Brookfield Asset Management – My Way of Having Exposure to Alternative Assets

Summary BAM reported strong Q1 2018 results on May 10, 2018. At the end of Q1 2018 (March 31st), BAM maintained core liquidity and uncalled private fund commitments of $32B. It also generated over $2.5B of annual free cash flow from its asset management business and distributions from invested capital. I wish to have exposure [...]

By |May 11th, 2018|Equity Investing|Comments Off on Brookfield Asset Management – My Way of Having Exposure to Alternative Assets

Brookfield Asset Management – My Way of Having Exposure to Alternative Assets

This is an introduction to my Brookfield Asset Management (BAM) stock analysis which is based on Q1 2018 results. My exposure to BAM allows me to benefit from its expertise and success with alternative asset investments. Summary BAM reported strong Q1 2018 results on May 10, 2018. At the end of Q1 2018 (March 31st), [...]

By |May 11th, 2018|General Investing|Comments Off on Brookfield Asset Management – My Way of Having Exposure to Alternative Assets

Church & Dwight – A Better Option Than P&G

This is an introduction to my Church & Dwight (CHD) stock analysis which is based on Q1 2018 results and projections for the remainder of FY2018. I view CHD as having better potential to provide superior long-term investor returns than its much larger peer - Procter & Gamble. Summary CHD released its Q1 2018 results [...]

By |May 8th, 2018|General Investing|Comments Off on Church & Dwight – A Better Option Than P&G

Church & Dwight – A Better Option Than P&G

Summary CHD released its Q1 2018 results on May 3rd and upped its projected sales growth and projected organic sales growth guidance from that provided just a few months ago. CHD has outperformed its larger peers in the S&P 500 Household Products Index. I view CHD as having greater potential to provide superior long-term investor [...]

By |May 8th, 2018|Equity Investing|Comments Off on Church & Dwight – A Better Option Than P&G

High-Yield Corporate Bond ETFs – Understand the Risks

Some investors have gravitated toward High-yield corporate bond ETFs in an effort to generate additional income. There is nothing wrong with investing a component of your portfolio in such an investment on the condition you are fully aware of the risk exposure you are taking on and can withstand a permanent impairment to your capital [...]

By |May 7th, 2018|General Investing|Comments Off on High-Yield Corporate Bond ETFs – Understand the Risks

Procter & Gamble – I Am Not Interested In This Turnaround Story

This is an introduction to my Procter & Gamble (PG) stock analysis which is based on Q3 2018 results and projections for the remainder of FY2018. PG is a company that generates strong free cash flow and showers investors with dividends and share repurchases. It, however, faces intense competitive pressure and is being pressed by [...]

By |May 4th, 2018|General Investing|Comments Off on Procter & Gamble – I Am Not Interested In This Turnaround Story

Procter & Gamble – I Am Not Interested In This Turnaround Story

Summary PG has struggled in recent years with sales having dropped from $82B in 2012 to $65B in 2017. PG has recently signed an agreement to acquire the Consumer Health business of Merck KGaA, for ~$4.1B which will add ~$1B in annual revenue. Strong cash flow has enabled PG to shower investors with dividends and [...]

By |May 4th, 2018|Equity Investing|Comments Off on Procter & Gamble – I Am Not Interested In This Turnaround Story

McDonald’s – Good Company but Overvalued

This is an introduction to my McDonald's (MCD) stock analysis which is based on Q1 2018 results and projections for FY2018. MCD has experienced significant price fluctuation subsequent to the last week of January 2018. I currently view MCD as overvalued. Summary MCD has significantly re-energized its business in the last few years under new [...]

By |May 2nd, 2018|General Investing|Comments Off on McDonald’s – Good Company but Overvalued

McDonald’s – Good Company but Overvalued

Summary MCD has significantly re-energized its business in the last few years under new leadership. The refranchising strategy has yielded significant cost savings to date. I am bullish on MCD but view it as being currently overvalued at ~$164. I would add to my existing position if it retraces to ~$144. Introduction McDonald’s (NYSE: MCD) [...]

By |May 2nd, 2018|Equity Investing|Comments Off on McDonald’s – Good Company but Overvalued