Wes Blevins

Long only, value, growth, long-term horizon
Wes Blevins
Long only, value, growth, long-term horizon
Contributor since: 2013
Israel is not much of an ally lately.
BNSF and UNP have a pretty even split of inland intermodal transportation.
Got in this afternoon at $107.45. What a bargain.
28 percent dividend increase
Why is MPC lumped in with the E&P's? It will enjoy the same benefits as the other refiners listed.
I was recently in Europe and saw very little UA apparel. Lots of Nike and Adidas, some North Face and Columbia. UA has tremendous growth opportunities, not only here in the US, but in multiple international markets.
My thoughts exactly.
GILD is loved, for sure. But also consider, when is the last time an S&P 500 company grew earnings by 300 percent in a year?
Thanks for the informative article. I am always a sucker for a well-put-together chart. I do think GILD and FB will be much higher in 2018 than what you are projecting.
Long GILD.
I would think KO could use the same distribution system they use for their Odwalla beverages. As for shelf life, WWAV's organic milk typically comes with an expiration date about a month and a half out.
I don't think KO will buy WWAV, but some other company will.
WWAV's rolling P/E over the last four quarters is 36. I prefer rolling P/E to fy; it more accurately reflects earnings growth.
Yes, a 7.1 percent increase to $0.335 per share
Not often you find well-run companies on sale like this.
Trading in pre-market at 13.6X the low-end of the company's projected 2016 earnings. Yielding 2.3 percent at these levels.
Great time to put in a limit order.
10.3% drop in pre-market trading makes WAG a stock trading at 16.1X forward earnings and 14.6X the low-end of their 2016 projected earnings. Also puts the yield at just above 2 percent.
Clearly some of the inversion hopes were already priced in, but not to the tune of 10+ percent. This seems like a fine buying opportunity to me.
Stock is trading at 16.5X forward earnings. Announced a great quarter with ~16 percent organic earnings growth YoY, and that's without any buybacks. Company announced plans to split itself in two, but Wall Street was hoping for a sale, and the stock is down ~15 percent over the last quarter.
I just got in at $86 and change. I am optimistic based on the company's market share in the industry (>50 percent), and the company's huge backlog ($8.9B).
Panera's market cap is $3.9 billion. Compared with Chipotle's $20.9 billion, PNRA seems undervalued.
SWKS board recently announced plans to initiate a $0.11 per share quarterly dividend. Should give DGI investors a reason to take a look at this growing company.
I am a follower of Mr. Carnevale's. One of his recent articles is where I first became aware of SLGN.
storm, I agree completely. I chose DIS for his dividend reinvestment account because it's a company he can relate to at a relatively early age. I look forward to teaching him about investing someday.
I think I have a good mix of small- to mid-cap stocks. Three of my seven larger positions (SLGN, UNM and SWKS) have market caps between $3 and 9 billion. I actually bought SWKS as a pure growth play; if they want to pay me while they keep growing, who am I to complain?
Thanks for reading and for the suggestions, blackvenom and tmoney. I have started a separate dividend reinvestment transfer-to-minor account in DIS for our 6-month-old son.
As I stated, ONVO is my one speculative stock, and currently comprises a very small percentage of the overall portfolio.
Does anybody else see SODA being in a similar place that GMCR was 3-4 years ago with its Keurig brewers? People thought they were neat and they served a niche group, but most people thought they were an unnecessary fad item. Fast forward to 2014 and everybody and their mother has a Keurig.
Excellent news for GE shareholders. Hopefully they will put some of that $$$$ to use with increased buybacks.
Perhaps. Chobani's revenue passed $1 billion annually for 2012, but there's no way of knowing how much of that is profit, since Chobani is privately held.
Alexander, thanks for your comment.
Coca-Cola has already invested in Odwalla, which produces juice drinks that require refrigeration. Chobani already has a distribution network, so Coke wouldn't need to reinvent the wheel. I also think Coke could marry Chobani with Odwalla products by producing Greek yogurt and fruit smoothies.
Another thing to think about: The things that make INGR attractive to me as an individual investor are the same things that would make it a potential buyout candidate at some point. Relatively small market cap, profitable, solid and growing dividend and a "boring" business model. It's the prototypical Berkshire buyout candidate; but could also attract suitors within the same industry. I'm perfectly happy sitting back and watching earnings and dividends grow over the years, but if some company wants to offer me a significant premium for my shares, that's just icing on the cake.
Good article. I ran across INGR in a screen I ran yesterday. After checking out the numbers and reading your article, along with the company's annual report, I decided to dip my toes in this morning. In at $67.78. Thanks for the report!
"[COP] consistently and frequently raises its dividend payout. It has more than doubled its payout over the last 8 years."
The second statement is true; but COP hasn't raised its dividend since Feb. 2011. With a ~45% payout ratio, the company could afford a dividend increase.
Thanks, I will consider that in future articles.