William Ackman, CEO of Pershing Square Capital Management, speaks at the Partner Connect 2013 conference, sponsored by Thomson Reuters, in Boston April 5, 2013. REUTERS/Brian Snyder

William Ackman, CEO of Pershing Square Capital Management, speaks at the Partner Connect 2013 conference, sponsored by Thomson Reuters, in Boston April 5, 2013.

Credit: Reuters/Brian Snyder

NEW YORK | Wed May 8, 2013 2:36pm EDT

NEW YORK (Reuters) - William Ackman, chief executive of hedge fund Pershing Square Capital Management, said on Wednesday that the intrinsic value of consumer goods company Procter & Gamble's stock could reach $125 within two years.

Ackman, whose $12 billion hedge fund has taken a roughly $2 billion stake in the firm, extolled Procter & Gamble's strong emerging market presence, which accounts for 40 percent of its sales. He also said it should be able to grow at 5 percent a year, calling it one of the "great businesses of the world."

Ackman, known for his bets against bond insurer MBIA and, most recently, nutritional products company Herbalife, said the P&G stock price could be trading at 20 times estimated earnings per share by June 2015, which would translate into a $120 per share.

When adding in an estimated $5 in dividends, the intrinsic value of the stock would be $125.

(Reporting By Steven C. Johnson; Editing by Sandra Maler)


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