While I tend to prefer investing in businesses with a long history of rising dividends, there are some companies that I believe still make attractive investments for the long haul. I believe Merlin Entertainments PLC (LSE: MERL LN) is one of those companies that despite not having a long dividend history, would make an ideal investment. Continue reading
Author: The Security Whisperer
PACCAR Beats But Shares Fall On Short-Term Mentality.
I consider myself to be a long-term investor who generally discounts quarterly earnings numbers on the basis of that if nothing major (and I mean major like obsolescence, natural disaster wiping out all production and inventory etc.) has changed at the business and its long-term fundamentals remain sound, I would still favor the business.
Truck maker PACCAR Inc. released Q3 numbers today and it beat both top and bottom line estimates by what many would consider a decent margin. However, a short-term mentality over quarterly numbers coupled with news that Management do not expect margin improvement next year sent PCAR shares down $4.27 or 5.7%.
Check out the link below to the Company’s earnings announcement and see for yourself why I still think PCAR is an excellent long-term hold and believe today’s sell-off is appealing for the patient investor:
See the link below for my write-up on the company:
PACCAR; A ‘Truckload’ of Value?
Marketing and Communications Giant Omnicom Group Inc. Boosts Quarterly Dividend.
Marketing and communications giant Omnicom Group Inc. (NYSE: OMC) boosted its quarterly dividend 9% or 5 cents to 60 cents per share.
While OMC and other such stocks have taken a beating recently, I still think the Company is an attractive hold and I am taking the 15% drop in price since I first made mention of the stock on November 30th 2016 in stride. As at the close of business on October 16th, OMC is changing hands for less than 15 times future earnings.
Take a look below to read why I believe in this Company:
Every Little Bit Helps: PAG Boosts Quarterly Dividend to 33c Per Share.
Penske Automotive Group, Inc. (NYSE: PAG) today announced that it is increasing its quarterly dividend to 33c per share from 32c per share. This equates to a 3% qoq increase.
While “small” when considered in isolation, the most recent quarterly dividend increase is actually the Company’s 26th such consecutive quarterly dividend bump.
See here for why I believe PAG is a solid long-term hold for dividend investors:
Updated: Scorecard to 2017-09-29
Better late than never.
MMC continues to lead the way with a gain of 60% (excluding dividends) since I first made mention of it in October of 2015. Check the link here to read my analysis of the Company: Boring Is Beautiful: Marsh & McLennan Companies
Marketing juggernaut OMC continues to struggle, but I still believe the Company is an attractive long-term hold for the serious dividend investor. You can read my write-up on the Company here: A Stock even “MADMEN” Would Love.
Check out “My Scorecard” page for how my picks have been faring since first mention.
Long-Term Pick Trinity Industries, Inc. (NYSE: TRN) Soars After Judgment Reversal.
Shares of Trinity Industries, Inc. soared more than 10% today on news of the reversal of a $663M judgment against the company.
You can visit my analysis of why I think TRN is good long-term hold for the serious dividend investor here (the stock is up a little over 36% since I first made mention of it on my blog):
A Street (Rail) Car Named Desire (Trinity Industries)
Toromont Industries Ltd. Bulks Up With Hewitt Group Buy.
Major Canadian Caterpillar dealer Toromont Industries Ltd (TSE: TIH CN) recently announced a deal to acquire Hewitt Group, a large Caterpillar dealer with 45 branches across Eastern Canada and approximately 2,000 employees. The deal was very well received by investors, who sent TIH stock up nearly 5% when the deal was announced on August 28.
You can read the announcement here:
You can click the link below to see my write up on TIH and why I believe it is an attractive investment for the long-term investor:
Heavy Duty Success: Toromont Industries Ltd.
Genuine Parts Company Announces Major European Move and Investors Applaud!
Dividend favorite Genuine Parts Company (NYSE: GPC) announced a near $2B move to enter the European market with a deal to acquire Alliance Automotive Group; sending GPC shares up more than $5 or nearly 6% on the day.
While not cheap, I believe today’s deal makes the company even more attractive for the long-term investor looking for a well-run business operating in an attractive sector.
Check out my original post on GPC from October 2015:
Tuning Your Car’s Engine…And Your Portfolio.
Penske Automotive Group Posts Strong 2016 & Boosts Dividend!
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 :):)
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):