investors

Constructing a Dividend Growth Stock Portfolio for Total Return (Part 1)

Dividend Growth Stock Portfolio – Stock Selection Process A common mistake that investors make regarding dividend portfolio construction is not having a well-thought-out plan. It is quite common for investors to compile what could best be described as a “junk drawer” instead of a successful strategy. The reasons for this are many. Over time investors …

The Top 3 Medical Distributors Are On Sale: AmerisourceBergen, Cardinal Health and McKesson Corp.

Introduction The top 3 Medical DistributorsAmerisourceBergen (ABC), Cardinal Health (CAH) and McKesson Corp. (MCK) dominate the distribution of pharmaceuticals and are estimated to represent 90% to 95% of the market.  Moreover, each are dividend growth stocks, and as a specific subsector group all appear significantly undervalued.  Therefore, it is reasonable to assume that the issues …

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 …