Designing the Appropriate Common Stock Retirement Portfolio: Stock Selection Options Part 1

Introduction

What is the best way to design or construct a common stock portfolio?  This is a question I am often asked and my short answer is always the same – it depends.  The truth is, there is no perfect method or strategy for designing a stock portfolio that is right for every individual investor.  However, there are principles of sound investing that every investor can follow and apply when designing a common stock portfolio that’s just right for them. […]

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. […]

Fallen Dividend Champions: I Still Have No Fear Of A Market Crash: Part 2

Introduction: Why I Do Not Fear a Market Crash or Correction The title of my first article in this two-part series was apparently considered provocative by many readers. So much so, that it generated quite a number of comments, many of which accused me of being complacent and/or merely deceiving myself and other readers with unjustified bravado. Read more about Fallen Dividend Champions: I Still Have No Fear Of A Market Crash: Part 2[…]

How Sweet is It?

Today’s blog looks at a well-known, but average growing company – Hershey. Once again, we see the strong relationship between the rate of change of earnings and shareholder returns. Today’s video looks at Hershey based on fundamentals. Best when viewed in full youtube screen. When you pay attention to fundamentals, you can develop an enlightened Read more about How Sweet is It?[…]