My Best Ideas 21 May 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 22-26 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)
Ignore the News and Watch the Charts 21 May 2017 There's no doubt the markets are expensive, but so far they're not yet overbought. Last Wednesday's fall scared a lot of people but it never exceeded the Bollinger Bands. Then on Thursday and Friday it headed back toward its centerline. In fact volatility has been falling as can be easily seen in the BBs and the ADX. In this market I continue to sell options and fund purchases of dividend growth stocks. That seems to be the prudent choice in this environment, with the exception of the Technology Sector which continues to move based on earnings announcements and projections. But those are speculative buys and sells. Sunday Night: Futures are up just 13 points while Gold is flat at $1,254 per ounce. Monday Close: Markets jumped at the open but then flatlined the remainder of the day. The DJIA finished up 89 points at 20,894. The Technology Sector remains the place to own stocks as it moves higher. Overall the markets continue to move up without much enthusiasm. Tuesday Close: The markets once again struggled most of the day ending up just 43 points. This against the backdrop of another terrorist attack in the world. The markets are becoming numb to these things as they seem to have less and less affect on the financial markets. Tonight the futures are pointing at more of the same tomorrow.
Microsoft Corporation 24 May 2017 No one should need an explanation of who or what Microsoft Corporation is, but for the one or two people who have been living on an island, here goes. Microsoft Corporation is a multinationaltechnology company that develops, manufactures and sells computer software, electronics, computers & services. It's best known products include Windows, MSOffice suite, and Internet Explorer and Edge web browsers.(Full Article)
Momo 22 May 2017 Momo is a location based mobile social networking and entertainment platform launched in August, 2011. Momo enables users to connect with each other in a personal and lively way through short-form videos and live streaming. Users can check out people nearby and discover nearby groups, message boards as well as events. An enriched conversation experience allows users to send out their locations as well as emojis during chat. (Full Article)
Always Have an Exit Strategy 19 May 2017 The exit strategy is always a mandatory precondition for any trade I enter. All other strategies will have disaster embedded at their core. All other strategies are simply an emotional reaction to events external to the markets. All other strategies will accentuate a reward while ignoring the damage that's incurred by accepting such an extensive implied risk. These are the strategies that I personally refuse to implement into my trading strategy. (Full Article)
Big 5 Sporting Goods 18 May 2017 Big 5 Sporting Goods is a sporting goods retailer with 420 stores in Arizona, California, Utah, Colorado, Idaho, Nevada, New Mexico, Oregon, Texas, Washington and Wyoming. It operates in a fragmented industry that the worlds infatuated with. With 420 stores it's not a small company and is able to compete successfully with the bigger chains. (Full Article)
RCI Hospitality Holdings 16 May 2017 RCI Hospitality Holdings is an American operator of strip clubs, nightclubs, and adult entertainment websites. The Company was founded in 1983 and is based out of Houston, Texas. I believe the future of the Company lies in the expansion of their restaurant chain Bombshells which is based on a military theme. (Full Article)
The Spoils of Investing 12 May 2017 Sometimes it's good to take money out of the market and enjoy the spoils of investing. Not everything needs to be continually reinvested back into the markets. Three years ago I decided to spoil my son. So I got him this Nissan 370Z. It's been a great car. He's been a great kid!
Ryman Hospitality Properties 11 May 2017 Ryman Hospitality Properties is a hotel, resort, entertainment, and media company named after the National Historic Landmark - the Ryman Auditorium. The auditorium was originally built as a tabernacle by Captain Thomas G. Ryman in 1892 but later it became the home of the Grand Ole Opry (1943-1974). (Full Article)
Churchill Downs 10 May 2017 Churchill Downs Incorporated is the parent company of Churchill Downs. The company is best known for, and has evolved from, one racetrack in Louisville, Kentucky to a multi-state, publicly traded company with racetracks and casinos. It is also the leading online wagering company. That wagering part of the company is the part that's the fastest growing part of this successful businesses. (Full Article)
Trinity Industries 8 May 2017 Trinity Industries is a diversified industrial company that owns complementary, market-leading businesses providing products and services to the energy, chemical, agriculture, transportation, and construction sectors. Trinity reports its financial results in five principal business segments: Rail Group, Railcar Leasing and Management Services Group, Inland Barge Group, Construction Products Group, and Energy Equipment Group. (Full Article)
Pepsico 3 May 2017 Pepsico needs little introduction. It's one of those rock solid consumer companies whose products are found in everyone's kitchen or pantry. But Pepsico is more than simply just a beverage company. In fact, it's more of a snack food company than a beverage company and the majority of their profits come from the snack food business. (Full Article)
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)
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
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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.