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
Sometimes “simple” businesses can be the most attractive (and profitable) to own for the long haul. Continue reading
Icahn ups the ante in battle for Pep Boys:
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
Check out the updated “Where Are They Now” page to see where the stocks I like are currently trading.
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
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
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