If you're struggling to find decent companies in which to invest look no further than these two companies. They might be a bit rich at the moment but put them on your radar so you can take action if they pullback. I am often astounded to learn of some of the companies in which people [...]
Many investors root for higher stock prices. If you are a long-term investor, however, you should really embrace lower stock prices if the lower prices are not a result of a permanent impairment to the company. I recognize why, if you are a short-term ‘investor’, you get excited when a company’s stock price in which [...]
This past week my wife and I were out of town clearing out my in-law's principal residence in which they have resided since the early 1960s. Unfortunately, they have reached the stage where remaining in their principal residence is no longer a viable option even though my father-in-law went through the significant expense of retrofitting [...]
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 [...]
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, [...]
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 [...]
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 [...]
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 [...]
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. [...]
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, [...]
