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. […]

Warning: Don’t Let Market Hype Cause You to Miss This Total Return Opportunity

Introduction

Since the Great Recession of 2008 came to an end, the stock market, as measured by the S&P 500, is almost midway through the 7th year of a strong bull run.  This marks today’s bull market as the third longest in US history.  Considering how traumatizing the Great Recession and the accompanying stock market collapse was for most investors, this should be good and comforting news.  But unfortunately, the length and level of our current bull market seems to be conjuring up more worry and angst than comfort.

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25 Dividend Champion Investment Opportunities: Something For Every Retired Investor, Part 1

Summary

  • The stock market as measured by the S&P 500 continues to hover near an all-time high.
  • It is getting harder to find reasonably valued dividend growth stocks to invest in today.
  • There are still high-quality attractive blue-chip dividend growth stocks available for current investment.
  • 25 Dividend Champion research candidates at or near fair value currently.

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The Shiller PE Continues to Mislead Investors, The S&P 500 Is Fairly Valued in Early 2013

Allow me to start this article by emphatically stating that I have a real problem with forecasting stock markets in the general sense.  Instead, I prefer to forecast the intrinsic values of individual businesses based on their earnings justified fundamental values.  I hold this position because I believe that it is not only possible, but Read more about The Shiller PE Continues to Mislead Investors, The S&P 500 Is Fairly Valued in Early 2013[…]

My Best Investment Advice – Watch Your Fellow Investors And Do The Opposite

In my opinion, the recent selloff in stocks defies commonsense and logic, but in truth and fact it usually does. In other words, it’s not uncommon to see investors selling at precisely the time they should be buying and vice versa.  Moreover, when investor pessimism is at a high, like it is today, stocks become Read more about My Best Investment Advice – Watch Your Fellow Investors And Do The Opposite[…]

Yes, They Do: Low Interest Rates Do Make Stocks Cheap

Introduction: Pessimism Is For Losers I’m inspired to write this article because I am so frustrated by the plethora of all the so-called expert market prognosticators that continuously bombard the public with negative forecasts. I consider this to be both erroneous and irrational.  When the markets are doing well, we are immediately inundated with articles Read more about Yes, They Do: Low Interest Rates Do Make Stocks Cheap[…]

A Micro Case For Future Stock Market Performance Optimism

Implicit with the Thanksgiving Holiday is a spirit oriented towards counting our blessings.  Being thankful associates more closely with optimism than it does pessimism. However, the euro zone debt crisis is occurring after what has been a seemingly endless string of macro-economic headwinds driving extreme investor pessimism. The psychological impact of all these negative events Read more about A Micro Case For Future Stock Market Performance Optimism[…]

Prof. Schiller and CAPE, Maybe Correct Generally, But Specifically Wrong: The Market is Currently Cheap

Introduction Many well-known stock market pundits to include the likes of Henry Blodgett point to Professor Robert Shiller’s cyclically adjusted PE ratio or CAPE to make a case that the stock market (S&P 500) is overvalued.  According to Prof. Shiller, the long-term average PE ratio (CAPE adjusted) for the S&P 500 is approximately 16.  And Read more about Prof. Schiller and CAPE, Maybe Correct Generally, But Specifically Wrong: The Market is Currently Cheap[…]

Strong Standard and Poor’s 500 Earnings plus Weak Stock Values equals Opportunity

S&P 500 Earnings are Strong + Stock Values are Weak = Opportunity Extensive research, experience and analysis spanning more than 40 years has taught me that earnings determine market price in the long run.  I have dubbed this principle with the acronym EDMP.  However, there also exists a short-run evil twin sister EDMP.  This principle Read more about Strong Standard and Poor’s 500 Earnings plus Weak Stock Values equals Opportunity[…]

The Greatest Risk We Face: To Again Falling Into a Recession

The Problem A spate of frightening headlines has led to two troubling declines in financial instruments.  The first, of course, is the decline in equity prices that has everyone worried about their financial futures.  This drop in stock price is in everybody’s face and therefore commands prime time attention by the media.  Of course, the Read more about The Greatest Risk We Face: To Again Falling Into a Recession[…]