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
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:
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.
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