Research Articles
Introduction One of the most commonly asked questions I receive from investors is: how many stocks should I put in my portfolio? This is a widely debated subject that is most commonly referred to as concentrated versus widely diversified portfolio construction. Of course, the widely diversified camp likes holding a lot of stocks and therefore Read more about How Many Stocks Should I Own? Part 1[…]
Introduction All investing is not done with the same objectives or goals in mind. This applies to investing in common stocks just as it does to investing in real estate, commodities, fixed income vehicles, fine art or collectibles – and any other investment that comes to mind. There are times when investors are looking for Read more about IBM Fundamental Analysis by the Numbers[…]
Introduction We remain in one of the longest bull markets in history. Generally, with bull markets stocks tend to become highly valued. Additionally, we also continue to find ourselves in a low interest rate environment based on historical standards. However, after bottoming out in January 2017, interest rates have steadily increased. Although interest rates remain Read more about Building a Dividend Growth Portfolio from Scratch: 15 A Rated or Better Fairly Valued Opportunities[…]
Introduction After today’s price drop, and frankly even before that, I thought that Whirlpool Corporation (WHR) represented a unique opportunity to invest in the world’s oldest and largest appliance manufacturer at extremely undervalued levels. I understand that there have been issues, but I see nothing that would suggest that the price should be this low. Read more about Whirlpool Corporation: Do You Have the Guts To Be Greedy While Others Are Fearful?[…]
Introduction This article was inspired by an interesting debate between two commenters on my most recent article “Why a 15 P/E Ratio Represents Fair Value for Most (Not All) Companies: FedEx – Part 2 Found Here.” In a nutshell, the argument revolved around whether dividends were a driver or a contributor to total return. Interestingly, Read more about Earnings Growth Drives Total Return and Dividend Income[…]
Introduction One of my favorite Warren Buffett quotes is “investing is most intelligent when it is most businesslike.” The reason this quote resonates so much with me is because I believe it represents the essence of value investing. To me, value investing is about positioning yourself as a shareholder/owner/partner in a wonderful business that you Read more about Why a 15 P/E Ratio Represents Fair Value for Most (not all) Companies: FedEx Part 2[…]
Introduction I believe that two of the most important investing principles that prudent investors should embrace are valuation and time in the market. Consequently, the title of this article is mildly misleading, because both concepts are extremely important towards achieving long-term investing success. In other words, I believe attempting to argue the importance of one Read more about Sound Valuation Is More Important Than Time In The Market: Starbucks, Campbell Soup, FactSet Research Systems Inc: Part 1[…]
Introduction In my most recent article found here a reader made a comment where a question was asked that I believe deserved a good answer. The following excerpt of the comment really reached out to me because this person claims to have been asking this question for 5 years without receiving a good answer. Here Read more about Here’s Why Valuation Determines Total Dividend Payments for Overvalued Stocks: Johnson & Johnson[…]
Newell Brands Inc. (NWL) has been one of the most requested stocks that I’ve been asked to provide an analyze out loud video on. When I first looked at it, I had to wonder why people were so interested in this particular stock. Then I realized that statistically it looks great. The company’s blended P/E Read more about Newell Brands Inc (NYSE:NWL) FAST Graphs Analyze-Out-Loud Analysis[…]