(281)-719-8904 KenFaulkenberry@AAAMP.com

Clorox (CLX) Stock Analysis

The Clorox Company is a premier manufacturer and marketer of consumer and professional products of which 80% hold the top 1 or 2 market share positions. Operating in more than 100 countries with over 8,000 employees, the company’s latest annual revenues exceed 5.7 billion.

The Clorox dividend has been paid continuously since 1968 and increased for 39 consecutive years; qualifying the company as a Dividend Aristocrat and Dividend Champion.

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McDonald’s (MCD) Stock Analysis

McDonald’s is the largest food service retailer in the world with over 36,000 locations in 120 countries. The value-priced menu centers around their hamburgers and cheeseburgers. Iconic menu items include the Big Mac, Quarter Pounder, Filet-O-Fish, Chicken McNuggets, World Famous Fries, and more recently McCafe beverages and McFlurry desserts.

The fast casual category is very mature and growing chains such as Five Guys, In-N-Out Burger, and Shake Shack put pressure on McDonald’ s to keep prices low and/or upgrade their product offerings. It’s a tough business. Find out whether MCD is a good investment or not.

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Hormel Foods (HRL) Stock Analysis

The increasing demand for protein rich foods means Hormel Foods is on the right side of a powerful trend. Hormel’s competitive advantages include powerful brands and economies of scale which allows the company to spread costs over a large base. In addition its size gives the company purchasing power when contracting with suppliers.

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Home Depot (HD) Stock Analysis

Home Depot (HD) operates over 2,250 home improvement stores in the United States, Canada, and Mexico. With over 94 billion in revenues, Home Depot is the largest home improvement retailer in the world.

Home Depot is benefiting from a robust housing market and its extensive improvements in their merchandising and distribution system. The company’s capital allocations have been used to increase shareholder value through rising dividends, stock buybacks, and capital investments.

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Cisco Systems (CSCO) Stock Analysis

Cisco is a global leader ($49 Billion in revenue) in designing, manufacturing, selling, and providing solutions for for a broad line of information technology based products and services.

Cisco Systems has the management and financial strength to successfully transform itself from a company emphasizing individual products to a solutions and services company with a much higher percentage of recurring revenue than in the past.

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General Electric (GE) Stock Analysis

General Electric is an industrial powerhouse being redesigned to 
“build, power, move, and cure the world with software-defined machines & solutions that are connected, responsive & predictive.” The company has a long and illustrious history of achievement and high returns for investors.

A company does not thrive over 100 years without significant competitive advantages. GE has a wide economic moat because of its research & development, patents, established customer relationships, ability to do large and complex projects (because of its size and expertise), and strong brand.

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PepsiCo (PEP) Dividend Stock Analysis

PepsiCo (PEP) is the global leader in the manufacture, marketing, and distribution of food (52%) and beverages (48%). PepsiCo concentrates on convenience items that “go from package to consumption in seconds”.

PepsiCo has a wide economic moat because of its dominant snack brands. Competitive advantages include economies of scale, an adapting product line, strategic assets, and barriers to entry. The dominating distribution network and marketing prowess of PepsiCo allow it to successfully add products that are gaining favor with consumers.

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IBM (IBM) Stock Analysis

IBM is the largest Information Technology (IT) service company in the world. The company operates in more that 170 countries and benefits from many long term maintenance and outsourcing contracts that provide revenue stability.

The company is in the process of reinventing itself by shedding low older low margin businesses and investing heavily in big data. Business analytics, enterprise IT, cloud computing, mobile technologies, and security are all part of the new emphasis of the modern IBM.

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Walt Disney (DIS) Stock Analysis

The Walt Disney Company is a global media conglomerate with a diversified portfolio of businesses focusing on media and family entertainment. When I think of Walt Disney I think of quality!

The company has assembled, through organic growth and strategic acquisitions, a group of some of the highest quality assets ever assembled in their industry. They have an unmatched ability to monetize their valuable assets.

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Microsoft (MSFT) Stock Analysis

Microsoft has developed into the number two cloud computing company in the world behind Amazon. The Azure platform should provide solid growth for several years. By hosting many of Microsoft’s bellwether products including Office 365, the Azure platform provides a legitimate bridge from the old to the new.

Microsoft has a pristine balance sheet and the ability to make acquisitions to boost profitability and growth. The company’s old businesses are “cash cows” and its Azure platform is evolving into a promising growth business for the future.

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Intel (INTC) Stock Analysis

Intel is the largest chipmaker in the world. The company is known for its successful research and development which has produced consistent innovation and kept Intel in a leadership position for several decades.

High free cash flows allow Intel to maintain a strong balance sheet, return money to shareholders, and make strategic acquisition to reposition itself for growth.

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Apple (AAPL) Stock Analysis

Apple designs, manufactures, and markets the iPhone, iMac, iPad, iWatch iPod, Apple TV, more than a million Apps, operating systems, iCloud, iTunes, ApplePay, accessories, service, and support for its products.

Apple’s core strength is its ability and understanding of how hardware, software, services, and third party applications are integrated into individual Apple devices so that customers are willing to pay a premium price for their products.

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Colgate-Palmolive (CL) Stock Analysis

Colgate-Palmolive (CL) has paid a dividend since 1895 and increased its dividend for 53 consecutive years; qualifying the company as a Dividend King, Dividend Aristocrat, and Dividend Champion.

This great company is a global consumer products company whose products can be found in 223 countries; almost evenly split between developed markets and emerging markets.

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