Introduction As a rule, I have never been very fascinated by the Transportation Sector. This is especially true regarding airlines and air transport companies. Nevertheless, there are two airlines and two air freight carriers in the Transportation Sector that I felt comfortable featuring in this article. However, I still admit to having trouble suggesting that …
investing
5 Rare Fairly Valued Companies in the Technology Services Sector: Part 17
Introduction Throughout this series I have referenced the idea that the stock market in the general sense may be overvalued, or at least fully valued. On the other hand, I have also pointed out that it is a market of stocks and not a stock market. In that vein, I have suggested that there are …
Is the Death of Retail Trade Greatly Exaggerated? Part 16
Introduction Simply Google the phrase “what effect is Amazon having on retail” and you’ll discover a significant amount of information, articles and theories. Personally, I found the following article written by Susan Ward that articulated the sales of brick-and-mortar versus online to be quite illuminating. Her opening paragraph mirrors the title of this article as …
Investment Opportunities in the Producer Manufacturing Sector: Part 15
Introduction Although I consider the overall stock market as represented by the S&P 500 to be overvalued, not all stocks are overvalued. This has been one of the primary reasons that I have attempted to cover the 20 sectors reported on by FactSet. It’s very common for investors to get caught up in either their …
12 Exceptional Investments in the Process Industries Sector: Part 14
Introduction One of the main goals of this series of articles is to illustrate the significant differences between individual stocks, and the significant differences between different sectors. Therefore, from this perspective, I have been attempting to illustrate the “nature of the beast” for each of the sectors I have covered. The Process Industries Sector as …
Are stocks in the Non-Energy Minerals Sector Investable? Part 13
Introduction The Non-Energy Minerals Sector is mostly comprised of very cyclical and typically commodity-based companies. Consequently, very few companies in this sector offer the consistency and predictability that prudent and/or conservative investors might require. As a result, I personally tend to eschew investing in companies in this sector. In addition to the general cyclical nature …
10 Fairly Valued MLPs: Are the High Yields Worth the Risk and Effort? Part 12
Introduction A major goal of this series on sectors is to illustrate the reality that it is a market of stocks rather than a stock market. With this article I am technically covering the Industrial Services Sector. However, all the research candidates I will be presenting come from the Oil & Gas Pipelines subsector. There …
Undervalued Growth and Dividend Growth in Health Technology: Part 11
Introduction Although many Health Technology Sector companies have significantly outperformed the market on a long-term basis, they have significantly underperformed the market since the beginning of 2015. With only a few minor exceptions, this is true for most companies, especially the pharmaceutical companies, operating in this sector. On the other hand, there are several examples …
6 Health Services Stocks Offering Growth at a Reasonable Price: Part 10
Introduction The Health Services Sector is one of the smallest sectors as presented by FactSet as it only contains 137 companies out of more than 19,000 in the US and Canadian universe. Furthermore, since I was also screening for quality based on investment grade S&P Credit Ratings of BBB- or better, I was additionally surprised …
There is More Value to be Found in the Finance Sector than in any other Sector: Part 9
Introduction I found more value in the Finance Sector than I did in any other sector that I screened. All in all, I identified 131 attractively valued companies out of the 1,888 companies in the Finance Sector. This is approximately 10 times as many as I found in any other sector. Stated succinctly, there is …