ITW News and Press, Illinois Tool Works Inc. From 10/06/20

Many investors find it difficult to sell high-quality winners. But when high prices push expected future returns low enough, even the stocks of the best businesses should be sold. My goal is to demonstrate the long-term validity of taking profits in overvalued stocks by understanding ...

My passive income was up 6.7% in September and is now up 10.9% year-to-date. My portfolio underperformed during the month, falling roughly 5% due to high tech exposure. However, year-to-date, I continue to post outperformance, relative to the S&P 500, up over 9.5%. For f...

Industrials is essential for any well-diversified portfolio and 13% compounding over the last decade is not something to scoff at. Among the Industrial subsectors, Aerospace & Defense has led the charge and may continue to do so with its ability to compound revenue and earnings. ...

All stocks have at least five fiscal years of dividend growth history and come from the U.S. Dividend Champions List. An average increase of 6.5% and a median increase of 6.25%. Nine increases for next week, up from seven the past two weeks. For further details see: 9 Up...

August marked a huge month on our journey towards financial freedom. We crossed a major dividend milestone. I wrote about how we crossed $12,000 in annual dividend income and now earn an average of over $1,000 per month in dividend income. Even without the milestone, August was very exciti...

I was basically neutral on Colfax ( CFX ) as an investment idea back in early January , largely on valuation concerns, and the shares have modestly underperformed the industrial sector since then (by about 2%) and underperformed the S&P 500 by about 15%, while Lincoln Electric ( LECO ...

It's been a painful week for growth investors given significant declines in technology-oriented indexes and exchange traded funds. The NASDAQ 100 ETF ( QQQ ) fell over 11% from its intraday high this month to its intraday low this week, and returns were worse for software investors given the...

Hope everyone enjoyed Labor Day! The stock market continued to surge over 7% during the month of August! Then, the Heroes Act or Heals Act still sits in Congress, as they are on recess and they make attempts to finalize the next economic stimulus package. Dividend income, though, continues to ...

A number of publicly traded companies have, understandably, suspended their dividends during the coronavirus pandemic in a bid to conserve now-scarce cash resources. However, many of their peers are not only keeping their shareholder payouts alive, they're lifting them a little higher. Here are...

Another month, another step towards financial freedom. It never gets old typing that phrase. Simply put, writing these monthly portfolio reviews are some of the most enjoyable articles that I write here at Seeking Alpha because of the work involved in creating them. As a dividend growth inve...