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Conservative Portfolio

Illinois Tool Works Delivers Another Solid Qtr

Industrial equipment manufacturer Illinois Tool Works (ITW) just delivered another solid qtr, which means the economy is growing. Here’s where I see ITW going.

J&J Might Deliver 10% Profit Growth

Johnson & Johnson (JNJ) has delivered 6% annual profit growth on average the past decade. Now with the U.S. dollar weakening, JNJ might grow profis 10%.

Walgreen’s Profit Growth Just Accelerated

Walgreen’s (WBA) profit growth accelerated from 4% to 13% the past 2 qtrs — with 13% growth expected the next three qtrs as well. Will this help the stock tho?

UnitedHealth is Like a Machine

UnitedHealth (UNH) is like a machine. Keeps medical costs well managed, grows membership, gets rid of money-losing things like Obabacare. And grows profits.

McDonald’s is Now A Technology Stock

McDonald’s (MCD) quick embrace of electronic ordering kiosks and UberEATS has made it somewhat of a technology stock. And tech stocks deserve higher multiples.

Perhaps It’s Time Microsoft Stock Simmered Down

Microsoft’s (MSFT) up around 25% during the last year — as profits rose 19% on a 5% gain in sales. But with a P/E if 22 and profits set to decline, MSFT could take a breather.

BlackRock Has the Wind at its Back With ETFs

BlackRock (BLK) has the wind at its back as investors are going more-and-more towards index funds and ETFs — which is two-thirds of BlackRock’s business.

McCormick Scores With Frank’s Red Hot

McCormick (MKC) is acquiring French’s Mustard and Frank’s Red Hot Sauce, but the big positive is the decline of the U.S. dollar which could help profits grow 10% this year.

Pepsico Shows Why Growth is Better Than Value

The Growth vs. Value debate was raging last weekend, with many pundits thinking value stocks are due to rise. Pepsico (PEP) is a great example of why that thesis is flawed.

Is Passive Investing Hurting Factset Research?

Is passive investing — i.e. people putting money into index funds and ETFs — hurting Factset Research (FDS)? Yes. But the pendulum is about to swing the other way.

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