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)[…]

Principles for Designing A Dividend Growth Portfolio for Retirement: Part 1

Introduction This article is a refresh and an update of an article I originally posted in 2015.  However, the principles I am presenting are timeless and worthy of being revisited.  Moreover, I have updated the supporting examples to more precisely reflect our current market environment. Managing an investment portfolio is a very personal matter. Consequently, Read more about Principles for Designing A Dividend Growth Portfolio for Retirement: Part 1[…]

Subscriber Request Series: Celgene Corp (NAS:CELG) and Bristol Myers (NYS:BMY)

FAST Graphs Analyze Out Loud Celgene Corp $CELG: Celgene Corp. is an integrated global biopharmaceutical company, which engages in the discovery, development and commercialization of therapies for the treatment of cancer and inflammatory diseases. Its primary commercial stage products include REVLIMID, POMALYST, IMNOVID, OTEZLA, ABRAXANE, and VIDAZA. The company was founded by David Stirling and Read more about Subscriber Request Series: Celgene Corp (NAS:CELG) and Bristol Myers (NYS:BMY)[…]

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)[…]

$LOW Nice Work Dividend Sensei – But I Choose Lowe’s (NYS:LOW)

Introduction I am a firm believer and ardent supporter of conducting comprehensive research and due diligence on any company (stock) you might consider investing in.  However, I have also experienced the reality that far too many investors make their decisions based on opinions, emotions or vague ideas about a company, instead of on comprehensive knowledge Read more about $LOW Nice Work Dividend Sensei – But I Choose Lowe’s (NYS:LOW)[…]

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)[…]

3M Company: Finally, a Great Dividend Growth Company Becoming a Good Investment!

Introduction I find it serendipitous that after just completing a 19-part series on how highly valued the general market is, I get the pause that refreshes.  Now please don’t read more into my words than are being offered.  I still believe that the market at large is fully valued.  Consequently, finding great companies at great Read more about 3M Company: Finally, a Great Dividend Growth Company Becoming a Good Investment![…]