Over the past 5 years, The Home Depot (NYSE:HD) has been on a tear. The company’s stock is up over 300%. A couple of the factors leading to these gains are a slowly improving housing market coupled managements ability to focus on disciplined capital allocation, productivity and efficiency. These factors together have provided an environment which has produced exceptional shareholder returns.
As The Home Depot stock price has increased by over 300% over the past five years, I will analyze
Continue reading Home Depot: Today’s Froth Equals Tomorrow’s Value $HD
After what feels like centuries of losing money, many of the airlines seemed to have turned the corner and seem to be back in the black. As airlines look to have the wind at their backs, driven by lower fuel prices and an increase demand for air travel, it is expected these factors will provide a catalyst for Boeing Corporation (NYSE:BA) and in particular their commercial airplane business to experience a surge over the next decade or so.
Continue reading Global Demand Combined With Lower Energy Prices Continues To Produce Tailwinds For Boeing $BA
On March 13th, Dollar Tree released its 2014 annual report. Within the report, Dollar Tree stated it delivered an EPS of $2.90 which was an increase of 6.6% over the previous year. It reported that in 2014 sales increased by 9.72% and reached $8.602 billion which was a record for the company. Within the same report, Dollar Tree reported that same store sales increased by 4.3%, which was the largest increase since 2012.
In January of 2015, Family Dollar’s (FDO:NYSE)
Continue reading Dollar Tree: Analyzing The Family Dollar Merger $DLTR $FDO
In the face of global economic uncertainty, 3M (NYSE:MMM) is a multinational conglomerate poised to create significant shareholder returns. Currently, 3M operates in 5 different segments through a globally diversified approach. These five segments are: Industrial, Health care, Consumer, Safety and Graphics and Electronics and Energy. The chart below demonstrates the revenue percentage gathered throughout the world.
2012 was a time of refocus for 3M. CEO Inge G. Thulin looked to align the organization to become more “relevant and responsive
Continue reading 3M: Why This Fairly Valued Company Is A Buy $MMM
Over the past five years, many of the discount retailers such as Dollar General (NYSE:DG), have been on a robust run. As Dollar General is up over 178% over the past 5 years, a few questions begin to arise. Is this the time to invest? What are some of the strengths moving forward? and what are some of the headwinds that Dollar General will face?
On March 12th, Dollar General released their Q4 and 2014 annual report. Within the report,
Continue reading Dollar General: Will This Bull Keep Running? $DG