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.

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?

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 →

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 →