature. That caused a lot of people to cry failure of elections. You can’t really blame them. It’s hard to find something ground-breaking on blogs that just contains random rants and not-so-profound commentaries. What gave the project a sense ...
By: Atheista
Video # 1: RJ’s Ninja Google Demographics Technique
2008-05-21 15:00:00 Dear Loser, I know there are probably a lot of you morons out there wasting piles of cash on Google Adwords. Well, I had one of my lackeys (ie: “employees”) whip up a little video showcasing one of my latest and greatest strokes of brilliance. It’s a technique I’m using to *LAZER* target adwords campaigns, not just for the Rich Jerk company, but also for new affiliate offers we’re testing out privately. I’m sure you guys will be racing over to your adwords accounts to trick it out RJ style right after the video. Video #1 here: Click Here For My Super Ninja Google Demographics Technique (TM) Later, -RJ (RJ Headquarters) P.S. The video takes 60 seconds to load. Patience! You’ll see it’s worth the wait.
Healthy Old Europe
2008-05-19 14:44:00 The population of western Europe is aging steadily, and the region’s birthrate is well below the replacement level, but Europe’s elderly are exceptionally healthy. That means they could be more productive for longer than their predecessors were. If western European governments learn to tap this potential, healthy aging could become the region’s next great economic ...
By: 1913 Intel
Six in 10 Wealthy Consumers Online Use Social Networks
2008-05-19 04:04:00 Big money needs a friend in marketingThe participation of wealthy online consumers in social networks dramatically increased to 60 percent in 2008, from 27 percent in 2007, according to The Luxury Institute's latest WealthSurvey, "The Wealthy and Web 2.0," MarketingCharts writes.According to the report:Participation levels of online wealthy consumers in leading social networks are 16 percent for MySpace, 13 percent for LinkedIn, and 11 percent for Facebook.The wealthy average membership in 2.8 social networks, with an average of 110 connections.They are intolerant of opt-out techniques: 65 percent say having their personal data given out without permission would cause them to disconnect; 63 percent have an interest in "do not track" lists."Being connected is second nature to these overachievers," said Milton Pedraza, CEO of the Luxury Institute. "We are pleasantly surprised at the rapid acceleration in the over 55-year-old wealthy consumers, whose participation increased fivefold, ...
By: Pushing Envelope
Wealthy Women Flex Financial Muscles
2008-05-17 21:26:00 Married wealthy women make almost two-thirds (64 percent) of a family's purchase decisions on average, according to a Luxury Institute survey of women from households with $150,000 or more in annual income, MarketingCharts writes."Winning over wealthy women is a do-or-die proposition for companies in industries as varied as travel, healthcare, financial services and home improvement," said Milton Pedraza, CEO, the Luxury Institute. "Education is a big ingredient: 88 percent of wealthy women hold at least a bachelor's degree and 35 percent have a master's."Marriott, Hilton, Visa and Home Depot stand out for their skill in marketing to wealthy women ? each earned an unaided mention from 7 percent of respondents for being companies that do the best job of marketing to wealthy women.Among other survey findings:Women hold particular sway over home appliance and travel spending: in 68 percent of wealthy households, the matriarch has the final word on ovens, ranges, and refrigerators; 6...
By: Pushing Envelope
Pro-Gun Demographics
2008-05-15 15:50:00 This is some spot on commentary: Eating our own First and foremost is getting behind the constitutional right of the 2nd Amendment, because gun control needs to become a non-issue. If the constituencies of both parties reject these inane assaults on our liberties and safety then we can move on to disagree about the other issues. The NRA and other gun rights groups need to shed the image of fat white guys in cammo. The population of rural farmers is not growing as fast as that of urban minority groups. As a practical matter rural farmers are less likely to be targeted for crime and oppression than members of minority groups living in the inner cities. read more
By: Brillianter.com
China Demographics As Economics
2008-05-15 07:38:00 China Financial Markets (a very serious and numbers oriented China economics blog) has a fascinating post, entitled, "Demographic projections and trade implications," on the interaction between China's birth rate and age demographics and its economic and trade future. Marketers and futurists ought to be able to have a field day with this information and I urge anyone interested in these topics to check it out.
By: China Law Blog
Kentucky demographics favor Clinton
2008-05-14 22:11:00 FRANKFORT, Ky. (AP) - Add a shot of whiskey and a pinch of tobacco and, politically, Kentucky is a lot like neighboring West Virginia - Clinton country. Both states are overwhelmingly white, largely rural and have a greater share of residents below the poverty line and without college degrees than the nation as whole. And, as she did in West Virginia, Hillary Rodham Clinton is expected to rack up a sizable victory in Kentucky's May 20 Democratic primary against front-runner Barack Obama, who is hoping to counter with a win on more favorable turf in Oregon the same day. Clinton's track record gives her a strong advantage in Kentucky. Whites have favored Clinton over Obama by 55 percent to 40 percent, rural voters 51-43, and voters without college degrees 52-44 in exit polls from 26 competitive primaries. Obama is strong among urban dwellers and rural blacks, giving him a fighting chance among voters in Louisville, the state's largest city, but little hope elsewhere, voting tre...
Demography may be Israel?s doom
2008-05-13 14:56:00 What Olmert fears is graphically illustrated by the numbers. According to Israel?s Central Bureau of Statistics, its population is 7,282,000, of whom 20.1 percent are Palestinian Arab citizens. On the West Bank and Gaza, an additional 4.2 million Palestinians live. Hebrew University demographer Sergio DellaPergola projects that by 2020 Jews will compose only 44 percent to ...
By: 1913 Intel
China: Inhibited Growth, But Too Early To Short
2008-04-26 19:38:00 Demographics another headwind China has undergone over a generation of the one-child policy, which has served to restrict her population growth. The law of unintended consequences raised its head along the way. The population is aging rapidly. The accompanying chart shows that the UN projects the proportion of China?s elderly population, which is defined as those over ...
By: 1913 Intel
China Demographic Crisis: Too Many Boys, Elderly
2008-04-26 19:33:00 It has been three decades since China’s one-child policy was introduced as a temporary measure to slow the country’s population growth. But there’s rising opposition to the policy amid criticism that it’s creating another demographic crisis. The trends are exemplified in the city of Shanghai, which has the lowest birth rate and the highest proportion ...
By: 1913 Intel
As Europe ages - how can we tackle its demographic decline?
2008-04-26 19:31:00 At current trends the average age of people in the European Union will be 49 years by 2050. Combining this with a low birth-rate could mean serious long term implications. It could lead to lower tax receipts as fewer people are of working age and increasing health costs for an aging population. Encouraging immigration and ...
By: 1913 Intel
Dying Russia
2008-04-26 19:04:00 Russia’s brutally high levels of mortality, along with anemic fertility levels, fashion a second “exceptional” demographic trend for the country: depopulation. In the 16-plus years since the end of the U.S.S.R., Russia has recorded over 12 million more deaths than births. Net immigration has only partially compensated for this deficit. Consequently, Russia’s population dropped from ...
By: 1913 Intel
How to use demographics to craft real estate blog posts that target your re
2008-04-10 18:41:00 OK, so you probably won't care a lick about the next couple of pieces I am writing. But my sociology and marketing muscles need flexing, so here is a resource for those of you that want to understand the differences in home buyers/sellers from a demographics and psychographics standpoint and how you can use that data to craft real estate blog posts that resonate with your market. Have you ever considered if you would write differently if you knew your primary audience was male? Have you thought if you would take a different approach to your blog if you knew most of your readership was between the ages of 35 and 49? No? Well you should. Knowing the demographics of your primary audience is essential to sculpting content that converts visitors to leads. For example, if your primary readership is male between the ages of 25 and 34, you might want to consider writing more aggressively, injecting more humor and using more video whereas if your primary ...
Rise and fall of nations
2008-04-06 16:13:00 I have worked more than 40 years examining and interpreting American and international social and economic data. To me the evidence seems clear. There is no collapse in sight. The United States will become vastly more powerful in the decades to come. My primary reason concerns demographics. The first U.S. Census counted 3.9 million Americans. The ...
By: 1913 Intel
Demographics Targeting on Google Adwords
2008-03-31 18:23:00 Recently, Google Adwords has added the option for advertisers to be able to do demographics targeting on their content network. How it works is that some content sites have profile information on their users (eg Myspace) . Google can then make use of this information to allow advertisers to target the desired demographics. Obviously, not all ...
Panama City Beach Demographics
2008-02-27 20:34:00 As your local Panama City real estate experts, we have just added a new feature that lets you receive area demographics of Panama City Beach and the surrounding areas. It’s one more way we are staying on-top of technology to give you the insights into todays Panama City real estate. After filling out the form, you’ll receive demographics ...
Church Planting Demographics You Won?t Find Anywhere Else
2008-02-22 00:55:00 When going into church planting, planters are advised to look up the demographics of the place they are thinking of planting in. Today, I found a site with a special set of demographics you won’t find anywhere else. If you want to reach into the guttes of life and find a place that needs the Gospel, a ...
Russia Will Regain Demographic, Economic and Military Strength, Putin Clai
2008-02-14 20:26:00 Putin was, in fact, mostly speaking to the audience gathered before him in the Kremlin, telling the richest and most powerful people in the land to keep calm. According to his message: the demographic crunch will be solved, the state will be strong, and the economy will grow and ?innovate,? making Russia a world leader ...
By: 1913 Intel
Russia?s birth, mortality rates to equal by 2011 - ministry
2008-02-03 06:31:00 Russia’s health ministry predicted on Wednesday that the birth rate in Russia would equal the mortality rate by 2011. “By 2011 the mortality rate should be equal to the birth rate,” Social Development and Health Minister Tatyana Golikova said. In the first eleven months of 2007 the mortality rate in Russia was 14.7 deaths per 1,000 live ...
By: 1913 Intel
Pooring of America shown in demographics
2008-02-02 00:00:00 America's middle population is becoming more and more concentrated in the country's urban centers. America as a whole is growing briskly. Between 2000 and 2006 its population swelled by 6.4%, according to the Census Bureau. Yet the expansion has passed...
Gender & Demographics
2008-02-01 18:33:00 Populations across the world are experiencing increasing gender gaps. Women outnumber men in most Western nations, while in countries like India and China young males outnumber their female counterparts. There has been much speculation and research of the causes of these phenomena, and even more about what the impact of these gender gaps will have on economics and society. In the end, only time will tell what the future of gender imbalanced nations will be.
Is America Loving Her Jews to Death?
2008-02-01 06:35:00 The demographic catastrophe presently decimating American Jewry is not in dispute. Without numbing you with statistics, the basic facts are absolutely clear and chilling. The 6 million Jews in America will probably number no more than a couple of million by midcentury. This would make the Jewish percentage of the American population about the same ...
By: 1913 Intel
Linda Nazareth - The Leisure Economy: How Changing Demographics, Economics,
2008-01-27 17:54:00 From The Oprah & Friends Radio Show with Jean Chatzky, 25 January 2008 The Leisure Economy: How Changing Demographics, Economics, and Generational Attitudes Will Reshape Our Lives and Our Industries by Linda Nazareth For the past three decades, we have been steadily creating an extreme time-crunch economy that has affected jobs, portfolios, businesses and lives. But ...
By: Oprah Selects
World?s Aging Population To Defuse War on Terrorism
2008-01-25 07:04:00 Changing demographic trends will impact the future of international relations, according to the latest issue of Public Policy and Aging Report (PP and AR). Several hotbed areas in the world that offer the motive and opportunity for political violence are due to stabilize by the year 2030. Countries such as Iraq, Pakistan, and Saudi ...
By: 1913 Intel
Ageing ?threatens China economy?
2007-12-24 20:54:00 China’s position as the world’s major supplier of low-cost labour could be eroded by an ageing population, the authorities have warned. There are six workers for each retiree in China, but that could narrow to two-to-one between 2030 and 2050, the National Committee on Ageing says. Read More…
By: 1913 Intel
Analysis: The Demographics of Gadgets
2007-12-12 21:02:00 Interesting Stats on how gender choices play out when shopping for Christmnas-UK based … ”We came across this interesting claim from John Lewis that it expects to sell more electrical goods to women than men for the first time this Christmas….. It is also interesting to look at the top 10 product search terms sending traffic to ...
By: Bannaga
Social Bookmarking Demographics
2007-12-07 00:00:00 A list of the top 30 social bookmarking sites with links to the demographics of their users.
OCPB/Lansner Reader Demographics
2007-12-03 17:17:00 Quick summary of the survey results; details of bet later.In general, when I consider the 'icon' associated with my current outlook on OC residential real estate, I consider myself:Bear 93.9%Bull 6.1%In terms of political party, I most consider myself to be a part of:Registered Unaffiliated (Independent) 31.8%Republican 30.3%Democratic 27.3%Other Party 10.6%Which best describes your living situation: I rent or lease the property I live in. 62.5%I own the property I live in. 37.5%Choose the location that best and most-specifically describes the locale in which you live? I live in Orange County 67.2%I live elsewhere. 15.6%I live in Southern California 10.9%I live in California 6.3%
By: OC Prudent Bears
Boise Idaho Demographics
2007-11-01 00:06:00 I have had the privilege to be born and raised in the beautiful Boise area. It has grown, so much has changed… but change brings opportunity. As I travel to different places and cities my love and appreciation for Boise grows, I love it here, this is my home.This is a look at where we are now… Boise Demographics (all numbers are approximate):City Population -211,473 Boise Surrounding Area Population - 559,095 (Ada & Canyon Counties) Elevation 2,842 feet Land Area 1,645 square miles Annual Precipitation 12.11 inches Sunshine Days 234 Temperature Average January 22-36 degrees F April 37-61 degrees F July 58-90 degrees F October 29-65 degrees F Average Household Income- $71,790Median Household Income- $53,539Average Home Price- $230,000Median Home Price- $270,000Current Homes On The Market (Ada County)- 5,557Current Number Of Homes Under $200,000 (Ada County) - 1,274Owner Occupied Units- 51, 833Renter Occupied Units- 28,881
China?s future: a nation of single men?
2007-10-22 02:19:00 Lanzhou exemplifies a more insidious, possibly more dangerous threat to China’s development than financial imbalances, environmental disasters or unemployment: The People’s Republic has too many men. Today, roughly 120 boys are born in China for every 100 girls, perhaps the worst gender imbalance in modern human history. Within 15 years, the country may have 30 ...
By: 1913 Intel
"Tip of the Week" - Target Marketing by Demographics
2007-10-21 06:02:00 I stumbled across a program in beta called Zipskinny which can really help your targeted marketing efforts. Based upon the U.S. Census it will breakdown by zipcode ethnicity, population, income, educational level, gender, marital status and more. Just enter your...
Facebook Demographics Slideshow
2007-10-20 00:00:00 Watch a Slideshare presentation on Facebook's demographics.
The New Girl Order
2007-10-15 15:02:00 The Carrie Bradshaw lifestyle (Sex and the City) is showing up in unexpected places, with unintended consequences. Three demographic facts are at the core of the New Girl Order. First, women?especially, but not only, in the developed world?are getting married and having kids considerably later than ever before. According to the UN?s World Fertility Report, the ...
By: 1913 Intel
Investing based on Demographics - Johnson & Johnson (JNJ)
2007-10-09 18:52:00 ?Johnson & Johnson is engaged in the manufacture and sale of a broad range of products in the health care field in many countries of the world. The company's worldwide business is divided into three segments: Consumer; Pharmaceutical; and Professional.?Dividend Yield: 2.6%Dividend Yield 5yr Avg: 1.9 %ROE levels of above 21% for the past 10 yearsCurrent P/E? 18Projected 2007 P/E ?16Projected 2008 P/E ? 154 Star rating from S&P - $74 one year targetArgus rates it a buy with a $76 one year targetOther information:-44 years of consistent dividend growth.-Dividends issued to shareowners every quarter since 1944. -Dividend raised each year for 44 consecutive years. -Sales have increased each year for 73 consecutive years.-Double digit Earnings increases for 21 consecutive years.-44% of sales outside of North AmericaTHESIS: JNJ sells hundreds of brand name products in the health care space. As the population ages they will increasingly be using more health care products and devices made b...
Investing Based on Demographics - CLC.UN
2007-10-04 03:52:00 I'm still on vacation but managed to get connected with a 28.0 kbps modem (very very slow)...and for those of you that live in Canada have a great Thanksgiving.CML Health Care (CLC.UN) ?Provides laboratory testing services in Ontario and medical imaging services in five provinces across Canada through wholly owned CML Healthcare Inc.?Dividend Yield: 6.4%ROE: 19.91%PE: 14.6XEstimated 2007 PE: 13.3XEstimated 2008 PE: 12.85XTDNewcrest: Hold, $15.65 targetTHESIS: This one is easy, CLC.UN makes money whenever a medical test is sent to the lab. As the population ages more tests are done. CLC.UN is a virtually recession proof company, in an industry with high barriers to entry and rock solid cash flows that I definitely plan on adding to my portfolio in the future. This is another case where I love the company but don?t like the price. The only disadvantage I see with owning CLC.UN (other than valuation)is that many of their prices are regulated but the government which means they lose th...
Investing Based on Demographics - SC
2007-09-28 14:08:00 Shoppers Drug Mart - SC?Provides pharmacy products and services through retail drug stores across Canada. The company licenses its drug stores to pharmacists or associates who operate a retail drug store at a specific location in Canada using the company's trademarks, Shoppers Drug Mart?Dividend Yield: 1.2%ROE: 16.53%PE: 26XEstimated 2007 PE: 24XEstimated 2008 PE: 21XTHESIS: the thesis behind this company is the same as WAG and CVS: older people take more drugs and fill more prescriptions. SC should also benefit from seniors buying more beauty items in an effort to keep looking young as well as more impulse items simply because they?ll be in the store more. SC is also now has cosmetic consultants that are placed right by the entrance of many of their stores to target older women who want to stay looking good. I think SC is a great company but would not be a buyer at these valuations.
Investing Based on Demographics ? DIS, RET.A
2007-09-20 14:22:00 Disney (DIS)I think everyone basically knows Disney...Mickey Mouse, Donald Duck etc? However there is a lot more to Disney than their famous classic characters. Although, their roots are certainly in animation they are now a massive international media company that operates in four major business units:1. Studio Entertainment - Pixar Animation Studios, Touchstone Pictures, Miramax Films2. Parks and Resorts ? 5 Disney Land resorts in 4 different countries, Disney Cruise Lines 3. Consumer Products ? Disney stores, largest publisher of childrens books4. Media Networks ? ABC, ESPN as well as a many broadcast, cable, radio, publishing and Internet businesses I?ve listed some of the brands in each of the 4 categories but to view their entire holdings please follow this link.Dividend Yield:0.9%Dividend Yield 5yr Avg: 1.0%ROE: 14.27%ROI: 10.45%PE: 16XEstimated 2007 PE: 18XEstimated 2008 PE: 16.3XS&P Rating: 5 stars, strong buy, $45 price targetArgus Rating: buy, $41 price targetTHESIS: A fe...
Investing Based on Demographics - IGM, TROW
2007-09-17 14:39:00 IGM Financial (IGM)?Provides financial products and financial planning services to individuals and corporations, including the sale of mutual funds, investment certificates and insurance programs. Also offers trust and management services to mutual and pension funds. ?Other Fact:-Canada's largest independent mutual fund.-Owned by PWF (Power Financial) which in turn is owned by POW (Power Corp) which is controlled by the Desmarais family.-Over $123 billion in total assets under management.-Over $110 billion in mutual fund assets under management.Dividend Yield: 3.6%-20.1% average compounded annual dividend growth over the last 10 yearsROE: 21.39%PE: 16.8XEstimated 2007 PE: 15.97XEstimated 2008 PE: 13.69XTDNewcrest: Buy, $64 target-17.7% average compounded annual EPS growth over the last 10 yearsTHESIS: As the population ages they?ll increasingly start to put funds aside for retirement. As IGM is the largest mutual fund company in Canada they?ll certainly start to see their share of ...
Investing Based on Demographics - SMG & FO
2007-09-14 18:13:00 The Scotts Miracle Gro Company (SMG)?The Scotts Miracle-Gro Company is the world's leading lawn and garden company with trusted brands in every category in which we compete?Dividend Yield: 1.14%ROE: 13.9%ROI: 25.89%PE: 25XEstimated 2007 PE: 18.47XEstimated 2008 PE: 16.35XS&P Rating: 3 stars, Hold, $46 target priceTHESIS: The consumer lawn and garden industry is now one of the worlds leading outdoor leisure activities and is currently around a $7 billion global business. As the population ages they will be home more and presumably be spending more time and therefore money on their lawn and gardens. The only flaw that I can see with this thesis is the fact that there is a push in many of the industrialized countries to limit or ban herbicides/fertilizers and most other chemicals used to beautify lawns.Fortune Brands (FO)?Fortune Brands is a leading consumer brands company sharply focused on shareholder value. With our foundation of powerful and trusted consumer brands, industry-leadi...
Investing Based on Demographics - WAG, CVS
2007-09-13 15:17:00 Walgreens (WAG)?Walgreen Co., based in Deerfield, Illinois, filled 529 million prescriptions in fiscal 2006, and pharmacy business accounted for 64.3% of its $47.4 billion in sales. Walgreen also sells over-the-counter medicines which accounted for 11% of sales, as well as general merchandise (which accounted for about 25% of sales), ranging from digital photos to pinto beans. The company's Walgreen's Health Initiatives business manages pharmacy benefit plans for companies and other organizations. As of the end of, August, Walgreen operated 5,992 drugstores in 48 U.S. states and Puerto Rico.?Dividend Yield: 0.86%ROE: 19.88%ROI: 18.68%PE: 21.6XEstimated 2007 PE: 21.3XEstimated 2008 PE: 18.87XS&P Rating: 5 Stars, Strong Buy, $56 price targetArgus Rating:Buy $53 price target-paid a dividend for 299 straight quarters -raised its dividend for 32 consecutive years.THESIS: the thesis behind this company is obvious: older people take more drugs and fill more prescriptions. WAG should als...
Investing Based On Demographics
2007-09-12 15:13:00 Ok it took a while for me to post it...but here is the compiled list of companies that should benefit from the aging of the North American population. During the rest of the week (and possibly into next week) I?ll provide a brief description of each name as well as a few of the ?vital stats? on each. I?d also just like to thank nurse,b and the MoneyGardner who contributed many of the names. Walgreens (WAG)CVS Caremark Corporation (CVS)The Scotts Miracle Gro Company (SMG)Fortune Brands (FO)IGM Financial (IGM)T. Rowe Price Group Inc. (TROW)Disney (DIS)Reitmans (RET.A)Chartwells Seniors Housing (CSH.UN) Shoppers Drug Mart (SC) CML Health Care (CLC.UN) Johnson & Johnson (JNJ) Teva Pharmaceutical (TEVA)Allergan, Inc. (AGN)Rite Aid Corp. (RAD)Pfizer (PFE)Glaxo (GSK)Callaway Golf (ELY)National Dentex (NADX) Baxter (BAX) Haemonetics (HAE) Kimberly Clark (KMB)
Russia?s demographic crisis
2007-09-07 12:18:00 “A terrible demographic crisis is taking place,” said Nikolay Petrov, a specialist on Russian society at the Carnegie Center in Moscow. “Over the next 20 years, Russia will need 20 million immigrants to compensate for the labor shortage. This is the first time in which the population and labor force are declining together. It will ...
By: 1913 Intel
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