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 →

Oh Snap! Snap-On Incorporated Looks Appealing.

September 15, 2016November 14, 2016 The Security Whisperer Analysis, Commentary, Uncategorized Berkshire Hathaway Inc., buy and hold, dividend aristocrat, dividend growth, dividends, Industrials, long term value, long-term investor, Snap-On Incorporated, StanleyBlack&Decker, uninterrupted dividends, Value Investing

Sorry for the title folks, but I couldn’t think of a catchier one. Continue reading →

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

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 →

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.

The Caribbean: Sun, Sand, Stocks!

December 7, 2015December 7, 2015 The Security Whisperer Commentary AMBEV, Barbados Investiing, Barbados Stock Exchange, buy and hold, Cable & Wireless (Barbados) Ltd., Caribbean, caribbean companies, Caribbean Stock Exchanges, caribbean stocks, Desnoes & Geddes, EMERA (Caribbean) Inc., emerging market, Fortress Caribbean Property Fund, Goddard Enterprises Ltd., good buy, Heineken, ICBL, Jamaica Stock Exchange, long-term investor, Sagicor Financial Corporation, The BHL Group, Trinidad & Tobago Stock Exchange, untapped market

While visitors know the Caribbean for its pristine beaches, great natural beauty and warm hospitality, those fortunate to live in the islands know that the region can offer attractive returns for locally-based investors and in some instances those domiciled farther afield. 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.

Buy One, Get One Free! (Not Really…But Energy Stocks Are Definitely On Sale).

November 11, 2015November 12, 2015 The Security Whisperer Commentary 2P, Bargain Energy Stocks, Energy, Energy Investing, ENI, Lifting Costs, long term value, long-term investor, Long-term View, STATOIL, TOTAL SA

OPEC’s decision to keep pumping crude thereby keeping a lid on oil prices has had a devastating effect on many players in the oil sector. Continue reading →