Church & Dwight owns the Arm & Hammer, OxiClean and Trojan brands, as well as some smaller, faster-growing brands. But even after a 35% climb in 18 months, Church & Dwight still looks strong and poised for further gains.
Restoration Hardware (RH) has been on my watch list for a long time. Believe it or not, I’ve been watching the stock for about a year—it was my Top Pick at the 2014 Cabot Investors Conference, nearly one year ago—and now, after a ton of starts and stops, shares look poised to get going.
In general, I think the future is pretty bright. By all measures, the world’s population today is better-nourished, better-educated and less violent than at any time in history. The long-term trends for the world as a whole look good. And if you’re going to be a successful investor, it truly helps to have a long-term perspective—to be able to imagine the possibility of holding onto a stock for ten years or more. Admittedly, that’s hard to do, with the media’s focus on the short term. And in the year ahead it may get even more difficult, as the noise from the current record-setting G.O.P. Presidential field—and indeed, all the election-oriented activity of the next fifteen months—serves as a constant distraction from the task/pleasure of managing your own money.Read More >
Retirees should choose consumer sector stocks with well-established brands, reliable earnings, and a history of paying regular dividends. They might not be as exciting as Amazon, but these companies can add a reliable income stream to your portfolio while also providing upside.Read More >
It’s the beginning of August, high summer in New England, and a bit of summer fatigue is setting in. Summer in New England is short, so we try to pack half a year’s worth of cookouts, beach days, hikes, kayaking, sight-seeing and other outside recreation into three months. It’s fun, but the pace can be a bit frantic, especially as the season enters its third act. Frankly, all I want to do now is lie on a beach somewhere and read a book. Read More >