The Dividend Post

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Monday, February 16, 2009

What's New on Investor Value Reports

As my previouspost indicates, I have created a new site called www.investorvaluereports.com

The latest entry for this new service is a company called Stryker Corp.
You may locate my data at
http://www.vmwinc.com/InvestorValueReports/Stryker/SYKgateway.htm

Please send me your feedback or post your feedback on this blog.

Thanks

Nicholas

Change of Name

I have changed the name of my website to include The Dividend Post as well as the new title Investor Value Reports. As I profile both dividend paying stocks as well as great value stocks, I have created two web sites.

www.dividendpost.com
www.investorvaluereports.com

Please drop in for the latest updates.

Visit us at www.dividendpost.com for research

Wednesday, October 29, 2008

Pensions Time Bomb

A very important article has appeared in The Globe and mail, one of Canada's national newspapers. The article appears at:

http://www.reportonbusiness.com/servlet/story/RTGAM.20081029.wpension29/BNStory/Business/home

Pension plan obligations continue to be another "hidden time" bomb that investors must be wary of. Canadian investors, based on this article, must take pension obligations into account prior to investing capital into Canadian issues. We will be looking for a the government's response and resolution to his problem.

More on this subject will be forthcoming, but for now, beware.

Visit us at www.dividendpost.com

Thursday, October 9, 2008

Another Kick at the Can

Sometimes the deals are just too good to be true so we take another kick at the can.

3M Company remains on my list of great franchises to own for the long term. The stock along with just about every other stock on planet earth has just taken a drubbing. As a result I have decided to promote this issue again to readers. I will be placing another buy into our portfolio and I like the current yield and long term prospects. 3M Company is now trading in the $ 57.00 range down from our $ 70.00 recommendation. I will be averaging out and buying more as the yield stands at 3.3%, and I expect long term significant gains.

As always, members of my mailing list receive a FREE user ID and password to access all data research available at The Dividend Post, as well as to receive updates as new issues are posted.

Tuesday, October 7, 2008

Get Paid to Wait

The proverbial brown stuff hit the oscillating blades yesterday. Dividend investors, invested in cash generating businesses with limited debt or strong brands will get paid to wait out the storm.
These types of investments leave conservative long term investors many opportunities and strategies.

1) No Fear Factor - If you have a higher tolerance for risk, down times such as these provide ample opportunity to step up with larger amounts of capital to buy issues trading at large discounts.

2) Fear Factor - If your tolerance for risk is limited, then continue buying into the markets during good times and bad with limited amounts of capital every investment period, whatever period that makes you comfortable. Monthly, weekly, semi annually, etc.

In either case however ONE distinct premise must remain intact - the companies in which you invest MUST have the wherewithal to withstand the storm and maintain their dividend. Cash remains king.

Our scorecard to October 1st has been posted online at
http://www.vmwinc.com/DP/ScoreCard/SCHome.htm

The scorecard is based on item 2 (Fear factor) above . One share of each company is included in the model portfolio. This translates into equal share purchases on a regular basis.
You may for example wish to purchase 10 shares, 20 shares, 100 shares of each issue whenever you make a purchase. Your results will vary if you purchase different share amounts of each issue depending on the share price and cash availability.

As always, members of my mailing list receive a FREE user ID and password to access all data research available at The Dividend Post, as well as to receive updates as new issues are posted.

Wednesday, October 1, 2008

They're Great !!

Today I have posted data for General Mills. The share price has unfortunately risen significantly since I started punching the numbers earlier in the week. At any rate, this is a sound company that takes a commodity that is now falling in price, and puts it in a box for you to eat. The company has strong brands which is something I look for in all recommendations of consumer products.

At the same time you can compare notes with Kellogg Company which was profiled last week. These are the types of companies with wide moat brands. If I was to start a cereal company tomorrow, I would hate to have to compete against Corn Fakes or Frosted Flakes.

As always, members of my mailing list receive a FREE user ID and password to access all data research available at The Dividend Post, as well as to receive updates as new issues are posted.

Tuesday, September 30, 2008

A word on Debt

As long term investors, security and income are paramount to success. A growing income stream is very welcome as long as the underlying companies paying out the dividends remain healthy. Given the current financial crisis, a companie's debt load becomes a more important factor to consider going forward. As capital becomes more difficult to obatin, companies with large debt loads in many cases will have problems financing day to day operations.  As investors, conservation of capital becomes more and more important moving forward. In the past, a company with a strong franchise but a high debt load may have been considered for inclusion in our list. This will change now until capital markets stabilize. 

This should also serve as a reminder to all that over the long run, strong balance sheets with little debt, strong business franchises, and comitted management will ultimately pay of in higher returns down the road, or as today's markets show us, preservationof capital duringthe rough times.

Mailing list members, look for more updates in your email box, and if you are not yet a member, join now at The Dividend Post/MailingList

Please visit me at The Dividend Post


Monday, September 29, 2008

What Now ?

As the financial news worsens from day to day, I have been receiving inquiries ranging from "what should we do now" to "the sky is falling".

It is very interesting that investors panicked to buy when prices fall and ecstatic to buy when prices are high. As long term players looking to cash in on growing dividend income, we get paid to wait with our current holdings, and those of us with excess cash can search the markets for opportunities for buying in at very attractive prices.

Keep watching for new opportunities at The Dividend Post.

Wednesday, September 24, 2008

Locating Dividend Data is Easy

My favorite online spot to locate the dividend payment history of any particular issue is located on Yahoo. Just go to Yahoo.com and locate the finance link. Enter the ticker symbol and request a quote. On the left size of the page a many links where financial data is listed.

Visit the JNJ quote page as an example: http://finance.yahoo.com/q?s=jnj

Top left locate the link called "Historical Prices" - For JNJ this link is located http://finance.yahoo.com/q/hp?s=JNJ

Top Right: Click on the button that indicates "Dividends Only" and GET PRICES.

This is a great tool to scan quarterly payments over long periods pf time. Consistency and constant increases are what I look for.

Locate research online at www.dividendpost.com

Join my ever growing mailing list HERE to receive updates and the latest research.

Monday, September 22, 2008

Sysco Foods - More Good News

 Sysco has sent out some great news to shareholders today announcing a new stock buyback. We will take dividends in any form they come as long as they are not diluting our position. Sysco has the cash to return value to shareholder.

SYY analysis is online at The Dividend Post

Updates: Septtember 21, 2008:
HOUSTON, Sep 22, 2008 (GlobeNewswire via COMTEX News Network) -- SYSCO Corporation (NYSE:SYY), the world's largest foodservice marketer and distributor, announced today that its Board of Directors has approved a 20-million-share repurchase program.
The approved program is SYSCO's fifteenth share repurchase program since fiscal 1992. SYSCO's previously approved 20-million-share repurchase program from July 2007 has approximately 3.0 million shares remaining. These remaining shares will be repurchased prior to the initiation of the new program. Under the new repurchase program, shares will be acquired in the open market or in privately negotiated transactions at the Company's discretion, subject to market conditions and other factors, and in accordance with applicable laws, rules and regulations. The Company may use 10b5-1 plans from time to time in connection with its repurchases.
"Our share repurchase program is one important part, in addition to investing in our business and returning cash to shareholders through dividend payments, of utilizing cash flow from operations," said Bill DeLaney, SYSCO's executive vice president and chief financial officer. "For the last 16 years, we have returned a total of approximately $9.4 billion to shareholders, consisting of approximately $5.8 billion in share repurchases and approximately $3.6 billion in dividend payouts."
SYSCO is the global leader in selling, marketing and distributing food products to restaurants, healthcare and educational facilities, lodging establishments and other customers who prepare meals away from home. Its family of products also includes equipment and supplies for the foodservice and hospitality industries. The company operates 180 distribution facilities serving more than 400,000 customers. For the fiscal year 2008 that ended June 28, 2008, the company generated more than $37 billion in sales. For more information about SYSCO visit the company's Internet home page at www.sysco.com.

3M Company - Now at www.dividendpost.com

3M Company holds great promise for readers looking for a great brand, strong financials, as well as a great longterm history. Visit my analysis online at www.dividendpost.com. 

Look for the data HERE

Tuesday, July 29, 2008

My take on KFT

I have posted some data on Kraft Foods (KFT). A good defensive selection in a volatile market, with good upside potential and a nice dividend to boot. I expect this dividend to increase over time, providing a steady "paycheck". Look for my data online HERE

Dividend Post

The Dividend Post is first and foremost a stock selection newsletter,
where I profile great companies that pay dividends. My criteria for stock selection
rests on the following sound investment principles rated in order of importance:

1) Strong past performance.
2) Solid business franchise.
3) Strong Free Cash Flow to fund future dividends and sales growth.
4) Dividend Growth
to provide a growing income stream over time (Dividend Growth Model)
5) A good purchase price so as to benefit from capital gains over long periods of time.

Dividend Post is targeted at the following investment profile:

a) Long term investment time frame (5 years or more)
b)
Desire for an additional and growing income stream in the next 5 to 25 years.

c) Risk averse