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Enterprise Products Partners L.P. (EPD) Positioned to Benefit from Buildout of U.S. Energy Infrastructure

July 22, 2014

Richard Vanden Boogard, Associate at Jacobson & Schmitt Advisors, says Enterprise Products Partners L.P. (EPD) is focused on generating returns on its investments and is a strong play on the U.S. energy theme. “What we like about Enterprise is that they’re pretty laser-focused on generating returns when they invest, number one. Number two, they seem, from our vantage point, that they are very focused on the people they have inside the company and their employees, and they recognize that their employees are very important to the success of the firm,” Vanden Boogard said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Vanden Boogard says Enterprise Products has grown significantly over the years, and as the U...
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Ross Stores, Inc. (ROST) an Undervalued Stock Expected to Show Stronger Same-Store Sales Growth

July 22, 2014

Portfolio Manager Roger Vogel of Silvercrest Asset Management Group continues to hold Ross Stores, Inc. (ROST), as he believes the stock is deeply undervalued and expects ROST to grow both its store base and same-store sales. “When we look at Ross, we think it should be able to continue to grow the store base perhaps in the mid-high single digits over time. Hopefully, Ross will also have some same-store sales growth to enable an earnings CAGR in the low-mid double digits over our forecasted time period, four years from now,” Vogel said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. With an approximate 12% earnings CAGR and targeting a valuation at the current market multiple, Vogel believes Ross’ stock is deeply undervalued, and as a value investor he is used to the ebbs and flows that may come with investing in retail...
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Comcast Corporation (CMCSA) a Blue-Chip Company with Ample Room for Growth

July 21, 2014

Portfolio Manager Sonu Kalra of Fidelity Investments characterizes Comcast Corporation (CMCSA) as a blue-chip company. Comcast holds a dominant position in core cable markets, he says, and is the leading provider of high-speed Internet. “The key here is their broadband business. If I were to take a survey of consumers and ask them what’s the one utility you can’t live without, most people would end up saying ‘Internet’ these days,” Kalra said. FOR MORE INFORMATION ON THIS INTERVIEW CLICK HERE. Comcast Corporation’s recent acquisition activity should also position the company well for the future, Kalra says...
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Amphenol Corporation (APH) a Strong Play on Proliferation of Electronics Trend

July 21, 2014

Associate Richard Vanden Boogard of Jacobson & Schmitt Advisors says Amphenol Corporation (APH) plays to the proliferation of electronics theme that his firm is eyeing, and also has other characteristics he looks for in an investment. “Amphenol is a connector company that delivers electrical connectors and interconnects. So that plays to one of the things that we like, and they have a very entrepreneurial culture,” Vanden Boogard said. “They have shown that over time they do a wonderful job of buying companies, and you can’t say integrating them, that would be the wrong word, but letting their people manage those businesses well...
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2nd Quarter Executive Turnover Remains Positive – Investment Ops Abound

July 18, 2014

Executive turnover continues in a positive direction despite a slowdown in a few of the key categories.  The trend in executive turnover continues to correlate with the continuing positive news related to job growth in the American economy and the declining overall unemployment rate.  On July 3, the U.S. Department of Labor’s Bureau of Labor Statistics (BLS) announced the June Employment Report and, as anticipated, the numbers were quite positive.  According to the BLS Report,
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