Dividend Kings In Focus Part 12: Nordson

Updated on October 1st, 2020 by Aristofanis Papadatos Nordson Corporation (NDSN) has a dividend track record that few companies can rival. The company has increased its cash dividend for 57 consecutive years, making it one of just 14 such entities in the entire market with a dividend increase streak of that length. That puts Nordson…

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Post-Debate Notes: Election Risk

2020 Presidential Debate

Q2 2020 hedge fund letters, conferences and more Post-Debate Notes With the first Trump-Biden debate of 2020 in the books, we’ve headed into the final stretch of the 2020 election. Let’s assess what happened, note the election risk, and then look at how to protect against it. What Happened Biden goes the distance. The former […]

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Super Stock Case Study: Cintas Corp (CTAS)

Cintas CTAS

Cintas Corporation (VIE:CTAS) provides corporate identity uniforms and related business services primarily in North America, Latin America, Europe, and Asia. It operates through Uniform Rental and Facility Services and First Aid and Safety Services segments. The company rents and services uniforms and other garments, including flame resistant clothing, mats, mops and shop towels, and other […]

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Cyber accumulation is COVID on steroids. Private capital needed: Benchimol

The way we think about accumulations of cyber risk is a bit like COVID on steroids and the potential size of economic losses from major cyber loss events means private capital is needed to support the risk but that a public-private approach is required, AXIS Capital CEO Albert Benchimol has explained. Benchimol was speaking during…

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Enstar offers to acquire Watford Re

Bermuda domiciled re/insurance, run-off and legacy specialist underwriter and investor Enstar Group has made a formal approach to the board of Watford Re’s holding company to acquire the total return focused reinsurance firm. According to a filing, Enstar has offered to acquire all of the ordinary shares of Watford Holdings Ltd., the parent company to…

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Dividend Kings In Focus Part 11: ABM Industries

Updated on October 1st, 2020 by Aristofanis Papadatos ABM Industries (ABM) has an amazing track record when it comes to paying dividends to shareholders. ABM is part of the Dividend Kings, a group of stocks that have raised their payouts for at least 50 consecutive years. You can see all 30 Dividend Kings here. We…

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