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 [...]

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 [...]

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 [...]

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, [...]

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