May 2009 - Steve Cook's Strategic Stock Investments

FREE - FOR A LIMITED TIME ONLY

Steve Cook's investment models provide specific advice & actionable recommendations you won’t find anywhere else on the Web. Enter your email address (right-hand column under 'Syndication') to ensure you receive Steve's Daily Subscriber Alerts the moment they're posted to the site.

Steve Cook's Strategic Stock Investments

Syndication

Have You Seen This?

News

  • Be sure to read my daily commentary within my free blog, Steve Cook on Disciplined Investing, covering the economic, political and market developments that impact Your Money. I include links to analysis by experts, their opinions and data that support those opinions as well as my own.

Have You Seen This?

  • Subscriber Alert 5/21/09

    As you know, earlier this year our Portfolios moved some of their cash into the ING Prime Rate Trust (PPR) in order to get a higher yield on the funds. With the dollar and US Treasuries starting to get whacked as the inflation trade starts to reassert...
  • Review of Bucyrus Int'l

    Bucyrus Int’l designs, manufacturers, markets and services draglines, electric shovels and rotary blast hole drills used in surface mining. The company has earned a 15%+ return on equity over the last four years while growing profits per share from...
  • A review of Tiffany; News on a number of our holdings

    Tiffany & Co is an internationally known retailer, designer and manufacturer of fine jewelry, silverware, china, crystal and gift items. The company has grown profits and dividends at a 15%+ rate over the last 10 years earning a 13-15% return on equity...
  • A review of Caterpillar; plus another great article on why dividends matter

    Caterpillar is the world’s largest producer of earth moving equipment serving the road building, mining, logging, agriculture, petroleum and general construction industries. The company has earned in excess of a 20% return on equity on average over...
  • Subscriber Alert; plus a review of Accenture

    Subscriber Alert At the Market open this morning, the Dividend Growth Portfolio will Sell a small portion of two stocks in which it has a full position and which have gotten ahead of themselves on a valuation basis: T Rowe Price (TROW) and Canadian National...
  • Review of Sherwin Williams

    Sherwin Williams Co. is one of the largest producers of paints, varnishes and application equipment much of its sold through 3000+ retail paint and wallcovering stores; in addition, it produces auto coatings which are sold through auto coatings outlets...
  • A review of Alliance Resource Partners

    Alliance Resource Partners L.P. produces steam coal, leases and operates a coal loading terminal on the Ohio River, resells coal directly and indirectly to utilities and provides mine products and services including the design and installation of underground...
  • Subscriber Alert-5/9/09

    As I indicated in The Closing Bell, our Portfolios are raising a bit more cash (to 28%). At the Market open Monday morning: The Dividend Growth Portfolio will Sell small portions of UGI Corp (UGI) and Phillip Morris Int’l (PM). The Aggressive Growth...
  • A review of Murphy Oil

    Murphy Oil is a global oil and natural gas exploration and production company with refining and marketing operations in North American and the UK. The company has grown profits at a 25%+ rate over the last five years earning a 15% return on equity. Its...
  • A review of Strayer Education

    Strayer Education Inc offers graduate and undergraduate degree programs in business, information technology, education and public administration both over the internet and at 55 campuses. The company has grown profits and dividends at a 20%+ pace over...
  • A review of Nu Skin Enterprises; Plus a plug for Medivation

    Nu Skin Enterprises Inc develops, distributes and sells personal care and nutritional supplements under the N Skin and Pharmanex brands. The company has earned a 20% return on equity while growing profits at a 5% pace over the last five years--though...
  • Time to lighten up some more

    Subscriber Alert Stocks have reached our next price objective. Accordingly, our Portfolios are moving to 28% in cash at the Market open this morning. In the Dividend Growth Portfolio, a portion of its holdings in Schwab (SCHW) and Walmart (WMT) is being...
  • Time to lighten up on financials and retail; Buy some oil

    SUBSCRIBER ALERT 5/2/09 As I suggested in The Closing Bell, some of our holdings in the financial, retail and materials sectors, in my opinion, have gotten ahead of their fundamentals. Accordingly as detailed below, our Portfolios will be reducing the...
  • I'm Selling one half of our ABT position

    SUBSCRIBER ALERT 5/1/09 Aside from the general fear of Obama’s national healthcare program, I have no idea why Abbott Labs (ABT-$41) is getting banged around. However, it has fallen below its Stop Loss Price. Accordingly, the Dividend Growth Portfolio...