Friday 11 March 2016

February Stock Analysis Update: My Most Popular New and Old Investment Reports

This site is chiefly for following my own personal investment journey. Elsewhere, however, I write material which provides fundamental analysis of some stocks that have interested me. 

Some of you may find some of them of interest and so I thought I would include a monthly update on my write-ups. A full list of my analysis articles (sorted by company name) can be found on my dedicated "Stock Analysis" page.

So what have I written about in the last month and what has remained a popular read? Let's take a quick look. 

New Articles

Fresh articles I have written this month have been quite diverse. From consumer staples to industrial conglomerates. Ranked by their popularity, here they all are: 

  1. DIS: Walt Disney: It Has Now Hit My Fair Value Target - Time To Buy Or Back Off?
  2. DGE, DEO: Diageo: Long-Term Growth Story Even More Compelling After First Half Results
  3. ACN: Accenture: Why The 5% Yield Is Just The Tip Of The Iceberg
  4. PG: Procter & Gamble: Efficiency Improvements Great, But Volume And Revenue Growth Needed To Continue Gains
  5. V: Visa: Still Lithe And Limber
  6. ARM, ARMH: ARM Holdings: After Stock Drop Should You Buy This Low-Yielding, Highly Valued Tech Company?
  7. CHD: Church & Dwight: Brand Portfolio Looks Great, But Valuation Doesn't
  8. MAT: With Revenue Stabilization In 2015, Is Mattel An Attractive Buy Right Now? 
  9. MKC: Food Fight, Part 7: McCormick Is A Spicy Long-Term Buy Despite Its Lofty Valuation
  10. MedTech Series: Why Medical Technology Companies Should Have A Place In Your Portfolio
  11. BF.B: Brown-Forman: Are We Overlooking The Hidden High Yield At This Consumer Defensive? 
  12. SN, SNN: MedTech, Part 1: Smith & Nephew - Attractive Valuation For Well-Placed, Solid Yielding Healthcare Giant
  13. HAS: Hasbro: Strong 2015 Results From An Attractive Company - Is It A Good Time To Buy?
  14. TSN: Tyson Foods: Was The 10% Jump On Q1 Results Justified?
  15. ROP: Roper Technologies: Hard To Fault Despite High Valuation And Low Yield
  16. SIG: Signet Jewelers: Limp Historical Cash Flows Put Me Off, But Are They Set To Improve? 
  17. KO: Coca-Cola's (KO) 3% Dividend Yield Is Just The Beginning - The Power of the Buyback Is Clear

Top 10 Previous Articles

New analyses were not the only ones to pull in fresh readers this month. Articles written in previous months often tend to have quite a long shelf-life. So which ones were most popular during the month? Well, here I break down the 10 most popular:
  1. DIS: Walt Disney: Should You Be A Bear Or Bull?
  2. ULVR, UL: Unilever Remains Dividend Stalwart
  3. TSN: Food Fight, Part 6: How Does The Transforming Tyson Foods Compare To Its Food Sector Peers?
  4. MAT, HAS: Mattel Vs. Hasbro: Which Toy And Games Giant Should You Add To Your Portfolio?
  5. LANC: Lancaster Colony: A Share Price Drop Of 15% On Q2 Results; Time To Buy?
  6. DGE, DEO: Diageo: A Healthy And Attractive Long-Term Defensive Buy, But Wait For A 5% To 10% Pullback
  7. RL: The FCF 5: Does Ralph Lauren Pass My 5 Free Cash Flow Tests?
  8. CPB: Food Fight, Part 3: Campbell Soup Is A Super Business, But Currently Still Overvalued
  9. HRL: Food Fight, Part 4: Dividend Aristocrat Hormel Foods Is Highly Attractive, Just Not At This Price
  10. GIS: Food Fight, Part 5: General Mills Compares Well To Its Peers And Is (Relatively) Fairly Valued

Over to You

Hopefully some of these may have been of interest to you. If there are any companies that interest you as a subject of such an analysis, please do feel free to comment below or use the contact page to email me. I will see what I can do!


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[Creative Commons image reproduced from Flickr user teegardin]

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