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Chad Henage

  • Showrooming and Sporting Goods

    By Chad Henage - May 15, 2012 | Tickers: AMZN, DKS

    There has been a lot made of the concept of showrooming. If you aren't familiar, showrooming is a new term where a customer shops for something in person at a retailer, and then goes online to make the purchase. This phenomenon has propelled companies like Amazon.com (NASDAQ: AMZN) to new heights in the stock market. As Amazon grows, the company is in theory hurting traditional brick and mortar retailers like Walmart and Target. One retailer that seems to be holding up pretty well against this threat is Dick's Sporting Goods (NYSE: DKS).

  • Top Rated Insurance Companies

    By Chad Henage - May 15, 2012 | Tickers: MHLD, MMC

    It's somewhat surprising to me the lack of interest in the market for insurance stocks. I've routinely found companies in this industry trading at a discount to their growth rate, and paying good dividends. With this in mind, I recently ran a screen on The Motley Fool CAPS Screener looking for insurance companies that met the following characteristics:

    2%+ Yield
    10%+ EPS growth last 3 years
    4 or 5 star rating on CAPS 

  • Ebix Earnings – Behind The Headlines

    By Chad Henage - May 15, 2012 | Tickers: EBIX, SAPE

    The best way I can explain Ebix (NASDAQ: EBIX) is, if your insurance company needs to get a transaction done, Ebix helps them do it. The company is a leading supplier of on-demand and e-commerce services for the insurance industry. As thousands of partners grow their business, Ebix grows as well. With the company's recent earnings report we get a look into how the company is doing, and this also gives us a decent proxy for how the insurance industry is doing as well.

  • The Better Buy In International Media

    By Chad Henage - May 15, 2012 | Tickers: CTCM, TWX, WPPGY

    Anytime the market takes a tumble like it has as of late, is the perfect time to look for stocks that might be undervalued. I regularly use The Motley Fool CAPS Screener to come up with ideas for investments. Recently I ran a screen asking for at least a 2% yield, 10% EPS growth, and at least a 4 star rating on CAPS. I was specifically looking for media related companies that would fit these criteria. The reason I chose media is, if the economy continues its recovery, media producers will benefit. This screen turned up two international companies that I thought looked attractive, CTC Media (NASDAQ: CTCM) and WPP plc (NASDAQ: WPPGY). One is a Russian media outlet, the other is an Irish company that handles media and multiple other businesses. The question is, which one is the better buy today?

  • The Better Buy in Industrial Stocks

    By Chad Henage - May 14, 2012 | Tickers: ETN, ITW

    If you believe as I do, that the economy is on a path of recovery, there are certain sectors that should benefit. Specifically companies in the industrial sector usually benefit from higher demand. With this in mind, I recently ran a screen on The Motley Fool CAPS Screener to look for industrial companies that had the following characteristics: 2%+ dividend yield, 10%+ EPS growth in the last 3 years, at least a 4 star CAPS rating. Of the companies that the screen returned, there were two familiar names that I wanted to investigate further: Eaton (NYSE: ETN) and Illinois Tool Works (NYSE: ITW). Both companies provide products that aid in industrial production, but which is the better buy?

  • The Better Buy in Oil & Gas

    By Chad Henage - May 14, 2012 | Tickers: MVO, PSE

    With the market recently hitting a rough patch, these are the times to look for bargains in sectors that you aren't invested in. With this in mind, I ran a screen on The Motley Fool CAPS Screener for energy companies with at least a 2% yield, 10% or better past EPS growth, and a CAPS rating of at least 4 stars. Of the companies this screen returned, two looked promising, MV Oil Trust (NYSE: MVO) and Pioneer Southwest Energy (NYSE: PSE). Both companies operate in the oil and natural gas field and both pay good dividends, but which one is better? That's what we're here to find out.

  • Clorox Earnings - Behind the Headlines

    By Chad Henage - May 14, 2012 | Tickers: CL, CLX, PG

    Clorox (NYSE: CLX) is more than just bleach. A conglomerate with surprising brand diversity, it owns names such as Formula 409, Liquid-Plumr, Glad, Kingsford, and Brita, just to name a few. Clorox competes with other large multinational companies like Procter & Gamble (NYSE: PG) and Colgate-Palmolive (NYSE: CL). Since many of these company's brands are consumer staples, they have been popular with investors looking for safety. Let's look at what is going on with Clorox as of their most recent earnings report, and see what we can find behind the headline numbers.

  • Gen Y is in Trouble

    By Chad Henage - May 11, 2012 | Tickers: MCD, VZ

    Generation Y is loosely defined as anyone born between the years 1980 and 1999. This means Gen Y's age range is from 13 to 32. The reason I want to clarify this right away is, there are frightening statistics from MFS Investment management about this age group when it comes to investing. According to this survey, 40% of Gen Y investors (ages 18 – 30) said they agreed they “will never feel comfortable investing in the stock market”. Another 30% said that protecting principle was their primary investment objective. However, the most unbelievable statistic is that Gen Y has allocated 30% on average to cash, and just 33% to stock funds.

  • The Better Buy In Chemicals

    By Chad Henage - May 11, 2012 | Tickers: APD, DD

    I recently ran a screen using The Motley Fool CAPS Screener looking for good values in the chemicals sector. In theory as the economy improves, there will be a greater need for chemicals as end demand for products picks up. With that in mind, I wanted companies with at least a 2% yield, 10%+ past earnings growth, and at least a 4 star rating by CAPS members. From this screen I found two companies that look attractive: Air Products & Chemicals (NYSE: APD) and E. I. Du Pont de Nemours (NYSE: DD). However, like most investors I don't buy two or three companies from the same field, I usually try to diversify with just one buy. Which one of these two is potentially the better deal today? Let's compare them and find out. 

  • WWE Earnings - Behind The Headlines

    By Chad Henage - May 11, 2012 | Tickers: LYV, WWE

    Depending on what you believe, World Wrestling Entertainment (NYSE: WWE) is either staged entertainment or staged foolishness. Most people have strong opinions about professional wrestling, I personally have been a fan for years. I've written before that I'm worried about WWE's dividend, that concern still stands. However, I've also followed WWE as both a fan and at times a stockholder. While Wrestlemania 28 is behind us, there have been some developments since that I believe could change how WWE does going forward. Let's look at both this last quarter and also see what WWE's future holds.

  • This Market Needs Some Prozac – Part 2

    By Chad Henage - May 11, 2012 | Tickers: COH, FOSL

    Just five days, that's all it takes in this market to lose nearly 44%. Now I can understand if the company reported some horrifically bad report saying they were re-stating earnings. I could also understand a 44% drop if a company said they were going to lose money this year, when previously predicting a profit. However, in today's market, all it takes is an earnings announcement that doesn't live up to every bit of expectations. A good example of this is Fossil (NASDAQ: FOSL). The company reported earnings and the stock is down 38% today alone.

  • The Better Buy in International Telecoms

    By Chad Henage - May 11, 2012 | Tickers: FTE, TEF, VOD

    When it comes to international telecommunication companies, there are three major players that I've seen many articles about. They are Vodafone Group (NASDAQ: VOD), France Telecom (NYSE: FTE) and Telefonica (NYSE: TEF). Not unlike their stateside counterparts Verizon and AT&T, many investors are attracted to these companies dividends and perceived stability. That being said, not all telecom companies are created equal, investors want the best. So if you're going to risk your hard earned money, which one should you choose?

  • ADP Dividend – Slowing Or Growing?

    By Chad Henage - May 11, 2012 | Tickers: ADP, PAYX

    In payroll processing, the giant of the industry is Automatic Data Processing (NASDAQ: ADP). I've seen articles in the past suggest that ADP should be considered as a core holding for any portfolio. The theory is, the economy grows over time and as the economy grows so do jobs. Since ADP is the largest payroll processor, the company makes more money the more jobs are created. This fact also works in the opposite direction as ADP shareholders have realized. In the last five years, ADP stock has not done much, five years ago the stock was at $48, today shares trade for about $53. However, while the stock has been flat, ADP has consistently grown their dividend. For nearly 30 years the company has managed to increase the dividend. The question is, can it continue and if so, are the increases slowing down or speeding up? 

  • Can You Bank On These High Yielding Companies?

    By Chad Henage - May 10, 2012 | Tickers: NYB, BNS

    The banking industry doesn't get much love in today's market. Even the best banks can barely get their stock prices to move. When an industry is in the doldrums, sometimes you have to look outside of the biggest names to find bargains. I recently ran a screen on the Motley Fool CAPS Screener to look for bank stocks that paid at least a 2% yield, had 10% or better earnings growth, and were rated 4 – 5 stars by the CAPS community. Of the stocks this screen returned, I found two that looked like they might be attractive buys, New York Community Bancorp (NYSE: NYB) and The Bank of Nova Scotia (NYSE: BNS). I'll be referring to these companies as NYB and BNS to avoid an article that is longer than a trip to Nova Scotia. 

  • Get Your Part Of Future Growth

    By Chad Henage - May 10, 2012 | Tickers: ALV, GNTX

    Despite the recent headlines, there are encouraging reports that the economy is improving. With that in mind, companies that are in cyclical industries should benefit. This lead me to run a screen on Motley Fool's CAPS Screener for auto parts manufacturers. While picking a specific auto manufacturer is more difficult because of shifting customer preferences, auto parts are supplied to all of the manufacturers. My screen had simple but tough criteria. I wanted companies of at least $300 mil. in market cap., a 2% or greater dividend, 10% or better trailing earnings growth, and at least a 4 – 5 star rating by the CAPS community.

  • AT&T Dividend: Slowing Or Growing?

    By Chad Henage - May 10, 2012 | Tickers: AAPL, T, VZ

    AT&T (NYSE: T) shareholders love the company's dividend. In fact, I would argue that over the last few years, the primary reason many investors bought AT&T was the dividend. I'll lay it on the line right up front. I'm worried for your dividend. Let me show you what I've found, and you tell me if these numbers worry you.


  • This Market Needs Some Prozac – Part 1

    By Chad Henage - May 10, 2012 | Tickers: GMCR, SBUX

    I've never seen such a blatant overreaction to news in my life as in the last few weeks. For me it started with Green Mountain Coffee (NASDAQ: GMCR). The company reported earnings that were cause for concern and the stock dropped nearly 50% in one day. Really? So the company was worth say $8 billion one day, and disappointing earnings caused half of the value of the company to disappear. Let's get real, there was panic selling that caused more panic selling. Let's examine this “disastrous” (hear the sarcasm?) report and see just what caused $4 billion in market cap to disappear overnight. 

  • Buffalo Wild Wings: Behind The Headlines

    By Chad Henage - May 10, 2012 | Tickers: BWLD, CMG

    I wonder if there will be a time when Buffalo Wild Wings (NASDAQ: BWLD) is as well respected as Chipotle (NYSE: CMG)? I only ask the question because, both companies are popping up all over the place, and both show tremendous potential and growth. Their valuations on the other hand are not similar. We'll look at a few comparisons of the two, but for now my main focus is how Buffalo Wild Wings did in this most recent quarter. With a market cap of just $1.5 billion, Buffalo Wild Wings isn't as well known as some of its competition. But if the company keeps turning in quarters like this one, that will soon change.

  • Does This Duck Have Something To Quack About?

    By Chad Henage - May 10, 2012 | Tickers: AFL, ALL

    Aflac (NYSE: AFL) has been one of my favorite stocks for a while. The reason is simple, the company knows what it does, and does it well. With near 9% revenue growth, 10% EPS growth, and over 27% dividend growth in the last 5 years, the company has been doing a lot right. The company recently reported earnings which gives us a chance to see what is going on with the company.

  • Pepsi Dividend – Slowing Or Growing?

    By Chad Henage - May 10, 2012 | Tickers: MNST, PEP, KO

    PepsiCo (NYSE: PEP) has been a favorite of dividend investors for a long time. It's not hard to understand why. With the company's most recent increase the dividend has been growing for 40 years. Just as an example of the power of rising dividends, you could have bought Pepsi 10 years ago for about $50 a share. While the 3.28% average increase in the stock price isn't much to write home about, the dividend is a different matter. Back in 2002 your yield would have been just 1.2%, ten years later your effective yield is now 4.3%. Since this 4.3% yield beats many fixed income investments, this is something to brag about. The question is, can this dividend growth continue?

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