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Investment Thesis - Walt Disney Co (DIS)

“The Walt Disney Company, incorporated on July 28, 1995, is a worldwide entertainment company. The Company operates in four business segments: Media Networks, Parks and Resorts, Studio Entertainment, and Consumer Products & Interactive Media…

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Investment Thesis

Investment Thesis - Clorox Co (CLX)

“The Clorox Company, incorporated on September 5, 1986, is a manufacturer and marketer of consumer and professional products. The Company sells its products primarily through mass retail outlets, e-commerce channels, wholesale distributors and medical supply distributors.

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Investment Thesis

Investment Thesis - Procter & Gamble (PG)

Historical Growth data

  • Strong dividend growth track record (Dividend King) with average 70% payout ratio (from earnings) but slowing dividend growth in recent years (8% average YoY dividend growth before 2014 and 2% after 2014)
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Investment Thesis

Investment Thesis - Enbridge Inc (ENB)


  • Consistent Dividend growth
  • Industry leader in Canada energy sector
  • Regulation-led industry provide high barriers to entry
  • Merger with Spectra (SEP) is seen to benefit ENB in terms of assets available for use and cost synergies…
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Investment Thesis

William Mougayar - SI2018 Speaker Profile

Blockchains and Cryptocurrencies are changing how we think about a lot of things. Yes, yes there are a lot of skeptics and no one really knows how this is going to change anything but I believe it is important to learn what new technology can do and there is no one more in the trenches of Cryptocurrecies than William Mougayar. 496 more words

Investment Thesis

Investment Thesis - Crius Energy Trust (KWH.UN)

  • Very high dividend yields. Currently about 9%.
  • Monthly dividend payouts are good for compounding.
  • FCF growth consistent. Excludes the sudden hike in FCF in 2014.
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Investment Thesis

Investment Thesis - Omega Healthcare Investors Inc. (OHI)

  • Omega is a quality high dividend yield healthcare REIT. Omega maintains a portfolio of healthcare facilities and mortgage of healthcare facilities located in (mainly) US and UK.
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Investment Thesis