Introduction This article was inspired by an interesting debate between two commenters on my most recent article “Why a 15 P/E Ratio Represents Fair Value for Most (Not All) Companies: FedEx – Part 2 Found Here.” In a nutshell, the argument revolved around whether dividends were a driver or a contributor to total return. Interestingly, …
Research Articles
How Overvalued Is The S&P 500? Watch This Video To See For Yourself!
Why a 15 P/E Ratio Represents Fair Value for Most (not all) Companies: FedEx Part 2
Introduction One of my favorite Warren Buffett quotes is “investing is most intelligent when it is most businesslike.” The reason this quote resonates so much with me is because I believe it represents the essence of value investing. To me, value investing is about positioning yourself as a shareholder/owner/partner in a wonderful business that you …
Sound Valuation Is More Important Than Time In The Market: Starbucks, Campbell Soup, FactSet Research Systems Inc: Part 1
Introduction I believe that two of the most important investing principles that prudent investors should embrace are valuation and time in the market. Consequently, the title of this article is mildly misleading, because both concepts are extremely important towards achieving long-term investing success. In other words, I believe attempting to argue the importance of one …
Here’s Why Valuation Determines Total Dividend Payments for Overvalued Stocks: Johnson & Johnson
Introduction In my most recent article found here a reader made a comment where a question was asked that I believe deserved a good answer. The following excerpt of the comment really reached out to me because this person claims to have been asking this question for 5 years without receiving a good answer. Here …
Newell Brands Inc (NYSE:NWL) FAST Graphs Analyze-Out-Loud Analysis
Newell Brands Inc. (NWL) has been one of the most requested stocks that I’ve been asked to provide an analyze out loud video on. When I first looked at it, I had to wonder why people were so interested in this particular stock. Then I realized that statistically it looks great. The company’s blended P/E …
WEC Energy Group Inc. And NextEra Energy Inc.: My 2 Favorite Utility Companies, But I Hate Their Stocks
Introduction It is quite easy to get caught up, and quite hard to avoid getting caught up in a great bull market like the one we are currently in. However, it’s important to remind ourselves that: “everybody is a genius in a bull market.” In my experience, the hardest thing for investors to do is …
The Sherwin-Williams Company (NYSE:SHW) FAST Graphs YouTube Subscriber Request Series:
Sherwin-Williams (SHW) is a terrific company with all the growth and consistency characteristics that I prefer. Historically the company has grown at double-digit above-average rates. However, since coming out of the Great Recession the company’s earnings growth rate has accelerated significantly. Consequently, Sherwin-Williams has been trading at uncharacteristically higher valuations than normal since 2013. On …
Magna International (NYSE:MGA) – FAST Graphs Analyze-Out-Loud Analysis
Magna International is a Canadian based Auto Parts Equipment company that has had excellent growth over its lifetime, but the market has generally valued it at a low P/E ratio of 9 to 10. In this video, we will analyze the company and identify possible return opportunities using these historical norms based on analysts’ consensus …
7 China-based Stocks for High Growth at a Reasonable Price
Introduction China has rapidly become the second largest economy in the world – second only to the United States, and by some calculations the largest. As a result, China also has some of the fastest-growing publicly traded companies on the planet. Moreover, tariff negotiations between the United States and China have recently become a political …