Don’t You Just Love Stock Splits :)

Church & Dwight Co., Inc. (NYSE: CHD), my favorite consumer goods company, just split its stock two for one on September 2…its fourth stock split since 1999.

http://www.splithistory.com has a pretty good write-up on how CHD has done after splits were factored in.

WARNING: ITS PRETTY GOOD!

https://www.splithistory.com/chd/

 

 

This Owl Was Hungry! Alimentation Couche-Tard Continues To Lead Consolidation In The Convenience Store Industry.

Convenience store powerhouse Alimentation Couche-Tard continued along its consolidation path 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

My Year-End Scorecard

As I consider myself to be a long-term investor, I take short-term disappointment in stride…not a few months does a successful investment make. Having said that, periodic performance reviews should be undertaken to ensure the ‘story’ that lead you to invest in the business in the first place has not materially changed (i.e. obsolescence, regime change etc.) and the businesses are still attractive for the long haul.  Continue reading

The Week That Was

WTW12182015

Investors digested the Fed’s decision to raise rates by dipping back into the market and allowing several indices to recover some ground lost last week. Four of the seven indices shown above are posting negative returns on a YTD basis, with Japan’s Nikkei 225 occupying 2015’s top spot thus far with a strong gain of about 8.4%. The rout in commodities has not been kind to Canada’s S&P/TSX composite, handing it  the dubious distinction of being this year’s worst performer to date (-10.92%).

The Week That Was

WTW12112015

Investors fled stocks last week as each of the indices we track fell sharply. London’s FTSE 100 was last week’s worst performer with a decline of nearly 4.6% followed by the Canadian S&P/TSX composite which plunged nearly 4.3%. Falling crude prices and the increasing likelihood of a Fed rate hike were the likely reason for the market carnage.