Following my first “Boring Is Beautiful” post which highlighted insurance broker and risk management specialist Marsh & McLennan Companies (see Boring Is Beautiful: Marsh & McLennan Companies), logistics major C.H. Robinson Worldwide Inc. (Nasdaq: CHRW) is another company which I believe deserves an investor’s attention. Continue reading
Analysis
Oh Snap! Snap-On Incorporated Looks Appealing.
Sorry for the title folks, but I couldn’t think of a catchier one. Continue reading
Heavy Duty Success: Toromont Industries Ltd.
Sometimes “simple” businesses can be the most attractive (and profitable) to own for the long haul. Continue reading
ValueAct Sees Value In Trinity Industries.
While I am nowhere in the same league as the geniuses at ValueAct Capital Management, I must admit that I did spend the majority of last Friday smiling upon reading the news that a fund associated with ValueAct Capital Management Continue reading
The Week That Was
The week leading up to American Thanksgiving saw both the DOW and S&P 500 close more or less flat over the previous week, while Canada’s S&P/TSX composite fell a modest 50 bps. The European indexes all closed higher, with Germany’s DAX occupying the week’s overall top spot thanks to a gain of 1.56%. France’s CAC 40 continues to lead the pack on a YTD basis with its return of +15.39%.
PACCAR; A ‘Truckload’ of Value?
PACCAR (NYSE: PCAR) is one of the largest manufacturers of premium light, medium, and heavy duty vehicles in the world. However, the Company thinks of itself as a technology business involved in truck manufacturing…truck or technology, I believe PACCAR offers good long-term value for investors. Lets take a look at the Company’s last five years shall we? Continue reading
Updated: Where Are They Now?
Check out the updated “Where Are They Now” page to see where the stocks I like are currently trading.
The Week That Was
Profit taking was the name of the game last week as 6 of the 7 indices posted sharp declines, with the DOW and CAC 40 tying for first place in this dubious competition. Strong October job numbers are making an even louder case for a December interest rate lift off. Long-term investors may want to take the opportunity to increase exposure in their preferred stocks upon further weakness in the weeks ahead (once the business case for investing in the model has not changed materially of course).
The Week That Was
Investors were dealt a mixed hand last week as four of the seven indices closed higher. Japan’s Nikkei 225 jumped 1.37% to occupy the top spot last week. On a YTD basis France’s CAC 40 was the best performer with a gain of 14.63% followed by Germany’s DAX at +10.65%.
The Security Whisperer 