The following are companies, that in our view, are quality long term investment opportunities. These companies have a good chance of outperforming the S&P 500 over the next 2-3 years. For practical purposes, outperforming can mean falling less than the respective index rather than going higher. However, we are more than willing to take short-term gains if the gains exceed the historical average annual return of the market on an annualized basis.
2011 Investment Observations
- Simmons First National (SFNC) April 11th
2010 Investment Observations
- ConAgra (CAG) Dec 1st
- Eli Lilly (LLY) Dec 16th
- West Pharmaceutical Services (WST) Oct 17th
- Northern Trust (NTRS) September 1st
- Transatlantic Holdings (TRH) August 27th
- Wesco Financial (WSC) August 24th
- ExxonMobil (XOM) January 25th
- Gilead Sciences (GILD) January 13th
- SuperValu (SVU) January 6th
- California Water Service (CWT) January 3rd
2009 Research Recommendations
- Aqua America (WTR) October 31st
- Northwest Natural Gas (NWN) October 3rd
- Cardinal Health (CAH) September 24th
- Abbott Laboratories (ABT) September 24th
- Weyco (WEYS) July 6th
- Cardinal Health (CAH) June 4th
- H&R Block (HRB) May 19th
- Bard Inc. (BCR) April 23rd
- Matthews Intl. Corp. (MATW) March 31st
- Meridian Biosciences (VIVO) March 26th
- Helmerich & Payne (HP) March 10th
- Bank of Hawaii (BOH) January 12th
2008 Research Recommendations
- Sysco (SYY) December 17th
- Altria (MO) December 9th
- Air Products & Chemicals (APD) September 29th
- Walgreen’s (WAG) September 24th
- Archer Daniels-Midland (ADM) September 5th
- Nucor (NUE) September 3rd
- SuperValu (SVU) August 6th
- Carlisle Companies (CSL) May 17th
- Masco (MAS) May 15th
- Briggs & Stratton (BGG) April 16th
- American National Insurance (ANAT) April 10th
- Mine Safety Appliances (MSA) April 4th
- CenturyTel (CTL) April 3rd
- Illinois Tool Works (ITW) April 2nd
- Clorox (CLX) March 31st
2006 Research Recommendations
- Helmerich and Payne (HP) September 6th
Note: The combined list is drawn from our former site at Dividend Inc which was started in 2006 and the New Low Observer which was started on July 24, 2009. Some recommendations can be verified with the third party site that we publish on at Seeking Alpha.com. Because we cannot choose or edit articles that are submitted to Seeking Alpha, it is your best source for verifying our claims on our Research/Investment recommendations and the few sell postings that were accepted.