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Genuine Parts – Good Riddance Business Products Group

Summary On April 12, 2018, Genuine Parts (GPC) and Essendant (ESND) announced that the companies had entered into a definitive agreement to combine ESND and GPC’s S.P. Richards (SPR) business. On April 19, 2018, GPC reported Q1 results which reflected double digit sales growth but income before taxes experienced some challenges. Management has maintained its [...]

By |April 19th, 2018|Equity Investing|Comments Off on Genuine Parts – Good Riddance Business Products Group

The Future for My Top 10 Holdings

In a recent interview with Nick McCullum from Sure Dividend I share my opinion on the future for my Top 10 holdings. Visa The Bank of Nova Scotia 3M The Royal Bank of Canada Church & Dwight Johnson & Johnson Chevron Walmart Canadian National Railway The Canadian Imperial Bank of Commerce Becton Dickinson Have a [...]

By |April 18th, 2018|General Investing|Comments Off on The Future for My Top 10 Holdings

Parker-Hannifin Stock Analysis

This is an introduction to my Parker-Hannifin stock analysis which is based on Q2 2018 results and projections for the remainder of FY2018. Summary Parker-Hannifin is a Dividend King having increased its annual dividend for at least 50 consecutive years. While the diluted - weighted-average common shares outstanding has been reduced dramatically since FY2008 and [...]

By |April 17th, 2018|General Investing|Comments Off on Parker-Hannifin Stock Analysis

Parker-Hannifin – Temper Your Expectations

Summary Parker-Hannifin is a Dividend King having increased its annual dividend for at least 50 consecutive years. While the diluted - weighted-average common shares outstanding has been reduced dramatically since FY2008 and EPS has grown significantly since such time, there are other metrics that suggest PH is an unsuitable investment for me at this juncture. [...]

By |April 17th, 2018|Equity Investing|Comments Off on Parker-Hannifin – Temper Your Expectations

Avoid the Seductive Trap of a Poverty Mindset

In order to attain a reasonable level of wealth you must avoid the seductive trap of a poverty mindset.   Today’s Guest Post is from Henry (last name protected at Henry’s request). I encourage you to read this September 21, 2017 article in which Henry outlined the steps he and his better 50% are taking [...]

By |April 16th, 2018|Guest Posts|Comments Off on Avoid the Seductive Trap of a Poverty Mindset

Prestige Brands Stock Analysis

This is an introduction to my Prestige Brands stock analysis which is based on Q3 2018 results and projections for the remainder of FY2018. Summary Prestige Brands is a small cap company engaged in the business of marketing, sales, manufacturing and distribution of well-recognized, brand name, over-the-counter (“OTC”) healthcare and household cleaning products. It crossed [...]

By |April 14th, 2018|General Investing|Comments Off on Prestige Brands Stock Analysis

Prestige Brands – Far Too Much Leverage

Summary Prestige Brands is a small cap company engaged in the business of marketing, sales, manufacturing and distribution of well-recognized, brand name, over-the-counter (“OTC”) healthcare and household cleaning products. It crossed my radar in December 2011 when it acquired 17 over-the-counter medicine brands sold in North America from GlaxoSmithKline Plc for $660 million cash. I [...]

By |April 14th, 2018|Equity Investing|Comments Off on Prestige Brands – Far Too Much Leverage

Altra Industrial Motion Corp. Stock Analysis

This is an introduction to my Altra Industrial Motion stock analysis which is based on FY2017 results and the proposed terms and conditions of the pending amalgamation with 4 operating companies within Fortive Corporation’s Automation and Specialty Components business. Introduction Altra Industrial Motion Corp. (NASDQ: AIMC) is a leading global designer, producer and marketer of [...]

By |April 13th, 2018|General Investing|Comments Off on Altra Industrial Motion Corp. Stock Analysis

Altra Industrial Motion Corp. Stock Analysis

Summary Altra is a small cap company which does not fit my investor profile. Some readers, however, have requested I conduct the occasional review on small cap investment opportunities hence this analysis. Altra released its Q4 and FY2017 results on February 21, 2018 and within days it announced a proposal to amalgamate with 4 operating [...]

By |April 13th, 2018|Equity Investing|Comments Off on Altra Industrial Motion Corp. Stock Analysis

West Pharmaceutical Stock Analysis

Summary WST has been in business for 95 years and has developed a strong reputation. The top 50 injectable biologics rely on WST and also supplies the top 75 pharmaceutical and biotech injectable companies. The company’s common stock cumulative total return has far exceeded the cumulative total return of the following Standard & Poor's (“S&P”) [...]

By |April 11th, 2018|Equity Investing|Comments Off on West Pharmaceutical Stock Analysis