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  • Dividend Aristocrats in Focus Part 7 of 54: Brown-Forman & Jack Daniel's Have Changed The World

    Dividend Aristocrats in Focus Part 7 of 54: Is Brown-Forman Really Overvalued?


    In part 7 of the 54 part Dividend Aristocrats In Focus series, I will look into the oprerations, competitive advantage, future growth prospects, and valuation of Brown-Forman (BF.B). Brown-Forman manufactures and sells alcoholic beverages globally. The business’ flagship brand is Jack Daniels. They also own Sonoma wines, Korbel Champagne, Chambord, Tuaca, Southern Comfort, El Jimador, and Finlandia Vodka. Brown-Forman has increased its dividend payments for 30 consecutive years. Brown-Forman has grown shareholder value on the strength of its high quality spirits brands.

      


  • Dividend Aristocrats in Focus Part 7 of 54: Brown-Forman & Jack Daniel's Have Changed The World

    Dividend Aristocrats in Focus Part 7 of 54: Is Brown-Forman Really Overvalued?


    In part 7 of the 54 part Dividend Aristocrats In Focus series, I will look into the oprerations, competitive advantage, future growth prospects, and valuation of Brown-Forman (BF.B). Brown-Forman manufactures and sells alcoholic beverages globally. The business’ flagship brand is Jack Daniels. They also own Sonoma wines, Korbel Champagne, Chambord, Tuaca, Southern Comfort, El Jimador, and Finlandia Vodka. Brown-Forman has increased its dividend payments for 30 consecutive years. Brown-Forman has grown shareholder value on the strength of its high quality spirits brands.

      


  • Increasingly Confused by Amazon… the Good, The Bad And The Great

    Many of you know how much I believe in my “web ecosystem theory”. I have started working on a new article about it and the impact that mobile has had on that theory but as you can guess, I’m still a big believer in placing chips on the 5 major ecosystem players ($GOOG, $AAPL, $FB, $MSFT, $AMZN). I have already taken significant longer term stakes in Apple and Facebook which have worked out well so far. I’m certainly not saying that other tech players can’t have success but it’s important to keep in mind that they will need to co-exist with these established players in order to do well. Netflix ($NFLX), Twitter ($TWTR) and TripAdvisor ($TRIP – which I recently bought – are a few of the players which I think will do well despite not “controlling their ecosystem”.


    Does Amazon Belong To The Group?

      


  • Aberdeen Is Asking For It

    Aberdeen International (AAB) trades at half of book value. You can't blame investors, as the company's capital allocation history has been approximately horrendous. But the company recently agreed to sell what looks like the vast majority of its assets. Could this be an investment opportunity?

    The company has seen its book value fall from $136 million in 2011 to just $34 million at last check. This is a return of -33% *per year*, which is a feat that is likely difficult to accomplish even if you were *trying* to lose to the market.

    Fortunately for management, they have made out like bandits. A number of executives have averaged annual compensation of over $1 million over this period while holding a minimal number of shares. Because few people are left with any confidence in the firm, the company trades today for just $14 million.

      


  • Are Defense Stocks Good Defensive Stocks?

    When the economy and the market starts heading south, many investors start buying dividend growth stocks. They have long been considered a defensive position in turbulent times. Given these investors defensive stance, one might ask how about some real defense stocks, as in the Aerospace and Defense industry.


    With a steady flow of government money, defense stocks have long been considered a safe haven when the economy slows down and the market begins to sputter. However, with so many countries around the world, including the U.S., facing huge budget deficits, defense spending is where many politicians are looking for significant spending cuts.

      



  • Starbucks is still to expensive to be considered an ideal investment!

    Innovation is not new for Starbucks (SBUX) as the chain has continuously strived to bring about efficient product innovation and please its customers across the globe. In fact, the incessant innovation practices has been behind the phenomenal growth that this chain has achieved over the years. Currently, Starbucks is the largest coffeehouse company in the world, ahead of its UK rival Costa Coffee, with approximately 23,305 stores in more than 60 countries and territories. Now, the coffee giant has cooked up another innovative coffee i.e a beer-flavoured coffee drink called the dark-barrel latte. This non-alcoholic brew gets its Guinness-like taste from a stout-flavoured syrup and dark caramel drizzle and is also available in a Frappuccino.


    Product innovation continues

      


  • 12 Cheapest Stock Of The Dividend Aristocrats Index

    Today I've attached a list of the yields from the Dividend Aristocrats for you. You can also find the payout ratios in this table. It's very informative in my view and I use this overview too in order to get a feeling about the pricing of the market.


    Dividend Aristocrats are stocks that have increased dividend payments over a period of 25 consecutive years without a break. That's a top value and around 100+companies could achieve this goal.

      


  • Wall Street Cheats - Here's how they do it. Chapter 2

    I’m Calling BS on Janney Capital & Barron’s



    Wall Street analysts may not rank as low for ‘trust’ as used car salesmen, but some of them are doing everything they can to attain parity.

      


  • Goodrich Petroleum Corporation: Earnings Report Q2 2014

    Goodrich Petroleum Corporation (GDP), last month, announced financial and operating results for the second quarter ended June 30, 2014.

      


  • Goodrich Petroleum Corporation: Earnings Report Q2 2014

    Goodrich Petroleum Corporation (GDP), last month, announced financial and operating results for the second quarter ended June 30, 2014.

      


  • This Utility Company is a High-Yield Stock

    In this article, let's take a look at Scana Corp. (SCG), a $7.05 billion market cap company, which is a South Carolina corporation that is engaged in the generation, transmission, distribution and sale of electricity to retail and wholesale customers and the purchase, sale and transportation of natural gas to retail customers.


    Principal Driver

      


  • Guru Stocks at 52-Week Lows: BHP, GSK, UTX, SAP, TEF

    According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows.



    BHP Billiton Ltd (BHP) Reached the 52-Week Low of $59.25

      


  • Weekly Guru Bargains Highlights: LVS

    According to GuruFocus updates, these stocks have declined the most since Gurus have bought.



    Las Vegas Sands Corp (LVS): Down 21% Since Ken Fisher (Trades, Portfolio) Bought In the Quarter Ended on 2014-06-30

      


  • Weekly CEO Buys Highlight: AEO, CLR, RH, OPK, GWGH

    According to GuruFocus Insider Data, these are the largest CEO buys during the past week. The overall trend of CEOs is illustrated in the chart below:



    American Eagle Outfitters (AEO): Exec Chairman & Interim CEO Jay L Schottenstein Bought 500,000 Shares

      


  • The Best $44 Billion (Sales) Company You’ve Probably Never Heard Of

    The Best $44 Billion Company You’ve Probably Never Heard Of



    Low Margins Don't Mean Low Absolute Profits

      


  • Dillards is a Sell According to DDM Model

    In this article, let´s consider Dillards Inc.(DDS), a $4.89 billion market cap, which has a trailing P/E ratio that indicates that the stock is relatively undervalued (PE 15.70x vs Industry Median 22.30x).


    So in this article, let's take a look at a model which is applicable to stable, mature, dividend-paying firms and try to find the intrinsic value of the stock. Although the model has a number of characteristics that make it usefuland appropriate for many applications, is by no means the be-all and end-all for valuation. The purpose is to force investors to evaluate different assumptions about growth and future prospects.

      


  • Dividend Aristocrats In Focus Part 6 of 54: Is Nucor A Bargain or On The Scrap Heap?

    Nucor (NUE) has a fantastic historical record of growing shareholder return. Shareholders in Nucor have realized a 17% CAGR since the year 2000, a return that thoroughly beats the overall market. Even better, The company has not laid off an employee due to work shortages in over 30 years. The practice of avoiding layoffs is a rarity in the cyclical steel industry. Nucor has accomplished its fantastic record of growth through treating its employees well. The company is one of the largest adopters and pioneers of the “pay for performance” employee incentive program. Employees as a whole are guaranteed at least 10% of the company’s profits, aligning employee incentives with shareholder and management incentives.


    The company’s management is “confident the company’s best years are ahead”, but long-term macroeconomic conditions suggest otherwise. Nucor operates in the highly cyclical steel industry. The steel industry is currently in a down cycle, which has depressed the price of Nucor. The image below shows how the company’s Price to Book ratio hovers around 3.5 when the U.S. Steel market is booming (pre 2009 in the picture), versus an average of below 2.0 when the U.S. Steel market is slumping.

      


  • GuruFocus Data Now Covers Indian Stock Market

    We are very glad to announce that we have just added Indian Data into GuruFocus Global Membership coverage. It is a part of Asian membership. If you subscribe GuruFocus Global Membership Asia, you automatically gain access to Indian stock market.


    Since we released GuruFocus Global Membership last year, we’ve got a lot of requests about Indian stock market. We are pleased that now Indian stock markets are part of the coverage with GuruFocus Global Membership Asia.

      


  • CEO of Alexion Pharmaceuticals Sells Company Stock

    Leonard Bell, M.D., CEO of Alexion Pharmaceuticals (ALXN), sold 60,000 shares in Alexion last Friday. At $165.12 a share, the transaction netted Bell $9,907,200.


    Last month, Bell sold 105,000 shares of his Alexion stock.

      


  • Bear Case

    The S&P 500 has declined about 2% since its all-time high of 2,019, and about 1.8% since it's all time closing price of 2,011.36. The market is in a bit of a downward trend and stocks are still overvalued. We still haven't seen a 10% correction in almost five years, which I feel is a little necessary in this raging bull market. The overall market sentiment is that there is still room to run, as Goldman Sachs believes the S&P will end around 2,050, and Stifel Nicolaus believes it will end at 2,300 by the end of the year. Ladies and gentlemen of the investing community, I believe we are entering into the realm of irrational exuberance.


    1412016762951.png

      


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