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Holiday Gift Giving 2014

Dear Friend,Catherine Head Shot
 
This is our fifth year publishing our list of stocks that would make great holiday gifts. Our investment strategy of buying stocks that pay dividends makes this choice the gift that keeps on giving.

I would like to wish you and your families a Happy Thanksgiving.  I am grateful to all of you for your business, support and friendship!

 

 Warm regards, 

 Signature

Catherine Maniscalco Avery

 

The backbone of CAIM is to employ a classic long term investment strategy including dividend paying stocks. CAIM is an independent, women owned investment management firm specializing in managing investment portfolios for women and baby boomers.

203.966.2712  p
203.966.5697  f 



November 21, 2014|  Issue No. 57
In This Issue
Holiday Gift Giving 2014
3/4 2014 Review
Dividends Uncertain Wrld
Quick Links
Find Out More
Call me at 203.966.2712
or visit www.caimllc.com.

 


Holiday Gift Giving 2014 

                                                                                                                       

T'is the season for giving and CAIM has always advocated the gift that keeps on giving, namely high quality companies that consistently pay and increase their dividends. This is a gift that will be treasured for many years.  It's also a great way to introduce younger generations to sound investment principles, while setting up a foundation for their financial independence.

 

When making company selections we look for both financial stability and the ability to generate strong cash flow.  Instead of simply focusing on how companies perform within the next year, we also take a long-term point of view of over 3 to 5 years. We want companies that have the backbone to withstand the ups and downs of the economic cycle, as well as the difficult times that may lie ahead.

 

CAIM's suggestions:

 

Schlumberger (SLB $95.28, 1.7% dividend yield). Simply speaking, Schlumberger is the company that helps get the oil out of the ground. This is a timely suggestion as oil prices have dropped over 20% in the past three months. It is very difficult to find companies in the energy sector with positive free cash flow and SLB has $3.27 a share in free cash. The company has grown its dividend 14% over the past 5 years.

 

Tyco International (TYC $41.95, 1.7$ dividend yield). TYC is the global leader in fire and security systems. Over the past 12 years, the company has been through many changes. They are now on a clear path of growth as they have divested many non productive assets. This leads the way to consistent improvement in margins. As margins improve cash flow grows and ultimately more money to increase dividends.

 

Disney (DIS $90.28, 1.0% dividend yield). We all know Disney. It is the best run diversified media company and a great long term holding. The stock itself is reasonably priced. The company is a strong cash generator but pays a modest dividend. Disney's biggest project right now is building Disneyland in Shanghai. It takes a lot of cash to do that!  While the dividend is on the low side, it has  an annualized growth rate of 24% over the past 5 years. If you start young and compound that over many years it makes for an attractive investment.

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Third Quarter 2014 Review 

The third quarter began with much talk about the ending of the Quantitative Easing (QE) program, implemented by the Fed to help...  Read more >>
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Dividends For An Uncertain World  

US financial markets have been able to ride out all the turmoil domestically and internationally and have done nothing but gone up.   Not what you might expect..Read more >> 
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Disclaimer: NO CONTENT PUBLISHED AS PART OF THE CAIM LLC NEWSLETTER CONSTITUTES A RECOMMENDATION THAT ANY PARTICULAR INVESTMENT, SECURITY, PORTFOLIO OF SECURITIES, TRANSACTION OR INVESTMENT STRATEGY IS SUITABLE FOR ANY SPECIFIC PERSON.  TO THE EXTENT ANY OF THE CONTENT PUBLISHED AS PART OF THE BLOG MAY BE DEEMED TO BE INVESTMENT ADVICE, SUCH INFORMATION IS IMPERSONAL AND MAY NOT NECESSARILY MEET THE OBJECTIVES OR NEEDS OF ANY SPECIFIC INDIVIDUAL OR ACCOUNT, OR BE SUITABLE ADVICE FOR ANY PARTICULAR READER.  EACH READER AGREES AND ACKNOWLEDGES THAT ANY SPECIFIC ADVICE OR INVESTMENT DISCUSSED IN THE BLOG MUST BE INDEPENDENTLY EVALUATED BY THE READER AND HIS OR HER ADVISER IN VIEW OF THE READER'S INVESTMENT NEEDS AND OBJECTIVES.
 

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