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!

Knowledge Is Power (and Profitable): Wolters Kluwer N.V.

December 15, 2016December 15, 2016 The Security Whisperer Analysis, Commentary, Stock News, Uncategorized consistent dividend payer, dividend investing, dividend yield, information company, low capital intensity, set it and forget it, ThomsonReuters, Wolters Kluwer

Wolters Kluwer N.V. (the “Company”) is a global company Continue reading →

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/

A Stock even “MADMEN” Would Love.

November 30, 2016 The Security Whisperer Analysis, Commentary advertising, asset light, buy and hold, dividend growth, dividend yield, good yield, investing, Mad Men, marketing, NYSE, OMC, Omnicom Group Inc., organic growth, rising dividends, set it and forget it, solid fundamentals

As I said in the MY INVESTMENT PHILOSOPHY page on this site, I do not consider myself a GROWTH investor nor do I consider myself to be a VALUE investor. I keep reading and researching about different business and industries in an attempt to find those which I believe would make good long-term investments whether or not they fit into GROWTH of VALUE buckets. I have always been fascinated by advertising/marketing, and if my love for finance and investing weren’t so strong, I would have probably tried my hand at marketing.

Continue reading →

Boring Is Beautiful 2: C.H.Robinson Worldwide Inc.

October 16, 2016October 18, 2016 The Security Whisperer Analysis, Commentary, Uncategorized attractive stock, best buy, buy and hold, C.H.Robinson Worldwide, dividend, dividend yield, good buy, good yield, logistics, Long-term Hold, set it and forget it, shipping company, slow and steady, stock pick, top stock pick, transportation, trucking

Following my first “Boring Is Beautiful” post which highlighted insurance broker and risk management specialist Marsh & McLennan Companies (see Boring Is Beautiful: Marsh & McLennan Companies), logistics major C.H. Robinson Worldwide Inc. (Nasdaq: CHRW) is another company which I believe deserves an investor’s attention. Continue reading →

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/