My Best Ideas 23 April 2017 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 1-5 May 2017 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)
Last Week Was a Curve Ball 30 April 2017 The French elections threw the markets a curve ball last week as the DJIA jumped well over 400 points on Monday and Tuesday. Then on Wednesday it eased as it fell away from 21,000. With the final round of French elections occurring next weekend, the markets could be in for another round of surprises. With the DJIA at 20,940 and now bracketed by 20,300 and 21,000 it might be prudent to wait for a pullback before investing again. Momentum indicators are all pointing higher but I think that indicator simply reflects last week's surprise rather than a real turn in what has been a downward sloping market for the last two months. A look at the ADX just really sums this up situation. Regardless of which way the markets move this week, they simply seems directionless.
The Screener Keeps Coming Up Empty 30 April 2017 I run stock screeners all the time looking for new opportunities. These searches are often based on analyst's projections of company's fundamentals. But lately I haven't found very many companies that fit my strategies of investing. As a result, I've been moving more and more money toward the Dividend Aristocrats and select income producing stocks. This has been rather frustrating for me and is now keeping me from writing more articles. Luckily I'm still posting on StockTwits.
Don't Just Do Something, Stand There 27 April 2017 I make most of my income in the stock market by doing nothing. Or at least by doing very little. And that’s on purpose. Generally speaking, the less I do, the more I make. This may seem sort of counterintuitive, but a lot of things in life are like that. And yet when I’m doing nothing, the hardest part of all is resisting the urge to do something. (Full Article) (This article was first published on 21 April 2014)
Ciena Corporation 25 April 2017 Ciena Corporation is a network strategy and technology company, providing solutions that enable network operators to adopt next-gen communication architectures and deliver a broad array of services needed by enterprise and consumers. They provide equipment, software and services that support the transport, switching, aggregation, service delivery and management of voice, video and data traffic on networks. (Full Article)
Applied Optoelectronics 20 April 2017 Applied Optoelectronics is a leading provider of fiber‑optic networking products and they serve three growing end-markets: Cable Television Broadband, fiber-to-the-home, and internet data centers. They design and manufacture a range of optical communications products employing their vertical integration strategy from laser chips, components, subassemblies and modules to complete turn-key equipment. (Full Article)
Double Entry Deviants 19 April 2017 I do not have, nor did I ever want, an accounting degree. I have a general understanding of accounting principles and I can read Income Statements, Balance Sheets, and Cash Flow Statements but I get a headache when I look at them for a very long time. What I'm really interested in is Total Revenue, Net Profit/Loss, and the Dividend Payment.(Full Article) (This article was first published on 29 August 2013)
Oclaro Inc. 18 April 2017 Oclaro is a leading provider and innovator of optical communication solutions for the core optical, enterprise and data center markets. Oclaro’s optical components, modules and subsystems are at the heart of the fast optical networks and high-speed interconnects driving the next wave of streaming video, cloud computing, voice over IP and other bandwidth-intensive and high-speed applications. (Full Article)
MGP Ingredients 17 April 2017 MGP Ingredients is not a large company but it is a leading producer and supplier of premium distilled spirits and specialty wheat proteins and starches. The Company's distilled spirits include premium bourbon and rye whiskeys, vodka and gin. The Company’s proteins and starches provide a host of functional, nutritional and sensory benefits for a wide range of food products to serve the packaged goods industry. (Full Article)
Hormel Foods 16 April 2017 Hormel Foods is engaged in the production of meat and food products. Co.'s business is reported in five segments: Grocery Products, Refrigerated Foods, Jennie-O Turkey Store, Specialty Foods, and International and Other. Co is a Dividend King and continues to increase its revenues, earnings and dividend. Its most recent dividend increase occurred in Jan 2017 when it rose from $0.145 to $0.17 per share, or +17.24%.
The stock's recent pullback from $43 to $34 while maintaining sales and profits has created a buying opportunity for long term investors.
LCI Industries 13 April 2017 LCI Industries supplies a broad array of components for the leading OEMs of RVs and adjacent industries, as well as the aftermarkets. LCI's business has grown considerably over the past decade, and the new corporate name was selected to better align the investment community with the strength of the LCI brand in the industries it serves. (Full Article)
CryoLife 11 April 2017 CryoLife is the leader in the manufacture, process, and distribution of medical devices and implantable human tissues used in cardiac surgury. Cryolife's medical devices include: BioGlue Surgical Adhesive, BioFoam Surgical Matrix, On-X valves and surgical products, the CardioGenesis cardiac laser therapy product line, PerClot, and PhotoFix. (Full Article)
Air Lease Corp 6 April 2017 Air Lease is an aircraft leasing company that purchases new commercial aircraft and leases them to its airline customers worldwide through specialized aircraft leasing and financing. Air Lease Corp provides net leases in which require the lessee to pay for maintenance, taxes, insurance and all other aircraft operating expenses during the lease term. (Full Article)
Ultra Clean Holdings 5 April 2017 Ultra Clean is truly an investment in inertia. This stock has been moving higher since the beginning of 2016 when it bottomed after hitting $15 per share in early 2014. As the stock recently broke through resistance at $15 and moved higher, that was the signal for me to begin buying. There's no doubt at this point that the stock is showing every sign of being overbought but there's no sign that the stock wants to go anywhere but higher. (Full Article)
La-Z-Boy 4 April 2017 The recent pullback in the shares of La-Z-Boy may have opened up an opportunity for me to start a position in this great furniture company. Most investors are familiar with La-Z-Boy products because they probably have at least one of their upholstered recliners, sofas, stationary chairs, lift chairs or sleeper sofas in their home or office. (Full Article)
Chemours - Technically Strong 2 April 2017 Chemours manufactures and sells performance chemicals falling within three segments: Titanium Technologies (titanium dioxide), Fluoroproducts (refrigerants and Industrial fluoropolymer resins like Freon, Teflon and Viton) and Chemical Solutions (cyanide, sulfuric acid, aniline, methyl amines, and reactive metals). The company was founded in July 2015 as a spin off from Dupont. The stock is technically strong and getting stronger.
Weekend Review Charts 1 April 2017 Stock charts of companies that are technically strong can often be a fertile place to look for potential stock purchases for Aggressive Growth Investors. But one of the reasons they're technically strong is because they've already moved higher for an extended period of time, which make them vulnerable to a pullback. (Full Article)
It's Easy to Make Money 31 March 2017 It's easy to make a lot of money in the stock market. Really, it is. It's made every day by a lot of different people and the driving force behind it is greed. It's also easy to lose a lot of money in the market. It's also lost every day by a lot of people and the driving force behind it is usually fear. What's hard is holding on to your money. (Full Article) (This article was first published on 21 July 2015)
Charles Schwab 30 March 2017 No one reading this article needs an introduction to the The Charles Schwab Corporation. In fact many readers of this article may already have an account with them and actively trade using their website. So the point of this article is to determine if an investment in Schwab fits my personal style of investing and whether anyone using their site to trade has the possibility of making money trading shares of a company that may be charging them commissions. That would be a really sweet deal. (Full Article)
RCI Hospitality is in Transition 29 March 2017 RCI Hospitality has moved up 60% since the last time I looked at the company (Last August) but this company hasn't nearly topped out yet. I expect this company to double again in the next 18 months and continue on from there. And it's all the result of two things, (1) management finally brought several MBAs to help manage the company and (2) their decision to expand their restaurant chain "Bombshells" beyond Texas. (Full Article)
MGM Resorts International 28 March 2017 MGM Resorts appears to be strengthening its US presence while Las Vegas Sands and Wynn receive more and more of their revenue from China. Rumors suggest that LVS is preparing to sell its Bethlehem, PA, casino and MGM appears to be the buyer. And this would be a perfect fit for MGM Resorts. (Full Article)
Sierra Wireless 27 March 2017 Sierra Wireless sells mobile computing and machine-to-machine (M2M) communications products that work over cellular networks. Sierra Wireless sells 2G, 3G and 4G mobile broadband wireless modems, routers and gateways as well as software, tools, and services. (Full Article)
Broadcom 16 March 2017 Broadcom is a diversified global semiconductor leader built on 50 years of innovation, collaboration and engineering excellence. The company's extensive product portfolio serves multiple applications within four primary end markets: wired infrastructure, wireless communications, enterprise storage and industrial & others. (Full Article)
Cognex Corporation 13 March 2017 Cognex Corporation is a leading worldwide provider of machine vision products that capture and analyze visual information in order to automate tasks, primarily in manufacturing processes, where vision is required. (Full Article)
The Gladstone Companies 9 March 2017 While I'm primarily a Dividend Growth Investor, there are times when the market looks like it's about to roll over, or at least stall, and I fall back into a more conservative mode of investing. And that investing is in income producing companies. For me that means investing and reinvesting any available funds in the Gladstone companies. (Full Article)
Infrastructure Construction. With all this talk about a trillion dollar multi-year infrastructure buildout, I thought it might be time to research a few of the larger infrastructure construction companies. Over the next few days I'll be looking at Vulcan Materials, Martin Marietta Materials, and Granite Construction Inc. I know there's quite a few more companies that will gain from future construction projects, but these three are a nice place to start my research.
Vulcan Materials 6 March 2017 Vulcan Materials is the nation’s largest producer of construction aggregates (crushed stone, sand and gravel) and a major producer of construction materials (asphalt and ready-mixed concrete0. The company's distribution network aligns with and serves the nation’s growth centers. All this is done from their headquarters in Birmingham, Alabama. (Full Article)
Martin Marietta Materials 7 March 2017 Martin Marietta Materials is a leading supplier of aggregates products (crushed stone, sand, and gravel) used for the construction of infrastructure, nonresidential, and residential projects. The business also includes aggregates-related downstream product lines (asphalt products, ready mixed concrete, and road paving construction services). (Full Article)
Granite Construction Inc. 8 March 2017 Granite Construction Inc., through its offices and subsidiaries nationwide, is one of the nation’s largest infrastructure contractors and construction materials producers. Granite specializes in complex infrastructure projects, including transportation, industrial and federal contracting, and is a proven leader in alternative procurement project delivery. (Full Article)
Interested in reading more articles like the ones above? I've been writing articles for over three years and many of my best ideas can be found in those articles. Click the button below or use the drop down menu above labeled "INDEX". Reflection is often the first step in finding success in the markets.
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In 2016 the DJIA ended at 19,762
In 2015 the DJIA ended at 17,425
In 2014 the DJIA ended at 17,823
In 2013 the DJIA ended at 16,576
One Percent per Month
My Investing Strategy I like to keep things simple when I invest because I'm a pretty simple guy. And I don't think there's a simpler or an easier way to invest than "Buy, Write, Collect". Here's the three steps in their entirety. 1. Buy the Stock, 2. Write the Option, and 3. Collect the Dividend. (Full Article)
A Basic Options Strategy If you’ve ever considered an options strategy as part of your overall investment strategy, here’s a relatively simple trade that I often execute to supplement my dividend income. (Full Article)
Reviewing Those Dividend Increases I've listed companies increasing their dividend in the Dividend Increases part of this site because I've found this to be a fertile area for finding candidates for consideration. Companies that pay an annual dividend of at least 2% and increase that dividend at a rate greater than inflation for a number of years are the kind of companies that every DGI is attracted to. And if that company has a one year estimated capital gain of 10% or more, I start to buy shares in that company.
Buying Great Companies I've posted a lot of great companies that have raised their dividend pretty consistently over the years and that's the key to becoming a successful investor. It's really not as hard as most people think. Study those companies that raise their revenues, earnings and dividends over an extended period of time. Read their history. And learn what makes a great investment.
DISCLAIMER I am not a licensed investment adviser, and I am not providing investment advice 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.