Invest in AmerisourceBergen for its Growth and Valuation – Speculate in a Potential Takeover

Introduction This is the first in a continuing series where I identify and present dividend growth stocks for an above-average long-term total return objective.  Throughout this series I will be illustrating that there are several prudent sources of long-term return and there is also luck or chance.  Personally, I suggest that investors strive to build Read more about Invest in AmerisourceBergen for its Growth and Valuation – Speculate in a Potential Takeover[…]

Chuck Carnevale on Financial Sense Newshour-Value Lacking in Today’s Market, Says Mr. Valuation

Recently Chuck appeared on the Financial Sense Newshour with Cris Sheridan and we wanted to share his radio broadcast with you. FAST Graphs creator Chuck Carnevale, aka Mr. Valuation, discusses current market valuations, the most overvalued and least overvalued sectors of the market, how he picks stocks and what he looks for. Click on the Read more about Chuck Carnevale on Financial Sense Newshour-Value Lacking in Today’s Market, Says Mr. Valuation[…]

Is the Death of Retail Trade Greatly Exaggerated? Part 16

Introduction Simply Google the phrase “what effect is Amazon having on retail” and you’ll discover a significant amount of information, articles and theories.  Personally, I found the following article written by Susan Ward that articulated the sales of brick-and-mortar versus online to be quite illuminating.  Her opening paragraph mirrors the title of this article as Read more about Is the Death of Retail Trade Greatly Exaggerated? Part 16[…]

Are stocks in the Non-Energy Minerals Sector Investable? Part 13

Introduction The Non-Energy Minerals Sector is mostly comprised of very cyclical and typically commodity-based companies.  Consequently, very few companies in this sector offer the consistency and predictability that prudent and/or conservative investors might require.  As a result, I personally tend to eschew investing in companies in this sector.  In addition to the general cyclical nature Read more about Are stocks in the Non-Energy Minerals Sector Investable? Part 13[…]

10 Fairly Valued MLPs: Are the High Yields Worth the Risk and Effort? Part 12

Introduction A major goal of this series on sectors is to illustrate the reality that it is a market of stocks rather than a stock market.  With this article I am technically covering the Industrial Services Sector.  However, all the research candidates I will be presenting come from the Oil & Gas Pipelines subsector.  There Read more about 10 Fairly Valued MLPs: Are the High Yields Worth the Risk and Effort? Part 12[…]

Undervalued Growth and Dividend Growth in Health Technology: Part 11

Introduction Although many Health Technology Sector companies have significantly outperformed the market on a long-term basis, they have significantly underperformed the market since the beginning of 2015.  With only a few minor exceptions, this is true for most companies, especially the pharmaceutical companies, operating in this sector. On the other hand, there are several examples Read more about Undervalued Growth and Dividend Growth in Health Technology: Part 11[…]

6 Health Services Stocks Offering Growth at a Reasonable Price: Part 10

Introduction The Health Services Sector is one of the smallest sectors as presented by FactSet as it only contains 137 companies out of more than 19,000 in the US and Canadian universe.  Furthermore, since I was also screening for quality based on investment grade S&P Credit Ratings of BBB- or better, I was additionally surprised Read more about 6 Health Services Stocks Offering Growth at a Reasonable Price: Part 10[…]

There is More Value to be Found in the Finance Sector than in any other Sector: Part 9

Introduction I found more value in the Finance Sector than I did in any other sector that I screened.  All in all, I identified 131 attractively valued companies out of the 1,888 companies in the Finance Sector.  This is approximately 10 times as many as I found in any other sector.  Stated succinctly, there is Read more about There is More Value to be Found in the Finance Sector than in any other Sector: Part 9[…]