Skip to main content

Posts

Showing posts from October, 2019

UFS is Currently a Strong Dividend Investment

Domtar Corp. engages in the design, manufacturing, marketing, and distribution of fiber-based products, which includes communication papers, specialty and packaging papers and absorbent hygiene products. It operates through the following segments: Pulp and Paper, and Personal Care. The Pulp and Paper segment is involved in the design, manufacturing, marketing, and distribution of communication, specialty and packaging papers, as well as softwood, fluff, and hardwood market pulp. The Personal Care segment consists of the design, manufacturing, marketing, and distribution of absorbent hygiene products. The company was founded on March 7, 2007 and is headquartered in Fort Mill, SC.

Founded: 2007

Number of Employees: 10,000
Analysis Framework We looked for industrial stocks with a dividend yield between 3.69% and 9.6% and found 70.  Out of that 70 we removed any that had not increased their dividend each year for the past five years.  That left a portfolio of 21 stocks.  We then ran thre…

Sunny CSIQ

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules and a provider of solar energy solutions. It operates through the Module and System Solutions (MSS), and Energy segments. The MSS segment involves in the design, development, manufacture, and sales of solar power products and solar system kits, and operation and maintenance services. The Energy segment comprises primarily of the development and sale of solar projects, operating solar power projects and the sale of electricity. The company was founded by Shawn Qu in October 2001 and is headquartered in Guelph, Canada.

Founded: 2001

Number of Employees: 12,442

Headquarters: Guelph CA
Analysis Structure This analysis will look at three factors for CSIQ and it's peers:
Quality of Earnings,Valuation, and Growth. We'll look at both relative and absolute numbers.

We're running this model against a portfolio of eight stocks including CSIQ.  The other companies selected were chosen because they were in a…