My Best Ideas 1 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 2-6 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)
Up Down Up Down Up Down Up, and Then Down Again 6 March 2015 This market continues to struggle as the bulls and the bears take turns pushing and pulling the DJIA up and down, and then down again. This market is causing me to monitor my favorite momentum indicators a little closer than normal. I'm also hedging my positions with the UltraShort ETF SPXS.
Scroll Down Lower on this page to see a real time chart of the DJIA.
Victoria's Secret First Ever Swim Special
While swimwear isn't new for Victoria's Secret, it's a product that the company is moving from ordering online to making the swimwear available at its main stores. Today their swimwear is available at approximately 700 of the more than 1000 stores. If successful, this could be a whole new push for L Brands. Recently L Brands produced a Swim Special similar to their fashion shows they present each December.
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. It isn't 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)
Screening for Large Cap Two Percenters 2 March 2015 Two of the most fertile methods for finding new candidates for consideration and possible accumulation are stock screeners and company press releases announcing increases in dividends paid. I like both methods and I use both methods. And they each have identified excellent opportunities which I have fortunately taken advantage of over the years. (Full Article)
Fifty More Dividend Increases This Past Week 28 February 2015 Each week a few companies announce dividend increases and if you owned any of them you would be receiving an increase in the dividend income you receive without even having to ask. This week fifty companies increased their dividends. It's just one of the nice benefits of being a shareholder of the company. In time those dividends may increase to the point that you won't have to work anymore. And that's something nice to think about this weekend. (Full Article)
Low P/E, Low PEG Screen 25 February 2015 I'm always looking for new ideas. One of the best methods is to find new ideas using a stock screener. On 23 Feb 2015 I decided to screen for companies with low P/E ratios (less than 15) and a low PEG (less than 1). (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)
1 Year of Dividend Increases 23 February 2015 Each week for the past year I've been listing those companies announcing increases in their dividends because I've found this to be a fertile area for new ideas. My personal favorites are those companies that pay a dividend greater than 2.5% and then are growing that dividend faster than inflation. Hopefully this list has been beneficial to others also looking for new ideas. (Full List)
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)
Buying with the Trend 9 February 2015 Stock investing for me is finding a company that pays a growing dividend and then buying the stock of that company as it's moving up in value. In order to do that I need to identify whether a stock is trending up, down or sideways and that means studying the price charts. (Full Chart)
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)
Five Companies Below the Radar 2 February 2015 Here’s five companies that you’ve probably never heard of, but that’s not their fault. Each one of these companies has been profitable this year and is estimated to be profitable not only for next year but for the next five years too. They also all pay a dividend in excess of two percent and they’re all above their fifty day moving average. Finally they each have a PEG ratio less than one. (Full Article)
Innophos 28 January 2015 For over a century this little known company has been the leading producer of specialty grade phosphate products for the Food, Pharmaceutical and Industrial market segments. Their products cover a broad range of applications including water, paper and metal treatment, agriculture, electronics, textiles, tablets, meat preservation and detergents. Their specialty phosphates are also used as flavor enhancers in beverages, leavening agents in baked goods and cleaning agents in toothpaste. (Full Article)
Wynn Resorts 20 January 2015 China's anti-corruption campaign, its tightening of credit and its restrictions on transit visas are putting pressure on casinos operating in Macau and providing an opportunity for investors who see this as a temporary event. Of special interest is Wynn Resorts. Wynn Resorts operates casinos in Macau and Las Vegas, but its main raison d'être is entertainment. (Full Article)
Steel and Iron Companies 12 January 2015 As the overall business environment continues to increase during this new year, it's almost intuitive that the steel industry will benefit from a better economy. It's also intuitive that as the oil and oil services industries contract the requirement for tubular steel will contract too. But steel is everywhere and isn't going anywhere anytime soon. (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.