Home » Archives for January 2017

Colgate-Palmolive Stock Analysis – A Little Patience

Summary This Colgate-Palmolive stock analysis is based on Q4 and FY2016 results and outlook for fiscal 2017 reported on January 27, 2017. Colgate reported its third year in a row of declining global sales. Diluted EPS, FCF, and NI increased relative to FY2015. Positive results are attributed to company initiatives and because FY2015 results were [...]

By |January 31st, 2017|Equity Investing|Comments Off on Colgate-Palmolive Stock Analysis – A Little Patience

Which is Better? Automatic Dividend Reinvestment or Cash?

Over the years I have read articles which ask "Which is better? Automatic dividend reinvestment or cash?" I think both stategies are dependent on your personal preference and financial requirements. What might be an appropriate course of action for one investor may not be wise for another. Furthermore, one strategy may be appropriate during one [...]

By |January 29th, 2017|Equity Investing|Comments Off on Which is Better? Automatic Dividend Reinvestment or Cash?

Stock Valuations are Too High. I Would Exercise Caution.

For the last several months I have become increasingly concerned that stock valuations are too high for many publicly listed companies on North American stock exchanges. In fact, the last time I made equity investments of any significance, valuations were much, much more favorable. I admit it has been increasingly frustrating to watch stock prices [...]

By |January 25th, 2017|Equity Investing|Comments Off on Stock Valuations are Too High. I Would Exercise Caution.

Canadian National Railway Stock Analysis – Riding the Rails

Summary This Canadian National Railway stock analysis is based on Q4 and FY2016 results and outlook for 2017 reported January 24, 2017. Revenue dropped but net income, operating income, and diluted EPS increased. Record Free Cash Flow (FCF) of $2.520B was reported which permitted the repurchase C$2B of shares vs. C$1.75B in 2015. The annual [...]

By |January 25th, 2017|Equity Investing|Comments Off on Canadian National Railway Stock Analysis – Riding the Rails

3M Stock Analysis – This Behemoth Belongs in Everyone’s Portfolio

Summary This 3M stock analysis is based on Q4 and FY 2016 results and outlook for fiscal 2017 released January 24, 2017. 3M reported strong result in FY2016 thus enabling it to return $6.431B to shareholders via share repurchases or dividends. 3M has been taking advantage of favorable interest rates and has increased LTD from [...]

By |January 25th, 2017|Equity Investing|Comments Off on 3M Stock Analysis – This Behemoth Belongs in Everyone’s Portfolio

McDonald’s Stock Analysis – I Need Those Dividends to Service My McDonald’s Coffee Consumption

Summary This McDonald's stock analysis is based on Q4 and FY 2016 results and outlook for fiscal 2017 released January 23, 2017. McDonald’s FY2016 results reflect a drop in revenue but a corresponding larger drop in expenses. It has been repurchasing its share at a torrid pace using LTD under attractive terms. I am prepared [...]

By |January 24th, 2017|Equity Investing|Comments Off on McDonald’s Stock Analysis – I Need Those Dividends to Service My McDonald’s Coffee Consumption

Union Pacific Stock Analysis – I Continue to Patiently Wait for a Pullback

Summary This Union Pacific stock analysis is based on Q4 and FY 2016 results and the outlook for fiscal 2017 released January 19, 2017. Union Pacific, North America’s largest railroad, reported a substantial full-year decline in volumes vs. FY2015 but declines moderated in Q4 FY2016. Union Pacific's operating ratio increased to 63.5 percent but UNP [...]

By |January 19th, 2017|Equity Investing|Comments Off on Union Pacific Stock Analysis – I Continue to Patiently Wait for a Pullback