My Best Ideas 26 June 2016 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 27 June - 1 July 2016 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)
EU and Your Investments 26 June 2016 While the BREXIT results were slow to come in Thursday night, the markets were quick to react Friday morning. The DJIA fell 550 points in the first few minutes on extremely high volume and never recovered. I expect volatility to remain high for the next few days, so watching from the sidelines seems prudent at this point. After having been out of the markets for the last couple of months it may be time to re-enter once this settles down. Support surfaced at the 20 week MA and kept this market within its three month range (17,400-18,100) but if it falls below this support, the next support level is 1000 points lower. It may be time to buckle those seat belts.
Nike 27 June 2016 Nike is engaged in the design, development, manufacturing and worldwide marketing and sales of footwear, apparel, equipment, accessories and services. It's one of the world's largest suppliers of athletic shoes,apparel and sports equipment. In addition the company operates retail stores. (Full Article)
Expedia 20 June 2016 Expedia is an online travel company that books airline tickets, hotel reservations, car rentals, cruises, vacation packages and various attractions and services online and through telephone travel agents. The site uses multiple global distribution systems for flights and for hotels along with its own hotel reservation system. (Full Article)
Shoe Carnival Dividend Increase 17 June 2016 If you own Shoe Carnival, you just got an 8% raise. Shoe Carnival (SCVL) declares a $0.07/share quarterly dividend today. That's an 8% increase from its prior dividend of $0.065. The company's forward dividend yield is now 1.12% and is payable July 18 for shareholders of record July 5. The company goes ex-div on June 30. (Full Article)
Cedar Fair 15 June 2016 Cedar Fair a publicly traded partnership headquartered at the Cedar Point amusement park in Sandusky, Ohio. The company owns and operates eleven amusement parks, three outdoor water parks, one indoor water park, and five hotels. Cedar Fair also manages Gilroy Gardens under contract with the city of Gilroy, California. (Full Article)
Screeners, Dividend increases & Post Mortems 14 June 2016 Once I developed my investing strategy, and then developed the discipline to stick to that strategy, my investing percentages began to improve significantly. And it didn't develop overnight - especially the discipline part. But the one thing that brought it all together was a post-mortem. It was this review of my investment successes and mistakes that enhanced my clarity of thought. It can work for any investor.
Tyson Foods Update 13 June 2016 Tyson Foods is up 13% since I last reviewed it five months ago (you can review the article at Tyson Foods and see more detailed information on the company) and it keeps showing up when I screen for buy candidates. So I thought I'd take another look at the company's fundamentals and technicals to see if it's still the bargain it was in January. (Full Article)
Read more about iCloud at Wikipedia
The iCloud 10 June 2016 Amazon is the biggest player in Web Services (The Cloud or iCloud) and gets 50% of its earnings from renting out it's Cloud. Google is fourth behind Microsoft and IBM. But Apple just switched its contract for iCloud web services from Amazon to Google. Short term this is good news for Google and bad news for Amazon. But how long will it be before Apple develops its own cloud?
Unique Fabricating 9 June 2016 Unique Fabricating is a small auto parts company with additional sales in the HVAC, appliance, and water heater industries. And while it's been a public company for only about a year, it's expected to grow earnings 21% per year. It also pays a nice dividend that should grow with its earnings while it continues to pay down debt. (Full Article)
The Big Five Biotech 8 June 2016 The BioTechnology Industry is dominated by the Big Five Biotech companies - Amgen, Biogen, Celgene, Gilead Sciences, and Regeneron. My investment strategy limits my interest in just two of these companies - Amgen and Gilead Sciences. Of these two, I only have a position in one of them. But I think that's about to change. (Full Article)
Apple Pay 6 June 2016 Mobile payment transactions are exploding and Apple Pay is growing faster than any other payment system today. As more and more of those payments occur online, Apple Pay is set to take a greater portion of that market. It's in just six countries today, but it's moving quickly to the rest of the world and the iPhone SE is becoming the trojan horse into those countries.
World Wrestling Entertainment 6 June 2016 World Wrestling Entertainment's flagship program Raw is the primary engine driving the top and bottom line growth of the company. It's a three-hour live show on the USA Network that draws 3 to 4 million viewers each Monday night. It's other major program, Smackdown, hasn't drawn an equal number of viewers. But that's about to change. (Full Article)
Money Trees 3 June 2016 My strategy has always been to find a company that has been increasing its revenues, earnings and dividends and then invest a small amount of money. I view this as similar to a tree farmer planting a small seed in the ground. As time goes by, and with the proper care, that tiny seed will grow into a very large tree. (Full Article)
Self Storage Companies 1 June 2016 In the world of industrial REITs, self-storage is one of the more mundane areas of investing. They’re warehouses or walk-ins filled with cubicles where everyone keeps the “stuff” that no longer fits into their homes, offices or garages. And it turns out that self storage is a solid investment and often does better than most other REITs. (Full Article)
EPR Properties 25 May 2016 EPR Properties is a unique company in that it is a growing Real Estate Investment Trust. It actually grows its revenues, earnings and dividends on a per share basis. Most REITs grow but they do that by diluting their shares and in the end, the stock price and the dividend remain relatively stable. That doesn't seem to be the case with this company. Add in the fact that this company pays a monthly dividend and suddenly I'm interested. (Full Article)
Residential Construction 24 May 2016 I just wanted to quickly look at two companies in the Residential Construction Industry mainly because this industry has been surfacing on my screens lately. And it seems to be larger than just homebuilding. Other types of construction, as well as home furnishings, are also starting to surface. (Full Article)
Shoe Carnival 23 May 2016 Sometimes expectations are so high for a company that exceptional is just not good enough for the analysts. When that happens, a company's stock price can suffer and open up an opportunity for a smart investor. This may have just happened this week with a company named Shoe Carnival. (Full Article)
Where Do Dividends Come From? 19 May 2016 Seems like a simple enough question but most people don't think about it much. The simple answer is that all dividends should come from earnings. I say should because sometimes there isn't enough earnings to pay the dividend so the company can pay the dividend from one or two things - retained earnings from prior periods or from borrowings. (Full Article)
Comfort Systems 18 May 2016 Comfort Systems USA provides comprehensive mechanical contracting services to include HVAC, plumbing, construction, electrical, and fire protection. They install, maintain, repair and replace products and systems throughout 35 operating units in 81 cities and 89 locations in the United States. (Full Article)
Target Corporation 16 May 2016 Finding great companies that no one wants to own is often the road to financial success. Anyone who's been watching the news lately knows that hundreds of thousands of shoppers are signing petitions to never shop at Target again. All because of their controversial bathroom policy. And investors have been dumping the stock. (Full Article)
Cardinal Health 13 May 2016 Cardinal Health may have finally fallen enough that it's attractive for me to own. It's been on the list of Dividend Aristocrats for a number of years and the Dividend Growth Investors seem to enjoy buying this stock whose P/E ratio has been way too high and out of bounds for an investor like me. But that may have recently changed. (Full Article)
Pool Corp 10 May 2016 Pool Corp sells swimming pool equipment, parts and supplies and other backyard related products to roughly 100,000 wholesale customers around the world through 300 locations worldwide. The company operates their wholesale sales centers through three segments: SCP Distributors LLC, Superior Pool Products LLC, and Horizon Distributors Inc. (Full Article)
Churchill Downs Inc 6 May 2016 With the Kentucky Derby coming up this Saturday I thought it would be a great time to post some numbers on Churchill Downs Inc. The Kentucky Derby is just the first race of the Triple Crown but by all accounts it's the most important of the three. And Churchill Downs Inc is so much more than just the Derby. (Full Article)
Interested in reading more articles like the ones above? Click on the button below or use the drop down menu above labeled "INDEX". Reflection is often the first step in finding success in the markets.
The Lake House. Photo taken from the pier.
My New Front Yard on Lake Limestone.
Lake Buchanan, Burnet, Texas
McLane Stadium on the campus of Baylor University (Photo by Robert McCain)
Final Game at Floyd Casey Stadium - Big 12 Champion Baylor 30 - Texas 10 (Photo by Robert McCain)
The Bar at Luckenbach, Texas.
Sister Creek Vineyard, Sisterdale, Texas
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In 2015 the DJIA ended at 17,425
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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.
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.