PACCAR Beats But Shares Fall On Short-Term Mentality.

October 24, 2017October 24, 2017 The Security Whisperer Analysis, Commentary, performance, Stock News beat estimates, buy and hold, dividends, PACCAR, patience, patient investing, PCAR, Q3 Earnings, short term mentality hurts, strong business, transportation, trucking

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:

http://www.paccar.com/news/current-news/2017/paccar-achieves-excellent-quarterly-revenues-and-earnings/

See the link below for my write-up on the company:

PACCAR; A ‘Truckload’ of Value?

Every Little Bit Helps: PAG Boosts Quarterly Dividend to 33c Per Share.

October 11, 2017October 11, 2017 The Security Whisperer Analysis, performance, Stock News Automobile Dealer, buy and hold, consecutive dividend growth, dividend champion, dividend payer, dividend yield, dividends, growing dividends, PAG, Penske, Penske Automotive Group, rising dividends

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:

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

Updated: Scorecard to 2017-09-29

October 10, 2017October 11, 2017 The Security Whisperer Analysis, Commentary, performance, Stock News best stock picks, buy and hold, C.H.Robinson Worldwide, capital gains, Church & Dwight, Genuine Parts Company, Groupe Bruxelles Lambert, holding period return, keep believing, Marsh & McLennan, MMC, OMC, Omnicom Group Inc., PACCAR, patience, patient investing, Penske Automotive Group, performance scorecard, PriceSmart, returns, set it and forget it, Snap-On Incorporated, Toromont Industries Ltd., Trinity Industries, Wolters Kluwer

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.

Happy Investing!

Long-Term Pick Trinity Industries, Inc. (NYSE: TRN) Soars After Judgment Reversal.

October 2, 2017 The Security Whisperer Analysis, performance, Stock News buy and hold, dividend investing, dividends, Industrials, investing, patience pays off, patient investing, rail car, Railcar Leasing, stocks, Trinity Industries, TRN, Value

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)

Genuine Parts Company Announces Major European Move and Investors Applaud!

September 25, 2017 The Security Whisperer Commentary, Mergers and Aquisitions, Stock News Autoparts, buy and hold, dividend investing, dividends, Genuine Parts Company, GPC, M&A, NYSE

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!

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.