Money and Finance
The Dividend Compass Cup moves to the Elite Eight (Equity Eight?) round. The first match in this round is Coca Cola versus Tim Horton's.
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.
Let's get this started and revisit Coca Cola's metrics:
The FCF cover is good but could be better. The margins and ROE are solid. Unlike some of the blue chips in the Dividend Compass, Coca Cola's sales growth remains in tact. Unfortunately, its dividend growth is only mild.
Coca Cola score:
This results in a steady, workhorse-like 4.19 five year average. Its easy to see why Buffett says to think about Coca Cola as owning a bond.
TIm Horton's has a stellar set of metrics, lower debt than Coca Cola. Much better dividend growth and coverage (albeit off a much lower base).
Tim Horton's metrics:
Those numbers are hotter than a cup of Tim Horton's coffee and they are good for a near perfect 4.95 five year average from the Dividend Compass.
Tim Horton's score:
Coca Cola has the higher yield, but Tim Horton's has the higher score from Dividend Compass (~20% better on five year average) and that's good enough to get Tim Horton's through to the Final Four where they will face the winner of Microsoft and Procter and Gamble.
- Dividend Compass Cup Match 11- Microsoft Vs Procter & Gamble
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- 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...
- 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 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,...
- 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 Match 9 - Coca Cola vs TIm Horton's
The Dividend Compass Cup moves to the Elite Eight (Equity Eight?) round. The first match in this round is Coca Cola versus Tim Horton's.
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.
Let's get this started and revisit Coca Cola's metrics:
Coca Cola score:
This results in a steady, workhorse-like 4.19 five year average. Its easy to see why Buffett says to think about Coca Cola as owning a bond.
TIm Horton's has a stellar set of metrics, lower debt than Coca Cola. Much better dividend growth and coverage (albeit off a much lower base).
Tim Horton's metrics:
Those numbers are hotter than a cup of Tim Horton's coffee and they are good for a near perfect 4.95 five year average from the Dividend Compass.
Tim Horton's score:
Coca Cola has the higher yield, but Tim Horton's has the higher score from Dividend Compass (~20% better on five year average) and that's good enough to get Tim Horton's through to the Final Four where they will face the winner of Microsoft and Procter and Gamble.
- 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 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...
- 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 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,...
- 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,...