Money and Finance
Analytical Toolbox
This page lists useful tools for finding and tracking Wide Moat Dividend stocks.
- Dividend Compass by Todd Wenning. Goes miles beyond the dividend payout ratio to give a nuanced view of the health and sustainability of a company's dividend. The Dividend Compass goes into the nooks and crannies. Bonus: Todd makes the tools available to download and use. With a little practice you can run a company through the Dividend Compass in about 5 minutes or so.
- Quality, Valuation, Growth Framework by Vitaliy Katsenelson. This is more conceptual than the Dividend Compass and its not even directly focused on dividends. But with some slight tweaking QVG makes a great way to analyze dividend investment opportunities.
- Safer than a Ten Year Screen by Jim Grant. Simple, useful screen on balance sheet safety, yield, price (p/e) and quality (ROE)
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Dividend Compass Cup Match 11- Microsoft Vs Procter & Gamble
Last match, we had dueling blue chip behemoths Exxon Mobil falling to Wal-mart. This match is old economy versus new economy. Soap versus SOAP. Detergent versus databases. Can Procter & Gamble's heritage which dates to the 19th century fend...
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Dividend Compass Match 9 - Coca Cola Vs Tim Horton's
The Dividend Compass Cup moves to the Elite Eight (Equity Eight?) round. The first match in this round is Coca Cola versus Tim Horton's. The Dividend Compass Cup rules are straightforward, we run the two quality, wide moat companies through the Dividend...
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Dividend Compass Cup Match 8- Baxter Vs Novo Nordisk
In the last match, Procter & Gamble beat out Unilever to advance in the Dividend Compass Cup. This match in the healthcare division is between two heavyweights - Baxter and Novo Nordisk. The Dividend Compass Cup rules are straightforward, we run the...
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Dividend Compass Match 6- Mccormick Spice Vs Wal-mart
In Match 5 is TIm Horton's squeaked by McDonald's. In Match 6, we have to answer the question - is it better to invest in a company with products sold at Wal-mart or invest in Wal-mart directly? The answer will determine who goes on to the next...
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Dividend Compass Match 3- Ibm Vs Microsoft
In Match 2 of the Dividend Compass Cup, we had Exxon Mobil beating out Royal Dutch Shell. In Match 3, IBM squares off with Microsoft. The Dividend Compass Cup rules are straightforward, we run the two quality, wide moat companies through the Dividend...
Money and Finance