Simply Wall St Review

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I recently came across a new (new to me) financial data visualization called Simply Wall St. Right away, the interface was addictive from this Australian fintech start-up — providing a quick visual of how a company is currently positioned – based on something called a snowflake – a great visualization which shows investors how a company is currently valued based on various categories (more on this below). I try a lot of different financial tools available on the internet, but so far have been fairly disappointed with most and there are only a couple that stand out. Now, the other tools will have to fight hard for my subscription dollars after I tried and am honestly hooked on Simply Wall St.

Full Disclosure: I have signed up as a user on Simply Wall St and please note the links included in this article are affiliate links. You can still sign up for a free version, and if you choose to upgrade to a paid version, I will earn a small percentage of the sales generated. With that disclosure out of the way, lets get on to the review. I have also added an image linked on the sidebar, so if you are planning on signing up, please consider using the link on the sidebar.

Simply Wall St Review

Snowflake

First thing that the users will notice is something that Simply Wall St calls a snowflake – a blob that has two aspects to it – color and shape. The snowflake changes colors based on each company’s strength or weakness in each category. The snowflake comes in different shapes based on the following five categories: (i) Value, (ii) Expected future performance, (iii) Past performance, (iv) Financial health, and (v) Dividend income.

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Norfolk Southern Dividend Stock Anlaysis

NSC

Norfolk Southern Corp (NSC) is the fifth largest publicly traded railroad company in North America. The company commands an impressive 20,000 miles of rail network serving 22 states and 40+ ports. The following system map image demonstrates the scale and reach of Norfolk Southern. Norfolk Southern operates and services the east coast of the US and directly competes with CSX Corp (CSX).

Railroads are the pulse of the economy. While crude shipments are on their way to a recovery thanks to the rise in oil prices, coal remains in a secular downtrend. NSC sees continued pressure as coal made 17% of total revenue opportunity in 2015. NSC expects further weakness as coal volumes continue to drop. This article provides a detailed stock analysis for Norfolk Southern Corp.

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Broken Fed

Thanks to the Fed not raising interest rates this week, we can keep this party going for a few more weeks/months. We keep hearing in some small corners of the media that the Fed’s model is broken. But what does that really mean? I came across this video recently and thought it was a gem and addresses this point. Its a long video, and for the most part, its a very dry subject and theoretical (I skipped most of it myself). But one section from Dr. Jason Cummins, who is an ex-Fed member, really stood out and was very refreshing to hear. He turns it into more of a rant, but makes some very good points of how the Fed is working with a broken model and needs to be addressed. I invite you to watch this video (about 25 minutes long) that we can all understand and relate to .

Bio: Jason Cummins joined Brevan Howard in 2004 and is the Head of Research and Chief US Economist. Jason is also a member of the US Treasury Borrowing Advisory Committee, a government appointed panel of external experts that has served the country for almost half a century. Formerly, Jason was a Senior Economist at the Federal Reserve Board, where he ran the Macro Forecasting team. Jason began his career in 1995 as an Assistant Professor of Economics at New York University and also taught at Harvard University. Jason earned a Ph.D. in Economics from Columbia University and graduated with high honours from Swarthmore College.

 

Canadian Pacific Dividend Stock Analysis

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Canadian Pacific Railway Ltd (CP) is the fourth largest publicly traded railroad company in North America. The company commands 12,500 miles of rail network. CP operates and services mostly in Canada with some extension into Midwest and Northeast US. CP directly competes with Canadian National (CNR.TO, CNI), but does not have the reach of extending down to the Gulf coast as CN does.

Railroads are the pulse of the economy. While crude shipments are on their way to a recovery thanks to the rise in oil prices, coal remains in a secular downtrend. CP has worked hard over the last year or two on M&A activity with both NSC and CSX, but to no avail. Eventually, the activist investors have thrown in the towel, shares sold and capital returned to shareholders via higher dividends after years of cuts and freezes.

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Recent Buy – B2Gold Corp

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Whenever I make a purchase, I like to share my buys to document my journey towards financial independence. As regular readers are aware, I have broken from the pack of DGI and sold some of my investments to move to a cash position. I shared details on my motivation to do so in this post. In that post, I have indicated that I am bullish only on one sector currently — the resource/materials sector, and more specifically gold and silver.

I continued adding to my precious metals equity sector as I still see tremendous value. Last week, I added to my position in B2Gold Corp (BTO.TO) (also trades as NYSE:BTG) with 700 shares @ C$3.45. The company does not pay any dividends

I usually present my thesis on why I bought a particular investment security and present the risks associated in the Recent Buys posts. In this case, I will simply link to my last post on B2Gold purchase as nothing has changed as far as the outlook goes since my last purchase.

Recent Buy – B2Gold Corp

Full Disclosure: My full list of holdings can be found here.