Introduction According to an article in Quartz today, March 9, 2017, marks the 8th birthday of the US bull market which started on March 9, 2009. According to the article, this is the 2nd longest and 4th strongest bull market in history for the S&P 500. However, before we celebrate too excessively, we should pause …
Research Articles
j2 Global: Don’t Overlook This Impressive Growth and Dividend Income Stock
Investment Thesis j2 Global (JCOM) was founded in 1995 and went public in 1999. During their first few years as a public company, j2 Global generated operating losses; however, since 2002 the company has strung together an impressive record of rapid growth. They initiated their first dividend in 2011, and on February 9, 2017 they …
5 Fairly Valued MLPs: Is the Dilution Worth the Yield and How Do You Value Them?
Introduction The 5 MLPs covered in this article offer yields ranging from 5.7% to 10.7%. Additionally, each of these MLPs appears reasonably valued given their high yields and prospects for growth. However, two of these MLPs are currently in the process of merging. MLPs Simple and Complex at the Same Time I believe that MLPs …
Pfizer Inc. Invest For Attractive Valuation and The 4% Dividend Yield
Investment Thesis Pfizer Inc (PFE) is one of the world’s largest pharmaceutical firms with sales exceeding $50 billion. The company is currently attractively valued at a blended P/E ratio of 13.3, offering a current dividend yield of 4%. Pfizer is awarded an S&P credit rating of AA and possesses a modest debt to capital ratio …
12 Dividend Growth Stocks That Meet My “Magic Formula for Dividend Growth Investors”
Investing Thesis When investing for dividend growth there are several key attributes that I consider crucial for long-term success. My definition of long-term success is first and foremost to generate a steadily-rising dividend income stream, and secondarily, the opportunity to generate a reasonable level of capital appreciation. With this article I will present 12 dividend …
Broadcom, Limited: Exceptional Growth at a Reasonable Price-With A Dividend Kicker
Investment Thesis Broadcom Limited (AVGO) has historically been, and is expected to continue to be a growth stock. On the other hand, the company is also an attractive dividend growth stock as well. The combination of high growth and above-average dividend yield is rare. This becomes especially intriguing when you consider that their cash flow …
Is The Increase In Volatility Signaling A Dangerous Market Environment?
Introduction Over the last several weeks stock price volatility has increased significantly above norms. All of a sudden it is not uncommon to see stock prices moving 5%, 10% or more in a single trading day. Interestingly, this volatility is occurring both to the upside and the downside. Common sense would suggest that the intrinsic …
When is the PEG Ratio Superior to the P/E Ratio? Part 2
Introduction Financial metrics such as P/E ratios, price to cash flow ratios, PEG ratios, price to sales ratios, price to book value, and many others, should be thought of as tools in the investor’s toolbox. They can all be useful when appropriately utilized towards putting together a successful stock portfolio. However, just as you wouldn’t …
Which Is the Better Valuation Metric? The P/E Ratio or the PEG Ratio: Part 1
Introduction Recently, I have been engaged in rather intense discussions regarding the validity of P/E ratios versus PEG ratios as proper or appropriate valuation metrics. I generally find these types of debates befuddling for a couple of reasons. One, they are often a result of a failure to communicate. Either party or sometimes both parties …
Why I Am Now Interested In CVS Health Corporation
Introduction Investing in great companies sits at the core of my investment philosophy. In this regard, I reject the idea that I invest in the stock market. To me, the stock market is simply the store I shop in to purchase interests in fine businesses. In the final analysis, my investment objective is to become …