Boring Is Beautiful 2: C.H.Robinson Worldwide Inc.

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

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.

A Street (Rail) Car Named Desire (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

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

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