AT&T – growth to be continued?

After weak 2013-2015 years for AT&T shareholders we saw a significant rally in 2016. Now shares are at all-time high, which is “by definition” not a story for me. Anyway let’s have a look, as maybe some valuable insights will be found. First of all let’s look on...

Lowe’s – how can Trump affect company?

Last two years were just average for Lowe’s shareholders, as return was around 0%, which is way below S&P500. On the other hand in the long term company is doing noticeably better than for example Target. Is it the pace of business development which makes a...

Target Corp – it is not a sexy story, but very cheap!

I didn’t look at Target for a while and my Dividend Aristocrat Valuation spreadsheet shows, that it is one of the cheapest companies now. Let’s have a closer look, as share price is volatile lately and we are on the level from the end of 2014, while market is at...

Time to buy – VF Corporation

Well, not far ago I was writing that I am waiting for market to correct and then I will buy VFC or MDT. After seeing MDT going up lately I decided to buy VFC anyway… We will see whether it was a right decision, but recently share price dropped again 2-3% and I...

When is a right time to sell stock?

In my last post I asked question When is a right time to buy declining stock? Well as you know this question is strictly practical as I am analyzing buying two names. Today I would like to present my thoughts and potential answer on question: When is a right time to...

When is a right time to buy declining stock?

I was thinking about my future investments and two names are currently under consideration – Medtronic and VF Corp. Both of these companies declined a lot from an all-time-high levels and underperformed S&P 500: Both of these companies are not super cheap,...

Dividends 2016

It is a high time to look at my dividend income in 2016. Well, as you know I have just started building my portfolio, so do not expect millions of USD Also keep in mind, that for example I bought CAH too late to get any dividend in 2016. Brief summary is presented...

Abbott Labs – how is company changing?

There is lots of going on in Abbott Labs and I haven’t looked at company for a while. Let’s make some brief update. Company is to buy St. Jude Medical and my previous summary was: Summing up, in the short term announcement of transaction was value decretive for...

Nucor – welcome the best YTD Aristocrat!

Nucor is the best performing Aristocrat of 2016 with above 50% rate of return. I was quite positive on company, but too miserly so I am not a Nucor shareholder. As Warren Buffett says: It’s far better to buy a wonderful company at a fair price than a fair...

Johnson & Johnson – after rain comes the rainbow?

Shares of JNJ are in the long term growing trend, however last few months were quite weak for JNJ shareholders. Shares went down from around $123 to around $115 – still not huge drawdown, but is it the end of correction? Company is probably well known to DGI...

Hormel Foods – consolidation before further growth?

I was looking at company twice so far. Once when it was extremely expensive and secondly after share price dropped from top to around $35 in June. Currently share price is the same. For growing company when share price is flat it means that value for money is...