Introduction This is the third in a series of articles where I will cover popular and/or high profile stocks. The primary objective of this series will be to put a spotlight on the importance of forecasting future growth prior to making an investment decision. I elaborated on the importance of forecasting future growth in part …
Research Articles
Priceline: A Growth Powerhouse – Forecast Profits and/or Cash Flow Not Prices!
Introduction This is the second in a series of articles where I will cover popular and/or high profile stocks. The primary objective of this series will be to put a spotlight on the importance of forecasting future growth prior to making an investment decision. The central idea is to determine whether or not a reasonable …
This Is Not Your Grandfather’s AT&T
Introduction I have had several readers request that I do an article on AT&T (T). Since the company has just reported earnings, which have thus far received a strong and positive reaction from Wall Street, I thought now would be a good time. Following their earnings report, an article published on July 25, 2017 at …
Kroger’s Recent Price Weakness Might Just Be a Good Loss
Introduction Investors usually hate it when they buy a stock and the price goes down. However, being upset with a price drop is not always the appropriate response. There are situations where a price drop is a disaster, and there are times where a price drop is a gift. This is a distinction that relates …
Demystifying the Amazon Valuation Dilemma
Introduction Amazon: the Valuation Dark Side It is no secret that Amazon (AMZN) has been a disruptive force, especially relating to the retail sector. On the other hand, the company is also an enigma to the value focused fundamental investor such as yours truly. Over its entire operating history as a publicly traded company, Amazon …
The Active versus Passive Performance Debate Is Nonsensical
Introduction One of the most hotly contested debates in finance is the argument over which is better – active or passive investing. Moreover, this debate has spurred numerous academic studies that claim to identify whether passive outperforms active investing or vice versa. As a result, the current popular opinion suggests that passive outperforms active investing …
The Most Important Stock Investment Lesson I Ever Learned
Introduction My investing career officially started in 1970. However, for several years prior to that time I was an avid and interested student of common stock investing. My initial lessons were taught by studying the behavior and practices of the most renowned stock investors. Although these academic pursuits taught me a great deal, nothing taught …
Penske Automotive Group: Growth, Value and Dividend Growth Hiding in Plain Sight
Introduction Finding attractive investments in the dividend growth space has become a real challenge in today’s overheated market. This is especially true if you limit yourself to looking in the obvious places. Simply stated, you won’t find any bargains today in the Procter & Gambles, Johnson & Johnsons and Coca-Colas. In other words, the flight …
I Purchased United Parcel Service Inc. to Meet These Specific Objectives
Introduction United Parcel Service Inc. (UPS) currently offers a dividend yield in excess of 3%. Moreover, it is also available at a valuation that is slightly below historical norms. The company has provided a stable and growing dividend since it went public in 1999. However, the company did keep their dividend the same for fiscal …
The Threat and Risk of Rising Interest Rates: Separating Fact from Fiction
Introduction The threat of rising interest rates is all the rage in financial circles today. However, the seminal question is: How real is the threat, and how much impact will rising rates have on stock prices and investor performance? This article will present my personal perspectives on interest rates and their potential impact on stock …