ITW News and Press, Illinois Tool Works Inc. From 01/01/20

A good run The portfolio was up 6.06% in Q4 and 26.79% for 2019. The four-year gain has been 62.40%. We've had several good runs since I began investing in 1982. At some point, we'll have a bear market. Don't get complacent. During 2019, we began taking monthly distributions from my IRA. I...

In this companion article to one ranking the Dividend Kings , I rank the 57 Dividend Aristocrats. These are S&P 500 stocks that have increased their dividend payouts for 25 consecutive years or more. The article includes tables listing key metrics, quality indicators, and fair value e...

November continued a remarkable year for the markets this year, and my portfolio, and hopefully yours, took part in the fun. My portfolio was up 2% for the month and is now up over 20% year to date. But allow me to take a moment and review my goals for this portfolio because my goals really ...

Overview In this article, I present an analysis of a modified list of the Dividend Champions. I analyze all stocks in the list except the Dividend Kings. I track the Kings separately due to their long-term success in growing dividends. You can read my recent analysis update on the Divide...

I’ve written many times before that one of the biggest risks in paying up for growth is that sooner or later the growth slows and those inflated multiples come back to earth. And so it is with Middleby ( MIDD ), where the company has seen a return to revenue contraction on an organic ...

Introduction The Dividend Champions list is a monthly compilation of companies which have consistently increased their annual dividend payouts, and the latest edition may be found here . However, since this list is only produced once per month, the data in it can quickly get out of date. Fu...

Stock market euphoria may not be over yet, despite worrisome signals of a reckoning, including bullish sentiment and an extreme number of stocks trading at least 5% above their 200-day moving average. According to the latest AAII Sentiment Survey , 44.1% of respondents think stock prices wi...

Maybe the worst thing I can say about Illinois Tool Works ( ITW ) as a company is that it’s kinda dull and that it underinvests in R&D – something management likely would disagree with. Otherwise, we’re talking about an incredibly well-run conglomerate that is very d...

For those who followed my articles regarding John and Jane, you might remember that at one point Jane held a small position in CBL in the form of preferred shares D ( CBL.PD ) in her Traditional IRA. It was a tough pill to swallow selling the preferred shares at $11.04/share but the road ahead...

Introduction As much as I or anyone else would like to be a long-term buy-and-hold investor, there are always curveballs being thrown that make one review and rethink one's previous decisions. This happened recently as I was reviewing the ten stocks that make up my core holdings. Most of...