Illinois Tool Works: An Exercise In Fair Value (ITW)

Illinois Tool Works, Inc. manufactures industrial products and equipment. It operates through the following segments: Automotive OEM, Test & Measurement and Electronics, Food Equipment, Polymers & Fluids, Welding, Construction Products, and Specialty Products. The Automotive OEM segment produces components and fasteners for automotive-related applications. The Test & Measurement and Electronics segment manufactures equipment, consumables, and Read more about Illinois Tool Works: An Exercise In Fair Value (ITW)[…]

Debunking the Growth Beats Value or Value Beats Growth Myths

Introduction The Value Beats Growth Or Vice Versa Myths  One of my greatest pet peeves as a long-time investment professional is the industries’ notion that stocks can be generally categorized into only two styles commonly referred to as growth investing or value investing.  These overly-vague notions about investing in stocks can even be seen in Read more about Debunking the Growth Beats Value or Value Beats Growth Myths[…]

The Dividend Kings and The Essence of Valuation: Parker Hannifin (NYS:PH) 63 Consecutive Dividend Increases

FAST Graphs Analyze Out Loud on Parker Hannifin (NYS:PH) Parker-Hannifin Corp. engages in the manufacture of motion and control technologies and systems. The firm also provides engineered solutions for mobile, industrial, and aerospace markets. It operates through the Diversified Industrial and Aerospace Systems business segments. The Diversified Industrial segment offers products to original equipment manufacturers. The Read more about The Dividend Kings and The Essence of Valuation: Parker Hannifin (NYS:PH) 63 Consecutive Dividend Increases[…]

$ABBV AbbVie Has It All: Growth, Dividend Growth and Compelling Valuation (NYS:ABBV)

Introduction I have held AbbVie (ABBV) since it was originally spun off from Abbott Labs.  Moreover, I have been aggressively adding to my position for clients needing current income and dividend growth.  All in all, it has been an excellent performer in spite of the fact that it is being ridiculously undervalued by Mr. Market.  Read more about $ABBV AbbVie Has It All: Growth, Dividend Growth and Compelling Valuation (NYS:ABBV)[…]

$TSN Subscriber Request Series: Tyson Foods (NYS:TSN)

FAST Graphs Analyze Out Loud Video on Tyson Foods (NYS:TSN) Tyson Foods, Inc. engages in the production of processed food. It operates through the following segments: Chicken, Beef, Pork, and Prepared Foods. The Chicken segment involves in domestic operations related to raising and processing live chickens into fresh, frozen, and value-added chicken products, as well Read more about $TSN Subscriber Request Series: Tyson Foods (NYS:TSN)[…]

Ignore Political and Economic Forecasts: Mind Your Owned Businesses

Introduction In his Berkshire Hathaway 1994 annual report Warren Buffett said ignore political and economic forecasts.  I considered this one of the more profound pieces of investment advice and wisdom that I ever came across.  It has been my opinion prior to and since I read this advice that investors spend way too much time Read more about Ignore Political and Economic Forecasts: Mind Your Owned Businesses[…]

Subscriber Request Series: Carnival Corp (NYS:CCL)

FAST Graphs Analyze Out Loud Video on Carnival Corp (NYS:CCL) Carnival Corp. engages in the operation of cruise ships. It operates through the following business segments: North America; Europe, Australia, and Asia (EEA); Cruise Support; and Tour and Other. The North America segment includes Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Read more about Subscriber Request Series: Carnival Corp (NYS:CCL)[…]

$TGT arget Corp.: Defying the Retail Apocalypse (NYS:TGT)

Introduction My personal anecdotal experience suggests that many investors operate under the fallacy: “my mind’s made up – don’t confuse me with the facts.”  This behavior often results from only reading the headlines while skimming over the in-depth analysis that is truly needed to make a sound or prudent investing decision. A current case in Read more about $TGT arget Corp.: Defying the Retail Apocalypse (NYS:TGT)[…]

McKesson Corp, Walgreens Boots Alliance, Cardinal Health Corp., CVS Health Corp: Medical Distributors an Industry on Sale

Introduction This is a follow-up to my first article in a continuing series where I will be identifying and presenting dividend growth stocks for an above-average long-term total return objective.  My first article in this series covered AmerisourceBergen, a leading medical distributor that I presented as significantly undervalued.  However, I offer this follow-up to illustrate Read more about McKesson Corp, Walgreens Boots Alliance, Cardinal Health Corp., CVS Health Corp: Medical Distributors an Industry on Sale[…]