Dara Mohsenian

Morgan Stanley said in a note, with Colgate-Palmolive Company (NYSE: CL), it sees a rare opportunity to buy a well-positioned business at valuation level close to structurally less attractive peers. The firm noted that the stock of the company has underperformed due to its transitory top-line...

Morgan Stanley advocated a pair trade in Dr Pepper Snapple Group Inc. (NYSE: DPS) and Church & Dwight Co., Inc. (NYSE: CHD), and accordingly upgraded the shares of the former and downgraded the shares of the latter. Similar On Many Counts Analysts Dara Mohsenian, Bob Doctor and Filippo Falorni...

Morgan Stanley’s Dara Mohsenian believes that the weak positioning of Coty Inc (NYSE: COTY) within the beauty industry, along with high execution risks, are already priced into the valuation discount of the stock, compared to its CPG peers. Mohsenian re-initiated coverage of the company...

Morgan Stanley has started coverage of e.l.f. Beauty Inc (NYSE: ELF) with an Equal-Weight rating and $28 price target, as it believes the company’s growth potential is already priced in to its valuation. The brokerage expects revenue growth of 19 percent CAGR between 2015 and 2020, driven by...

Morgan Stanley’s Dara Mohsenian believes PepsiCo, Inc. (NYSE: PEP) shares are likely to see a positive reaction following the company’s robust Q3 results and raised FY guidance. Mohsenian maintained an Overweight rating on the company, with a $121 price target. Related Link:...

Morgan Stanley continues to like Constellation Brands, Inc. (NYSE: STZ) as its top pick in beverages, as it believes the market is not appropriately discounting the company's strong long-term growth prospects in the beer market. Analyst Dara Mohsenian expects beer revenue upside versus consensus,...

PepsiCo, Inc. (NYSE: PEP) shares have appreciated 3 percent since July 7, despite plummeting below the $90 mark in August. Morgan Stanley’s Dara Mohsenian maintained an Overweight rating for the company, with a price target of $110. Mohsenian expects the discount in PepsiCo’s...

Shares of Procter & Gamble Co. (NYSE: PG) have declined 23.51 percent year-to-date. Morgan Stanley’s Dara Mohsenian reinitiated coverage of Procter & Gamble with an Equal-Weight rating and $78 price target. The stock has significantly underperformed down to all-time lows....

In a report published Tuesday, Morgan Stanley analyst Dara Mohsenian initiated coverage of Blue Buffalo Pet Products, Inc. (NASDAQ: BUFF) with an Equal-weight rating and $29 price target. The analyst believes that Blue Buffalo's peer-leading long-term return and EPS growth profile, as well as...