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

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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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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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Archer-Daniels Midland (ADM) Stock Analysis

Archer-Daniels Midland Co is a processor of oilseeds, corn, wheat, cocoa, and other feedstuffs and is a manufacturer of vegetable oil and protein meal, corn sweeteners, flour, biodiesel, ethanol, and other value-added food and feed ingredients.

ADM has sustainable competitive advantages such as size, a far reaching global research and development network, global transportation networks, a state of the art culinary center, plus processing plants, storage, and laboratories that offer barriers to entry that disadvantage smaller regional competitors.

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Parker-Hannifin (PH) Stock Analysis

Parker-Hannifin (PH) is a world leader as a manufacturer of motion systems, flow and process control technologies, filtration & engineering materials (approx. 80% of revenues), and aerospace systems (approx. 20% of revenues).

The company manufacturers thousands of individual parts in many product groups including hydraulics, automation, fluid connectors, instrumentation, filtration, engineered materials, and aerospace. The company operates in the United States and 49 other countries.

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