George Fisher Blog | Talkmarkets | Page 1
Founder at Guiding Mast Investments
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I am the founder and publisher of Guiding Mast Investments monthly newsletter, focused on timely dividend paying stocks. In addition, my services include a review of individual portfolios along with education of portfolio management techniques. 

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Baxter: I Like The Industry, But Not The Stock
During the past 2 years, BAX has greatly underperformed its peers. I think it's time to take my 8.7% long term total annual return and move on.
United Tech’s Transformation Is Near
United Technologies is on the verge of breaking apart and then merging with Raytheon.
50-Bagger Macquarie Infrastructure: Diversified Assets Focused On Bulk Liquid Storage And Private Aviation
Share price weakness creates opportunity for income investors – 8.1% Qualified Yield and 36% capital gains potential.
Eight High-Yield Stocks With Capital Gains Potential
Using Morningstar's premium stock screening tool, I've identified eight higher yielding stocks that are well liked for current undervaluation and offered above average historic dividend growth.
Dominion Midstream: Buying Adequate Income With Growth Potential
Dominion Midstream offers comparative large dividend growth potential of 20%, driven by its LNG export facility outside Baltimore and its growing Marcellus pipeline projects
National Retail Properties: Lower Risk Profile With Steady Distributions Due To Being Out Of The Mall
NNN offers steady distributions with a risk profile that is lower than mall operators. The current weakness is a buying opportunity for income investors.
Enviva Partners Is A Unique Basic Materials MLP With A Juicy Yield
Enviva Partners (EVA) is a new MLP with a juicy 8.3% yield and is the largest global producer of utility-grade wood pellets used in power generation.
Berkshire Hathaway – Gettin’ Lots Of Love, And For Good Reason
The real value in BRK.B lies in its base business as an insurance company and the non-traditional (for an insurance company) investments it makes with its substantial cash flow, also known as the insurance float.
InfraREIT – Financial Engineering Continues In The Utility Sector
InfraREIT (HIFR) is the first publicly traded high-voltage electric transmission company wrapped in a REIT structure. Spun off from the Hunt family of companies in January, HIFR is structured more like a MLP than a traditional REIT.
Revenue Shares Financial ETF 22% Outperformance Since 2008 Over XLF
RWW is weighted based on company revenues, not market capitalization. This subtle difference substantially outperformed the S&P Financial ETF (XLF) since its inception in Oct 2008 – even though both hold the same stocks, just different allocations.
Glencore – Contrarian Industrial Materials Trader And Miner Best For Patient Investors
Swiss-based Glencore is one of the largest industrial miners and commodity traders adversely affected by the decline in commodity pricing. It could be a top choice for patient contrarian investors looking for a pick-up in industrial demand and stable/declining US Dollar.
FPA New Income Fund: "We Don't Like To Lose Money"
Conservative investors concerned about preservation of principal should review FPA New income Fund .
Wide Moat ETF Offers An Interesting Conglomeration Of Stocks
MOAT Index has greatly outperformed the S&P 500 Index since 2009. All companies in the index have one common attribute - a high barrier to entry and a currently undervalued stock price.
BlackRock – Neutral Rated But Long-Term Core Financial Holding
Although Blackrock is up from an Oct low of $308, the company offers long-term investors with the potential for both additional capital gains and double-digit dividend growth.
Fluor – Industrial Construction Company Getting Rave Reviews
Fluor has a negative Net ROIC but positive future in the industrial and energy construction markets. Hefty contract backlog supports several years worth of revenues.
Johnson Controls: Auto Batteries And HVAC Make Strange Bedfellows
George Fisher makes the case for Johnson Controls as a long-term investment for investors looking for a high-quality industrial company.
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