On April 29th, Merck & Co., Inc. (MRK) released Q1 2021 results and on May 3rd it held its Merck/Organon Investor Day. I continue to think Merck is reasonably valued and is poised for more rapid growth following my review of the material presented at both events. This brief article is a follow-up to my [...]
S&P Global Inc. (SPGI) is a high-quality company that has amply rewarded long-term shareholders. Acquiring grossly overvalued shares, however, can result in inferior investment returns even if the company happens to be high-quality. I think SPGI is a richly valued Dividend Aristocrat after reviewing Q1 2021 results and FY2021 guidance. A Dividend Aristocrat is a [...]
I suspect many of us have equity holdings to which we pay little if any, attention. In my case, United Parcel Service, Inc. (UPS) is such a holding. On April 27, 2021, however, it released Q1 results and the share price closed ~$18 higher than the prior day's closing share price. This is puzzling since [...]
In this brief May 21, 2020 article, I analyze and disclose a new position in 3M Company (MMM) for our daughter's taxable account. I subsequently analyze and disclose in this November 4, 2020 article the purchase of additional shares for that account. In both instances, I conclude MMM shares are undervalued. Fast forward to the [...]
Hidden gems are often lost when part of a conglomerate. This appears to have been the case with Otis Worldwide Corporation (OTIS). For more than 15 years, it was used as a cash cow to fund capital expenditures at United Technologies' two aerospace divisions (now Raytheon Technologies Corporation (RTX)). OTIS is now a stand-alone entity [...]
I am continually searching for attractively valued high-quality companies in which I can invest. In August 2018, I delved into the historical financial results and earnings guidance of CME Group Inc. (CME). Based on my analysis I came to the realization that CME Group is a unique dividend gem and disclosed that I would be [...]
In my recent Two Questions I Ask Before Investing Money post I touched upon the Return versus Risk aspect of an investment. I followed up that article with my Buying Stocks When Valuations Are High where I discussed three possible approaches to investing; I indicated the Valuation approach is my preferred method. Sometimes, however, you [...]
My guest NIKE - Currently Unreasonably Valued post at Engineer My Freedom explains why I think the company's share price is overvalued. I also provide examples of a conservative option strategy I use to boost my investment return on my NIKE exposure. I have had several inquiries as to the low dividend yield on some [...]
Investors have so many companies in which they can deploy their hard-earned income yet many investors invest in terrible companies. This is truly unfortunate. My recommendation is that investors look to invest in wide-moat, rapid growth, and reasonably/attractively valued high-quality companies. I believe Thermo Fisher Scientific Inc. (TMO) is a rapidly growing wide-moat company worthy [...]
This Stryker Corporation: Dividend Stock Review is a Guest Post by Derek of EngineermyFreedom.com. Derek is an investor and blogger and podcast co-host on dividend growth stocks. He also works as a part-time freelance equity analyst with a leading newsletter in dividend stocks. Stryker Corporation (SYK) is one of the world's leading medical technology companies. [...]