Introduction Procter & Gamble (PG) is a Dividend Aristocrat, Champion and blue-chip stalwart that has increased its dividend for 62 consecutive years. Therefore, it should be no surprise that this blue-chip stalwart has traditionally commanded a higher valuation than most stocks. Over the past couple of decades at least, it has been a very rare …
retirement
Have You Noticed That Many Dividend Stocks are Finally in a Bear Market? General Mills Inc.: Part 1
Introduction For quite some time I have been complaining that most best-of-breed dividend growth stocks were overvalued. Frankly, for the most part I continue to hold that opinion. On the other hand, I am also starting to see what I’ll call a stealth bear market for many dividend growth stocks. In some cases, this stealth …
The Final 10 of 50 Faster Growing Dividend Growth Stocks: Part 5
Introduction This is the fifth of a five-part series presenting 50 dividend growth stocks that I have screened for current fair value. With this article, I will be covering 10 additional dividend growth research candidates with moderate to higher yields in addition to the initial 40 that I presented in part 1 found here, part 2 found …
The S&P 500 is Overvalued These 10 Dividend Growth Stocks Are Not: Part 3
Introduction This is the third of a five-part series presenting 50 dividend growth stocks that I have screened for current fair value. With this article I will be covering 10 additional dividend growth research candidates with moderate to higher yields in addition to the initial 20 that I presented in part 1 found here and …
10 More of 50 Fairly-Valued Dividend Growth Stocks Offering Moderately High Yields: Part 2
Introduction This is the second of a five-part series presenting 50 dividend growth stocks that I have screened for current fair value. With this article I will be covering 10 additional dividend growth research candidates in addition to the initial 10 that I presented in part 1 found here. Furthermore, I wanted to be clear …
Why We Sold Walmart-It’s Not Why You Think
Introduction Walmart’s stock price took a bath early last week, and there are a lot of opinions regarding where the stock price now sits. The catalyst was their 4th quarter and fiscal year-end 2018 annual report (note: Walmart has a January 31 fiscal year end). The following headlines courtesy of “Google Finance” illustrate the variance …
Peter Lynch Taught Me to Invest in Ultra Beauty Inc.
Introduction In his best-selling book “One up on Wall Street” Peter Lynch included this subtitle on his cover: “How to use what you already know to make money in the stock market.” And later in the book he talks about “the power of common knowledge.” Stating it over simplistically, Peter Lynch often talked about getting …
Owens & Minor Inc.: Irresistible Yield, Irresistible Valuation
Introduction Recently, I have had several requests to write an article about Owens & Minor Inc (OMI). I had not looked at this company in a while, and boy oh, boy, was I surprised at what I found. Owens & Minor is on the “Dividend Contender” list produced by David Fish. Owens & Minor has …
Invest In Walgreens Or CVS – Speculate In Rite Aid
Introduction For many years now, investing in healthcare related stocks has presented me with a conundrum of sorts. Demographic forces, primarily the graying of America (and the world for that matter), suggests powerful future growth potential and demand for healthcare related products and services. On the other hand, healthcare and its costs have long been …
Cardinal Health: A Dividend Aristocrat the Risk Is Already Priced In-Part 2 of 7
Introduction As a value investor, I am totally cognizant of the reality that attractively valued bargains are hard to find in a strong bull market. Moreover, as an experienced value investor I clearly understand that low valuations in a raging bull market are usually associated with issues and challenges sometimes real, sometimes imaginary. The key …