Emerson Electric: High-yield, Sound Valuation and 59 Consecutive Years of Dividend Increases, Part 2

Introduction

When I’m looking for a stock to add to my portfolio, there’s nothing more frustrating than spending a significant amount of time and effort on research – only to discover that the company in question is significantly overvalued.  Consequently, my first step always starts out with an assessment of the relative valuation of the company I am considering.  No matter how much I admire the company, its management team and its financial health and strength, I simply refuse to pay more for a stock than I believe it is worth.  The most commonly accepted investing principle is to buy low and sell high.

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How to Determine the Value of a Cyclical Stock like Emerson Electric: Part 1

Introduction Identifying the intrinsic value of a cyclical stock is more difficult than valuing a company with a steady history of growing earnings.  However, there are many Dividend Aristocrats and Dividend Champions that are, in fact, cyclical companies.  In spite of this cyclicality, they have been able to steadily increase their dividends for over 25 Read more about How to Determine the Value of a Cyclical Stock like Emerson Electric: Part 1[…]

Suffering Stock Market Stress? Consider This Market with Negligible Volatility and Consistently Rising Values Instead!

Introduction

It would be an understatement to call the recent stock market activity turbulent.  High stock price volatility makes investors anxious and some people even become downright frightened.  These emotional responses are often exaggerated for people in or near retirement.  Therefore, I contend that all investors need to find ways to keep their emotions in check in order to avoid panicking, which typically leads to the making of a devastating financial mistake. […]

10 Undervalued Dividend Champions For 2016: Be Greedy When Others Are Fearful

Introduction

Dividend Champions/Aristocrats are the go-to dividend paying stocks for prudent investors desirous of a safe, predictable and growing stream of income on the common stock portion of their retirement portfolios.  As most investors are aware, in order to be classified as a Dividend Champion/Aristocrat a company must meet the stern test of consecutively increasing their dividend for 25 years or longer.  Of all the dividend paying stocks in the universe, only a select few make these prestigious lists. […]

10 Undervalued Dividend Champions for 2016: Be Greedy When Others Are Fearful

Introduction

Dividend Champions/Aristocrats are the go-to dividend paying stocks for prudent investors desirous of a safe, predictable and growing stream of income on the common stock portion of their retirement portfolios. As most investors are aware, in order to be classified as a Dividend Champion/Aristocrat, a company must meet the stern test of consecutively increasing their dividend for 25 years or longer. Of all the dividend paying stocks in the universe, only a select few make these prestigious lists.

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11 Dividend Aristocrats That Have Come Into Fair Value

Introduction Recent weakness in the stock market is creating value for those with the foresight and courage to invest when opportunities present themselves.  This is important, because subsequent to the Great Recession many of the premier dividend growth stocks such as those on the Standard & Poor’s Dividend Aristocrats list have become overvalued. Many attribute Read more about 11 Dividend Aristocrats That Have Come Into Fair Value[…]

20 Attractive Dividend Growth Stocks in Today’s Overvalued Market

I recently published a series of articles on Seeking Alpha and other sites that were free to the public where I presented 20 attractively valued dividend growth stocks with an aggregate yield of 4.3%.  If you haven’t already read them, here are links to both of those articles. 20 Dividend Growth Stocks To Buy Today Read more about 20 Attractive Dividend Growth Stocks in Today’s Overvalued Market[…]

10 Dividend Growth Stocks for Your Retirement Portfolios Aggregate Yield 4.3%: Part 2

Introduction

After an exhaustive search of the dividend growth stock universe I identified 20 dividend growth stocks that I felt were currently worthy of consideration for retirement portfolios based on valuation. In part 1 of this 2-part series found here I discussed the current level of the S&P 500, and offered some important principles about valuation.  Additionally, I offered the first group of 10 of what I consider the highest quality members of the 20 screened research candidates I uncovered.  In this part 2, I will present the final 10 of 20 attractively-valued dividend growth stocks that I felt were currently worthy of consideration based on attractive or fair valuation relative to the overall market. […]

Retired Investors Don’t Buy Bonds Until?

Introduction

The primary attractions supporting investing in bonds or other fixed income instruments have traditionally been high income and safety.  People invest their principal in bonds and receive a stated interest rate (coupon) over the life of the bond and are given the promise of having their principal returned at maturity.  Under normal times, bonds would typically pay a higher rate of interest than the dividend rate on stocks.  Consequently, bonds have acquired the reputation as low risk and high income instruments. […]

Mr. Valuation’s Best Ideas For Retirement And Dividend Growth Portfolios: Emerson Electric

Introduction As regular readers of my work will attest, I am a strong advocate of only investing in a common stock when fair valuation is present. I write about this so much, that one of my regular readers and fellow Seeking Alpha author David Van Knapp dubbed me “Mr. Valuation.” Not only was I honored Read more about Mr. Valuation’s Best Ideas For Retirement And Dividend Growth Portfolios: Emerson Electric[…]