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Recent Market Action A Value Investor’s Perspective

Introduction For some time now I have been pointing out that the stock market as measured by the S&P 500 has become moderately overvalued.  However, even more to the point, I still believe that to be true even after the price corrections we have experienced recently as a result of the coronavirus.  In other words, …

AGNC Investment Corp.: Not Suitable for Retirement Accounts – Part 3

Introduction This is the third in a series of articles where I will be covering the historical performance and operating results of popular and highly recognized mREITs (mortgage REITs). In my first installment, I covered Annaly Capital Management (NLY) found here; in my second installment I covered Dynex Capital, Inc. (DX) found here; with this installment …

Have these 5 Best Defense (Stocks) Become the Best Offense (Stocks)?

Introduction Nothing clears the palate of a diehard value investor better than a good old-fashioned bear market.  In calendar year 2018 – and especially December 2018 – we were given what I would call a bear market.  However, not all bear markets are the same.  Sometimes bear markets occur because of a bad economic scenario …

A Comprehensive Look At Dividend Growth Stock Valuations Sector By Sector: Part 2

Introduction Finding attractively valued dividend growth stocks is getting harder and harder to do.  The overall market has been on a relentless advance for many years now, and high quality dividend paying growth stocks have been leaders.  Consequently, valuations have become extended beyond historical norms and I contend prudence.  Nevertheless, there are attractive dividend growth …

These Are The Only Dividend Champions And Contenders That Appear Attractively Valued

Introduction As the stock market continues its relentless advance, attractive valuations are getting harder and harder to find.  This is especially true for the highest quality blue-chip dividend growth stocks.  Perhaps more importantly, in addition to the market’s relentless advance, there has also been a clear flight to quality – especially with dividend growth stocks.  …

42 Dividend Contenders for Above-Average Total Return

With interest rates hovering near all-time lows, investors needing income are faced with very limited choices.  The traditional high yield available from bonds and other fixed income vehicles are no longer available to meet the needs of retirees needing income to live off.  Moreover, it is almost a certainty that today’s low yields are not …

Ten Prominent Defense Stocks That Pay Dividends, Part II

Introduction In Part I of this two-part series we pointed out how proposed spending cuts by Defense Secretary Robert Gates are designed to hold the growth of the $680 billion defense department budget to only 1% or 2% for the next few years. We further pointed out that these pending spending cuts were casting a …