Money and Finance
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 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 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 Cup Match 12- Ch Robinson Vs Baxter
For the final match to determine our Final Four its CH Robinson versus Baxter. 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...
- Dividend Compass Cup Match 7 - Procter & Gamble Versus Unilever
In the last match of the Dividend Compass Cup, Walmart eked out a win over McCormick Spice. In this match we are sticking with the store shelves theme - Procter & Gamble (PG) versus Unilever (UL). The Dividend Compass Cup rules are straightforward,...
- 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 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 companies through the Dividend Compass to analyze which is the more interesting investing candidate. Todd Wenning's Dividend Compass scores them 1-5.
Walmart had to beat McCormick Spice and Exxon Mobil. Baxter took down Novo Nordisk and CH Robinson. Let's see who emerges victorious and wins the rights to face Microsoft in the Cup final.
Pundits say the recession recovery has been good for Costco shoppers but not so good for Walmart shoppers. Still if this is bad, I am sure most companies would trade for Walmart's operating metrics
Walmart metrics
FCF Cover, dividend growth and ROE are all excellent. About the only important category where Walmart struggles is operatin margin, but here we have the source of Walmart's moat in the first place. Quoting Jeff Bezos "you margin is my opportunity." And that 5% margin is the reason Walmart is one of the very few retailers to withstand the Amazon onslaught.
Walmart scores
Walmart racks up 4.57 five year average. Better yet for its investors, its weak operating margin scores can be seen as a source of enduring competitive advantage.
Baxter delivers strong metrics across the board with a sole but important exception. FCF cover dropped down to under 2x. This is the highest weighted category in the Dividend Compass Cup.
Baxter metrics
The FCF Cover slowdown shows up in bringing Baxter's most score all the way down to 4.45. Still its five average is impressive.
Baxter scores
Baxter did not finish strong, its weakening FCF cover put its most recent period below Walmart's five year average, still Baxter's long term track record is well above Walmart's and that is good enough to get Baxter through to the final where Microsoft awaits.
- 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 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 Cup Match 12- Ch Robinson Vs Baxter
For the final match to determine our Final Four its CH Robinson versus Baxter. 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...
- Dividend Compass Cup Match 7 - Procter & Gamble Versus Unilever
In the last match of the Dividend Compass Cup, Walmart eked out a win over McCormick Spice. In this match we are sticking with the store shelves theme - Procter & Gamble (PG) versus Unilever (UL). The Dividend Compass Cup rules are straightforward,...
- 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,...