Add A Little Magic To Your Portfolio With Merlin Entertainments Plc.

November 1, 2017November 2, 2017 The Security Whisperer Analysis, Commentary Alton Towers owner, attractions, British stocks, buy and hold, Disney, dividends, GBP stocks, good investment, Kirk Kristiansen, Kirkbi A/S, Legoland owner, London Stock Exchange, Long-term Hold, long-term investor, Long-term View, LSE, M&A, Madame Tussauds, Merlin Entertainments PLC, patient investing, publicly traded, theme parks

While I tend to prefer investing in businesses with a long history of rising dividends, there are some companies that I believe still make attractive investments for the long haul. I believe Merlin Entertainments PLC (LSE: MERL LN) is one of those companies that despite not having a long dividend history, would make an ideal investment. Continue reading →

Marketing and Communications Giant Omnicom Group Inc. Boosts Quarterly Dividend.

October 16, 2017 The Security Whisperer Analysis, Commentary, performance advertising, buy and hold, consecutive quarterly dividends, dividend, dividend jump, dividend yields, Long-term Hold, marketing, OMC, Omnicom Group Inc., patience is a virtue, wait for it

Marketing and communications giant Omnicom Group Inc. (NYSE: OMC) boosted its quarterly dividend 9% or 5 cents to 60 cents per share.

While OMC and other such stocks have taken a beating recently, I still think the Company is an attractive hold and I am taking the 15% drop in price since I first made mention of the stock on November 30th 2016 in stride. As at the close of business on October 16th, OMC is changing hands for less than 15 times future earnings.

Take a look below to read why I believe in this Company:

A Stock even “MADMEN” Would Love.

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 →

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/

Nice! Penske Automotive Group (NYSE: PAG) CEO buys 300k shares of PAG.

August 24, 2016August 24, 2016 The Security Whisperer Stock News Automobile Dealer, buy and hold, confidence, Insider Buying, Long-term Hold, long-term investor, Long-term View, PAG, Penske Automotive Group, recommendation, Roger Penske

https://finance.yahoo.com/news/penske-automotive-group-inc-pag-001503734.html

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.

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 →

Getting A Great Deal At The Warehouse Club

September 22, 2015September 23, 2015 The Security Whisperer Analysis, Commentary Caribbean, Central America, Costco, investing, Long-term Hold, PriceSmart, Retailers, Warehouse Club

You’d have to be living under a rock to not know about the amazing growth of warehouse club shopping. I mean everyone has heard of Costco, right? However, many investors may not have heard of PriceSmart, Inc. PriceSmart is to the Caribbean and Central America what Costco is to the United States: A great place for great deals on hundreds of everyday items.

Continue reading →