Penske Automotive Group Posts Strong 2016 & Boosts Dividend!

February 11, 2017 The Security Whisperer Analysis, performance, Stock News, Uncategorized Automobile Dealer, buy and hold, dividend achiever, dividend growth, dividend growth investing, dividend yield, dividends, Penske Automotive Group, retirement account, retirement stock

Automobile dealership major Penske Automotive Group (NYSE: PAG) recently reported strong 2016 results, key highlights of which are shown below:

Revenue climbed 4.3% to just over $20B. Revenue climbed 8.6% excluding FX.
SS retail revenue declined by a modest 0.6%, but increased 3.8% excluding FX
Adjusted EPS from Continuing Ops increased 7.1%; +12% excluding FX.

Shareholders were also rewarded with a 1 cent or 3% increase in the company’s quarterly dividend to 30 cents per share. This most recent dividend increase represents the company’s 23rd such consecutive quarterly increase 🙂

See below for why I think PAG is a good long-term hold for the serious dividend investor:

Kicking The Tires On A New Car…And On A New Investment.

Church & Dwight Co., Inc. Beats on Revenue, EPS, and Boosts Dividend :):)

February 7, 2017 The Security Whisperer Analysis, Commentary, Stock News baking soda, buy and hold, Clorox, consumer goods, detergent, dividend aristocrat, dividend growth, dividend payer, dividend yield, dividends, eps beat, non-discretionary, retirement account, retirement stock, The Clorox Company

Consumer goods major Church & Dwight Co., Inc. (NYSE: CHD) reported Q4 and fiscal 2016 numbers that were happily received by the Street and investors alike. Key YoY takeaways ( I prefer YoY numbers versus QoQ numbers…the former usually has less “noise”) include:

Reported sales growth: +2.9% (Organic: +3.2%);
Reported Gross Margin: +100 bps, Adjusted Margin: + 120 bps;
Reported EPS growth: 13.6%, Adjusted: +9.3%;
Cash from Operations: +$655M; +8.1%

And for the “icing on the cake”, CHD announced that it is increasing its quarterly dividend by 7% to $0.19/share. Today’s dividend increase marks the company’s 21st consecutive year of dividend increases, and it has been paying a regular consecutive quarterly dividend for 116 years.

See below for my analysis on CHD and why I prefer the company over consumer products stalwart The Clorox Company (NYSE: CLX):

Bleach or Baking Soda?

Toromont Industries Ltd. Announces 2016 Earnings and Increases Quarterly Dividend :):)

February 6, 2017 The Security Whisperer Stock News, Uncategorized buy and hold, CAD dividends, Canadian dividend payer, Caterpillar Inc., dividend increase, dividend investing, dividend plays, dividend stock, dividend yield, dividends, Toromont Industries Ltd., TSE dividend payer

Toromont Industries Limited today announced it is increasing its quarterly dividend 6% to CAD$0.19 per share, and this represents the 28th consecutive year of dividend increases for the company.

See below link for news on 2016 financial performance and dividend announcement:

https://www.toromont.com/newsdetails.asp?ReleaseID=1010626

See below my rationale for investing in Toromont Industries Ltd.:

Heavy Duty Success: Toromont Industries Ltd.