My Best Ideas 17 July 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 25 - 29 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)
Above the Bollinger 24 July 2016 The markets flattened out last week and the momentum indicators are rolling over. The Bollinger Bands are no longer expanding, the MACD histogram is falling, and the RSI and FullSTO are beginning to fall. This could simply be a flattening of the price charts. Or more seriously the start of a pullback. A big indicator this week will be Apple Inc.
Monro Muffler Brake 27 July 2016 Every car and truck needs periodic maintenance, and the more miles they've been driven the more they're going to need to be repaired. For most drivers, returning to the dealer for routine maintenance and repairs after the warranty has expired 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)
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)
Bassett Furniture 17 July 2016 In late May I mentioned in an article titled "Residential Construction" that the homebuilders were showing up on my stock screens. Lately companies that create furniture for the home and office are showing up on my stock screens. I find this to be a nice surprise because when the building industry is booming, the whole economy is usually booming. (Full Article)
Walgreens Boots Alliance Today 14 July 2016 The Walgreen Company operates the second-largest chain in the US. It specializes in filling prescriptions, health and wellness products, health information and photo services. As of 29 Feb 2016, the company operated 8,177 stores. Its biggest competitor CVS operates more than 9,600 stores. (Full Article)
Federal Signal 13 July 2016 Federal Signal designs, develops and deploys solutions intended to protect people, property and the environment. The company is also known for sirens, emergency lighting, public safety solutions and industrial equipment. Other systems include sewer cleaners, vacuum trucks, street sweepers, waterblasters, safety and security systems. (Full Article)
Cubic Corporation 11 July 2016 Cubic Corp provides diversified systems and services to the transportation and defense markets worldwide. It's the parent company of two major businesses, Global Defense and Transportation Systems. The company employs 7,900 people with offices across the globe and had total sales of $1.398 billion in 2014. (Full Article)
VISA, MasterCard and Discover 6 July 2016 Modern consumer commerce would probably grind to a halt without credit cards so I thought it's time to look at the big three credit cards and see how they compare. Some may wonder why I'm not including American Express in this comparison and that's because they've had some real challenges lately. (Full Article)
Dean Foods 1 July 2016 It's hard to find a food that's more wholesome than milk. It's also hard to find any food that doesn't taste better when eaten with milk. And no one does milk better than Dean Foods. Dean Foods has 100 facilities located in 35 American states as well as five manufacturing plants in Belgium, France, the UK, and the Netherlands. (Full Article)
Franklin Electric 29 June 2016 Franklin Electric makes submersible pumps, fueling systems, submersible electric motors and center pivot irrigation systems. The company also makes pump products for agriculture irrigation and dewatering, coal bed methane, sump, sewage, and effluent, water gardening, OEM submersible electric motors, and the fluid fueling industry. (Full Article)
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 under the Niketown name. (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)
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.
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)
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)
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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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.