Research Articles

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 …

10 Fairly Valued Dividend Growth Stocks for Total Return: Part 4

Introduction This is the fourth 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 30 that I presented in part 1 found here, part 2 found …

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 …

Has Amazon (Jeff Bezos) Taught This Old Value Dog a New Trick?

Introduction There is the old adage: “you can’t teach an old dog new tricks.”  Well, I have been a “card-carrying” and fully committed value investor for more than 45 years now.  I think that qualifies me as an “old” value investing dog.  But more to the point, I have been consistently following and practicing the …

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 …