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 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.
E Under The Spotlight: Walgreens Boots Alliance
In Q4, UK retail sales are expected to remain depressed despite gradual easing of restrictions. More robust sales growth is expected in the US, although retail margins are expected to remain compressed.
E Portfolio Review: UPS, Tractor Supply, Facebook, Canadian National
UPS reported second quarter revenues rose 13% to $20.5 billion with net income and EPS each up 5% to $1.8 billion and $2.03, respectively. Results were better than management expected, driven in part by the changes in demand because of the pandemic.
E Stock Profile: Intel Corporation
With strong free cash flows totaling more than $63B over the past 5 years, Intel’s capital allocation strategy is to invest in the business by plowing 20% of revenues into R&D; make strategic acquisitions; and return cash to shareholders.
E Mr. Market’s Masquerade Party
After stock markets plummeted in the first quarter due to the global COVID-19 pandemic, U.S. equity markets staged a remarkable rebound with the S&P 500 and NASDAQ reaching recent record levels.
E Q2-2020 Movers And Shakers
During the past three months, the S&P 500 index jumped 15% as second quarter financial results came in better than expected and on optimism over COVID-19 treatments and potential vaccines. These stocks gained 16% or better in the same period.
E Under The Spotlight: Johnson & Johnson
Johnson & Johnson now sells everything from Band-Aids to hip replacements to pharmaceuticals and boasts more than 265 operating companies employing 132,200 people in virtually every country across the globe.
E Portfolio Review: Booking Holdings, Disney, Otis Worldwide & Carrier Global
The COVID-19 pandemic has had a negative impact on these four of our stocks. See which stocks we have decided to sell and what we'll be buying instead.
E Portfolio Highlights - June 2020
During the past three months, the S&P 500 index rose 3% despite very high volatility and a deep global recession brought on by the coronavirus. The following stocks generated 17% or better gains during the same period.
E New Stock Buy: SEI Investments
SEI Investments is a high quality company with a proven business model, profitable growth, robust free cash flows and a strong balance sheet. Investors should consider banking on SEI Investments for attractive long-term investment returns.
E Under The Spotlight: UPS
UPS is a high-quality market leader with strong cash flows, an attractive dividend and on track for future long- term growth. Long-term investors should package up UPS for their portfolio.
E Managing Through A Global Pandemic
As the tragic and heartbreaking death count continues to rise, the COVID-19 global pandemic is unlike any other crisis in recent history.
E Portfolio Review: Apple, MSC Industrial, PepsiCo, Mastercard
Apple's delicious profits; MSC Industrial's special dividend; tasty Pepsico profits; More money from Mastercard. See which stocks are reaping us profits and in which stocks we are reinvesting those proceeds.
E Under The Spotlight: Genuine Parts Company
Management is committed to creating shareholder value through a disciplined capital allocation strategy and the company has shown consistent growth. This stock is a buy.
E Under The Spotlight: Berkshire Hathaway
Berkshire revised its buyback policy which now permits Berkshire to repurchase shares at prices below Berkshire’s intrinsic value.. We expect further share repurchases in 2020 as Berkshire Hathaway’s stock currently appears undervalued.
E United Technologies Merging With Raytheon, Will Spin Off Otis Worldwide And Carrier Global
To better understand each separate company as they become public entities, we are providing highlights from the prospectus and management presentation.
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