CME Group Inc. (CME) is an appealing long-term growth stock with a unique attractive dividend which is missed by stock screeners. Summary CME reported Q4 and FY2018 results on February 7, 2018. Despite strong results, its share price continues to be bid lower having dropped from a ~$196 high set in November. Its unique dividend [...]
Investors should consider S&P Global Inc. (SPGI) if interested in a high quality growth stock in which to invest for the long-term. Summary SPGI released its Q4 and FY2018 results and provided FY2019 guidance on February 7th. It benefits from a wide economic moat and an asset-light business model. SPGI is one of very few [...]
Do It Yourself Investing does not need to be complicated but it can be disastrous when you do not know what you are doing. Nick shares his story. Nick is a subscriber to the site and based on our correspondence I thought his background and investment experience would be well worth sharing with you. [...]
A great investment portfolio example of diversification does not mean having an inordinate number of individual holdings in an investment portfolio. Summary Have our investments led us to become a ‘fly in a bottle’? Follow 6 simple guiding principles when it comes to investing. Review your investment holdings at least annually to ensure the [...]
Summary BR’s shares were grossly overvalued in August/September 2018 and the share price has subsequently retraced by just over 30% from the 52 week high. Q2 2019 and 1H 2019 results were released February 7th and the share price took a ~6.7% hit from the previous day’s close. The vast majority of investors make investment [...]
Courtesy of a Financial Freedom is a Journey follower in Australia I previously provided a link to an interview he conducted with Magellan Financial Group's (Australia) Chief Investment Officer Hamish Douglass. In that interview, Hamish shared 4 of his best high quality US publicly traded investment ideas. In this article I provide a link to [...]
Summary Becton Dickinson released its Q1 2019 results and held FY2019 guidance steady from that released November 6th when Q4 and FY2018 results were released. BDX’s credit rating was revised lower by Moody’s and S&P Global as a result of the debt taken on for the Carefusion and CR Bard acquisitions. BDX, however, continues to [...]
Church & Dwight (CHD) released Q4 and FY2018 results and provided FY2019 guidance on February 5, 2019. The investment community promptly knocked ~7.50% from CHD's previous day's closing share price. I previously reviewed CHD's Q3 2018 results on November 1, 2018 and concluded that investors would be better off being patient and to wait for [...]
I periodically employ a conservative 'out of the money covered call' option strategy when I think I can generate some option premium income and I have a strong probability of retaining the underlying security. Within the last few months I have written articles in which I have disclosed that I have initiated short-term out-of-the-money covered [...]
Summary ITW released Q4 and FY2018 results and FY2019 guidance on February 1, 2019 and held its Investor Day on December 7, 2018. Excluding a one-time $0.658B charge associated with the passage of the ‘Tax Cuts and Jobs Act’ in FY2017, ITW grew EPS by 15%, expanded operating margin by 60 bps to a record [...]
