Introduction For some time now I have been pointing out that the stock market as measured by the S&P 500 has become moderately overvalued. However, even more to the point, I still believe that to be true even after the price corrections we have experienced recently as a result of the coronavirus. In other words, […]
Introduction My personal anecdotal experience suggests that many investors operate under the fallacy: “my mind’s made up – don’t confuse me with the facts.” This behavior often results from only reading the headlines while skimming over the in-depth analysis that is truly needed to make a sound or prudent investing decision. A current case in […]
Introduction This is the second of a five-part series presenting 50 dividend growth stocks that I have screened for current fair value. With this article I will be covering 10 additional dividend growth research candidates in addition to the initial 10 that I presented in part 1 found here. Furthermore, I wanted to be clear […]
Investing Thesis When investing for dividend growth there are several key attributes that I consider crucial for long-term success. My definition of long-term success is first and foremost to generate a steadily-rising dividend income stream, and secondarily, the opportunity to generate a reasonable level of capital appreciation. With this article I will present 12 dividend […]
Introduction As a value investor, I must admit to being very frustrated with the valuations I’m seeing on high-quality blue-chip dividend growth stocks. I have been vigorously searching for fairly valued dividend growth stocks to invest in. I have thoroughly screened and evaluated every company in the S&P Dividend Aristocrats, all three of the CCC […]
Introduction It appears that I have become caught up in a spirited discussion regarding holding cash in investment portfolios. However, I believe that my position on this important subject is being misrepresented. Therefore, I felt compelled to offer this article for clarification of my true position and beliefs on the utilization of cash in portfolios.