Archive

by The Compound Investor

Exxon Mobil Gets Its Time To Shine As The Macro Picture Brightens (Feb 12, 2022)

AT&T Continues To Disappoint An Already Skeptical Market (Feb 4, 2022)

As Coca-Cola Toasts To A Better Year, Shares Quietly March On (Jan 18, 2022)

Farmers & Merchants Bank Of Long Beach Ticks Off Another Year Under The Radar (Jan 7, 2022)

First Hawaiian Scores Highly On Quality And Safety, And The Dividend Isn’t Bad Either (Jan 1, 2022)

American Express Shrugging Off Omicron Fears Amid Spending Recovery (Dec 28, 2021)

Portfolio: Q3 Review (Dec 7, 2021)

Alphabet Shares Remain Attractively Priced As Growth Surges (Oct 11, 2021)

Portfolio: Q2 2021 Review (Sep 5, 2021)

Wells Fargo Helped By Provisioning, But A Bit More Patience Required (July 26, 2021)

Anheuser-Busch InBev Is Still Reasonable Value After A Tough 2020 (Apr 28, 2021)

VYMI: International Blue Chip Dividend ETF; Still Reasonable Long-Term Value (Apr 21, 2021)

Molson Coors: Looking To Turn The Corner With Dividends Resuming In 2021 (Apr 16, 2021)

Toronto Dominion: Set For A Good 2021, But A Return To Pre-COVID Performance Now Reflected In The Share Price (April 8, 2021)

Portfolio: Q1 2021 Review (April 3, 2021)

Johnson & Johnson: Dividend Aristocrat At A Fair Price For Long-Term Investors (Mar 30, 2021)

Chipotle Mexican Grill: Good Growth Prospects, But Priced For Perfection At 50x 2022 EPS Estimates (Mar 18, 2021)

ViacomCBS: Up Around 300% Since Last Appearance; 1.15% Dividend Yield Means No Value Case Anymore (Mar 9, 2021)

Procter & Gamble: Dividend King; 2.56% Yield Now Not Expensive (Feb 28, 2021)

Domino’s Pizza: An Outstanding Business; Not Necessarily Expensive At 30x Earnings (Feb 20, 2021)

Exxon Mobil: Medium-Term Dividend Shifts To Stable Ground, Still Yields Circa 6.9% (Feb 13, 2021)

Farmers & Merchants Bank Of Long Beach: Q1 2021 Update (Feb 03, 2021)

Wells Fargo: Q1 2021 Update (Jan 30, 2021)

Portfolio: Q4 2020 Review (Jan 19, 2021)

PepsiCo: Q1 2021 Update (Jan 04, 2021)

Coca-Cola: Probably Fair Value (Dec 24, 2020)

Visa: Justifying The Valuation (Dec 15, 2020)

Altria: The Payout Ratio (Dec 08, 2020)

The Vanguard Dividend Appreciation ETF (Dec 07, 2020)

Mastercard: The Valuation Limiter (Nov 26, 2020)

Wendy’s: Still Not Sold (Nov 17, 2020)

J.M. Smucker: Still A Bargain (Nov 06, 2020)

Citigroup: Going Cheap (Oct 23, 2020)

ConocoPhillips: The Concho Deal (Oct 20, 2020)

Portfolio: Q3 2020 Review (Oct 02, 2020)

Kraft Heinz: The Road Ahead (Sep 24, 2020)

Toronto-Dominion Bank: Banking Dividends (Sep 19, 2020)

McDonald’s: Checking In (Sep 12, 2020)

Discovery: Totally Unloved (Aug 29, 2020)

Apple: The Expansion Continues (Aug 25, 2020)

Molson Coors: Still Subdued (Aug 19, 2020)

Exxon Mobil: No More Debt (Aug 07, 2020)

The Coffee Can Portfolio (Jul 30, 2020)

Wells Fargo: Taking Its Medicine (Jul 18, 2020)

Papa John’s: Too Expensive Right Now (Jul 14, 2020)

Comcast: A Fair Deal (Jul 10, 2020)

Nike: Somewhat Expensive (Jul 03, 2020)

Coca-Cola: What’s Up? (Jun 27, 2020)

Disney: Patience Required (Jun 20, 2020)

York Water: Even More Expensive (Jun 13, 2020)

Apple: Multiple Expansion (Jun 11, 2020)

Microsoft: Increasingly Popular (Jun 06, 2020)

The Micro Portfolio (Jun 03, 2020)

Anheuser-Busch InBev: Still Cheap (Jun 02, 2020)

Molson Coors: Beat Up (May 30, 2020)

Chipotle Mexican Grill: Incredibly Expensive (May 27, 2020)

Hershey: It’s Been A While (May 23, 2020)

The Vanguard International High Dividend Yield ETF (VYMI) (May 21, 2020)

ViacomCBS: It’s Still On Sale (May 18, 2020)

Farmers & Merchants Bank Of Long Beach: A Very Boring Bank (May 15, 2020)

AT&T: The Outlook To 2025 (May 12, 2020)

Wells Fargo: Incredibly Cheap (May 07, 2020)

Grace Groner: Abbott Labs Millionaire (May 05, 2020)

Brown-Forman: A Superb Business (May 02, 2020)

PepsiCo: In Great Shape (Apr 30, 2020)

Exxon Mobil: How Not To View This Crisis (Apr 22, 2020)

Kinder Morgan: The Million Dollar Question (Apr 14, 2020)

Visa: Not Particularly Expensive (Apr 10, 2020)

Coca-Cola In The Great Depression (Apr 07, 2020)

ConocoPhillips: How To Enter A Downturn (Apr 05, 2020)

Mastercard: Fortress Balance Sheet (Apr 01, 2020)

AT&T: Yielding 7% Again (Mar 28, 2020)

ViacomCBS: Priced For Destruction (Mar 25, 2020)

Discovery: Potential Defensive Play (Mar 21, 2020)

Molson Coors: Solid Defensive Play (Mar 18, 2020)

Chevron: A Good Lesson (Mar 10, 2020)

Anheuser-Busch InBev: More On The Value Case (Mar 05, 2020)

Anheuser-Busch InBev: Slammed Last Week (Mar 01, 2020)

Alphabet: Still A Reasonable Price (Feb 26, 2020)

The Actual Dividend Millionaires Of America (Feb 22, 2020)

Kraft Heinz: The Struggle Continues (Feb 15, 2020)

Zero-Commission Stock Trading (Feb 13, 2020)

The Vanguard High Dividend Yield ETF (VYM) (Feb 11, 2020)

The Amazing Story Of The Voya Corporate Leaders Trust Fund (Feb 07, 2020)

Disney: 1Q20 Review (Feb 05, 2020)

BP: 4Q19 Review (Feb 04, 2020)

Exxon Mobil: 4Q19 Review (Feb 03, 2020)

Apple: Up Over 100% In A Year (Feb 02, 2020)

Chevron: 4Q19 Review (Feb 01, 2020)

Royal Dutch Shell: 4Q19 Review (Jan 30, 2020)

McDonald’s: 4Q19 Review (Jan 30, 2020)

Exxon Mobil: Hit By Coronavirus (Jan 28, 2020)

Wells Fargo: A 2008 Scenario (Jan 27, 2020)

Wendy’s: Looks Expensive (Jan 26, 2020)

Citigroup: The Next Decade (Jan 25, 2020)

Wells Fargo: A Good Deal (Jan 23, 2020)

PepsiCo: The $60 Billion Engine (Jan 17, 2020)

Coca-Cola: Not Done Yet (Jan 14, 2020)

Buying One Share Of Coke Stock (Jan 11, 2020)

What If All You Did Was Regularly Buy Procter & Gamble Stock? (Jan 09, 2020)

Catching Up With The St. Agnes Stock Portfolio (2019) (Jan 07, 2020)

Phyllis A. Stone: Exxon Mobil Dividend Millionaire (Jan 03, 2020)

McDonald’s: The Outlook From 2020 (Dec 31, 2019)

AT&T: Due A Rerate (Dec 24, 2019)

Disney: Thoughts On The Dividend Freeze (Dec 15, 2019)

Warren Buffett’s 1966 Disney Investment (Nov 29, 2019)

Procter & Gamble: Expensive Right Now (Nov 23, 2019)

Exxon Mobil: Shareholder Returns Out To 2025 (Nov 13, 2019)

Kraft Heinz: Digesting 3Q19 Results (Nov 02, 2019)

Anheuser-Busch InBev: 3Q19 Review (Oct 26, 2019)

McDonald’s: 3Q19 Review (Oct 24, 2019)

The Incredible Story Of Stewart Horejsi (Sep 21, 2019)

AT&T: The Myth Surrounding Large Stocks (Sep 12, 2019)

PepsiCo: Incredible Consistency (Sep 05, 2019)

Hershey: Playing The Long Game (Aug 14, 2019)

McDonald’s: (More) On Debt & Stock Buybacks (Aug 7, 2019)

Fox Corporation: The Market’s Latest Blue Chip (Aug 3, 2019)

Royal Dutch Shell: The Outlook Through 2025 (Jul 27, 2019)

Kraft Heinz: The Current State Of Play (Jul 18, 2019)

Shell Midstream Partners: The 8% Yield Looks Tempting (May 16, 2019)

Chevron: Making Hay While The Sun Shines (Apr 13, 2019)

Exxon Mobil: Not A Bad Buy (Mar 28, 2019)

Kraft Heinz: Blood In The Streets (Mar 13, 2019)

Alphabet: GARP Candidate Stock (Feb 16, 2019)

York Water: Still Too Expensive (Jan 24, 2019)

Discovery: (Another) Deleveraging Play (Jan 21, 2019)

Apple: Cautiously Cheap (Jan 15, 2019)

Molson Coors: Still Going Cheap (Jan 08, 2019)

Visa: A Speculative Buy (Dec 17, 2018)

McDonald’s: The Valuation Is Risky (Dec 12, 2018)

Disney: Still A Fair Deal (Dec 05, 2018)

New York Community Bancorp: Worth Revisiting (Nov 29, 2018)

AT&T: Still Cheap On Debt Reduction (Nov 26, 2018)

Estée Lauder: The Problem Going Forward (Nov 24, 2018)

Kraft Heinz: Getting Cheap (Nov 20, 2018)

Jack Gsantner: Dividend Millionaire (Nov 10, 2018)

Anheuser-Busch: Thoughts On The Dividend Cut (Nov 05, 2018)

Charles Schwab: Tentative GARP Stock (Oct 29, 2018)

Molson Coors: Time To Load Up (Oct 22, 2018)

J.M. Smucker: Bargain Territory (Oct 13, 2018)

Russ Gremel: More Dividend Millionaires (Sep 06, 2018)

McDonald’s: Thoughts On Sales Growth (Aug 23, 2018)

Molson Coors: Attractive On Debt Reduction (Aug 17, 2018)

Coca-Cola: The Domestic Trademark Coke Engine (Aug 11, 2018)

AT&T: The Blueprint Going Forward (Jul 26, 2018)

Black Enterprise’s 1992 Consumer Stock Picks (Jul 18, 2018)

SunTrust’s Coca-Cola Position (Jul 3, 2018)

Warren Buffett’s McDonald’s Investment (Jun 29, 2018)

The Story Of Agnes Plumb (Jun 22, 2018)

21st Century Fox: A Strong Hold (Jun 21, 2018)

Disney: Still Hungover (Jun 19, 2018)

AT&T: I’m Buying (Jun 18, 2018)

Kraft Heinz: Reiterating The Case For A Dividend Cut (Jun 1, 2018)

New York Community Bancorp: The 5.4% Dividend Looks Attractive (Apr 14, 2018)

Kraft Heinz Should Cut Its Dividend (Mar 10, 2018)

Anheuser-Busch InBev: The Case For A Dividend Cut (Dec 6, 2017)

McDonald’s: Serving Up Stock Buybacks (Nov 28, 2017)

Anheuser-Busch InBev: Three Major Headwinds (Nov 9, 2017)

Realty Income: Why Investors Love It (Apr 5, 2017)

Anne Scheiber: Another Dividend Millionaire (Mar 27, 2017)

Catching Up With The St. Agnes Stock Portfolio (Dec 23, 2016)

Anheuser-Busch InBev: The SABMiller Takeover (Oct 11, 2016)

More On Millionaire Buy-And-Hold Investors (Sep 06, 2016)

Stock Market Returns In The Great Depression (Aug 10, 2016)

Disney: Returns Over The Past Twenty Years (Jul 30, 2016)

Warren Buffett’s 1989 Coca-Cola Investment (Jul 29, 2016)

Investing Lessons From The Nifty Fifty (Apr 26, 2016)

McDonald’s: Returns Since The Millennium (Apr 10, 2016)

Stock Market Returns From The Crashes Of The 1920s (Apr 7, 2016)

Exxon Mobil: The Past Twenty Years (Apr 6, 2016)

Coca-Cola: The Lost Decades (Apr 4, 2016)

The Coca-Cola Millionaires Of Quincy, Florida (Apr 2, 2016)

The Compounding World Of Millionaire Investors (Apr 1, 2016)