PACCAR Beats But Shares Fall On Short-Term Mentality.

October 24, 2017October 24, 2017 The Security Whisperer Analysis, Commentary, performance, Stock News beat estimates, buy and hold, dividends, PACCAR, patience, patient investing, PCAR, Q3 Earnings, short term mentality hurts, strong business, transportation, trucking

I consider myself to be a long-term investor who generally discounts quarterly earnings numbers on the basis of that if nothing major (and I mean major like obsolescence, natural disaster wiping out all production and inventory etc.) has changed at the business and its long-term fundamentals remain sound, I would still favor the business.

Truck maker PACCAR Inc. released Q3 numbers today and it beat both top and bottom line estimates by what many would consider a decent margin. However, a short-term mentality over quarterly numbers coupled with news that Management do not expect margin improvement next year sent PCAR shares down $4.27 or 5.7%.

Check out the link below to the Company’s earnings announcement and see for yourself why I still think PCAR is an excellent long-term hold and believe today’s sell-off is appealing for the patient investor:

http://www.paccar.com/news/current-news/2017/paccar-achieves-excellent-quarterly-revenues-and-earnings/

See the link below for my write-up on the company:

PACCAR; A ‘Truckload’ of Value?

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!

PACCAR Rewards Shareholders With Extra Cash Dividend!

December 15, 2016December 15, 2016 The Security Whisperer Stock News buy and hold, cash, dividends, PACCAR, set it and forget it, special dividends, Value, yield

http://www.paccar.com/news/current-news/2016/paccar-announces-extra-cash-dividend-and-regular-quarterly-dividend/

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

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 →