My Best Ideas 22 March 2015 This is a list of companies that have a very nice estimated one year return on invested capital based on the sum of the delta of the one year estimated price target plus the calculated one year dividend yield. (Full List)
Dividend Increases 23-27 March 2015 This is a list of those companies that have recently increased their dividends. The list includes the amount and percentage of the increase, the forward dividend yield, and the ExDividend, Record and Payment dates. (Full List)
The Averages Drift Higher 20 March 2015
Weekly Wrap Up: The market continued its bipolar movement up and down all the way to the end of the week with a strong Friday that ended with a pullback in the last hour. I remain fully invested and I expect that without any definitive news, this slow drift upward will continue into next week. If the Bollinger Bands begin to contract, the DJIA moves near the upper band, and the RSI moves into overbought territory, I will probably move equity from risk to safety.
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Scroll Down Lower on this page to see a real time chart of the DJIA.
24 March Update: Monday's stock market was simply a repeat of Friday's market with the DJIA rising throughout the day and then giving it all back during the last hour of trading. Still looking for direction.
A Half Dozen Great Ideas 23 March 2015 The first of two articles identifying a dozen companies that have excellent double digit dividend growth rates as well as one year estimated capital gains expectations of ten percent or better. (Full Article)
Another Six Great Ideas 24 March 2015 The 2nd of two articles identifying a dozen companies that have excellent double digit dividend growth rates as well as one year estimated capital gains expectations of ten percent or better. (Full Article)
A Dozen Great Ideas………..Click to Enlarge
Johnson Controls 22 March 2015 Johnson Controls Inc is an American company that designs, manufactures and sells products and services for optimizing energy and operational efficiencies in buildings, automotive batteries, electronics and interior systems for automobiles. (Full Article)
Sector Rankings by YTD 22 March 2015 These are the nine major sectors of the US economy ranked by year to date stock performance.
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Viacom Inc 20 March 2015 I believe that chaos is about to enter the entertainment industry from all sides. Apple Inc is going to be blamed by some and heralded by others, but the truth is it's not their fault. They can't take credit either. They just bring the hype. The only thing that's really going to change over time is the way we'll all end up getting and paying for the content we want. In the end, the money will always move toward the content. And Viacom has content. (Full Article)
Time Warner Inc. 19 March 2015 There are companies that make or produce things that people have to have simply in order to live a normal life. Then there are companies that make or produce things that people want so much they just can't seem to live without. Time Warner Inc makes the latter. They make the video content and entertainment that people just seem to want to pay for. And that's music to my ears. (Full Article)
UnitedHealth Group 18 March 2015 UnitedHealth Group is one of those companies in one of the hottest sectors (Healthcare) of the stock market these days. And if you're smart enough to own a stock that fits that description, you're probably very happy these days. Recently I've looked into a similar company (CVS Health) in this Sector and today I'm looking at the specifics of another one (UnitedHealth Group) to determine if it's a suitable candidate for inclusion in my portfolio. (Full Article)
CVS Health Corporation 16 March 2015 One of the hottest sectors in the stock market these days is the Healthcare Sector. And one of the hottest industries within this sector is Health Care Plans. So I decided to screen for companies in this industry to see just exactly who the leaders are. Based on that screen, three companies peaked my interest - CVS Health Corp, United Health Group Inc., and Anthem Inc. Today I'll be looking at CVS Health Corporation. (Full Article)
Five Staffing and Outsourcing Companies 15 March 2015 Small and medium sized companies often can't do everything by themselves all the time. And the ones that end up growing and being successful are the ones that figure out early on what they are good at and what they need to outsource. Below I've identified five specialized companies that provide outsourcing solutions to help take the burden of many of those distracting but necessary business functions away from those small and medium companies so that they can concentrate on their own business success. (Full Article)
Refining and Retail Redux 12 March 2015 I recently wrote an article on those companies that are composed of oil refining operations, pipelines and logistics, and retail. All of these companies continue to pay high dividends and are worth more today than they were when the original article was written on 18 December 2014 (See "Refining and Retail"). Today I want to present a current snapshot of these companies. (Full Article)
Six Flags Entertainment 9 March 2015 With the change to daylight saving time and the approaching warmer temperatures, it's time to start thinking about a spring vacation. For anyone that's a kid at heart or has kids still living at home, that means a trip to an amusement park. And for most Americans, that means a trip to one of the many Six Flags Theme Parks. (Full Article)
The Home Depot 6 March 2015 The Home Depot is, by far, the largest home improvement company in the US and twice the size of its nearest competitor - Lowe's Companies. It's also one of the most popular stores for the average American homeowner to visit. And while it's not on the list of Dividend Aristocrats, it should be. The reason is because the guys that manage this company are financially conservative. This is a great company and should be part of every investor's portfolio. (Full Article)
Movies, Videos and Live Events 4 March 2015 If you're like me you spend way too much time in front of a television and a computer monitor. You also probably spend way too much of your income on watching entertainment. It's what all of us do. There's also been a lot of talk about "cutting the cord" as the next generation starts the transition from analog videos across cable networks to digital content across wireless networks. But no matter what device we use or what network it comes across, the typical consumer is consuming more and more content each year. (Full Article)
Invesco 24 February 2015 Invesco Ltd. is a publicly owned investment manager. It primarily provides its services to institutional clients including public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, and financial institutions. (Full Article)
Dividend Growth Rates and Return on Invested Capital 22 February 2015 A Dividend Growth Investor doesn't have an easy life. It's often a lot more challenging than you might think. Most people think it's just simply the process of finding a suitable screener and then sorting a database for companies with the highest dividend growth rates. Then just buy those companies. This sounds simple enough, but nothing could be further from the truth nor more difficult to implement. (Full Article)
Chart Flipping Strategy 19 February 2015 Investors and traders that rely solely on the fundamentals of a company and dismiss the technical aspects of price analysis are doing themselves a disfavor. They're often misinformed about the value of technical analysis and end up buying the right stock at the wrong time. And that can take years to overcome. (Full Article)
Hormel Foods 17 February 2015 While this may not be the best time to buy shares of Hormel Foods, there's no doubt that this is a great company that should be a part of any dividend growth investor's portfolio. As this company expands into the world's markets that demand great tasting, healthy and safe to eat foods, I expect the future of this company is only going to get better.(Full Article)
Nordson Corporation 12 February 2015 Nordson Corpdesigns and manufactures dispensing equipment for consumer and industrial adhesives, sealants and coatings. The company also manufactures equipment used in the testing and inspection of electronic components and technology based systems for curing and surface treatment processes. (Full Article)
Steelcase, Inc 6 February 2015 Steelcase Inc. is a global company that designs, develops and manufactures furniture, interior architecture, technology products and services for corporate offices. The company also creates products for small businesses, healthcare, and higher education settings, as well as environments for mobile workers. The company sells its products and services worldwide primarily through 650 independent and company-owned dealers and markets its products through several retail and web-based channels. (Full Article)
How I Find Great Stocks 25 November 2014 One of the most valuable tools I use for finding great stocks is a stock screener. Another way, and a much easier way is to let someone else do the work for you. While this is not always the best idea, it is the easiest way. And the easiest place to start looking for great stocks with solid dividend growth characteristics is by reviewing the list of Dividend Kings or Dividend Aristocrats. (Full Article)
McLane Stadium on the campus of Baylor University (Photo by Robert McCain)
The Beautiful Hill Country of Texas
Final Game at Floyd Casey Stadium - Big 12 Champion Baylor 30 - Texas 10 (Photo by Robert McCain)
DISCLAIMER I am not a licensed investment adviser, and I am not providing investment advise for you on this site. Please consult with an investment professional before you invest your money. Any opinion expressed here should not be treated as investment advice. I am not liable for any losses suffered by any party because of data or information published on this blog. Past performance is not a guarantee of future performance. Unless your investments are FDIC insured, they may decline in value.