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

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

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PACCAR Beats But Shares Fall On Short-Term Mentality.

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

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!

 

 

Long-Term Pick Trinity Industries, Inc. (NYSE: TRN) Soars After Judgment Reversal.

Shares of Trinity Industries, Inc. soared more than 10% today on news of the reversal of a $663M judgment against the company.

You can visit my analysis of why I think TRN is good long-term hold for the serious dividend investor here (the stock is up a little over 36% since I first made mention of it on my blog):

A Street (Rail) Car Named Desire (Trinity Industries)

 

 

 

This Owl Was Hungry! Alimentation Couche-Tard Continues To Lead Consolidation In The Convenience Store Industry.

Convenience store powerhouse Alimentation Couche-Tard continued along its consolidation path Continue reading