SYSCO Corporation Stock Analysis – Priced to Buy

logoSysco Corporation (SYS), through its subsidiaries, markets and distributes a range of food and related products primarily for food service industry. It distributes frozen foods, non-food items, restaurant equipment and cleaning supplies. It serves restaurants, hospitals and nursing homes, schools and colleges, and hotels and motels.

SYS is a member of Broad Dividend Achievers and has been raising dividends for last 38 years. The most recent dividend increase was in December 2008. It remains to be seen if it will increase dividends later this year. I had reviewed this stock in February 2008 which at that time was a medium risk to dividend. My objective here is to analyze if SYY still continues to be a good dividend growth stock.

Trend Analysis
This section measures the trends for past 10 years of corporation’s revenue and profitability. The parameters should show consistent growth trends. The image below shows the trend chart.

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David Swensen Interview – Reiterates Diversified Asset Allocation

Over last weekend, I came across few video clips of David Swensen over at YouTube. It appears to be an interview with some business magazine. I believe any long term investor cannot skip this writing and thoughts about asset allocation, diversification, and alternative asset class. Furthermore, how can one miss his dislike of mutual fund industry and the joker at Mad Money. Mr. Swensen calls mutual funds industry as a marketing industry. After Warren Buffett, its David Swesen whom I admire the most. Both of them have one strikingly similar advice for individual investors, and that is, invest in index funds. At the same time, the significant difference between the two is that Swensen’s thoughts appear to be more pragmatic (on relative basis) for individual investors while Buffett’s skill still continues to remain more of an art.

Dividend Tree Potpourri – September 27, 2009

During the week I participated in blog carnivals and continue to read articles from fellow bloggers. I am listing some of the articles that I enjoyed reading.

Economy, Finance, Investing.…..

These are some diverse set of articles from fellow bloggers and business magazines. I hope you enjoy reading all or some of these interesting posts.

Emerson Electric Company – Priced for Long Term Buy

logo_emersonThis article was originally published on The DIV-Net on September 17, 2009.

Emerson Electric Company (EMR) is a diversified global manufacturing and technology company. It offers wide range of products and services in the areas of process management, climate technologies, network power, storage solutions, professional tools, appliance solutions, motor technologies, and industrial automation. It is recognized for engineering capabilities and management excellence, Emerson has more than 140,000 employees and approximately 255 manufacturing locations worldwide.

EMR is a Dividend Aristocrat and member of Broad Dividend Achiever and has been raising dividends for last 52 years. The most recent dividend increase was in November 2008. It remains to be seen if it will increase dividends later this year. My objective here is to analyze if EMR still continues to be a good dividend growth stock and how does it rate on my scale of risk-to-dividends.

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GE Underscoring Its Core Competency – Infrastructure

ge monogramIn one of the recent brand valuing exercise, GE’s brand value in dollar terms came out at number four. GE’s current number four position remains unchanged since 2001. One would tend to assume and to a certain extent question the fact that how can it remain same with what happened with GE in 2008 and early 2009. There were many factors such as CEO missing the bus on earnings, coming out with everything OK statement, cutting dividends, capital infusion from Buffett, etc. So we as individuals would tend to think that GE brand value should have gone down.

I think the key aspect that we miss here is the GE’s positioning in global economics. When we look at GE we look at window of US economies and US stock markets. We come to a conclusion that GE is toast and does not deserve its top ranking. We tend to forget that GE earns up to 60% of its revenue from markets outside North America. GE’s products, reach, high end markets, and presence in emerging markets, is what makes its brand valuable.

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