Saturday, September 21, 2013

Screening process

Amateur investors have their own habits in the process of screening stocks. Though probably for most DGI'ers the monthly list of David Fish is a great starting point. You can find the list at this website: The Excel-spreadsheet lists almost every (useful) indicator for companies who've paid dividends for at least 5 years (="challengers"), 10 years (="contenders") and 25+ years ("champions"). In this post I will describe some of my thinking in regards to the most recent CCC-list of August 30th.

Thursday, September 12, 2013

Stock analysis: Textainer Group Holdings

Textainer Group Holdings Limited and its subsidiaries (“Textainer”) is the world's largest lessor of intermodal containers based on fleet size. The Company began operations in 1979 and as of the most recent quarter end had more than 1.9 million containers, representing more than 2.8 million TEU, in its owned and managed fleet. Textainer leases dry freight, refrigerated, and specialized containers. Each year the company is one of the largest purchasers of new containers as well as one of the largest sellers of used containers. Textainer leases containers to approximately 400 shipping lines and other lessees and sells containers to more than 1,000 customers worldwide and provides services worldwide via a network of regional and area offices, as well as independent depots. (Source: Financial Tear Sheet TGH, as of September 7)

Tuesday, September 3, 2013

The Single Best Investment: Creating Wealth with Dividend Growth - Lowell Miller

Often I read books just for fun and a good time. When I'm done with the book it's placed on the bookshelf, never to be opened again. A few months later I hardly remember what any of those books were about. This is not a big deal if it's a David Baldacci or Dan Brown, but for financially related books I'd like to make a difference. In this article I’ll offer my take on the book ‘The Single Best Investment: Creating Wealth with Dividend Growth’ by Lowell Miller.