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Author: Khen Elazar

Air Products And Chemicals: Time To Look Again At The Basic Materials Sector

Air Products And Chemicals: Time To Look Again At The Basic Materials Sector

Summary When I sold the shares of BHP Billiton, I sold my only basic materials stock. Almost two years ago, I analyzed the industrial gases sub sector. It was too expensive back then, and I wish to look at the sub sector again. Air products and Chemicals is a dominant company in this sector, and I will analyze it after the spinoff of the electronic materials business last October. Introduction I used to own BHP Billiton (NYSE:BBL) in my portfolio…

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Portfolio Update- January 2017

Portfolio Update- January 2017

I am planning to share with you on a monthly basis my dividend growth portfolio. I will update it at the beginning of each month. You can see my portfolio using the menu button. This post will offer a shortlist of the changes in the past month. Every quarter I publish a borader quarterly update. You can read it here.

My Dividend Growth Portfolio – Q4 2016 Summary

My Dividend Growth Portfolio – Q4 2016 Summary

Summary In 2015 I started publishing quarterly updates regarding my dividend growth portfolio. I believe that someone who writes about financial assets should expose their main holdings to his readers. In this article, I will share my portfolio, changes in the past 3 months and stocks that are currently on my wish list. Introduction Wow, what an interesting year 2016 was. So volatile, and yet ended with significant gains for American investors. Personally my portfolio had achieved a total return…

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B Communications – Another Investment Opportunity Emerges

B Communications – Another Investment Opportunity Emerges

Summary Over the past two years, I covered the stock extensively. During that time, the stock price has doubled, and there is still more room to grow. BCOM has been pressured heavily by the Israeli regulators. However, the Israeli government has passed the budget for the next two years, and the reforms are manageable. As I explained before, PM Netanyahu favors Bezeq’s owner, and the media says that he personally helped him to limit competition and regulation. Introduction I have…

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Abbott Laboratories – A Triple Comparison With Medtronic And Becton Dickinson

Abbott Laboratories – A Triple Comparison With Medtronic And Becton Dickinson

Summary Over the past several weeks, I was looking at medical devices companies. I analyzed both Medtronic and Becton Dickinson. Personally, I found Medtronic to be more suitable for my dividend growth portfolio, and I bought some more shares during December. In this article, I am willing to add Abbot Laboratories to the comparison in order to choose the most suitable stock for me among these three. Introduction Over the past several weeks I have been looking at the healthcare…

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Medtronic Vs. Becton, Dickinson

Medtronic Vs. Becton, Dickinson

Summary Last week, I published my analysis for Becton, Dickinson. I believe it is suitable for my portfolio. As I noted, Medtronic is one of its peers, and I should make a comparison before deciding which one should I buy. I will compare them using my analysis strategy. Introduction I am still looking for additions to my portfolio, and still searching for decent opportunities in the healthcare sector. In my previous article, I analyzed Becton, Dickinson (NYSE:BDX), and found it…

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A Look At Beckton, Dickinson After The CareFusion Deal

A Look At Beckton, Dickinson After The CareFusion Deal

Summary At the moment, I am looking for healthcare companies to add to my dividend growth portfolio. Over the past several months, I have added to my position in Medtronic. In this article, I am going to analyze Becton, Dickinson, and see whether I should add to my tiny position. If the analysis shows that BDX is suitable, I will have to choose between it and MDT. Introduction I haven’t bought any shares in December yet. I am looking for…

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How I Analyze Potential Buy Candidates: The Cases Of Disney And Johnson & Johnson

How I Analyze Potential Buy Candidates: The Cases Of Disney And Johnson & Johnson

Summary After writing dozens of articles analyzing different companies across a variety of sectors over the past year, I’ve started writing more about investment lessons I’ve learned over the past decade. I will explain the way I am analyzing stocks I’m considering for my dividend growth portfolio. I will use two companies that I own: Disney and Johnson & Johnson. The first thing I look for is growing earnings and massive free cash flow. I will look at the valuation,…

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Portfolio Update- Decmeber 2016

Portfolio Update- Decmeber 2016

I am planning to share with you on a monthly basis my dividend growth portfolio. I will update it at the beginning of each month. You can see my portfolio using the menu button. This post will offer a shortlist of the changes in the past month. Buys Cardinal Health (CAH)– CAH is a new position. Another part of my plan to hold more healthcare companies. I really like the growth prospects and the fundamentals. The valuation is only fair,…

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Portfolio Update- November 2016

Portfolio Update- November 2016

I am planning to share with you on a monthly basis my dividend growth portfolio. I will update it at the beginning of each month. You can see my portfolio using the menu button. This post will offer a shortlist of the changes in the past month. Buys Magellan Midstream Partners (MMP)– I bought more shares of this fantastic MLP. The company just raised its dividend┬áby 1.9%. As Brad Thomas says, the safest dividend is the one that was just…

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