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 →

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!

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

October 2, 2017 The Security Whisperer Analysis, performance, Stock News buy and hold, dividend investing, dividends, Industrials, investing, patience pays off, patient investing, rail car, Railcar Leasing, stocks, Trinity Industries, TRN, Value

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.

August 22, 2016August 23, 2016 The Security Whisperer Commentary, Mergers and Aquisitions, performance Alimentation Couche-Tard, buy and hold, consolidation, convenience store chain, CST Brands Inc., Imperial Oil, patience is a virtue, patience pays off, patient investing, pull-back, solid return, wait for it

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