Ingrid Hendershot Blog | Talkmarkets | Page 1
President at Hendershot Investments
Contributor's Links: Hendershot Investments, Inc.

Ingrid Hendershot, CFA is the founder and president of Hendershot Investments Inc., an investment management firm established in 1994. She is also the editor of Hendershot Investments, a quarterly investment newsletter designed for long-term investors seeking capital growth at ... more

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E Stock Profile: NVR Inc.
NVR reported a 29% jump in revenues to over $2 billion with net income and EPS each rising more than 40% to $249 million and $63.21, respectively.
E Portfolio Review: Genuine Parts
Genuine Parts has provided us with genuine profits as the stock has motored ahead more than sixfold over the last 21 years while paying us steadily growing dividends.
E Portfolio Highlights: June 2021
During the past three months, the S&P 500 index jumped 10% as first quarter GDP growth increased 6.4%. These 8 high-quality stocks in our portfolio generated awesome 18% or better gains during the same period.
E Stock Profile: Roche Holding AG ADR
Roche maintains a healthy balance sheet with $13.9 billion in cash and investments and $12.5 billion in long-term debt as of 12/31/2020.
E Berkshire Hathaway Annual Meeting Highlights
Buffett conceded Berkshire could have been doing more buying when stock prices dropped dramatically last March as the pandemic was taking hold.
E Munger Musings
The 97-year-old Vice Chairman of Berkshire Hathaway, Charlie Munger, provided these recent musings about the markets, investing and life.
E Under The Spotlight: Alphabet And Pepsi
Alphabet is a collection of businesses — the largest of which is Google — which represents two segments: Google Services and Google Cloud. All non-Google businesses collectively are known as Other Bets.
E Portfolio Hi-Lites: March 2021
During the past three months, the S&P 500 index rose 7.1% as vaccines started rolling out and investors looked forward to a more “normal” 2021. The following HI quality stocks generated 10% or better gains during the same period.
E Portfolio Review: Bank Of Hawaii, TJMaxx, Ross Stores
Bank of Hawaii reported fourth quarter revenues declined 4% to $164.8 million with net income and EPS each down 27% to $42.3 million and $1.06, respectively.
E Bubble, Bubble Signs Of Trouble
Bubbles occur when prices totally disconnect from underlying values whether it was tulip bulbs in the 17th century, dot-com stocks in the 1990s or housing prices in 2007-2009.
E Portfolio Review: Cognizant & Oracle
During the quarter, Cognizant generated $821 million in free cash flow, up to $200 million from last year, with the company repurchasing $700 million of its common stock and paying dividends of $120 million.
E Under The Spotlight: Maximus, Inc.
During fiscal 2020, MMS generated ~ $204M in free cash flow. Thanks to strong cash flows, the company sharply boosted its annual dividend from $.18 per share in 2018 to $1.12 a share in 2020.
E Stock Profile: Regeneron Pharmaceuticals, Inc.
Regeneron maintains a healthy balance sheet with nearly $6 billion in cash and marketable securities and $2 billion in long-term debt recently issued at historically low-interest rates.
E Market Innovator: Check Point Software Technologies
Check Point Software has made providing solutions for COVID-19 related attacks a top priority for fiscal 2021. Since business lockdowns occurred, there has been a significant escalation in cyber threats.
E A Return To A More Normal World
Corporate profits in 2021 should rebound sharply from depressed levels in 2020. Optimism over an effective COVID-19 vaccine and a return to a more normal world sparked a remarkable stock market rally since the March lows.
E Spotlight: Bank Of Hawaii
Bank of Hawaii operates in a unique competitive landscape where the top four banks control more than 80% of the regional market, providing the bank with a sticky, low-cost deposit base that reduces its sensitivity to pricing pressure.
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