Some investors will overlook Berkshire Hathaway (BRK-a and BRK-b) as a potential high quality investment because they strictly adhere to rigid dividend related criteria. A great many investors focus exclusively on investing in companies that have a dividend yield of X% or greater. Other investors refrain from investing in companies unless they have a [...]
Hormel Foods Corporation (HRL) is a member of the exclusive group of Dividend Kings (dividend increases for at least 50 consecutive years). This article looks at valuation based on Q1 2019 results and FY2019 guidance. Summary Hormel Foods has just released Q1 2019 results and has reaffirmed FY2019 guidance of $1.77 - $1.91 per share. [...]
Genuine Parts Company (GPC) has increased its dividend for 63 consecutive years. This article looks at valuation based on FY2018 results and FY2019 guidance. Summary GPC has just released Q4 and FY2018 results, provided FY2019 guidance, and has increased its dividend for the 63rd consecutive year. GPC failed in its efforts to extricate itself from [...]
Enbridge Inc. (ENB) is a value stock investors should consider as a long-term investment. It has significantly de-leveraged, it offers an attractive dividend yield, and it has promising long-term prospects. Summary ENB recently released Q4 and FY2018 results and provided guidance for FY2019 and FY2020. The company has made considerable progress in deleveraging its balance [...]
Value and Growth Investing can be achieved by holdings positions in Brookfield Asset Management (BAM) and its various limited partnerships. Summary Brookfield Asset Management helped launch Brazil’s first electrical and transport utility in 1899 and listing it on the Toronto Stock Exchange in 1912. BAM and its limited partnerships have $350B+ in assets under management, [...]
Investors should consider Moody's Corporation (MCO) if interested in a high quality growth stock in which to invest for the long-term. Summary Moody’s (MCO) occupies an enviable position with S&P Global at the heart of global financial markets. MCO lowered its guidance in Q3 2018 for the remainder of FY2018 and yet did not meet [...]
CME Group Inc. (CME) is an appealing long-term growth stock with a unique attractive dividend which is missed by stock screeners. Summary CME reported Q4 and FY2018 results on February 7, 2018. Despite strong results, its share price continues to be bid lower having dropped from a ~$196 high set in November. Its unique dividend [...]
Investors should consider S&P Global Inc. (SPGI) if interested in a high quality growth stock in which to invest for the long-term. Summary SPGI released its Q4 and FY2018 results and provided FY2019 guidance on February 7th. It benefits from a wide economic moat and an asset-light business model. SPGI is one of very few [...]
Do It Yourself Investing does not need to be complicated but it can be disastrous when you do not know what you are doing. Nick shares his story. Nick is a subscriber to the site and based on our correspondence I thought his background and investment experience would be well worth sharing with you. [...]
A great investment portfolio example of diversification does not mean having an inordinate number of individual holdings in an investment portfolio. Summary Have our investments led us to become a ‘fly in a bottle’? Follow 6 simple guiding principles when it comes to investing. Review your investment holdings at least annually to ensure the [...]
