HEICO – A Defense and Aerospace Gem

HEICO (HEI) is a Defense and Aerospace gem with which many investors might be unfamiliar. Other investors might have encountered HEI. Because they fixate on dividend yield and consecutive years of dividend increases, however, they cast aside this potential investment. Before we go further, feast your eyes on HEI's 31-year cumulative total return relative to [...]

By |May 24th, 2022|Equity Investing|Comments Off on HEICO – A Defense and Aerospace Gem

Brookfield (BAM) Plans To Become Asset Light

In my April 29, 2022, Consider Blackstone For Alternative Asset Exposure guest post at Dividend Power, I explain my rationale for investing in the world’s largest asset manager based on market capitalization. As a follow-up, my Brookfield (BAM) Plans To Become Asset Light guest post at Dividend Power explains why I also invest in this [...]

By |May 20th, 2022|Equity Investing|Comments Off on Brookfield (BAM) Plans To Become Asset Light

Consider An Investment In Copart

  This is not an environment in which to speculate. Instead, consider an investment in Copart (CPRT). In my most recent CPRT post, I conclude that I expect its results will continue to impress. With the May 19, 2022 release of Q3 and YTD 2022 results, this is an opportune time to revisit this investment. [...]

By |May 19th, 2022|Equity Investing|Comments Off on Consider An Investment In Copart

Mastercard Creates Long Term Wealth

Factors beyond a company's underlying fundamentals can sway investor sentiment. This is why it is virtually impossible to accurately predict how an investment will perform in the short term. Many 'investors' have been heading for the exits of late given that the days of easy money have come to an end. Rather than join the [...]

By |May 12th, 2022|Equity Investing|Comments Off on Mastercard Creates Long Term Wealth
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