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3M Company: Finally, a Great Dividend Growth Company Becoming a Good Investment!

Posted on by Polly C

Introduction I find it serendipitous that after just completing a 19-part series on how highly valued the general market is, I get the pause that refreshes.  Now please don’t read more into my words than are being offered.  I still believe that the market at large is fully valued.  Consequently, finding great companies at great Read more about 3M Company: Finally, a Great Dividend Growth Company Becoming a Good Investment![…]

Campbell Soup Company: High-Yield and Speculative Capital Gain Potential-Part 4

Posted on by Polly C

Introduction This is the fourth of what will be a long-running series highlighting dividend growth stocks that have technically entered bear market territory.  Many investors define a bear market as when prices fall at least 20%.  After coming out of the true bear market inspired by the Great Recession, stocks have generally been enjoying a Read more about Campbell Soup Company: High-Yield and Speculative Capital Gain Potential-Part 4[…]

6 More Expensive Stocks in the Dow Jones Industrial Average: Part 2 of 5

Posted on by Polly C

Introduction In part 1 of this five-part series, I covered what I considered the 6 most expensive stocks in the Dow Jones Industrial Average Index of 30 stocks.  With this part 2, I’m going to cover 6 additional Dow stocks that I consider overvalued currently.  So far, these two articles represent approximately 40% of the Read more about 6 More Expensive Stocks in the Dow Jones Industrial Average: Part 2 of 5[…]

The Threat and Risk of Rising Interest Rates: Separating Fact from Fiction

Posted on by Polly C

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 Read more about The Threat and Risk of Rising Interest Rates: Separating Fact from Fiction[…]

What Will Happen To the Stock Market When Interest Rates Rise? Part 1

Posted on by Chuck Carnevale

Introduction

Interest rates have been in a freefall for the better part of the past two decades.  Moreover, the yield on the 10-year US Treasury, which is the flagship interest rate benchmark, has mostly been below 2% since the beginning of 2012.  The 10-year Treasury note did reach 3% by the end of 2013 but has promptly fallen ever since to its current level of 1.59 percent.

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

Posted on by Chuck Carnevale

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

Posted on by Chuck Carnevale

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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Retired Investors Don’t Buy Bonds Until?

Posted on by Chuck Carnevale

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. […]

Designing a Retirement Portfolio That’s Just Right For You

Posted on by Chuck Carnevale

Introduction

No one knows your own personal financial situation better than you do.  Every individual possesses their own unique investment goals, objectives, needs and risk tolerances.  At first glance this may seem simple and straightforward to the point of stating the obvious.  However, I contend that the reality that individuals have different financial situations, goals and objectives is profoundly important as it relates to designing an appropriate retirement investment portfolio.  There is no such thing as one-size-fits-all when designing the appropriate retirement investment portfolio, or any type of portfolio for that matter. […]

Stocks for 2014: Fairly Valued Dividend Growth Stocks with an Emphasis on Dividends – Part 4

Posted on by Chuck Carnevale

Introduction

I am a firm believer that common stock portfolios should be custom-designed to meet each unique individual’s goals, objectives and risk tolerances.  With that said, I believe it logically follows that in order to create a successful portfolio, the individual investor must first conduct some serious introspection to be sure that they truly “know thyself.”  Therefore, I believe the first, and perhaps most critical step, towards designing a successful equity portfolio is to ask your-self, and honestly answer several important questions.

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