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)

ValueAct Picks Up More Shares of Trinity Industries Inc. (NYSE:TRN).

November 7, 2016November 7, 2016 The Security Whisperer Commentary, People, Stock News 13D, buy and hold, Jeffrey Ubben, rail, tankcars, Trinity Industries, Value

Jeffrey Ubben is considered by many to be a value investing “God”:

http://www.insidermonkey.com/blog/trinity-industries-inc-trn-valueact-capital-buys-more-shares-on-weakness-484328/?yptr=yahoo

You can read my take on why I think TRN is an attractive investment:

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

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

Updated: Where Are They Now?

November 14, 2015November 14, 2015 The Security Whisperer Analysis, Commentary, performance attractive stock, Boring Stock, CHD, Clorox, Genuine Parts Company, Groupe Bruxelles Lambert, long term value, Long-term Hold, long-term investor, Long-term View, Marsh & McLennan, Penske Automotive Group, PriceSmart, Trinity Industries, Weekly Market Recap, Weekly Performance, Weekly Review

Check out the updated “Where Are They Now” page to see where the stocks I like are currently trading.

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

October 28, 2015October 28, 2015 The Security Whisperer Analysis attractive stock, Boring Stock, consecutive quarterly dividends, dividend champion, dividend payer, dividend stock, long term value, long-term investor, Railcar Leasing, Trinity Industries

Some of the most ‘un-sexy’ and ‘boring’ industries / companies can actually be good for your portfolio. I came across Trinity Industries (NYSE: TRN) while I was looking into the railroad industry. Continue reading →