June 2009
June 30, 2009 –
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RELATED TICKERS: CAH
Linked here is a detailed quantitative analysis of Cardinal Health Inc. (CAH). Below are some highlights from the above linked analysis:
Company Description: Cardinal Health Inc. is one of the leading wholesale distributors of pharmaceuticals, medical/surgical supplies and related products to a broad range of health care customers.
Fair Value: I consider four calculations of fair value, see page 2 of the linked PDF for a detailed description: [more]
June 29, 2009 –
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RELATED TICKERS: DRI
, DUK
, PETM
In this environment many income investors are happy to see any dividend increase. Not all companies are hiding behind the economic downturn and short-changing their dividend increases. To the contrary, PetSmart (PETM) after an extensive analysis of expected free cash flows showed confidence in their our operating plan with a generous dividend increase and share repurchase plan. [more]
June 27, 2009 –
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RELATED TICKERS: JNJ
, KO
, MCD
Have you ever read something then paused and said well that’s stating the obvious? Then upon further reflection realize what is obvious to you may not be obvious to others. This happened to me recently as I was scanning some retirement headlines. [more]
June 26, 2009 –
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RELATED TICKERS: MET
, MFC
, PRU
While suffering through a large market decline, the last thing you want to see is a letter from the government. It is never good news. Either you are being drafted, they want more money from you or you are under investigation. In the case of Manulife Financial Corp. (MFC), Canada’s largest insurance company, it was the latter. [more]
June 23, 2009 –
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RELATED TICKERS: EMR
Linked here is a detailed quantitative analysis of Emerson Electric Co. (EMR). Below are some highlights from the above linked analysis:
Company Description: Emerson Electric Co. primarily makes backup power equipment for telecom and Internet providers and users, climate control components, and electric motors.
Fair Value: I consider four calculations of fair value, see page 2 of the linked PDF for a detailed description: [more]
June 22, 2009 –
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RELATED TICKERS: CASY
, MDT
, NLY
When it comes to selecting dividend stocks, one of the most important items to look for is consistency in raising dividends. Sure it is easy to increase dividends when the economy is booming and business is good, but to be consistent a company has to persevere and continue to increase dividends during the tough times. [more]
June 21, 2009 –
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RELATED TICKERS: CVX
, JNJ
, MSFT
If the goal of dividend investing is to find and buy dividend stocks that will continue to raise their dividends, it is not enough to only look at a company’s free cash flow. Many companies generate significant free cash flow, but often that cash is already spoken for in the form of debt obligations. [more]
June 19, 2009 –
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RELATED TICKERS: JNJ
, KO
, PG
Vanguard Group founder Jack Bogle has not changed his tune as a result of the economic downturn. At the ripe age of 80, he is still preaching buying-and-holding domestic stocks and bonds, cheaply, in an asset allocation that’s appropriate for your age. Below are some key excerpts from a recent Market Watch article.
On including bonds in your asset allocation: [more]
June 17, 2009 –
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RELATED TICKERS: SYY
Linked here is a detailed quantitative analysis of Sysco Corp. (SYY). Below are some highlights from the above linked analysis: [more]
June 13, 2009 –
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RELATED TICKERS: WMT
, CLX
, TGT
What do you do when the economy tanks and the stock market follows suit, but you are still generating a lot of cash? Many people would look for bargains in the market. Wal-Mart (WMT) [analysis] has done just that.
On June 5th, WMT announced a new share repurchase program that gives the company authorization to repurchase $15 billion of its shares. The new plan replaces the previous $15 billion program, which was announced June 1, 2007 and had approximately $3.4 billion of remaining authorization. [more]
June 12, 2009 –
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RELATED TICKERS: AFL
, LOW
, UTX
The main focus of dividend investing is finding and buying dividend stocks that will likely continue to raise their dividends in the future. In making this determination there are many factors to consider. One of the more important metrics to consider is the Dividend Payout Ratio. [more]
June 11, 2009 –
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RELATED TICKERS: BAC
, GE
, JNJ
Some of my fellow dividend investors have accused Warren Buffett of being a closet dividend investor. I won’t quite go that far, but there is significant common ground between dividend and value investors. With that said, let’s take a close look at Mr. Buffett’s most recent 13-F filing with the Securities and Exchange Commission. [more]
June 09, 2009 –
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RELATED TICKERS: NUE
Linked here is a detailed quantitative analysis of Nucor Corp. (NUE). Below are some highlights from the above linked analysis: [more]
June 08, 2009 –
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RELATED TICKERS: FLO
, LOW
, CAH
It is well-documented that a significant portion of the historical equity returns are a result of reinvested dividends. In Triumph of the Optimists: 101 Years of Global Investment Returns (2002), the authors looked at equity returns from capital gains and dividends from 1900 to 2000. They determined that performance in any given year was driven by capital appreciation, but long-term returns were largely the result of reinvested dividends. Looking at 101 years of data in the U.S. and U.K., they found that a market-oriented portfolio with dividends reinvested would have generated nearly 85 times the wealth of the same portfolio relying solely on capital gains. [more]
June 06, 2009 –
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RELATED TICKERS: UTX
, BA
, GD
When the economy and the market starts heading south, many investors start buying Dividend Stocks. They have long been considered a defensive position in turbulent times. Given many investors recent defensive stance, one might ask how about some real defense stocks, as in the Aerospace and Defense industry. Here are five for your consideration: [more]
June 04, 2009 –
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RELATED TICKERS: BLV
, BND
, VFINX
If your goal is to accumulate wealth for a comfortable retirement then there is no risk-free path. Throughout time every angle has been tried and failed. However, some approaches carry less risk than others. Let’s consider some of the popular paths. [more]
June 02, 2009 –
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RELATED TICKERS: AFL
Linked here is a detailed quantitative analysis of AFLAC Inc. (AFL). Below are some highlights from the above linked analysis: [more]
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