My Best Ideas 21 August 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 22 - 26 August 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)
Lazy Summer Days 21 August 2016 Retail is flat. Oil inventories are at record highs. Inflation is almost zero. Rate hikes are being pushed further into the future. The stock markets are expensive. No wonder this market has been flat for the last five weeks. There's nowhere to put your money and no incentive to move it from where it is. Everyone seems to have gone on vacation this month. It's been a terrible time to be a trader but a great time to be at the beach living off dividends. I really don't see an end to this unless something drastic happens in the news or until traders return after the Labor Day holiday. Monday Close: Today's average volume is now significantly lower than it was just a couple months ago as traders shun the market for vacations on Long Island. The markets were also bipolar all day with the indexes changing direction hourly. This volatility was accentuated by the low volume. Tuesday Close: After an initial pop higher at the open, the market fell the remainder of the day with the markets ending up only a couple of points. The market simply continues to move sideways. Wednesday Close: The market opened down and continued to move lower the remainder of the day. It now sits just below it's 20 day moving average and continues to move sideways. The markets are in a holding pattern waiting for any new information from the FED on Friday.
Swing Trading Whole Foods Market 25 August 2016 Some companies have mediocre fundamentals and an easily identifiable repetitive stock chart. When a trader finds a chart like that, those stocks are recognizable as excellent candidates for a swing trade. Such has been the case with Whole Foods Markets. Just one look and it's obvious that swing trading could result in a 10% return each time. (Full Article)
SBA Communications 24 August 2016 SBA is a leading independent owner and operator of wireless communications infrastructure across North, Central and South America. By "Building Better Wireless", SBA generates revenue from two primary businesses - site leasing and site development services. In their site leasing business, they lease antenna space on multi-tenant towers to wireless service providers under long-term lease contracts. Their site development business... (Full Article)
American Tower Corporation 23 August 2016 Founded in 1995, American Tower is one of the largest global REITs and leading independent owner, operator and developer of multi-tenant communications real estate. Their primary business is leasing space on communications sites to wireless service providers, radio and television broadcast companies, wireless data providers, government agencies and municipalities and tenants in a number of other industries. (Full Article)
Crown Castle International 21 August 2016 Founded in 1994, Crown Castle provides wireless carriers with the infrastructure they need to keep people connected and businesses running. With approximately 40,000 towers and 14,000 small cell nodes supported by approximately 7,000 miles of fiber, Crown Castle is the nation’s largest provider of shared wireless infrastructure with a significant presence in the top 100 US markets. (Full Article)
Finding the Right Stock 18 August 2016 Three years ago today I started this website with the article "Finding the Right Stock". It was straight forward and unassuming in its content and style. But after years of investing that one article started me on this journey of laying down my strategies and tactics of investing. The site has made me both a better investor and a better writer. For that, I'm very grateful. I hope my readers are too!
Silver Springs Network 17 August 2016 If you've ever thought the internet was about connecting people with other people, you're only partially correct. The bigger plan has always been to connect everything and everyone to all things. Silver Spring Networks is a provider of networking platform and solutions that enable utilities to transform the power grid into the smart grid which connects devices that generate, control, monitor and consume power, providing information and control to utilities and consumers. (Full Article)
Apple Inc 16 August 2016 As Apple stock ramps up for the new iPhone 7, word spread that Twitter would soon become an Apple TV Ap streaming Thursday Night Football. That got investors excited today because Twitter also has live streaming deals with the NBA, Wimbledon, CBS News, Major League Baseball and the Pac-12 Networks. This one Ap should drive more consumers to buy the Apple TV. In addition, Warren Buffet said he's increasing his share of the company. That's gotta help.
Great Dividend Charts 16 August 2016 These three companies have great dividend history charts and are the kind of charts that make Dividend Growth Investors smile a lot. Although dividends are not the sole reason for buying shares of a company, they're a great reason to select companies for further research.
General Dynamics (GD)
Target Corp (TGT)
Praxair Inc (PX)
Nordson Corporation 15 August 2016 Nordson Corporation just raised its dividend by 12.5%. It's not the first time it's raised its dividend and it's the kind of increase that gets my attention. So when I see these kinds of dividend increases, it's time to look at the fundamentals and technicals to see what they produce and try to determine if it's the kind of stock I'd like to own. (Full Article)
Coca-Cola Relook 11 August 2016 Coca-Cola has one of the most impressive Dividend History Charts of any company on the list of Dividend Aristocrats. But charts like this always look backward. So before I put down a bunch of money on this stock, I thought I'd look at the fundamentals and see if I can figure out what's going on today to determine if it's still a good buy. (Full Article)
Two Dividend History Charts 10 August 2016 The charts on the right clearly show the dividend histories of two well known Dividend Aristocrats. They illustrates the huge increases that can occur in company distributions if shares are held over extended period of time. By reinvesting those dividends back into the shares of the companies, the total income received would have accelerated even faster. This is why dividend growth and dividend reinvestment are so important for the financial freedom and security of each and every individual investor.
Exxon Mobil (XOM)
Service Corporation International 8 August 2016 It's inevitable that we're all going to die one day. And like what occurs at every other important event in our lives, money changes hands. Death is no exception. Funeral costs are high and getting higher each year as companies that provide death care products and services continue to make a lot of money. (Full Article)
Tractor Supply 5 August 2016 Sometimes companies do exactly what they say they're going to do and some mid level analyst isn't happy and trashes it. That may have just happened to Tractor Supply and this may be an opportunity to pick up shares in a great company at a bargain price. TSCO was down 5% today to $86.35 per share. The average of 24 analyst's one year target remains at $101.70 for a gain of 17.77%. Dividend yield of 1.11%
A Starbucks Opportunity 4 August 2016 Starbucks is a financial monster. It just reported revenue of $5.24 Bil. Unfortunately that came in below analysts' estimates and the stock was hammered. This revenue miss appears to be from lower same store sales than expected. Amazingly the company still reported same store sales growth of 4% in the Americas and a robust 7% overall. (Full Article)
Flir Systems 3 August 2016 FLIR Systems is the world's largest commercial company specializing in the design and production of thermal imaging cameras, components and imaging sensors. The company was founded in 1978 and is based in Wilsonville, Oregon. The company makes thermal cameras and components for a wide variety of commercial and government applications. (Full Article)
Reynolds American 1 August 2016 As the markets move higher and become a little over extended, I start to think about investing in industries immune to a down turn in the economy. One of those industries is tobacco, and one of the leading companies in that industry is Reynolds American. It's the second-largest tobacco company in the US. (Full Article)
CBS Update 29 July 2016 CBS is a media company that recently increased their dividend by 20%. For me, that's an eye catcher. Especially when it's on shares of a company I already own. So I thought it was time to re-look at the fundamentals of the company as see where it is today and decide if it's time to buy more. (Full Article)
LeMaitre Vascular 28 July 2016 LeMaitre Vascular is a leading global provider of innovative devices for the treatment of peripheral vascular disease. The company develops, manufactures, and markets disposable and implantable vascular devices to address the needs of vascular surgeons. Their diversified product portfolio consists of well-known brand name products used in arteries and veins outside of the heart. (Full Article)
Monro Muffler Brake 27 July 2016 Every car and truck needs periodic maintenance, and the more miles they're driven the more they need repair. For most drivers, returning to the dealer for routine maintenance and repairs tends to be expensive. And that's why independent repair shops like Monro Muffler Brake were created. Monro Muffler Brake is known for muffler and brake repair but they do so much more. (Full Article)
Two Great Companies, Two Strong Charts 26 July 2016 NVIDIA Corporation is a visual computing company and Newmont Mining acquires, develops and produces gold, silver, and copper. Both are worth studying and both of them made a lot of money for their investors over the last six months.
Digirad Corporation 25 July 2016 Two sectors that have a bright future are technology and health care. Put them together and you might come up with some spectacular investments. Digirad is a technology and healthcare service provider specializing in diagnostic solutions and is organized in two main divisions, Diagnostic Services and Diagnostic Imaging. (Full Article)
Last month I mentioned that the homebuilders as well as home and office furniture companies were starting to populate my screens. That's a sure symptom that those industries were starting to increase their revenues and earnings. This was a good indicator that the economy was starting to expand. Today the auto manufacturers, dealers and parts manufacturers are beginning to show up on my screens. This just adds another indication that the economy is growing and that now there's money to be made in these industries.
Group 1 Auto 21 July 2016 Group 1 Automotive is a Fortune 500 company with headquarters in Houston, Texas. In 2013 Group 1 became the third largest automotive retailer in the US and as of 2016 the company owns 124 dealerships in 15 states in the US, 18 in Brazil and 35 in the UK. The company is led by former Ford Motor Company executive Earl J. Hesterberg. (Full Article)
Lithia Motors 20 July 2016 Lithia Motors is a nationwide automotive dealership network headquartered in Medford, Oregon. It is the seventh largest automotive retailer in the US. In 2014 Lithia Motors acquired the DCH Auto Group, one of the 10 largest dealer groups in the country with 27 dealerships. (Full Article)
Penske Auto Group 19 July 2016 Penske Automotive Group, Inc. is an international transportation services company that operates automotive and commercial dealerships in the US and Western Europe. It also distributes commercial vehicles, diesel engines, gas engines, power systems and related parts and services in Australia and New Zealand. (Full Article)
NOTE: Penske Automotive (PAG) declares $0.28/share quarterly dividend, 3.7% increase from prior dividend of $0.27. Forward yield 3.1% Payable Sept. 1; for shareholders of record Aug. 10; ex-div Aug. 8.
Screeners, Dividend increases & Post Mortems 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.
Interested in reading more articles like the ones above? I've been writing article for over three years and many of my best ideas can be found in those articles. 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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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.