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!

Updated: My Scorecard

September 11, 2016September 13, 2016 The Security Whisperer performance Church & Dwight, Genuine Parts Company, Groupe Bruxelles Lambert, long term value, Long-term Hold, Marsh & McLennan, PACCAR, Penske Automotive Group, performance scorecard, Toromont Industries Ltd., Trinity Industries, Weekly Market Recap, Weekly Review

Six of my nine picks are in the black.

Don’t You Just Love Stock Splits :)

September 4, 2016 The Security Whisperer Commentary, performance, Stock News buy and hold, CHD, Church & Dwight, consumer goods, long term value, Long-term Hold, long-term investor, Long-term View, non-discretionary, set it and forget it, stock split

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/

My Year-End Scorecard

January 2, 2016 The Security Whisperer Commentary, performance 2015 performance, Church & Dwight, GBL, Genuine Parts Company, Groupe Bruxelles Lambert, long term value, long-term investor, Marsh & McLennan, PACCAR, Penske Automotive Group, PriceSmart, top performer, Trinity Industries

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 →

Nice…Church & Dwight joining S&P 500 Index

December 23, 2015December 23, 2015 The Security Whisperer Commentary Altera acquisition, CHD, Church & Dwight, consumer goods, index inclusion, Index rebalancing, Intel purchase, long term value, long-term investor

Shares of Church & Dwight (CHD) jumped 1.4% yesterday on news that it was going to be joining the prestigious S&P 500 Index after Intel’s acquisition of chip maker Altera Corp. closes, which is expected to be after the close of trading on December 28th. The celebratory mood continued today with CHD jumping a further 1.7%!

This inclusion should see higher demand for the Company’s shares in the near term as managers of index products, and both retail and other institutional investors react to the announcement.

The Management and staff of CHD must be commended on such a great achievement…I believe this is just one of many more good things to come from the Company.

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

Updated: “Where Are They Now”

November 21, 2015 The Security Whisperer Analysis, performance Church & Dwight, Clorox, Genuine Parts Company, Groupe Bruxelles Lambert, Marsh & McLennan, PACCAR, Penske Automotive Group, PriceSmart, Trinity Industries