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!

Diapers Get Messy…But Could Be A Good Business To Be In.

October 11, 2016 The Security Whisperer Mergers and Aquisitions, performance, Stock News GBL, Groupe Bruxelles Lambert, healthcare, Morgan Stanley, ONTEX, private equity, thematic investing

A Morgan Stanley-backed investment fund recently announced it has taken a stake in baby and adult diaper maker DSG International Thailand:

http://www.reuters.com/article/us-dsg-intl-th-morgan-stanley-m-a-idUSKCN12B10H

Groupe Bruxelles Lambert, a Belgium-based investment holding company which I believe is a good long-term hold and is up nearly 15% in EUR terms since my post (ABC, DEF, GBL?), also has exposure to a similar business via its investment in Belgium’s Ontex (www.ontexglobal.com).

I am going to go out on a limb here, but it looks like the smart money may be in diapers.

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.

I’m Back!

July 23, 2016July 23, 2016 The Security Whisperer Commentary dividends, Genuine Parts Company, Groupe Bruxelles Lambert, long term value, Marsh & McLennan, PACCAR, performance scorecard, PriceSmart, stock picks, top performer, Trinity Industries

I’m glad to be back after a six month hiatus. Look out for more analysis and stock picks. In the meantime, I have updated the “My Scorecard” page to track how my picks have been doing.

Happy Investing!

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 →

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

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.

Updated “Where Are They Now” Page

October 17, 2015October 17, 2015 The Security Whisperer Analysis Clorox, Genuine Parts Company, Groupe Bruxelles Lambert, Long-term View, Marsh & McLennan, Penske Automotive Group, PriceSmart, Weekly Performance, Weekly Review

I just updated the “Where Are They Now Page”…4 of the 6 stocks I favorably mentioned are up (CHD is trailing CLX at the moment), with GBL climbing the most and GPC lagging. Despite my posting of weekly numbers I still take the long-view…its just nice to see how they are doing 🙂

What do you think?

ABC, DEF, GBL?

September 15, 2015September 15, 2015 The Security Whisperer Analysis ADIDAS, Belgium, dividends, GBL, Groupe Bruxelles Lambert, Holding Company, Imerys, LAFARGE, long term value, NAV, ONTEX, Pernod Ricard, SGS, TOTAL SA

Nope…I didn’t forget my alphabet, I am writing about Groupe Bruxelles Lambert (the “GBL” above). GBL is the second largest holding company in Europe with a history going back more than one hundred years (founded in 1902, listed in 1956). Continue reading →