Money and Finance
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 round in the Dividend Compass Cup.
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.
McCormick Spice is world's leading spice maker, selling in grocery stores, Wal-mart and to restaurant operators like YUM Brands. They have also paid a dividend since 1925. As you might expect, margins and Return on Equity for spice are reasonably good.
McCormick Spice metrics
McCormick Spice does better on Earnings cover than on FCF cover, its Return on Equity is consistent, and dividend growth is plugging away as well. Overall a plowhorse not a show horse, the main caution flag is the Net Debt/EBITDA ratio.
McCormick Spice score:
Wal-mart's turn - they have really turned in an impressive dividend growth track record. Better yet, there is room to run for more dividend growth, Wal-mart easily covers its dividend on an Earnings and FCF basis.
Wal-mart metrics:
Wal-mart easily gets over most of the Dividend Compass' hurdles except for one - Operating Margins. Its margins are paper thin, but guess what? That's its business model and competitive advantage.
Wal-mart score
McCormick Spice versus Wal-mart is another close call, but this match goes to Wal-mart by a nose with its superior 5 year average, dividend growth and FCF cover. Wal-mart will move to the next round to match up with Exxon Mobil.
The next match is Unilever versus Procter & Gamble.
- 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 Cup Match 10 - Exxon Mobil Vs Wal-mart
Here in match 10, we are in the second round of the Dividend Compass Up, the winner will go on to the Final four. We have two formidable companies, with real earnings power- a Texarkana border battle - Exxon Mobil vs Wal-mart. The Dividend Compass Cup...
- 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 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...
Money and Finance
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 round in the Dividend Compass Cup.
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.
McCormick Spice is world's leading spice maker, selling in grocery stores, Wal-mart and to restaurant operators like YUM Brands. They have also paid a dividend since 1925. As you might expect, margins and Return on Equity for spice are reasonably good.
McCormick Spice metrics
McCormick Spice score:
Wal-mart's turn - they have really turned in an impressive dividend growth track record. Better yet, there is room to run for more dividend growth, Wal-mart easily covers its dividend on an Earnings and FCF basis.
Wal-mart metrics:
Wal-mart score
McCormick Spice versus Wal-mart is another close call, but this match goes to Wal-mart by a nose with its superior 5 year average, dividend growth and FCF cover. Wal-mart will move to the next round to match up with Exxon Mobil.
- 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 Cup Match 10 - Exxon Mobil Vs Wal-mart
Here in match 10, we are in the second round of the Dividend Compass Up, the winner will go on to the Final four. We have two formidable companies, with real earnings power- a Texarkana border battle - Exxon Mobil vs Wal-mart. The Dividend Compass Cup...
- 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 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...