Introduction Building A Dividend Growth Portfolio Before we talk about a dividend growth portfolio, the stock market as measured by the S&P 500 is at an all-time high. However, that is not what concerns me. What I am worried about is the extremely high relative valuation of the market. To be clear, the market can …
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30 S&P 500 Stocks That Rose In The Crisis: It’s A Market Of Stocks: Part 1
S&P 500 Stocks I have long asserted that it is a market of stocks and not a stock market. Perhaps the veracity of that statement has never been clearer than it is today. We are all aware of the devastation to the stock market in general that the shutdown instigated by the coronavirus has cost. …
Principles of Valuation Part 2: Price Is What You Pay, Value Is What You Get
Introduction “Price Is What You Pay. Value Is What You Get.” The venerable investor Warren Buffett has a real knack of putting complex concepts and ideas into simple and easily understood terms. In my opinion, his quote, “Price is what you pay. Value is what you get” is one of the more profound and important …
Invest in AmerisourceBergen for its Growth and Valuation – Speculate in a Potential Takeover
Introduction This is the first in a continuing series where I identify and present dividend growth stocks for an above-average long-term total return objective. Throughout this series I will be illustrating that there are several prudent sources of long-term return and there is also luck or chance. Personally, I suggest that investors strive to build …
Is There Real Value in These 7 Distribution Services Companies? Part 6
Introduction As I stated in previous articles in this series, my primary objective is to provide the reader with a clear perspective of just how different individual stocks are and how different companies operating in different sectors are. Consequently, I will be covering every sector that FactSet covers. As different as each of these sectors …
The Most Important Stock Investment Lesson I Ever Learned
Introduction My investing career officially started in 1970. However, for several years prior to that time I was an avid and interested student of common stock investing. My initial lessons were taught by studying the behavior and practices of the most renowned stock investors. Although these academic pursuits taught me a great deal, nothing taught …
Finding Value In The S&P 500: 9 Healthcare Dividend Growth Stocks: Part 1
Introduction Most everyone would agree that the stock market as measured by the S&P 500 is not cheap today. However, there might be a great deal of disagreement regarding precisely how overvalued the S&P 500 currently is. Nevertheless, I would agree that in the general sense, stocks are not exactly bargains today. This might especially …
These Are The Only Dividend Champions And Contenders That Appear Attractively Valued
Introduction As the stock market continues its relentless advance, attractive valuations are getting harder and harder to find. This is especially true for the highest quality blue-chip dividend growth stocks. Perhaps more importantly, in addition to the market’s relentless advance, there has also been a clear flight to quality – especially with dividend growth stocks. …
For A Healthier Portfolio – Look Here
The Health Care sector is comprised of many diverse companies, as can be seen from the list of subsectors provided below. Historically the Health Care sector has been comprised of a significant number of companies with above-average growth rates of earnings. Consequently, a majority of the companies comprising the Health Care sector could be thought …
The Essence of Valuation is Soundness Not Rate of Return
Introduction on Stock Valuation When it comes to writing about investing in common stocks, my favorite theme typically revolves around valuation. In fact, I once had a reader dub me “Mr. Valuation.” Which, I might add was very flattering to me. Moreover, in the context of discussing valuation there are normally three concepts that are …