ACN-ACCENTURE-Selling at 123.68.    P/E is at 21.81.  Dividend yield is at 1.97%.  Analysts are very bullish.  p/b is really low.  Book value growth is at 14%.  Projected Growth is in the 10% range.  Return on equity is really low, and debt is about nil.

They run a tight operation.  I like owning them.

EBIX-Sells for 53.9.  Dividend is at .56%.  P/E is at 17.81.  Cap is at 1.7b.  Analysts are bullish.  P/B is at 4. Earnings growth are projected at 10%.   Return on equity is at 23.25.  Debt is at 61% lt.  Insiders mostly sell whenever they can.  They just don’t seem to have a moat.  Decent stock.

Disney-Selling for 106.  P/E is at 18.  Dividend is at 1.48.  .78/share.  Analysts are high neutral.  Book is at 27.37.  Earnings growth is projected at 10-13% clip.  Book not really growing.  They have 40% debt.  Return on equity is good.  Hard to see them growing growing growing.

Middleby: One of my favorites. Currently selling at 123.01.  I just bought some at 122.  Bought a bunch at 80.  Been a good investment.  52 week low is 108.  p?e is at 23.11.  Cap is at 7b. Analysts are neutral to negative.  Book per share is at 23 and thus p/b is at 5.3   Forward earnings is at 10ish.  Book value growth is at 20ish. Return on equity is at 23%ish.  Debt is at 27%.  The market is kind of limp on this stock.  Good insider ownership.  They sell every once in a while.  They acquire too. People need appliances.  The food industry needs kitchen stuff.  I suppose the problem is: can they keep growing.

Today, they just made deals to acquire 2 new companies.  Their p/b is not great, and they are using the last of the cheap debt.  I like this company.  They are really pumping.  I’m just gonna keep buying Middleby.

JPM-Currently selling at 86.86.  Dividend yield is 2.3%.  Cap is 308b.  P/E is 13.42.  Analysts are bullish.  EPS growth at 13.66.  Book growth is at 5.35.   Book value is 72.2.  Return on equity is 10.53%.  Debt is at 20%.  I think they are good for say 10% return year after year.

USB-Selling for 50.77.  P/E is at 15.7.  Book value is 28.25/share.  EPS grown at say 10%. Return on equity is at about 14%.  Debt is at about 11.43. Dividend yield is at about 1 per share or 2.21%.  I’d say good for about 14% year after year growth.

BRK–Selling at 167.22.  P/E is at 18.54.  Book value is at 118/share or 1.51 p/b.  Book value growth per share is at 11.41%.  EPS growth is at 10%.  Return on equity is at 8.14%.  Good steady stock.  Will have a tough time beating the dow.

I have holdings in the following securities:

-JPMorgan Chase

-US Bancorp

-Berkshire Hathaway B

-ACN Accenture

-BAC

-Citibank

-Discover

-Hanesbrands

-Middleby

-Robert Half

-UnderArmour

-Visa

-Hexcel

-BNS

-Google

-SYF

-Balchem

-Mastercard

There is a lot of turmoil in politics today.  This bull market has been going on for a long time.  Some say the consumer credit cycle is turning bad.  Quantitative easing is becoming more difficult.  There is a lot of cash on the sidelines.  If tax reform comes into effect, I see the financials doing quite well.  What will be the cause of the next big financial meltdown?  I don’t know: political fallout?; oil?; terrorism?; war?; self driving cars?

Nobody can predict what the next big thing will be.  So it’s that critical question?  Does one keep their money on the sidelines waiting for a crash?  Or does one keep their money invested?

I want to take a good look at these stocks and predict their returns over the next 10 years.