Money and Finance
- Will United Parcel Service, Inc. Continue To Deliver The Dividends?
United Parcel Service (NYSE:UPS) is a dividend contender with 6 consecutive years of dividend growth. The company generate revenues through both delivery of goods and supply chain management. Its vast network gives it an advantage for companies looking...
- Dividend Growth Investing At Work - 2 More Increases
Something I love about dividend growth investing is that each month I get to hear about companies I own deciding to pay me more money in dividends. Just for owning a small portion of the companies. Not going and doing R&D for new products...
- Shopping For Bargains With Tjx Companies, Inc. - Dividend Stock Analysis
Last week I analyzed Ross Stores, Inc. (NASDAQ:ROST) (Full Analysis Here) and today I wanted to take a closer look at their competitor, TJX Companies, Inc. (NYSE:TJX). TJX Companies is an excellent company that sells clothes and home goods at discounts...
- Is Clorox A Buy?
All time market highs make bargain hunting hard graft (in the US markets at least). Where can we find a safe harbor to invest at current prices? Over at Morningstar, Josh Peters makes the case for Clorox. I really like finding companies like Clorox...
- Recent Buy - Verizon Communications (vz)
Hi Everyone, A new year has begun and what better way to get things started then to buy a dividend stock! I've been looking to add higher yield to the portfolio recently and I also wanted to top off my Verizon stake. As the saying goes,...
Money and Finance
Invest for Kids Conference Notes: Kyle Bass, James Grant, Steve Romick, and others
Via ValueWalk:
Steve Mandel – Lone Pine Capital
Idea: Verisign, Inc. (NASDAQ:VRSN)
Lone Pine currently owns 9% of the company. Verisign, Inc. (NASDAQ:VRSN) has no net debt and about a $6 billion market cap. The company currently receives about $7.85 for each registered domain name annually. Thesis: the combination of 7-8% domain name growth and 7% annual pricing growth combined with the firm’s operating leverage will lead to a 25% annual return over the next four years at current prices. The pricing on many of the firm’s domain name fees are allowed to be raised up to four times over the next six years, each time by 7-8%, per the Department of Commerce. Furthermore, the US Department of Defense has come to view Verisign, Inc. (NASDAQ:VRSN)’s internet infrastructure services as critical to national security, which will likely result in a favorable negotiation relationship with the Department of Commerce going forward. The firm provides a service essential to the internet and charges a relatively low toll for this service. This is an attractive market position. Operating margin should expand for years to come.
- Will United Parcel Service, Inc. Continue To Deliver The Dividends?
United Parcel Service (NYSE:UPS) is a dividend contender with 6 consecutive years of dividend growth. The company generate revenues through both delivery of goods and supply chain management. Its vast network gives it an advantage for companies looking...
- Dividend Growth Investing At Work - 2 More Increases
Something I love about dividend growth investing is that each month I get to hear about companies I own deciding to pay me more money in dividends. Just for owning a small portion of the companies. Not going and doing R&D for new products...
- Shopping For Bargains With Tjx Companies, Inc. - Dividend Stock Analysis
Last week I analyzed Ross Stores, Inc. (NASDAQ:ROST) (Full Analysis Here) and today I wanted to take a closer look at their competitor, TJX Companies, Inc. (NYSE:TJX). TJX Companies is an excellent company that sells clothes and home goods at discounts...
- Is Clorox A Buy?
All time market highs make bargain hunting hard graft (in the US markets at least). Where can we find a safe harbor to invest at current prices? Over at Morningstar, Josh Peters makes the case for Clorox. I really like finding companies like Clorox...
- Recent Buy - Verizon Communications (vz)
Hi Everyone, A new year has begun and what better way to get things started then to buy a dividend stock! I've been looking to add higher yield to the portfolio recently and I also wanted to top off my Verizon stake. As the saying goes,...