Money and Finance
Humans face many metaphysical questions - why are we here? What is the meaning of life? Also: Coke or Pepsi?
- Coke Versus Pepsi
The bull market continues to rage along, but while its certainly not leaving bargains lying around, there are some quality companies that have not fully participated in the upside. For different reasons, there could be something resembling a fair price...
- 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...
- 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 Match 2 - Exxon Mobil Vs Royal Dutch Shell
In Match 1 of the Dividend Compass Cup, we had Coca Cola narrowly defeating Pepsi. 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...
- 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 Match 1 - Coca Cola vs Pepsi
Humans face many metaphysical questions - why are we here? What is the meaning of life? Also: Coke or Pepsi?
In this first match of the Dividend Compass Cup, we'll attempt to answer the latter.
The rules are straightforward, we run the two quality, wide moat companies through the Dividend Compass to analyze which is the more interesting investing candidate.
It's a great first match - Coca Cola (KO) and Pepsi (PEP) have two of the all time great dividend records. Coca Cola has paid quarterly dividends since 1920 and increased its dividend for the last fifty years. Pepsi is no slouch, having increased its dividend 41 years straight.
First up, Coca Cola. as you would expect the metrics look solid:
This is good for a 4 point plus score each year from the Dividend Compass and a 4.19 five year average score for Coca Cola:
That 4.19 five year average score will be tough to beat, let's see how Pepsi does.
The FCF Cover and Return on Equity are currently better than Coca Cola, however the 5 year Average Score is good but not quite good enough to beat Coca Cola
So the winner of the first match is Coca Cola, Pepsi puts up a tough fight certainly good enough to beat most other companies, but Coca Cola's consistency and never coming in under 4 points over five years are good enough to put them through to the next round.
Here is the current bracket.
Next up, match two - Exxon Mobil vs Royal Dutch Shell.
- Coke Versus Pepsi
The bull market continues to rage along, but while its certainly not leaving bargains lying around, there are some quality companies that have not fully participated in the upside. For different reasons, there could be something resembling a fair price...
- 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...
- 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 Match 2 - Exxon Mobil Vs Royal Dutch Shell
In Match 1 of the Dividend Compass Cup, we had Coca Cola narrowly defeating Pepsi. 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...
- 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,...