Home/2018/October

Owens & Minor – This is the Type of Company You Should AVOID

There are some companies in the universe of publicly traded companies which should be avoided. Owens & Minor (NYSE: OMI) is one of them. The company's financial performance has been deteriorating over the past few years and on October 31, 2018 it released Q3 and YTD 2018 results. Part of its earnings announcement included a [...]

By |October 31st, 2018|General Investing|Comments Off on Owens & Minor – This is the Type of Company You Should AVOID

Mastercard – I Have Acquired More Shares for the FFJ Portfolio

Mastercard (NYSE: MA) released its Q3 2018 results October 30, 2018. Mastercard and VISA have recently agreed to pay $5.54B - $6.24B to a class of more than 12 million merchants who accept the payment networks’ cards in the largest-ever class-action settlement of a U.S. antitrust case. This brings to an end one litigation matter [...]

By |October 30th, 2018|General Investing|Comments Off on Mastercard – I Have Acquired More Shares for the FFJ Portfolio

The Hershey Company – Too Rich Again

The Hershey Company (NYSE: HSY) recently released Q3 2018 results. It warned its profits will come under pressure given rising costs but there are plans to offset these higher costs with strategic price increases on roughly a fifth of HSY products. HSY is not an investment with which you will get rich overnight. HSY is [...]

By |October 27th, 2018|General Investing|Comments Off on The Hershey Company – Too Rich Again

Moody’s Corporation – The Pullback I Have Awaited Has Arrived

In my March 3rd analysis written exclusively for Financial Freedom is a Journey subscribers I indicated I viewed Moody's (NYSE: MCO) as being overvalued. MCO's share price has taken a beating in recent months and less than impressive Q3 results released October 26th has knocked another ~13.44% from its share price. I like it when [...]

By |October 26th, 2018|General Investing|Comments Off on Moody’s Corporation – The Pullback I Have Awaited Has Arrived

S&P Global Inc. – Reasonably Valued….Finally!

In my March 4th analysis written exclusively for Financial Freedom is a Journey subscribers I indicated I viewed S&P Global (NYSE: SPGI) as being overvalued. Now that SPGI has pulled back in the past month and has released Q3 and YTD results and has updated its guidance for the remainder of the current fiscal year, [...]

By |October 26th, 2018|General Investing|Comments Off on S&P Global Inc. – Reasonably Valued….Finally!

Canadian National Railway – A High Quality Long-Term Investment

Canadian National Railway Company (TSX: CNR) released its Q3 2018 results on October 23rd and reported its highest quarterly revenue in its 99 year history. Net income, however, was hit by higher costs (there are very valid reasons for these higher costs). CNR has made an impressive turnaround in the last couple of quarters and [...]

By |October 24th, 2018|General Investing|Comments Off on Canadian National Railway – A High Quality Long-Term Investment

3M – Don’t Give Up On This Great Company

3M (MMM) released its Q3 2018 results on October 23rd. Investors did not take well to the results nor the downward EPS guidance and promptly lopped ~$8.80 off the share price. Despite lower guidance, this is not the type of company long-term investors should give up on. There are certainly a number of headwinds 3M [...]

By |October 23rd, 2018|General Investing|Comments Off on 3M – Don’t Give Up On This Great Company

United Technologies – Fairly Valued

United Technologies (UTX) released its Q3 2018 results on October 23rd and provided an upward revision to its adjusted EPS for the full year. Approvals from the EU Commission and from the U.S. Department of Justice re: Rockwell Collins acquisition have been received and feedback from China is anticipated within 2 - 6 weeks. UTX's [...]

By |October 23rd, 2018|General Investing|Comments Off on United Technologies – Fairly Valued

W.W. Grainger – Zig When Others Zag

  W.W. Grainger (GWW) released its Q3 2018 results on October 16th. Included in these results was a ~$0.139B write-down of Goodwill and Intangible Assets. In addition to this write-down, there has been an impact to revenue by reason of the new revenue recognition accounting standard where certain service costs are reclassified from operating expense [...]

By |October 16th, 2018|General Investing|Comments Off on W.W. Grainger – Zig When Others Zag

Sherwin-Williams – Approaching Fair Value

This is the second of two articles in which I look at companies within the coatings industry which have retraced from their respective 52 week highs. The first article covered PPG and this article covers Sherwin-Williams.   Summary Following the 2017 Valspar acquisition, SHW is the leader in the highly fragmented coatings industry with the [...]

By |October 15th, 2018|General Investing|Comments Off on Sherwin-Williams – Approaching Fair Value

MY TOP
"FORGET ABOUT IT" STOCK

Download my free comprehensive company report on one of my highest performing , non-commital, low maintenance stock holding.
1. Start Learning Trading Language
2. Learn What To Look For In A Company
3. Get Access To What Makes This Stock So Good
close-link
s2Member®