This is an introduction to my Prestige Brands stock analysis which is based on Q3 2018 results and projections for the remainder of FY2018. Summary Prestige Brands is a small cap company engaged in the business of marketing, sales, manufacturing and distribution of well-recognized, brand name, over-the-counter (“OTC”) healthcare and household cleaning products. It crossed [...]
Summary Prestige Brands is a small cap company engaged in the business of marketing, sales, manufacturing and distribution of well-recognized, brand name, over-the-counter (“OTC”) healthcare and household cleaning products. It crossed my radar in December 2011 when it acquired 17 over-the-counter medicine brands sold in North America from GlaxoSmithKline Plc for $660 million cash. I [...]
This is an introduction to my Altra Industrial Motion stock analysis which is based on FY2017 results and the proposed terms and conditions of the pending amalgamation with 4 operating companies within Fortive Corporation’s Automation and Specialty Components business. Introduction Altra Industrial Motion Corp. (NASDQ: AIMC) is a leading global designer, producer and marketer of [...]
Summary Altra is a small cap company which does not fit my investor profile. Some readers, however, have requested I conduct the occasional review on small cap investment opportunities hence this analysis. Altra released its Q4 and FY2017 results on February 21, 2018 and within days it announced a proposal to amalgamate with 4 operating [...]
Summary WST has been in business for 95 years and has developed a strong reputation. The top 50 injectable biologics rely on WST and also supplies the top 75 pharmaceutical and biotech injectable companies. The company’s common stock cumulative total return has far exceeded the cumulative total return of the following Standard & Poor's (“S&P”) [...]
This is an introduction to my West Pharmaceutical stock analysis which is based on FY2017 results and FY2018 guidance provided by management. Introduction A reader recently inquired about my opinion on West Pharmaceutical Services, Inc. (NYSE: WST). This reader was of the opinion the stock might be a worthwhile addition to his portfolio because: the [...]
Many members of the younger generations are of the opinion US Social Security and the Canada Pension Plan and Old Age Security will not be around by the time they are eligible to collect. I am confident they will be around even though there are some minor imbalances. Even if these imbalances are not fixed, [...]
Summary This RPM stock analysis is based on Q3 2018 results released on April 5, 2018. RPM increased its dividend in October 2017 thus marking its 44th consecutive year of dividend increases. The dividend compound annual growth rate for the 2001 – 2018, however, is only ~5.7%. RPM’s returns since May 31, 2007 have outperformed [...]
North American equity markets are certainly experiencing some interesting times of late. Volatility has picked up and we are now experiencing triple digit intra-day swings in the S&P 500. Many investors who started investing subsequent to the Financial Crisis have never experienced this level of volatility. If you started investing subsequent to 2009, market conditions [...]
Another month has gone by and time for a very quick update on the FFJ Portfolio’s dividend income and changes I made to the FFJ Portfolio in March 2018. In the February 2018 report I reflected 400 Canadian National Railway (TSX: CNR) shares and 400 Walmart (NYSE: WMT) shares under investment account #6. These shares [...]
