This is an introduction to my Cisco Systems, Inc. (CSCO) stock analysis which is based on Q3 2018 results and management's guidance for Q4. Summary CSCO continues to shift toward the development and sale of more software and subscription-based offerings so as to improve the predictability of its revenue. It has an extremely strong balance [...]
Summary CSCO continues to shift toward the development and sale of more software and subscription-based offerings so as to improve the predictability of its revenue. It has an extremely strong balance sheet and generates significant FCF on an annual basis. I expect investors will continue to be rewarded with double digit percentage annual dividend growth. [...]
Typically I will write an article in which I analyze a company and indicate in advance what investment action I intend to take. In the case of my Berkshire Hathaway (BRK) investment, however, this is an 'after the fact' article; I acquired 200 Class B shares (NYSE: BRK-b) for the FFJ Portfolio on May 16, [...]
We work an inordinate number of hours over the course of our lifetime. Here are some thoughts on how managers can motivate their team members so that everyone achieves more. At the request of a regular reader I previously shared my thoughts as they relate to career advancement in my 24 Career Advancement Tips to [...]
This is an introduction to my General Mills (GIS) stock analysis which is based on Q3 2018 results and the relatively recent ~$8B acquisition of Blue Buffalo Pet Products which is part of GIS's transformation. Summary GIS’s revenue has been on the decline for the last few years due to changing consumer preferences. High growth [...]
Summary GIS’s revenue has been on the decline for the last few years due to changing consumer preferences. High growth Blue Buffalo Pet Products was recently acquired as management endeavors to offset the decline in other areas of the business. The $8B purchase price for Blue Buffalo which reported $0.319B in adjusted EBITDA in FY2017 [...]
Summary BAM reported strong Q1 2018 results on May 10, 2018. At the end of Q1 2018 (March 31st), BAM maintained core liquidity and uncalled private fund commitments of $32B. It also generated over $2.5B of annual free cash flow from its asset management business and distributions from invested capital. I wish to have exposure [...]
This is an introduction to my Brookfield Asset Management (BAM) stock analysis which is based on Q1 2018 results. My exposure to BAM allows me to benefit from its expertise and success with alternative asset investments. Summary BAM reported strong Q1 2018 results on May 10, 2018. At the end of Q1 2018 (March 31st), [...]
This is an introduction to my Church & Dwight (CHD) stock analysis which is based on Q1 2018 results and projections for the remainder of FY2018. I view CHD as having better potential to provide superior long-term investor returns than its much larger peer - Procter & Gamble. Summary CHD released its Q1 2018 results [...]
Summary CHD released its Q1 2018 results on May 3rd and upped its projected sales growth and projected organic sales growth guidance from that provided just a few months ago. CHD has outperformed its larger peers in the S&P 500 Household Products Index. I view CHD as having greater potential to provide superior long-term investor [...]
