ORCL
Value Investing Is A Long-Term Strategy and Should Be Judged Accordingly
2020-01-16
Introduction Almost by definition, value investing rarely performs well in the short run. This is especially true when you are in a strong bull market like we’ve been in since March 2009. Most companies as represented by the S&P 500 are currently trading at fundamental multiples that are significantly above historical norms. Below is a […]
The Best Way to Judge Past Performance: Part Two
2015-07-01
Introduction On virtually every financial website on the planet there is a never-ending daily stream of stock tips and recommendations. Consequently, the investing public is literally flooded with information and advice regarding what stock to buy today or not to buy. Some of what is offered is supported by factual information and logic, but unfortunately, […]
Stocks for 2014: Growth and Income For Total Return Part 3
2014-01-21
Introduction When investing in common stocks, there is no one strategy that fits all investors. Some investors are focused on investing for income, some for capital appreciation and others for various combinations of both. Additionally, there is the issue of risk tolerance. Some investors are willing and capable of assuming greater risk if they believe […]
International Business Machines: A Road Map To Reasonable Valuation
2013-09-27
International Business Machines Corporation (IBM) likely isn’t flying under anyone’s radar. From its humble beginnings as the Computing-Tabulating-Recording Company in the early 20th century, this Armonk, New York based mega technology corporation has grown to a top 20 company in the world. But even without that tidbit of information, you’ve surely heard about the company. […]
Improve The Productivity Of Your Dividend Growth Portfolio With Technology
2013-08-08
Introduction and General Observations of the Information Technology Sector Dividend growth investors seeking quality dividend growth stocks to fund their retirement portfolios have not historically looked to the Information Technology sector. Traditionally, the Information Technology sector has been associated with higher growth and higher risk. However, in addition to higher growth, many technology companies are […]
This Is What Real Bubbles Look Like
2013-05-28
With the stock market currently doing so well, numerous articles are popping up playing the bubble card. Personally, I don’t believe we are anywhere near bubble levels for equities, at least in the general sense. I do think there are certain stocks that are currently overvalued, but very few that I would describe as dangerously […]