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Aug 9, 2017
North Korea and the Bomb
Image Source: James Vaughan. Tensions between the United States and North Korea have heightened, and we may look to August 2017 as the dawn of yet another Cold War. The news has little impact on our thesis, however. US stocks generally remain overvalued, and some of them considerably. In this note, let’s cover a few stocks in the news and reiterate our positive stance on the defense industry, two of our favorite ideas recently highlighted in the Nelson Exclusive publication. Learn more about the Nelson Exclusive publication here. Aug 7, 2017
Understanding How Dividends Impact Intrinsic Value Estimation
"Dividends are a transfer of cash to the shareholders that the shareholders owned anyway." -- Brian Nelson, CFA. In this purely educational article, let’s walk through how dividends impact the intrinsic value of a company. Aug 1, 2017
Coca-Cola, Pepsi, Kimberly-Clark: Great Businesses But Lofty Earnings Multiples and Net Debt Positions
We love the business models of some of the most well-known consumer-staples equities, namely Coca-Cola, Pepsi, and Kimberly-Clark, but lofty earnings multiples and net debt positions complicate their investment prospects. Little to no top line growth only further muddies the picture. Aug 1, 2017
Amazon’s Free Cash Flow and Balance Sheet Health Impressive
Amazon’s share-price performance is a sign of these “frothy” times. Aug 1, 2017
Intel’s Shares Trading at Huge Discount to Market
Image Source: Intel. Newsletter portfolio holding Intel continues to put up strong results, and the market is simply not giving it credit for them. Jul 31, 2017
Newsletter Notifications -- July 31
We are making a number of changes to the newsletter portfolios today, July 31. Jul 31, 2017
Alphabet’s Financial Health Unfazed By European Commission Fine
Image Source: Open Grid Scheduler. Alphabet’s second-quarter results revealed a one-time charge that made headlines, but the fine is a drop in the bucket when considering the size of Google’s balance sheet and free cash flow generation. Jul 30, 2017
Dividend Increases/Decreases for the Week Ending July 28
Let's take a look at companies raising/lowering their dividends this week. Jul 26, 2017
Boeing’s Shares Rocketing Higher
Image Source: Rob Bulmahn. Dividend Growth Newsletter portfolio holding Boeing issued second-quarter results and raised full-year 2017 guidance. We remain bullish on the commercial aerospace supply chain and defense contractors amid increasing geopolitical tensions across the globe. Jul 25, 2017
Earnings Roundup: McDonald’s, 3M, IBM
Let’s recap a few big earnings announcements.
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