Pass On Cisco Despite Its Attractive Valuation

  It might seem odd that I recommend you pass on Cisco (CSCO) despite its attractive valuation. After all, I repeatedly state that investors should pay particularly close attention to valuation. I last reviewed Cisco (CSCO) in my November 4, 2021 guest post at Dividend Power. At that time, Q4 2021 (July 31, 2021 FYE) [...]

By |May 29th, 2022|Equity Investing|Comments Off on Pass On Cisco Despite Its Attractive Valuation

HEICO – A Defense and Aerospace Gem

HEICO (HEI) is a Defense and Aerospace gem with which many investors might be unfamiliar. Other investors might have encountered HEI. Because they fixate on dividend yield and consecutive years of dividend increases, however, they cast aside this potential investment. Before we go further, feast your eyes on HEI's 31-year cumulative total return relative to [...]

By |May 24th, 2022|Equity Investing|Comments Off on HEICO – A Defense and Aerospace Gem

Brookfield (BAM) Plans To Become Asset Light

In my April 29, 2022, Consider Blackstone For Alternative Asset Exposure guest post at Dividend Power, I explain my rationale for investing in the world’s largest asset manager based on market capitalization. As a follow-up, my Brookfield (BAM) Plans To Become Asset Light guest post at Dividend Power explains why I also invest in this [...]

By |May 20th, 2022|Equity Investing|Comments Off on Brookfield (BAM) Plans To Become Asset Light

Consider An Investment In Copart

  This is not an environment in which to speculate. Instead, consider an investment in Copart (CPRT). In my most recent CPRT post, I conclude that I expect its results will continue to impress. With the May 19, 2022 release of Q3 and YTD 2022 results, this is an opportune time to revisit this investment. [...]

By |May 19th, 2022|Equity Investing|Comments Off on Consider An Investment In Copart

Mastercard Creates Long Term Wealth

Factors beyond a company's underlying fundamentals can sway investor sentiment. This is why it is virtually impossible to accurately predict how an investment will perform in the short term. Many 'investors' have been heading for the exits of late given that the days of easy money have come to an end. Rather than join the [...]

By |May 12th, 2022|Equity Investing|Comments Off on Mastercard Creates Long Term Wealth

Broadridge’s Valuation Continues To Improve

Following my February 2, 2022 post in which I deemed Broadridge (BR) to be reasonably valued based on Q2 and YTD results released on February 1, 2022, BR's share price has tumbled to ~$138. BR has also released Q3 and YTD results on May 3, 2022 which includes a slight increase in the lower end [...]

By |May 11th, 2022|Equity Investing|Comments Off on Broadridge’s Valuation Continues To Improve

Invest in CME Group For Exposure To Derivatives

I have positions in North America's two largest exchanges: CME Group (CME) and Intercontinental Exchange (ICE). In my May 6, 2022 post, I disclose the purchase of additional Intercontinental Exchange (ICE) shares. I last reviewed CME in my February 9, 2022 post. At the time, CME was trading at ~$250. Now, shares at trading at [...]

By |May 10th, 2022|Equity Investing|Comments Off on Invest in CME Group For Exposure To Derivatives

Intercontinental Exchange To Accelerate Growth With Black Knight Acquisition

On May 4, 2022, Intercontinental Exchange (ICE) announced its definitive agreement to accelerate growth with the acquisition of Black Knight, Inc. (BKI) in a $13.1B cash and stock transaction. BKI is a software, data and analytics company that serves the housing finance continuum, including real estate data, mortgage lending and servicing, as well as the [...]

By |May 6th, 2022|Equity Investing|Comments Off on Intercontinental Exchange To Accelerate Growth With Black Knight Acquisition

S&P Global – Accelerating Revenue Prospects in High-Growth Markets

S&P Global's (SPGI) current FY2022 guidance reflects weakness in the Ratings division but it is accelerating revenue prospects in high-growth markets. In my most recent S&P Global (SPGI) post, I conclude: 'SPGI's share price may experience an even further pullback from its ~$484 52-week-high. Given that I invest in SPGI to create long-term wealth, however, [...]

By |May 5th, 2022|Equity Investing|Comments Off on S&P Global – Accelerating Revenue Prospects in High-Growth Markets

Berkshire Hathaway Is Better Than A Broad-Based ETF

  In my opinion, Berkshire Hathaway (BRK-a and BRK-b) is better than a broad-based ETF for various reasons. I last wrote about BRK in this June 14, 2021 post. However, I periodically increase BRK-b exposure in various accounts; I acquired shares @ $320.35 for a young investor's account on May 4, 2022. In my June [...]

By |May 4th, 2022|Equity Investing|Comments Off on Berkshire Hathaway Is Better Than A Broad-Based ETF
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