Arrow Electronics the Value Continues

Arrow’s revenues increased by $230 million during the third quarter of 2016; rising from $23.9 billion in June to $24.13 billion in September, the highest figure ever. Over the year that ended on September 30, Arrow added $1.2 billion in revenues. It reported $22.93 billion in revenues in September 2015 and $24.13 billion in September 2016.

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Dominion Resources are Utilities Still a Value Investment?

Dominion’s shares are still paying off for investors in a good way. The company offered a dividend yield of 3.77% on October 21, 2016. More importantly that dividend yield has not fallen below 3% in the five years since October 17, 2016.

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What can we learn from IBM’s Earnings Report?

Despite the revenue decline, IBM is still making a lot of money. It reported $11.83 billion in net income and a free cash flow of $3.533 billion on September 30, 2016.

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Daimler the German Auto Value

I have been real impressed with auto stocks for some time because of all the cash those companies generate. That

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Microsoft is Still a Great Income Investment

Microsoft meets some of Warren Buffett’s criteria for a really good company

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Is Berkshire Hathaway right about Apple?

That’s what makes it a widows and orphans stock, no matter what happens it will make money for the foreseeable future perhaps the next 10 years or so. This reminds me of another major Buffett investment; Walmart Stores Inc. (NYSE: WMT). Like Apple, Walmart has so much money $483.83 billion in revenues in June 2016; that it can survive what would be catastrophic losses for the average company several times over.

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Capital One: The Value in Banks and Credit Cards

Capital One is a value investment because it makes a lot of money and carries a lot of float like a bank. Yet it is also experiencing a lot of growth, which makes a really good long-term buy and hold play.

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Ford Gambles Big on Self-Driving Cars

Okay, so Ford is a great company that is making a lot of money, but is self-driving vehicle technology a wise investment? Maybe not, even some of Ford’s executives have serious doubts about its profitability.

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Is Mercury General the best Auto Insurance Stock?

Mercury General is one of those rare companies that you should buy just for the dividend yield. It has delivered a dividend yield of over 4.5% for the last five years according to ycharts.

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Is Discover the Value Investment in Credit Cards?

My take is that both Visa and MasterCard are overpriced; and headed for a fall, but Discover is not. Visa in particular is on shaky ground because its booming revenue is not translating into net income.

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