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Income Surfer

 
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AEG, AFL, AWR, BP, CHL, CLX, CSH, ENH, GIS, HALL, JNJ, KO, MAT, MCD, PEP, PG, RIG, SLB, TGT, TUP, UL, WMT
  • My Updated Valuation Of Procter & Gamble
    Mon, Aug. 11 PG 25 Comments
  • My Updated Valuation Of Johnson & Johnson
    Thu, Aug. 7 JNJ 28 Comments

    Summary

    • Johnson & Johnson has been increasing the dividend paid annually for over 50 years.
    • The company has $31 billion in cash and only $17 billion in debt.
    • In my opinion Johnson & Johnson shares are only mildly undervalued.
  • I'm Avoiding These Two Stock Sectors
    Wed, Aug. 6 FXU, XTL, VZ 15 Comments

    Summary

    • Utility and Telecom stocks tend to offer higher dividend yields than the average S&P 500 company.
    • Low interest rates have forced income investors to seek yield outside of bonds and CDs.
    • I believe Utility and Telecom stocks are now riskier than investors realize.
  • Why I Initiated A Position In Mattel
    Mon, Jul. 21 MAT 45 Comments

    Summary

    • Mattel owns such classic brands as Hot Wheels, Matchbox Cars, Barbie, American Girl, and Tyco r/c.
    • Mattel sells/distributes its toys to Europe, Asia, and throughout the Americas.
    • The current 4.1% dividend is well covered at 60% payout, in spite of the recent decline in sales.
  • Riding The Rails To Profits?
    Wed, Jul. 16 CSX, NSC, UNP 10 Comments

    Summary

    • US railroads are extremely fuel efficient, moving a ton of freight between 400 and 500 miles on a single gallon of diesel.
    • The railroad industry enjoys extremely high barriers to entry, which keeps competition to a minimum.
    • Railroad companies ship vital commodities such as coal, oil, and agricultural food stuffs to consumers.
  • Investing In Insurance
    Tue, Jul. 8 AEG 5 Comments
  • McDonald's: Is There Still Gold In The 'Golden Arches'
    Mon, Jun. 23 BKW, CMG, SBUX 14 Comments

    Summary

    • McDonald's operates more than 35,000 restaurants globally.
    • McDonald's management has been increasing the annual dividend for decades. Most recently by 5% in the fall of 2013.
    • Comparable sales for the US were down 1% last month, while they were up on the whole in foreign markets.
  • New 'Cigar Butt' Stock Purchase: Endurance Specialty Holdings
    Mon, Jun. 16 ENH 8 Comments
  • New 'Cigar-Butt' Stock Purchase
    Mon, Jun. 16 ENH 2 Comments
  • New Buy: American States Water Company
    Mon, May. 26 AWR 21 Comments
  • May's Dividend Dates
    Mon, May. 12 TAL, RGC, ETR 5 Comments
  • The Hallmarks Of A Value Investment
    Mon, Apr. 28 HALL 6 Comments
  • The Importance Of Non-Correlated Assets
    Thu, Apr. 17 VTI, SCHB, EEM 13 Comments

    Summary

    • Vanguard's Total Stock Market ETF is up 175% since the March 2009 lows.
    • Vanguard's Total Bond Market ETF is up about 9% since March 2009.
    • IShares' MSCI Emerging Markets ETF is up about 100% since March 2009.
  • The Clorox Company: A Cursory Look
    Tue, Apr. 15 XLP, VDC, FXG 14 Comments

    Summary

    • The Clorox Company raised the annual dividend by 10.9% in 2013.
    • The Clorox Company sells products under the Clorox, Brita, Burt's Bees, Hidden Valley, KC Masterpiece, Kingsford, Pine-Sol, Tilex, 409, Liquid-Plumr, Glad, Fresh Step, Poett, and Mistolin brands.
    • 22% of The Clorox Company's sales take place internationally.
  • General Mills: My Outlook
    Wed, Apr. 9 UL, GIS 13 Comments

    Summary

    • General Mills declared an 8% dividend raise on 3/11/14.
    • General Mills owns the Betty Crocker, Yoplait, Nature Valley, FiberOne, Old El Paso, Progresso, Green Giant, Pillsbury, Helper, Totinos, and Cheerio Brands.
    • Roughly 25% of total sales in 2013 took place outside of the United States.
  • The 8th Deadly Sin: Chasing Yield
    Mon, Apr. 7 RSH, GE, WIN 46 Comments
  • Coca-Cola: Can You Beat The Real Thing?
    Mon, Apr. 7 GMCR, PEP, KO 24 Comments

    Summary

    • Coca-Cola sells more than 3,500 products in over 200 countries around the world.
    • Coca-Cola's lowest profit margins are found in its North American business segment.
    • Coca-Cola's sales volume has declined in the United States.
  • Why I Think Coke And PepsiCo Have Bright Futures
    Sun, Mar. 30 KO, PEP 7 Comments
  • PepsiCo: A Balanced Behemoth
    Mon, Mar. 24 KO, PEP 7 Comments

    Summary

    • PepsiCo has 22 brands that each generate $1 billion annually.
    • PepsiCo's revenue is almost evenly split between food and beverages.
    • Only 51% of PepsiCo's revenue comes from the United States.
  • Picking Through Stocks In Beaten Down Sectors
    Sun, Mar. 23 CHL, UL, FXI 10 Comments
  • Does Schlumberger Stack Up To Its Competition?
    Wed, Mar. 19 BHI, HAL, SLB 6 Comments

    Summary

    • Schlumberger, Halliburton, and Baker Hughes are three of the largest players in the "oil/gas field services" industry.
    • Schlumberger sells at a much lower PE than Halliburton and Baker Hughes.
    • Schlumberger has a much higher ratio of cash to debt than Halliburton or Baker Hughes.
  • Searching For Value In Offshore Oil
    Tue, Mar. 18 ESV, NE, RIG 40 Comments

    Summary

    • Transocean, Ensco, and Noble Corp are all trading near their 52 week lows.
    • Tranocean, Ensco, and Noble Corp all have P/E ratios of 10 or below. Much lower than the S&P 500.
    • I believe Transocean's liability associated with the 2010 oil spill are largely behind it.
  • A Simple Step That Pays Huge Dividends
    Fri, Mar. 14 AMTD, ETFC 6 Comments
  • Why I Bought China Mobile This Week
    Thu, Mar. 13 CHL 17 Comments

    Summary

    • China Mobile has more than 750 million customers.
    • China Mobile has more than $72 billion in cash.
    • China Mobile has grown its dividend more than 500% in the last 10 years.
  • Wal-Mart: Make Money, Live Better?
    Tue, Mar. 11 AMZN, COST, TGT 14 Comments

    Summary

    • Wal-Mart is the worlds largest retailer.
    • Wal-Mart has nearly 11,000 stores in 27 countries.
    • Wal-Mart has lowered its 2014 outlook on the back of cuts to the federal food stamp program.
  • A Pool Of Potential Insurance Company Investments
    Tue, Mar. 11 ALL, MET, PGR 9 Comments

    Summary

    • Warren Buffett made a fortune in the insurance industry.
    • Some of these insurance stocks are selling at lower valuations than the broad US market.
    • Investments in the insurance industry can be remarkably profitable.
  • Why Johnson & Johnson Is On My Watch List
    Thu, Mar. 6 IYH, XLV, VHT 15 Comments

    Summary

    • Johnson & Johnson has a great long-term track record for rewarding investors.
    • Its products should benefit with current demographic trends in the developed world.
    • Johnson & Johnson has shown the ability to continuously expand sales over its recent history.
  • Learn Your Strengths / Weaknesses, And Get Better Returns
    Thu, Mar. 6 UL, KO, JNJ 20 Comments
  • Choosing An Emerging Market ETF
    Wed, Mar. 5 GMM, IEMG, IXUS 4 Comments

    Summary

    • There are many ETFs available to investors.
    • ETF holdings and expense costs are two quick ways to narrow down the field of ETFs.
    • I invest in VWO by Vanguard because it gives me emerging market exposure and fits my portfolio best.
  • Scouting For New Dividend Ideas
    Tue, Mar. 4 AWR, NWN, GPC 9 Comments
  • Tupperware: In Every Kitchen; Should It Be In Your Portfolio?
    Mon, Mar. 3 TUP 22 Comments
  • Which ETF Do You Prefer?
    Wed, Feb. 26 ITOT, IVV, SPY 9 Comments