Broadridge Financial Stock Analysis – Disciplined Growth

Summary This Broadridge Financial (NYSE: BR) stock anlysis is based on Q2 2017 and first half of FY 2017 results released February 8, 2017. Broadridge handles proxy voting services for over 90% of public companies and mutual funds in N.A. and processes more than $5T in fixed income and equity trades daily. In the first [...]

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Emerson Electric Stock Analysis – I Hope It Rises to the New Challenge

Summary This Emerson Electric stock analysis is based on Q1 2017 results and outlook for remainder of fiscal 2017 which were released February 7, 2017. EMR is currently undergoing a major transformation of its business to reverse the deterioration in its financial performance. Markets reacted positively to EMR’s Q1 2017 results. I think EMR is [...]

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Church & Dwight Stock Analysis – Don’t Overlook this Company

Summary This Church & Dwight stock analysis is based on Q4 and FY2016 results and outlook for fiscal 2017 which were released February 7, 2017. Continued growth is expected through the introduction of innovative new products, aggressive productivity programs, and tight management of overhead costs. CHD is also growing through the strategic acquisition of various [...]

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Hershey Stock Analysis – Boring Can Be Sexy

Summary This Hershey stock analysis is based on Q4 and FY2016 results and outlook for fiscal 2017 which were released February 3, 2017. For the 3rd time this century, The Hershey Company spurned a takeover offer in 2016. Don’t expect The Hershey Trust Company to ever sell. While FY2016 results were acceptable, the Chinese need [...]

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VISA Stock Analysis – Still Humming Along

Summary This VISA stock analysis is based on Q1 results and outlook for the remainder of fiscal 2017 which were released February 2, 2017. Visa reported reasonably solid results for Q1 2017 on February 2, 2017. While I would be prepared to buy shares at $82, we already have a full position. I will, therefore, [...]

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Automatic Data Processing Stock Analysis – Too Expensive

Summary This Automatic Data Processing stock analysis is based on Q2 2017 results and outlook for the remainder of fiscal 2017 which were released February 1, 2017. Revenues increased 6% to $3.0B, 7% on a constant dollar basis. Adjusted diluted EPS from continuing operations increased 20% to $0.87, 19% on a constant dollar basis. Fiscal [...]

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CDK Global Stock Analysis – Too Expensive Now. Put it on your Radar.

Summary This CDK Global stock analysis is based on Q2 2017 results and its outlook for the remainder of fiscal 2017. CDK’s stock price has doubled to almost $64 since it was spun-off from ADP in 2014. CDK’s sub 1% dividend yield will not appeal to investors seeking income from their investments. CDK is expensive [...]

By |February 3rd, 2017|Equity Investing|Comments Off on CDK Global Stock Analysis – Too Expensive Now. Put it on your Radar.

MasterCard Stock Analysis – Expensive But Worth The Price

Summary This MasterCard (NYSE: MA) stock analysis is based on Q4 and FY 2016 results reported January 31, 2017. MA continues to perform well but lofty expectations resulted in a small pullback in the stock price. While MA's PE is just shy of 30, I am willing to pay up for high growth and will [...]

By |February 1st, 2017|Equity Investing|Comments Off on MasterCard Stock Analysis – Expensive But Worth The Price

United Parcel Service Stock Analysis – It is now in my “Buy Zone”

Summary This United Parcel Service stock analysis is based on Q4 and FY2016 results reported on January 31, 2017. UPS reported its results and the stock dropped roughly 8%. Results were impacted by a Mark-to-Market Pension Charge which resulted in EPS falling short of expectations. UPS continues to grow its business and FCF is still [...]

By |February 1st, 2017|Equity Investing|Comments Off on United Parcel Service Stock Analysis – It is now in my “Buy Zone”
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