Union Pacific Stock Analysis – I Continue to Patiently Wait for a Pullback

Summary This Union Pacific stock analysis is based on Q4 and FY 2016 results and the outlook for fiscal 2017 released January 19, 2017. Union Pacific, North America’s largest railroad, reported a substantial full-year decline in volumes vs. FY2015 but declines moderated in Q4 FY2016. Union Pacific's operating ratio increased to 63.5 percent but UNP [...]

By |January 19th, 2017|Equity Investing|Comments Off on Union Pacific Stock Analysis – I Continue to Patiently Wait for a Pullback

VISA and the potential impact of Bitcoin and Blockchain technologies

In response to my January 12, 2017 Visa - I Will Never Sell This Holding post, some readers commented that Bitcoin or Blockchain technologies would likely disrupt the financial industry to the extent where VISA could likely see an erosion of its business model. The purpose of this brief post is to give my opinion [...]

By |January 19th, 2017|Equity Investing|Comments Off on VISA and the potential impact of Bitcoin and Blockchain technologies

SmartREIT Stock Analysis: Owning it could be a smart move

Summary SmartREIT: is a well-managed Real Estate Investment Trust with great growth potential. boasts Walmart as one of its major tenants which anchors 107 (or 72%) of SmartREIT’s shopping centres. is developing the massive 400-acre Vaughan Metropolitan Centre 400 with key anchor tenants such as KPMG and PWC. has several other projects of significance in [...]

By |January 7th, 2017|Equity Investing|Comments Off on SmartREIT Stock Analysis: Owning it could be a smart move

Paychex Stock Analysis: Love the company, not the price.

Summary This Paychex stock analysis is based on Q2 2017 results and forecast for the remainder of fiscal 2017 released December 21, 2016. Paychex, Inc. reported total service revenue of $760 Million (7% inc) for Q2 2017 and $1,533.5 Million (8% inc) for 6 months ending November 30, 2016. It reported adjusted diluted EPS of [...]

By |December 23rd, 2016|Equity Investing|Comments Off on Paychex Stock Analysis: Love the company, not the price.

Automatic Data Processing Stock Analysis: A Wonderful Company. Less Than Wonderful Valuation

  Summary This Automatic Data Processing stock analysis is based on Q1 2017 results and forecast for the remainder of fiscal 2017 released November 2, 2016. ADP has increased its dividend each year for 42 years making the company a dividend aristocrat. While ADP has aptly rewarded shareholders over the years it is expensive at [...]

By |December 18th, 2016|Equity Investing|Comments Off on Automatic Data Processing Stock Analysis: A Wonderful Company. Less Than Wonderful Valuation
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