Home » Archives for May 2018

Hormel – A Fairly Valued Consumer Staples Sector Member

This is an introduction to my Hormel Foods Corporation (HRL) stock analysis which is based on Q2 2018 results and management's guidance for the second half of FY2018. Summary HRL, as with other companies in the Consumer Staples sector, is experiencing headwinds such as changing consumer tastes. Its stock price has not been negatively impacted [...]

By |May 24th, 2018|General Investing|Comments Off on Hormel – A Fairly Valued Consumer Staples Sector Member

Hormel – A Fairly Valued Consumer Staples Sector Member

Summary HRL, as with other companies in the Consumer Staples sector, is experiencing headwinds such as changing consumer tastes. Its stock price has not been negatively impacted to the same extent as other members of this sector. HRL Investors have not experienced significant positive investment returns over the last couple of years. They have, however, [...]

By |May 24th, 2018|Equity Investing|Comments Off on Hormel – A Fairly Valued Consumer Staples Sector Member

Chevron versus Exxon – An Experiment in Long-Term Wealth Creation

Oftentimes investors will debate whether one stock is superior to another within the same industry sector. In some cases, the answer is not clear cut especially when comparing companies within a somewhat volatile industry. In today’s article I take a look at two major integrated oil and gas behemoths in the energy sector to bring [...]

By |May 22nd, 2018|General Investing|Comments Off on Chevron versus Exxon – An Experiment in Long-Term Wealth Creation

Pitney Bowes – What a Toxic Investment Looks Like

Periodically I will skim through other blogs in search of companies which may warrant further investigation. Occasionally, however, I will stumble across an article in which a company’s common stock is recommended and I just have to shake my head as to what would possess someone to recommend to readers such a company as a [...]

By |May 20th, 2018|General Investing|Comments Off on Pitney Bowes – What a Toxic Investment Looks Like

Cisco – Transforming to Drive Sustainable Shareholder Value

This is an introduction to my Cisco Systems, Inc. (CSCO) stock analysis which is based on Q3 2018 results and management's guidance for Q4. Summary CSCO continues to shift toward the development and sale of more software and subscription-based offerings so as to improve the predictability of its revenue. It has an extremely strong balance [...]

By |May 19th, 2018|General Investing|Comments Off on Cisco – Transforming to Drive Sustainable Shareholder Value

Cisco – Transforming to Drive Sustainable Shareholder Value

Summary CSCO continues to shift toward the development and sale of more software and subscription-based offerings so as to improve the predictability of its revenue. It has an extremely strong balance sheet and generates significant FCF on an annual basis. I expect investors will continue to be rewarded with double digit percentage annual dividend growth. [...]

By |May 19th, 2018|Equity Investing|Comments Off on Cisco – Transforming to Drive Sustainable Shareholder Value

Berkshire Hathaway – Added to the FFJ Portfolio

Typically I will write an article in which I analyze a company and indicate in advance what investment action I intend to take. In the case of my Berkshire Hathaway (BRK) investment, however, this is an 'after the fact' article; I acquired 200 Class B shares (NYSE: BRK-b) for the FFJ Portfolio on May 16, [...]

By |May 16th, 2018|General Investing|Comments Off on Berkshire Hathaway – Added to the FFJ Portfolio

How Top Managers Motivate Their Team Members

We work an inordinate number of hours over the course of our lifetime. Here are some thoughts on how managers can motivate their team members so that everyone achieves more. At the request of a regular reader I previously shared my thoughts as they relate to career advancement in my 24 Career Advancement Tips to [...]

By |May 14th, 2018|Career|Comments Off on How Top Managers Motivate Their Team Members

General Mills – Too Many Headwinds

This is an introduction to my General Mills (GIS) stock analysis which is based on Q3 2018 results and the relatively recent ~$8B acquisition of Blue Buffalo Pet Products which is part of GIS's transformation. Summary GIS’s revenue has been on the decline for the last few years due to changing consumer preferences. High growth [...]

By |May 14th, 2018|General Investing|Comments Off on General Mills – Too Many Headwinds

General Mills – Too Many Headwinds

Summary GIS’s revenue has been on the decline for the last few years due to changing consumer preferences. High growth Blue Buffalo Pet Products was recently acquired as management endeavors to offset the decline in other areas of the business. The $8B purchase price for Blue Buffalo which reported $0.319B in adjusted EBITDA in FY2017 [...]

By |May 14th, 2018|Equity Investing|Comments Off on General Mills – Too Many Headwinds