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 →

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/

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 →

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!

The Sky Is Not Falling

January 7, 2016 The Security Whisperer Commentary bargain hunter, buy and hold, conviction of thought, long term value, market volatility, patience, Warren Buffett

Global stock markets have taken investors on a wild ride since the beginning of the year and indications are that we are still in for more and possibly similarly large ‘bumps’ along the road as 2016 chugs along. 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.

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.