The Most Important Stock Investment Lesson I Ever Learned

Introduction My investing career officially started in 1970.  However, for several years prior to that time I was an avid and interested student of common stock investing.  My initial lessons were taught by studying the behavior and practices of the most renowned stock investors.  Although these academic pursuits taught me a great deal, nothing taught Read more about The Most Important Stock Investment Lesson I Ever Learned[…]

Choosing Common Stocks That Make Sense for Your Retirement Portfolio: Part 2

Choosing Common Stocks That Make Sense for Your Retirement Portfolio: Part 2

Introduction

Choosing the most appropriate stocks for the common stock portion of your retirement portfolio is vitally important.  In part 1 of this series found here I presented the 6 broad categories of stocks (businesses) that renowned mutual fund manager Peter Lynch presented in his best-selling book “One Up On Wall Street.”  I contend that the 6 categories that Peter Lynch wrote about establish a solid foundation of understanding of what’s generally available in the common stock universe. Additionally, I pointed out that these categories were very broad, and suggested that there were significant differences between the individual companies in each broad category. […]

Understanding Fair Valuation: A Common Sense Approach To Long-Term Investing Success

Introduction

In order to understand what the intrinsic value or fair value of a common stock is, you must think like a long-term business owner and not like a stock trader.  Additionally, you must think like a business owner that has no intention of selling their business.  Put another way, your business generates your livelihood. Therefore, your primary focus and attention is on answering the question: how’s business? […]

20 Attractive Dividend Growth Stocks in Today’s Overvalued Market

I recently published a series of articles on Seeking Alpha and other sites that were free to the public where I presented 20 attractively valued dividend growth stocks with an aggregate yield of 4.3%.  If you haven’t already read them, here are links to both of those articles. 20 Dividend Growth Stocks To Buy Today Read more about 20 Attractive Dividend Growth Stocks in Today’s Overvalued Market[…]

10 Dividend Growth Stocks for Your Retirement Portfolios Aggregate Yield 4.3%: Part 2

Introduction

After an exhaustive search of the dividend growth stock universe I identified 20 dividend growth stocks that I felt were currently worthy of consideration for retirement portfolios based on valuation. In part 1 of this 2-part series found here I discussed the current level of the S&P 500, and offered some important principles about valuation.  Additionally, I offered the first group of 10 of what I consider the highest quality members of the 20 screened research candidates I uncovered.  In this part 2, I will present the final 10 of 20 attractively-valued dividend growth stocks that I felt were currently worthy of consideration based on attractive or fair valuation relative to the overall market. […]

Retired With Money To Invest? Consider Playing Defense With Utilities

Introduction

It is no secret that the stock market in the general sense is trading at a higher valuation than normal.  On the other hand, I would argue that it’s far from bubble territory.  Regardless, I must admit that finding attractive valuations is getting harder with each passing day.  This is especially true for the conservative retired investor looking for safe sources of income in order to fund their golden years.  But at the same time, that does not mean that good value or sound investments cannot be found. […]

Hope Is Not A Strategy, Before Investing Have A Precise Calculation Of Return In Mind

Introduction

Many people make the mistake of investing in a stock simply with the hope or belief that it will or might go up in value.  However, there is a very popular mantra that states “Hope is not a strategy.”  Some attribute the origin of this mantra to former New York City Mayor Rudy Giuliani during his speech at the Republican National Convention on September 3, 2008 where he said “because change is not a destination, just as Hope is not a strategy.”  Others credit a well-publicized letter sent to Barack Obama by economist, and Dean of the Business School at Webster University in St. Louis, Dr. Benjamin Ola Akande that was titled “Hope is not a strategy.”

[…]

The Often Overlooked Danger When Investing In S&P 500 Utility Stocks – Part 10A

Introduction The S&P 500 is a large and broad index that includes 10 broad sectors and many types of individual companies. Many S&P 500 constituents pay dividends and many do not. One of the smallest sectors by weight is the Utilities Sector, comprising just over 3% of the total index, and includes 29 constituents. However, Read more about The Often Overlooked Danger When Investing In S&P 500 Utility Stocks – Part 10A[…]

Stocks for 2014: High Yield and Fairly Valued Dividend Stocks for High Current Income – Part 5

Introduction Chuck Carnevale Retired investors seeking high income to live off of during retirement, face greater challenges today than almost ever before.  The days of high yields available from bonds and other fixed income vehicles are long gone.  Consequently, generating an adequate level of current income on retirement portfolios is difficult to say the least. Read more about Stocks for 2014: High Yield and Fairly Valued Dividend Stocks for High Current Income – Part 5[…]

Many Of My Dividend Growth Stocks Have Become Overvalued, What Do I Do Now?

Introduction To me, there’s almost nothing better than finding a great company that I truly want to own at a fair valuation, or better yet, undervalued.  In the long run, it has been my experience that this usually leads to outsized future returns, especially if you buy stocks when they are undervalued at the time.  Read more about Many Of My Dividend Growth Stocks Have Become Overvalued, What Do I Do Now?[…]