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

October 16, 2016October 18, 2016 The Security Whisperer Analysis, Commentary, Uncategorized attractive stock, best buy, buy and hold, C.H.Robinson Worldwide, dividend, dividend yield, good buy, good yield, logistics, Long-term Hold, set it and forget it, shipping company, slow and steady, stock pick, top stock pick, transportation, trucking

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 →

Heavy Duty Success: Toromont Industries Ltd.

August 7, 2016 The Security Whisperer Analysis attractive stock, Boring Stock, buy and hold, Canadian value, dividend growth, dividend yield, dividends, equipment rental, good buy, long term value, long-term investor, Long-term View, Marsh & McLennan, Toromont Industries Ltd., Toronto Stock Exchange, value play

Sometimes “simple” businesses can be the most attractive (and profitable) to own for the long haul. Continue reading →

The Battle Continues…

December 28, 2015December 28, 2015 The Security Whisperer Mergers and Aquisitions attractive stock, Autoparts, Carl Icahn, Genuine Parts Company, ICAHN ENTERPRISES, Pep Boys

Icahn ups the ante in battle for Pep Boys:

http://www.bloomberg.com/news/articles/2015-12-28/icahn-boosts-pep-boys-bid-to-18-50-a-share-topping-bridgestone

Updated: “Where Are They Now”

November 28, 2015 The Security Whisperer performance attractive stock, Church & Dwight, Clorox, Genuine Parts Company, Groupe Bruxelles Lambert, Marsh & McLennan, PACCAR, Penske Automotive Group, PriceSmart, Trinity Industries, Weekly Performance, Weekly Review

PACCAR; A ‘Truckload’ of Value?

November 18, 2015November 20, 2015 The Security Whisperer Analysis, Commentary attractive stock, automobile manufacturer, dividend payer, dividends, long term value, Long-term Hold, PACCAR, solid hold

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?

November 14, 2015November 14, 2015 The Security Whisperer Analysis, Commentary, performance attractive stock, Boring Stock, CHD, Clorox, Genuine Parts Company, Groupe Bruxelles Lambert, long term value, Long-term Hold, long-term investor, Long-term View, Marsh & McLennan, Penske Automotive Group, PriceSmart, Trinity Industries, Weekly Market Recap, Weekly Performance, Weekly Review

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)

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 →

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 →

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 →