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Category: Stock Analysis

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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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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Canadian Pacific Railway: Another Interesting Peer To Consider

Canadian Pacific Railway: Another Interesting Peer To Consider

Summary After two articles about the Brexit, it is time to get back to basics, and look for opportunities in the stock market. I already analyzed three peers in the railroad sub sector, and today I will analyze one of the Canadian peers. Analyzing a Canadian peer offers a broader understanding of the sector. Introduction After the Brexit, I believed there are several opportunities that are more attractive than industrial companies. Therefore, I personally bought shares of Citigroup (NYSE:C). While…

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Can Union Pacific Compete With It’s Peers?

Can Union Pacific Compete With It’s Peers?

Summary I previously analyzed two railroad companies that operate in similar areas, now it is time to look at Union Pacific. I will analyze its fundamentals¬†and¬†compare valuations. I will look at the efficiency metrics that are crucial at the moment, as the business environment isn’t supportive. Union Pacific was my first investment in the sector, but several months ago I added Norfolk Southern as it was even more compelling. Time to analyze it again. Introduction In my quest of analyzing…

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