John Wiley & Sons – Stock Analysis for Dividend Growth Portfolio

13 August 2009 Dividend Tree Analysis No Comments

wiley-logo John Wiley & Sons, Inc. publishes print and electronic products that provide content and digital solutions. It operates in three segments, viz., (1) Scientific, Technical, Medical, and Scholarly; (2) Professional/Trade; and (3) Higher Education. Segment 1 products include journals, encyclopedias, books, databases, and laboratory manuals in various publishing areas. Segment 2 products includes books, subscription content, and information services in subject such as business, technology, architecture, professional culinary, psychology, education, travel, health, religion, consumer reference, pets, and general interest. Segment 3 products focus on courses in business and accounting, sciences, engineering, computer science, math, social sciences, and other academic course material. John Wiley & Sons, Inc. was founded in 1807 and is based in Hoboken, New Jersey.

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NGG – Stock Analysis for Dividend Growth Portfolio

13 July 2009 Dividend Tree Analysis, International Equity No Comments

This article originally appeared on The DIV Net, on June 18, 2009

National Grid plc (NGG) is a London based UK utility company. It owns and operates of regulated electricity and gas infrastructure networks in United Kingdom (Wales and Scotland) and North Eastern United States (upstate New York, NYC, Long Island, Massachusetts, New Hampshire, and Rhode Island). It served approximately 20 million consumers in the United Kingdom and the United States.

NGG is an international dividend achiever and has been paying growing dividends for last 12 years. In one of my earlier post, I listed few companies that may have potential for international dividend growth investments. I had shortlisted NGG for more analysis. Keeping with that, my objective here is to analyze if NGG is a good dividend growth stock and how it will rate on my scale of risk-to-dividends.

Trend Analysis
Here I am looking at trends for past 8 years of corporation’s revenue and profitability. These parameters should show consistently growth trends. The trend charts and data summary are shown in images below. continue reading rest of the article….

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NGG – Stock Analysis for Dividend Growth Portfolio (The DIV-Net, 6/18/09)

KSE stocks end the week lower on profit taking (MarketsPost, 9/9/11)

KSE lacklustre amidst political turmoil (MarketsPost, 8/29/11)

Read more on National Grid Transco at Wikinvest

Which High Do You Prefer?

9 July 2009 Dividend Tree Commentary 3 Comments

Do you prefer a company with high profitability, high revenue, high income, high dividends, high market share, high cash flow, etc. Aren’t all these highs depicting a good picture about any given company’s state of business? We can find an answer to this in the concept of value investing i.e. wide moat and under pricing. These are the two key ingredients for value investing. Here, the concept of wide moat and under pricing is in the context of its business environment or competition. It is a relative term. Similarly, when we think about any given company’s financial metric, we need to look at it in relative terms. High profitability or high income, or high EPS growth rate as a standalone does not provide a true picture.

We can get a true picture by looking for consistency. Two simple statistical measures of average and standard deviation can help us measure consistency. A standard deviation that is narrow and lower than average is a good observation. The table below shows some examples of randomly selected financial metric for few companies. continue reading rest of the article….

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Value Investing: Following in The Footsteps of Sir John Templeton (Investment U, 7/20/09)

Portfolio Update: Value Stock Guide Portfolio Up 12.90% vs 4.41% for S&P500 in January 2012 (Value Stock Guide, 2/4/12)

Get the Value Stock Guide Toolbar (Value Stock Guide, 12/18/11)

Read more on Value Investing at Wikinvest

BDX – Stock Analysis for Dividend Growth Portfolio

5 June 2009 Dividend Tree Analysis 2 Comments

This article was originally published on The DIV-Net, on May 28, 2009.

Becton, Dickinson and Company (BDK) is a medical technology company that serves healthcare institutions, life science researchers, clinical laboratories, industry and the general public. BD operates in three different market segments viz. medical supplies and devices, laboratory equipments, and diagnostic products. BD is headquartered in the United States and has offices in nearly 50 countries worldwide.

BDX is a dividend achiever and has been paying growing dividends for last 10 years. In one of my earlier post, I listed few companies that may have potential for dividend growth investments. I had shortlisted BDX for more analysis. Keeping with that, my objective here is to analyze if BDX is a good dividend growth stock and how it will rate on my scale of risk-to-dividends.

Trend Analysis

Here I am looking at trends for past 8 years of corporation’s revenue and profitability. These parameters should show consistently growth trends. The trend charts and data summary are shown in images below. continue reading rest of the article….

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Becton Dickson and Company (NYSE: BDX): Stock of the Day (Investment U, 6/30/09)

BDX – Stock Analysis for Dividend Growth Portfolio (The DIV-Net, 5/28/09)

Becton Dickson and Company (NYSE: BDX): Stock of the Day (Contrarian Profits, 7/7/09)

Read more on Becton, Dickinson and Company at Wikinvest

Campbell Soup Co. – Stock Analysis for Dividend Growth Portfolio

12 May 2009 Dividend Tree Analysis No Comments

Campbell Soup Company (CPB), and its subsidiaries, does business in manufacture and marketing of branded convenience food products worldwide. It has four business segments, viz., (1) U.S. Soup, Sauces, and Beverages; (2) Baking and Snacking; (3) International Soup, Sauces, and Beverages; and (4) North America Food Service. The company was founded in 1869 and is headquartered in Camden, New Jersey.

CPB is neither a dividend aristocrat nor a dividend achiever. CPB has been paying dividends since 1980, albeit it has not been growing it consistently. My objective here is to understand if CPB has any potential to be a dividend growth investment.

Trend Analysis

This section looks at trends for past 10 years of corporation’s revenue and profitability. These parameters should show consistently growth trends. The trend charts and data summary are shown in images below. continue reading rest of the article….

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Buy, Sell or Hold: Campbell Soup Co. (NYSE: CPB) Looks to Profit From its Recent Overseas Expansion (Money Morning, 6/1/09)

Buy, Sell or Hold: Campbell Soup Co. (NYSE: CPB) Looks to Profit From its Recent Overseas Expansion (Contrarian Profits, 6/1/09)

Campbell Soup (Owner Earnings, 2/26/09)

Read more on Campbell Soup Company at Wikinvest