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

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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Lowe’s Companies (LOW) Stock Analysis

Lowe’s (LOW) operates over 1850 home improvement and hardware stores in the United States, Canada, and Mexico. With over 59 billion in revenues, Lowe’s is the second largest home improvement retailer in the world.

LOW is an extremely shareholder friendly company. In addition to 53 consecutive years of dividend increases, the company has invested 18 billion dollars in the last 5 years to purchasing its own stock.

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Emerson Electric (EMR) Stock Analysis

Emerson is a global diversified manufacturing and solutions company. EMR combines technology and engineering to help customers innovate to improve productivity and efficiency.

This Dividend King has a strong global presence (more that 150 countries) with a little more than one-half of EMR revenues coming from overseas. The company has a deep and varied product portfolio complemented by a stellar reputation and strong brand.

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Dover (DOV) Stock Analysis

Dover owns and operates a portfolio (conglomerate) of more than 40 companies. DOV has a dual strategy of organic growth and strategic acquisitions and strives to have each of its companies number one or number two in its business. Then they use their global scale, operational agility, and bundled technologies in a manner that competitors find hard to replicate (moat).

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Genuine Parts (GPC) Stock Analysis

Genuine Parts (GPC) has paid a dividend since 1948 and increased its dividend for 59 consecutive years; qualifying the company as a Dividend King.

Genuine Parts is a trusted brand with a large scale distribution system and convenient retail locations. Their reputation for part availability and fast delivery sets NAPA apart from smaller competitors. To replicate what GPC has built over the decades would require an investment that keeps competitors away (moat).

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AbbVie (ABBV) Dividend Analyzer Analysis

AbbVie is a global, research-based biopharmaceutical company formed in 2013 (spin-off from Abbott Laboratories). The company’s mission is to use its expertise, dedicated people, and unique approach to innovation to develop and market advanced therapies that address some of the world’s greatest health challenges.
The Company is engaged in the discovery, development, manufacture and sale of a broad line of pharmaceutical products for treating chronic autoimmune diseases, virology and neurological disorders.

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3M (MMM) Stock Analysis

3M (MMM) is a diversified industrial conglomerate which manufactures over 55,000 products available for sale in over 200 countries. The company calls itself a “technology company with a global presence”.

3 M is known for innovation over decades due to their successful research and development. The company is well diversified in product offerings and geography, and has a long term record of growth. They have the infrastructure and proven ability to bring new products to market.

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