General Mills: Close To Being Generally Interesting

When thinking about General Mills (GIS) you likely associate the company with its flagship cereal brands like Cheerios, Wheaties and Lucky Charms – Cheerios alone controls roughly 13% of the cereal market. Yet the company also has an abundance of additional powerhouse brands under its corporate umbrella. For instance, Betty Crocker, Bisquick, Gold Medal, Pillsbury, Haagen-Dazs, Green Giant, Hamburger Helper, Totino’s, Nature Valley, Progresso, Yoplait and many more names all send their proceeds to the century and a half old incorporation that is General Mills.   […]

Wells Fargo: A Lesson In Dealing With Fear

What would you do if we told you that a financial crisis was coming? Specifically, let’s drill down to a single bank stock and say that we knew for certain that Wells Fargo’s (WFC) share price would drop by more than 70%. Moreover, this price decline wasn’t necessarily going to be capricious in nature as Wells Fargo’s earnings would also drop by roughly 75% for the year. We didn’t know when this time would come, but rest assured it was coming. […]

PepsiCo Dividend: Refreshing The Investor World

On February 13th of 2014 PepsiCo (PEP) announced – in addition to earnings – its expected returns to shareholders in the coming year, an update on the North American Beverage business, an extension of the productivity savings plan and guidance. As an overview, PepsiCo’s earnings beat consensus estimates; the company increased the dividend by 15%, announced a $5 billion share repurchase program, decided the beverage business was still lucrative and said that the company was going to make more money in the future.  So how did the stock react to the news? Well, it went down a couple of percent – naturally. […]

Archer Daniels Midland: The World Needs To Eat

Illinois based Archer Daniels Midland Company (ADM) traces its roots back over 110 years to a partnership between George Archer and John Daniels in 1902; their business was to crush linseed. After working together for 21 years they acquired Midland Linseed Products Company and the Archer Daniels Midland Company as it is known presently was formed. […]

Is Ingredion The Missing Ingredient In Your Portfolio?

Illinois based Ingredion (INGR) is a global ingredient solutions provider to the food, beverage, brewing and pharmaceutical world.  Think corn, wheat and potatoes being turned into things like sweeteners, starches and fibers. What’s not readily apparent is that many ingredients show up in the rest of your world as well. For instance, did you know that starches are used as adhesives in the corrugating industry and binders in the paper industry? Or that they are oil and water absorbent and thus are used in personal skin care products? Perhaps you might even be interested in knowing that various medical tablets are formed via these ingredients. […]

Aaron’s Leases, You Should Buy

Atlanta, Georgia based Aaron’s (AAN) is in the business of selling and leasing furniture, electronics and appliances. With more than 2,000 Company-operated and franchised stores in 48 states and Canada, Aaron’s has been a strong growth story since being founded as a single operation in 1955. The company operates a little over 60% of the stores, while franchisees are responsible for the remaining 700 or so under the Aaron’s, HomeSmart and RIMCO names.  Over 1.5 million people shopped at Aaron’s last year and new CEO Ronald Allen expects this number to climb in the upcoming year.   […]

Macy’s ‘Way To Shop’ For A Discount

With the holiday season in full force, it’s likely that many of you have browsed your fair share of shopping aisles. Now this could – and likely does – mean any one of a variety of retailers. Yet Cincinnati, Ohio based Macy’s (M) and this time of year tend to go hand-in-hand – after-all it’s not just called the “Thanksgiving Day Parade” but rather the “Macy’s Thanksgiving Day Parade.”  […]

Stanley Black & Decker: Powering Its Way Toward Fair Value

Stanley Black & Decker (SWK) is a machine tools company built on namesakes of – you guessed it – three individuals with the last names: Stanley, Black and Decker. Frederick Stanley started a hardware manufacturing company in 1843. Duncan Black and Alonzo Decker started a similar shop in 1910, becoming known for the world’s first patent for a portable power tool. In 2010 the two companies merged to form what is today Stanley Black & Decker. […]

Aflac: Still Cheap Despite The Recent Price Run-Up

Georgia based Aflac (AFL) is probably best known among the general public for the Aflac duck parading about television commercials. However, investors probably know Aflac just as well by its consistency towards rewarding shareholders. Over the past 31 years this supplemental insurer has not only paid a dividend but also increased each year; during the Read more about Aflac: Still Cheap Despite The Recent Price Run-Up[…]