investment
Dear Inner Circle Member,
Our first question this week—see below—is from an Inner Circle member who is thinking about buying either Nike or Lululemon, and asks us to compare the two. It’s an uncommon question, since the answer depends on his investment goals, finances and temperament, what he wants in a new investment, as well as what he already owns.
To address the question, we’d start by comparing how the two companies stand in relation to each other on a wide range of measures....
Our first question this week—see below—is from an Inner Circle member who is thinking about buying either Nike or Lululemon, and asks us to compare the two. It’s an uncommon question, since the answer depends on his investment goals, finances and temperament, what he wants in a new investment, as well as what he already owns.
To address the question, we’d start by comparing how the two companies stand in relation to each other on a wide range of measures....
NORDSTROM INC. $29 remains a hold. The company (New York symbol JWN; Aggressive Growth Portfolio, Consumer sector; Shares outstanding: 157.8 million; Market cap: $4.6 billion; Price-to-sales ratio: 0.4; Dividend suspended in March 2020; TSINetwork Rating: Extra Risk; www.nordstrom.com) owns and operates over 350 stores in the U.S....
DIAGEO PLC ADR $199 is a hold. The U.K.-based company (New York symbol DEO; Conservative Growth Portfolio, Consumer sector; ADRs outstanding: 629.0 million; Market cap: $125.1 billion; Price-to-sales ratio: 6.7; Dividend yield: 2.0%; TSINetwork Rating: Above Average; www.diageo.com) is a leading maker of premium alcoholic beverages....
BROADRIDGE FINANCIAL SOLUTIONS INC. $181 is a buy. The company (New York symbol BR; Aggressive Growth Portfolio, Finance sector; Shares o/s: 116.2 million; Market cap: $21.0 billion; Price-to-sales ratio: 4.3; Divd. yield: 1.4%; TSINetwork Rating: Average; www.broadridge.com) serves the investment industry in three main areas: investor communications, securities processing and transaction clearing.
Broadridge stands to gain from the growing push of the financial services industry to improve efficiency and lower its costs....
Broadridge stands to gain from the growing push of the financial services industry to improve efficiency and lower its costs....
BROADRIDGE FINANCIAL SOLUTIONS INC. $181 is a buy. The company (New York symbol BR; High-Growth Payer Portfolio, Finance sector; Shares outstanding: 116.2 million; Market cap: $21.0 billion; Dividend yield: 1.4%; Dividend Sustainability Rating: Above Average; www.broadridge.com) serves the investment industry in three main areas: investor communications, securities processing and transaction clearing.
With the October 2021 payment, Broadridge raised your quarterly dividend by 11.3%....
With the October 2021 payment, Broadridge raised your quarterly dividend by 11.3%....
Due to pandemic uncertainty, in 2020 financial services regulators instructed insurance companies—and the big banks—to freeze their dividends. It’s likely regulators will lift those restrictions by the end of this year.
Sun Life is in a particularly strong position to resume regular dividend hikes....
Sun Life is in a particularly strong position to resume regular dividend hikes....
A: Clairvest Group, $57.60, symbol CVG on Toronto (Shares outstanding: 15.1 million; Market cap: $885.0 million; www.clairvest.com), is a Toronto-based merchant bank that invests in both public and private corporations....
Dear Inner Circle Member,
SPAC prospects are improving, judging by two new ones that seem to hold some promise for aggressive investors.
The first and less controversial of the two is Forbes, owner/publisher of Forbes magazine and its Forbes.com website....
SPAC prospects are improving, judging by two new ones that seem to hold some promise for aggressive investors.
The first and less controversial of the two is Forbes, owner/publisher of Forbes magazine and its Forbes.com website....
Demand for gold as an investment looks attractive right now, especially if the huge government stimulus spending across the world spurs inflation. That’s likely to send more investors looking for the “safe harbour” of gold. Barrick Gold is a buy.
BARRICK GOLD, $23.92, is a buy. The stock (Toronto symbol ABX; TSINetwork Rating: Average) (www.barrick.com; Shares outstanding: 1.8 billion; Market cap: $42.4 billion; Dividend yield: 1.8%) lets you tap the second-largest gold producer in the world after Newmont (symbol NEM on New York).
Barrick now plans to focus on building new mines instead of on acquisitions....
BARRICK GOLD, $23.92, is a buy. The stock (Toronto symbol ABX; TSINetwork Rating: Average) (www.barrick.com; Shares outstanding: 1.8 billion; Market cap: $42.4 billion; Dividend yield: 1.8%) lets you tap the second-largest gold producer in the world after Newmont (symbol NEM on New York).
Barrick now plans to focus on building new mines instead of on acquisitions....
Fair Isaac and Broadridge Financial are positioned to keep expanding for the rest of the pandemic: since March of 2020, Fair Isaac is up 133.6%; and Broadridge has jumped 118.4% to a new high. We think both stocks have room to move even higher on rising COVID-spurred demand.
FAIR ISAAC CORP., $410.64, is a buy. The company (New York symbol FICO; TSINetwork Rating: Average) (www.fairisaac.com; Shares outstanding: 28.4 million; Market cap: $11.8 billion; No dividends paid) is best known for its FICO Scores software....
FAIR ISAAC CORP., $410.64, is a buy. The company (New York symbol FICO; TSINetwork Rating: Average) (www.fairisaac.com; Shares outstanding: 28.4 million; Market cap: $11.8 billion; No dividends paid) is best known for its FICO Scores software....