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

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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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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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Exxon Mobil (XOM) Stock Analysis

Exxon Mobil (XOM) has paid a dividend since 1911 and increased its dividend for 34 consecutive years; qualifying the company as a Dividend Aristocrat and Dividend Champion.

XOM has a reputation for being a “superior capital allocator”. They have proven for many decades that they can reinvest in the future and provide above average returns to shareholders.

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Cummins (CMI) Stock Analysis

Cummins Inc. (CMI) designs, manufactures, distributes, and services natural gas and diesel engines and engine-related component products. The has increased its market share (and its moat) by focusing on helping customers meet global emission standards that are becoming more rigorous.

A pristine balance sheet allows management to continue focusing on its successful growth strategy. Cummins unique approach of partnering with locals on overseas projects has many advantages.

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