Money and Finance
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,
For this series of posts, I will use Todd Wenning's Dividend Compass to analyze 16 quality, wide moat companies and we'll pit them against each other and see who earns the (fictitious) Dividend Compass Cup.
The sixteen companies that we're analyzing all have some shared characteristics:
- A track record of paying dividends
- A reasonable current yield, should exceed market average
- Sell for a fair price
The Dividend Compass generates a score to grade out each companies' dividend, and we'll use that score to bake off the sixteen companies against each other. Just like the NCAA Sweet Sixteen each company will be paired into brackets and try to advance to the next round.
The pairings are as follows:
- Coca Cola vs Pepsi
- Tim Horton's vs McDonald's
- Microsoft vs IBM
- Unilever vs PG
- Exxon Mobil vs Royal Dutch Shell
- McCormick vs Walmart
- CH Robinson vs Ritchie Brothers
- Baxter vs Novo Nordisk
The outcome is that winners of each of the Sweet Sixteen match will advance to the round of eight until we get to the winner of the Dividend Compass Cup. First match up is an attempt to answer an age old question - Coke or Pepsi?
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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...
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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...
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Dividend Compass Match 4- Ch Robinson Vs Ritchie Brothers Auctioneers
In Match 3 of the Dividend Compass Cup, Microsoft narrowly defeated IBM. In Match 4, we have two smaller companies going head to head - CH Robinson (CHRW) vs Ritchie Brothers Auctioneers (RBA). The Dividend Compass Cup rules are straightforward, we run...
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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...
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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,...
Money and Finance