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

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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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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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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Cisco Dividend Stock Analysis (CSCO)

Cisco has a large established clientele that is producing a steady increase of revenue from high margin services. Customer loyalty provides them a built-in advantage to be the provider of new services.

The company is one of the top 20 Research & Development (R&D)
(6.2 Billion in 2015) investors in the world. Their broad product line up, R&D, and continual pursuit of the “next big thing” keep Cisco at the forefront of constant change.

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Walt Disney (DIS) Dividend Stock Analysis

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.

The Walt Disney Company is a global media conglomerate with a diversified portfolio of businesses focusing on media and family entertainment. The company operates in five segments: Media Networks, Parks & Resorts, The Walt Disney Studios, Disney Consumer Products, and Disney Interactive.

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Cummins (CMI) Dividend Stock Analysis

Cummins Inc. (CMI) designs, manufactures, distributes, and services natural gas and diesel engines, and engine-related component products. A pristine balance sheet allows management to continue focusing on its successful growth strategy.

The company has paid a dividend since 1948 and increased its dividend for 9 consecutive years. During the last decade it has increased its market share (and its moat) by focusing on helping customers meet global emission standards that are becoming more rigorous.

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Sanderson Farms (SAFM) Dividend Stock Analysis

Sanderson Farms is a conservatively run family business. Joe Sanderson has been the CEO and/or Chairman of the Board of Director since 1989. The company has paid off all its long term debt and maintains a high level of liquidity.

The trend in the U.S. is toward more healthy and fresh food. SAFM is a leader in producing affordable natural lean protein.

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