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

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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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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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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Lockheed Martin (LMT) Dividend Stock Analysis

The world is a very dangerous place, and there is growing recognition among the populace and Congress that increased resources are needed to meet our needs. The Iraq and Afghanistan wars have left the military with high replacement and refresh needs.

Lockheed Martin is well positioned to provide the research, layout, manufacture, products, improvements, and service for systems required by the military complex.

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CVS Health (CVS) Dividend Stock Analysis

Through strategic mergers and acquisitions CVS has evolved into one of the largest pharmacy retailers and a top-tier Prescription Benefit Manager (PBM). The company has significant competitive advantages because of its size.

CVS and Walgreen’s operate as a duopoly. Economies of scale and pricing power give CVS unmatched advantages. Demographics and trends in medicine (i.e. increased insurance coverage) provide powerful drivers for continued growth.

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Costco Wholesale (COST) Dividend Stock Analysis

Costco Wholesale operates no-frills membership warehouses with wholesale prices in approximately 500 U.S. locations and another 200 around the globe. The company owns nearly 80% of the buildings and lands stores are located on!

The membership warehouse club business model allows Costco to concentrate on providing its members prices lower than any of their competitors. The fee model provides a stable base of revenue that goes straight to the bottom line. This is a win-win for Costco members and the company.

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Best Buy Dividend Stock Analysis (BBY)

Best Buy is the largest U.S. retailer of technology products and services. It sells and services computers, televisions, appliances, phones, entertainment products, digital imaging and accessories, and increasingly focusing on the Internet of Things (IoT).

The Internet of Things (IoT) is driving a product cycle that requires a great amount of explaining. Many new products are desired by customers to be touched, felt, and experienced before purchase. This favors and adds value to the in-store format and Best Buy’s management is factoring this in to their marketing plans.

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IBM (IBM) Dividend Stock Analysis

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

IBM is spending billions on research & development and acquisitions to move quickly into these growing segments.

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Microsoft (MSFT) Dividend Stock Analysis

Microsoft is a company in transition under new CEO Satya Nadella. The “Windows first” strategy is being replaced with a “cloud first, mobile first” strategy.

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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Read More.