A Street (Rail) Car Named Desire (Trinity Industries)

October 28, 2015October 28, 2015 The Security Whisperer Analysis attractive stock, Boring Stock, consecutive quarterly dividends, dividend champion, dividend payer, dividend stock, long term value, long-term investor, Railcar Leasing, Trinity Industries

Some of the most ‘un-sexy’ and ‘boring’ industries / companies can actually be good for your portfolio. I came across Trinity Industries (NYSE: TRN) while I was looking into the railroad industry. Continue reading →

Updated “Where Are They Now” Page

October 17, 2015October 17, 2015 The Security Whisperer Analysis Clorox, Genuine Parts Company, Groupe Bruxelles Lambert, Long-term View, Marsh & McLennan, Penske Automotive Group, PriceSmart, Weekly Performance, Weekly Review

I just updated the “Where Are They Now Page”…4 of the 6 stocks I favorably mentioned are up (CHD is trailing CLX at the moment), with GBL climbing the most and GPC lagging. Despite my posting of weekly numbers I still take the long-view…its just nice to see how they are doing 🙂

What do you think?

The Week That Was

October 17, 2015October 17, 2015 The Security Whisperer Analysis Weekly Market Recap, Weekly Performance, Weekly Review

4 of the 7 indices ended in the black last week with the S&P 500 occupying the top spot at +0.90%. Last week’s worst performer was Canada’s S&P/TSX composite which recorded a drop of 90 basis points. France’s CAC 40 continues to lead the pack with an impressive YTD return of +10.06%.

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

October 15, 2015October 15, 2015 The Security Whisperer Analysis attractive stock, Automobile Dealer, Autoparts, boring, dividend growth, Long-term Hold, Penske Automotive Group

If you have ever test-driven a new or used car in the U.S., U.K, or Germany…chances are good that the car was from a dealership operated by Penske Automotive Group, Inc. (NYSE: PAG), a Fortune 500 company with more than 300 franchises covering 40 different vehicle brands. Lets see if that glorious “new car” smell extends to PAG as a long-term investment shall we: Continue reading →

The Week That Was

October 10, 2015October 10, 2015 The Security Whisperer Analysis CAC 40, DAX, Nikkei 225, top performer, Weekly Market Recap, Weekly Performance, Weekly Review

Each of the indices recorded strong gains last week as bargain hunters swept the market and concerns over a FED rate rise this year seemed increasingly unlikely.

Glencore continued its recovery this week, closing up an astonishing 36% which would seem to indicate overly bearish sentiment fading away (no doubt the Company’s decision to cut zinc production also played a part in the rally).

The French CAC-40 is the year’s top performer with an amazing +10% return followed by Japan’s NIkkei 225 (+5.66%) and London’s FTSE 100 (+2.97%) .

Tuning Your Car’s Engine…And Your Portfolio.

October 7, 2015October 9, 2015 The Security Whisperer Analysis attractive stock, Autoparts, boring, dividend growth, dividend stock, Genuine Parts Company, good buy, long term value, long-term investor

Whether you do it yourself or go to a garage for help, every vehicle owner has been exposed to the myriad of parts a vehicle needs to keep running smoothly. Continue reading →

The Week That Was

October 4, 2015October 4, 2015 The Security Whisperer Analysis, Commentary CAC 40, Glencore, Volkswagen AG, Weekly Market Recap, Weekly Performance

Concerns over the future of commodity trading and mining giant Glencore dominated the market at the beginning of the week, with the Company’s stock dropping nearly 30% on Monday itself. However, in what appears to be a case of over-pessimism, the stock closed down 2.3% for the week as it began its recovery in earnest on Tuesday.

Lingering commodity fears (and by extension China), disappointing U.S. non-farm payroll numbers, and revisions to prior month data (U.S. jobs and hourly earnings) slowed a market recovery which took hold on Tuesday (both the Dow and S&P 500 finished 1% higher on the week). The fallout from the Volkswagen debacle and aforementioned economic and commodity weakness kept the European indices in the red save for London’s FTSE 100 which posted a modest rise of 0.34%

The French CAC 40 and Japanese NIkkei 225 remain the only two indices in the black on a year-to-date basis.

Boring Is Beautiful: Marsh & McLennan Companies

October 1, 2015October 1, 2015 The Security Whisperer Analysis, Commentary boring, brokers, dividend growth, dividend stock, financial services, investments, long-term investor, Marsh & McLennan, MMC

Whether you love them or hate them, insurance brokers are a permanent part of the financial services landscape. The business is by no means glamorous but does present an opportunity for the long-term investor. Continue reading →

New Page Added: Where Are They Now?

September 28, 2015September 28, 2015 The Security Whisperer Analysis

Just created a new page where you can see how the stocks I first mentioned as good long-term values are trading since then.

The Week That Was

September 26, 2015September 26, 2015 The Security Whisperer Analysis, Commentary CAC, Volkswagen AG, Weekly Market Recap, Weekly Performance, Weekly Review

London’s FTSE 100 was the only index to escape last week’s market sell-off. The negative impact from the Volkswagen emissions scandal spread to other automobile (and component) manufacturers which led to the DAX assuming the dubious title of this week’s worst performer. Last week’s large sell-off in the DAX also meant it is now in negative territory on a YTD basis and this leaves France’s CAC 40 and Japan’s Nikkei 225 as the only indices in the black for the year thus far.