Money and Finance
Summary of recent stories of interest, sometimes enduring, to investors:
- You'll Need That Kleenex From Kimberly-clark Corporation If You Buy Shares Now
With the bull market being a bit long in the tooth and lasting about 6.5 years now I feel it's important to figure out my potential buy zones on some of the greatest defensive companies around, consumer staples. That's why I've been...
- High Yield Reads - 8/18/14
Summary of recent stories of interest, sometimes enduring, to investors: The Wide Moat Dividend portfolio (model portfolio) is designed to produce income and total returns, not drama. But there has been fair amount of the latter. There are only...
- High Yield Reads - 5/17/14
Summary of recents posts and pieces of interest, sometimes enduring, to investors: Consuelo Mack interviews Chuck Akre on the importance of compounding. He uses Markel as a case study. More compounding machines: Base Hit Investor mines the intersection...
- High Yield Reads 3/22/14
Happy Spring. Summary of recents posts and pieces of interest, sometimes enduring, to dividend investors: Jason Zweig: on the downsides of share buybacks. Looking at the Russell 3000 he reports that after the index went up 33.5% and trades at a...
- Innophos - Can Phosphates Deliver Dividend Growth?
Innophos is in a range of pretty boring businesses, the cover the phosphate waterfront - Specialty Ingredients, Asphalt Modifiers, Fire Suppressants, Water Treatment, Bakery Leavening, Deli Meats (hungry yet?), Toothpaste Abrasives, and more. I have followed...
Money and Finance
High Yield Reads - 7/19/14
Summary of recent stories of interest, sometimes enduring, to investors:
- Two good pieces in Barron's this week first up - Quite Contrary. I am always struck by virtually every fund manager and finance pro that I see interviewed characterizes themselves as "contrarian." Pretty sure for that to be valid the number needs to be below 50%. The Barron's story sums up today's conundrum well - "So when everyone appears to be a contrarian, what's a stockpicker to do? Perversely: Follow the consensus view"
- The Worst May Be Over at IBM - IBM is a company with great fundamentals, R&D, and best of all a fantastic score on Todd Wenning's Dividend Compass. its also a hated stock selling for less than 10 times earnings. Personally, I agree with Buffett and see a lot to like at IBM. They've been beaten up by the market due to Cloud and Mobile trends, but that's missed a lot of their pluses (which I will cover in a future post). On top of that, this week the Apple-IBM partnership puts IBM in a great position, best in class back end (Websphere, Mainframe) for the best in class front end (Apple). Smart deal right out of Ricardo
- A Wealth of Common Sense - A Portfolio Premortem, this is one of my favorite concepts, writing down how to deal with adverse events. Its related to the Investment Policy Statement that Jason Zweig wrote about in Your Money and Your Brain.
- Forever Investor has a review of Joel Greenblatt's Little Book that Beats the Market. That along with his first book "You Too Can Be A Stock Market Genius" are two of my all time favorites. He does an excellent job at distilling concepts down in a way they can be applied by a wide array of investors
- Morgan Housel "I Prefer to Keep Things Simple" drills down on how boring Consumer Staples outperform exciting Tech.
- Foolgirl "Invest Like a Girl, an American Girl" Barbie on decline, but American Girl isn't Mattel looks cheap, and their dividend continues to grow
- My new posts this week - argue that Unilever and Kimberly-Clark are better bargains than Colgate, Statistically Cheap Stocks Can Be Expensive, and Cracker Barrel's dividend growth may be leveling off.
- You'll Need That Kleenex From Kimberly-clark Corporation If You Buy Shares Now
With the bull market being a bit long in the tooth and lasting about 6.5 years now I feel it's important to figure out my potential buy zones on some of the greatest defensive companies around, consumer staples. That's why I've been...
- High Yield Reads - 8/18/14
Summary of recent stories of interest, sometimes enduring, to investors: The Wide Moat Dividend portfolio (model portfolio) is designed to produce income and total returns, not drama. But there has been fair amount of the latter. There are only...
- High Yield Reads - 5/17/14
Summary of recents posts and pieces of interest, sometimes enduring, to investors: Consuelo Mack interviews Chuck Akre on the importance of compounding. He uses Markel as a case study. More compounding machines: Base Hit Investor mines the intersection...
- High Yield Reads 3/22/14
Happy Spring. Summary of recents posts and pieces of interest, sometimes enduring, to dividend investors: Jason Zweig: on the downsides of share buybacks. Looking at the Russell 3000 he reports that after the index went up 33.5% and trades at a...
- Innophos - Can Phosphates Deliver Dividend Growth?
Innophos is in a range of pretty boring businesses, the cover the phosphate waterfront - Specialty Ingredients, Asphalt Modifiers, Fire Suppressants, Water Treatment, Bakery Leavening, Deli Meats (hungry yet?), Toothpaste Abrasives, and more. I have followed...