UTX

The Dow Jones – How Bad Is It?

Introduction The Dow Jones Industrial Average is an index of 30 stocks that is often utilized as a proxy for the overall market. Since it is such a small index, I thought you all might find it interesting to see what the market looks like considering the recent volatility. Therefore, with this video I will …

Forecasting the Future: Part 2

Introduction In part 1 of this series on forecasting future results as the key to investing success, I suggested that reviewing consensus analyst estimates was a smart and prudent starting point.  Furthermore, I attempted to illustrate that consensus estimates tend to be accurate enough to help you determine whether a deeper dive into the company …

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.  …

Researching United Technologies: Here’s How I Do It

Introduction One of the greatest challenges that authors face when posting articles on financial blogs is how much information they should include and how much they should exclude.  Space is limited, and many readers prefer a short write-up over long dissertations.  Therefore, most authors (yours truly included) attempt to summarize their positions in the fewest …

The 2 Keys to the Magic Formula for Long-Term Investment Success

Introduction Investing in anything comes with a degree of uncertainty because all investing returns happen in the future.  And even though the future is unpredictable, the future is what everyone that invests is investing for.  These realities present important challenges that every investor must face and deal with in order to succeed. But even though …

How Much Bond Duration Could You Endure?

Introduction In my most recent article titled “Designing a Retirement Portfolio That’s Just Right for You” I opined that a retirement portfolio should be designed to meet the individual investor’s specific goals, objectives and risk tolerances.  I also suggested that the highest total return is not always the best approach because if the investor needs …

“Ye Of Little Faith” What Has It Cost You? Part 1

Introduction I believe that one of the most important attributes that a successful investor must possess is optimism.  Any serious student of financial history would recognize and acknowledge that economically speaking, things are good much more often than they are bad.  In the general sense, common stocks have risen far more often than they have …

Is Dow 17,000 Dangerously High? This Comprehensive Review May Surprise You!

Introduction The Dow Jones Industrial Average recently closed above 17,000, a historical record and milestone.  Consequently, the question at the forefront of every investor’s mind has understandably been raised.  Has the market now become dangerously high and therefore destined for a crash?  The truthful answer to this important question is that nobody can know for …

The Industrial Sector Offers A Lot Of Value, Dividend Growth and Income

Introduction to the Industrial Sector The Industrial sector is primarily comprised of companies that produce goods used in construction and manufacturing.  Some of the key subsectors include aerospace and defense, construction and engineering, building products and industrial conglomerates.  For the most part, these are capital-intensive industries that often operate on low or even razor thin …