Introduction This is the second in a series of articles where I will be covering the historical performance and operating results of popular and highly recognized mREITs (mortgage REITs). In my first installment, I covered Annaly Capital Management (NLY) found here, with this installment I’m going to cover Dynex Capital Inc (DX). However, before I …
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Time In The Market and Value Investing Is Not Market Timing
Introduction I am a value investor, and all my investments are made with a long-term objective in mind. Consequently, I am a believer that time in the market is often what matters most. However, I will qualify that remark by saying that you also make your money on the buy side. What this means to …
A Very Attractive High-Yield Dividend Growth Stock You’ve Never Heard Of
This FAST Graphs analyze out loud video will cover a mid-cap dividend growth stock that many may not be familiar with. However, I believe this particular dividend growth stock offers an intriguing opportunity of high current yield, above-average growth yield and enticing capital appreciation potential based on its low valuation. MSC Industrial Direct Co. (MSM) …
Albemarle: A Cautionary Note
Albemarle (ALB), this Dividend Champion, has increased its dividend for 25 consecutive years. The company is a specialty chemicals company, and as such, the world’s largest producer of lithium from which it generates approximately half of its total profits. Longer term, the lithium business is quite exciting as a result of the rapidly-growing adoption of …
The Essence of Valuation is Soundness Not Rate of Return: Part 1
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 …
$PRU Prudential Financial Inc. – Subscriber Request Series
Prudential Financial, Inc. engages in the provision of financial products and services including life insurance, annuities, mutual funds, and investment management to both individual and institutional customers. It operates through the following segments: U.S. Individual Solutions, U.S. Workplace Solutions, PGIM, International Insurance, Closed Block, and Corporate and Others. The U.S. Individual Solutions segment consists of …
Designing The Appropriate Common Stock Retirement Portfolio: Stock Selection Options: Part 2
Introduction This article is a refresh and an update of an article I originally posted in 2015. However, the principles I am presenting are timeless and worthy of being revisited. Moreover, I have updated the supporting examples to more precisely reflect our current market environment. In part 1 of this series I discussed two important …
Beware the Valuations of The Dividend Kings Fortress Portfolio
One of the great benefits for subscribing to The Dividend Kings service are the carefully-selected portfolios presented in our portfolio tracker. However, I want to caution the subscriber that these portfolios should not be looked at as simply cut-and-paste investment options. Instead, I believe our subscribers should understand that these portfolios are suggested research candidates …
Illinois Tool Works: An Exercise In Fair Value (ITW)
Illinois Tool Works, Inc. manufactures industrial products and equipment. It operates through the following segments: Automotive OEM, Test & Measurement and Electronics, Food Equipment, Polymers & Fluids, Welding, Construction Products, and Specialty Products. The Automotive OEM segment produces components and fasteners for automotive-related applications. The Test & Measurement and Electronics segment manufactures equipment, consumables, and …
Debunking the Growth Beats Value or Value Beats Growth Myths
Introduction The Value Beats Growth Or Vice Versa Myths One of my greatest pet peeves as a long-time investment professional is the industries’ notion that stocks can be generally categorized into only two styles commonly referred to as growth investing or value investing. These overly-vague notions about investing in stocks can even be seen in …