Franklin Resources – not bad, but…

I am invested in Franklin Resources more than half year now and so far each quarter I looked at financial results to see, whether business trends are in line with my expectations. So far I am very satisfied with share price performance as I bought shares in June 2016...

Price vs Value

We know that in long term share price follows business development. When business is twice as big we should expect that share price will also double (more precisely we should expect enterprise value to double, also it is important what measure you take to calculate...

Time to buy – Target Corporation

Again time to buy has come. This time I bought 31 shares of Target @63.84. This should increase my dividend income by around $75. In fact this buy increased significantly dividend yield from my portfolio. Why I bought Target? Well, I wrote about it recently in my post...

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...