Colgate-Palmolive – what after unimpressive results?

On 27th of January Colgate-Palmolive presented financial results for Q4 2016. Well, reaction was quite unanimous and share price declined by 5.2%. Truth to tell it is quite a lot for stable business. Imagine, 5% decline for company traded at around P/E = 20 is...

Apple – time to sell is coming?

Q1 2017 results were above expectations. OK, some people are still complaining, that there was one week more, that sales of iPads were weak or that most revenues were generated by iPhone. Well, my answer is simple. Share price +6.5% shows, that results were good....

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...

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...