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 [...]
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 [...]
The purpose of this post is to explain why I think low or no dividend yield companies belong in your portfolio. […]
Summary VISA appears expensive at current levels but this is a result of several sizable one-time charges. The legal issue as it relates to interchange fees has still not been resolved. Even if VISA ends up having to pay a multi-billion dollar fine the interchange fee legal case should not dissuade investors from initiating / [...]
In today’s post I would like to highlight the importance of four investing principles to make your money work for you. You must: Invest in good solid companies; Practice patience; Not panic when making investment decisions; Relish major market corrections as they provide opportunities in which to acquire shares at more reasonable valuations. […]
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 [...]
Investing in equities does not need to be complicated. This is something you can do yourself. There is no reason to invest through expensive actively managed mutual funds. In fact, few actively managed funds have an enviable track record. […]
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 [...]
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 [...]
Summary Brown-Forman is currently undergoing a major transformation. It sold its Southern Comfort and Tuaca trademarks in 2016 and has made some acquisitions in the past couple of years. Brown-Forman is a Dividend Aristocrat having increased its dividend for 33 years in a row. It has also paid dividends for 71 years in a row [...]