I continually look to add to positions and last reviewed Nike (NKE) at which time I concluded shares were overvalued. After that post, global economic conditions significantly changed. This has led to a decline in the share price of many of my existing holdings; NKE is one such company. While I welcome a drop in [...]
Much like Automatic Data Processing (ADP) which I analyzed in this January 27 2022 post, Paychex should benefit from a rising rate environment. This is because it often holds over $4.5B in funds held for clients, cash and cash equivalents, restricted cash, and corporate investments. Management's FY2023 projection is for $85 - $95 million of [...]
Following the completion of its TNT acquisition in May 2016, FedEx (FDX) realized the TNT business was severely under-invested. While the investment community did not respond kindly to this revelation, I considered this to be an opportunity to initiate a position through a retirement account for which I do not disclose details. In my June [...]
In a recent post on a popular investment website, readers are presented with 5 low P/E stocks that investors must not overlook. Within minutes, however, it is readily apparent these are 5 low P/E stocks investors should overlook. The 5 companies ranked from highest to lowest risk, are as follows. Although the major rating agencies [...]
In my June 9, 2022 Pass On Stanley Black and Decker guest post at Dividend Power, I present why investors would be wise to look at other potential investments. Although its: dividend has increased for 55 consecutive years; dividend yield is ~2.76% (based on a ~$116.60 share price when I composed this guest post); valuation [...]
I last reviewed Hormel (HRL) in this May 21, 2021 post at which time I concluded it was an overvalued Dividend King. This Dividend King has a history of 375 consecutive quarters of dividend payments and dividend increases of 56 consecutive years; it has paid a regular quarterly dividend without interruption since becoming a public [...]
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) [...]
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 [...]
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 [...]
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. [...]