Money and Finance
We started with sixteen companies competing for the Dividend Compass Cup. We are now down to the Final Four. Expect two competitors to bring their A game to this match between Tim Horton's and Microsoft. Both have faced stiff resistance to make it this far. TIm Horton's beat out two all time greats - McDonald's and Coca Cola. Does Timmy's have what it takes to beat yet another titan?
Microsoft's path has giant-laden as well - IBM in round 1 and Procter & Gamble in round 2 - two of the all time great dividend payers with dividend roots back to the 19th century.
The Dividend Compass Cup rules are straightforward, we run the two quality, wide moat companies through the Dividend Compass to analyze which is the more interesting investing candidate. Todd Wenning's Dividend Compass scores them 1-5.
- Dividend Compass Cup Final - Microsoft V Baxter
We started with 16 companies, and here we are at the Dividend Compass Cup Final. Among the sixteen were some of the all time great dividend payers like Procter & Gamble, McDonald's, Coca Cola, and IBM. But now we are down to two. Its not a surprise...
- Dividend Compass Final Four- Walmart V Baxter
We are down to the second to last match, the second Final Four matchup. In the first match, Microsoft beat out Tim Horton's. Next up, its Walmart versus Baxter. The Dividend Compass Cup rules are straightforward, we run the two quality, wide moat...
- 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...
- Dividend Compass Match 5- Mcdonald's Vs Tim Horton's
In Match 4, we had two smaller, lesser known companies meet up - CH Robinson (CHRW) defeated Ritchie Brothers Auctioneers (RBA). Match 5 is all about international icons - McDonald's (MCD) versus Tim Horton's (THI) two franchises with moats that...
- Dividend Compass Cup October 2013 - Sweet Sixteen
Thanks to DC shenanigans, deeply immoral and irresponsible though they may be, there's starting to be some better prices on interesting companies. This seems like a good time to run Todd Wenning's Dividend Compass. Todd explains the tool here,...
Money and Finance
Dividend Compass Cup Final Four - TIm Horton's v Microsoft
We started with sixteen companies competing for the Dividend Compass Cup. We are now down to the Final Four. Expect two competitors to bring their A game to this match between Tim Horton's and Microsoft. Both have faced stiff resistance to make it this far. TIm Horton's beat out two all time greats - McDonald's and Coca Cola. Does Timmy's have what it takes to beat yet another titan?
Microsoft's path has giant-laden as well - IBM in round 1 and Procter & Gamble in round 2 - two of the all time great dividend payers with dividend roots back to the 19th century.
The Dividend Compass Cup rules are straightforward, we run the two quality, wide moat companies through the Dividend Compass to analyze which is the more interesting investing candidate. Todd Wenning's Dividend Compass scores them 1-5.
Tim Horton's sports robust dividend growth backed by wide FCF cover. This means that investors can reasonably expect the growth to continue.
Tim Horton's metrics
That all translates into a close to perfect score from the Dividend Compass - a 4.95 five year average.
Tim Horton's scores
TIm Horton's numbers speak for themselves. Of course, this is the Final Four. You do not get this far by accident and Microsoft on the other side has its own strong statement to make including FCF coverage in the 3x-4x range.
Microsoft metrics
This brings Microsoft in to a 4.99 five year average which shows a business hitting on all cylinders.
Microsoft scores
Its hard to see Tim Horton's score and think they could lose, but Microsoft's 4.99 out of 5, carries the day. On top of that Microsoft has 3% forward yield versus Tim Horton's 1.7% yield. In the past, I felt it was a bit unfair to McDonald's and Coca Cola which have much higher yields than Tim Horton's but ultimately lost out. In the future I may restrist the Cup to yields north of a higher percentage. Still, with Tim Horton's in the Cup at all, I could hardly ignore its near perfect score and just like the NCAA final four, its fun to have an underdog make it this far. Beating Tim Horton's requires a near perfect score and Microsoft managed to pull it off today.
Microsoft is through to the final to play the winner of Walmart and Baxter.
- Dividend Compass Cup Final - Microsoft V Baxter
We started with 16 companies, and here we are at the Dividend Compass Cup Final. Among the sixteen were some of the all time great dividend payers like Procter & Gamble, McDonald's, Coca Cola, and IBM. But now we are down to two. Its not a surprise...
- Dividend Compass Final Four- Walmart V Baxter
We are down to the second to last match, the second Final Four matchup. In the first match, Microsoft beat out Tim Horton's. Next up, its Walmart versus Baxter. The Dividend Compass Cup rules are straightforward, we run the two quality, wide moat...
- 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...
- Dividend Compass Match 5- Mcdonald's Vs Tim Horton's
In Match 4, we had two smaller, lesser known companies meet up - CH Robinson (CHRW) defeated Ritchie Brothers Auctioneers (RBA). Match 5 is all about international icons - McDonald's (MCD) versus Tim Horton's (THI) two franchises with moats that...
- Dividend Compass Cup October 2013 - Sweet Sixteen
Thanks to DC shenanigans, deeply immoral and irresponsible though they may be, there's starting to be some better prices on interesting companies. This seems like a good time to run Todd Wenning's Dividend Compass. Todd explains the tool here,...