August 2010

ADP’s Dividend vs Paychex’s Dividend

by Glenn Busch August 31, 2010
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Comparing Automatic Data Processing’s (ADP) dividend payout and growth to Paychex’s dividend payout and growth. Which company is the mroe compelling choice based on its dividend policy, business prospects, and valuation?

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Future Growth for Paychex’s (PAYX) Dividend?

by Glenn Busch August 25, 2010
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Paychex has grown its dividend for 19 years but can this growth continue? Or to rephrase, has Paychex’s dividend growth been a function of EPS growth or payout ratio growth?

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13F Comparison: David Einhorn & Greenlight Capital 1Q 2010 vs 2Q 2010

by Glenn Busch August 24, 2010
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A 13F comparison for Greenlight Capital, 1Q 2010 versus 2Q 2010, and a look at their position in recently spun-off Furiex Pharmaceuticals (FURX).

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Fairholme Fund 13F Comparison, BP Plc, & LEAPs

by Glenn Busch August 19, 2010
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Latest 13F comparison for the Fairholme Fund manged by Bruce Berkowitz, a discussion of their investment in BP Plc, and using LEAPs to improve the risk/reward profile.

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Fallen Angels Report: Getting Ready for Something Big

by Gabriel Wisdom August 17, 2010
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Gabriel Wisdom’s guest post discussing the Presidential cycle as it pertains to stocks and why the Boulder Growth & Income Fund (BIF) is a Fallen Angel.

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Baxter International’s (BAX) Pump Recall and One Time Charges

by Glenn Busch August 3, 2010
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Is the COLLEAGUE pump recall a recoverable calamity? What are Baxter International’s P/E ratio and cash flow yield when the recall charges are added back?

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