WBA
McKesson Corp, Walgreens Boots Alliance, Cardinal Health Corp., CVS Health Corp: Medical Distributors an Industry on Sale
2019-05-29
Introduction This is a follow-up to my first article in a continuing series where I will be identifying and presenting dividend growth stocks for an above-average long-term total return objective. My first article in this series covered AmerisourceBergen, a leading medical distributor that I presented as significantly undervalued. However, I offer this follow-up to illustrate […]
Invest In Walgreens Or CVS – Speculate In Rite Aid
2018-01-19
Introduction For many years now, investing in healthcare related stocks has presented me with a conundrum of sorts. Demographic forces, primarily the graying of America (and the world for that matter), suggests powerful future growth potential and demand for healthcare related products and services. On the other hand, healthcare and its costs have long been […]
Mister Valuation plans for 2018: A New Year a New and Better Approach
2018-01-18
The Principles of Valuation: A Year-Long Series Elaborating On Sound Value Investing Principles Introduction Every year I take the holidays off in order to reflect on what I have accomplished for the year, but more importantly, to think deeply about and contemplate what I might do better in the upcoming New Year. This process has […]
Why I Am Now Interested In CVS Health Corporation
2016-10-13
Introduction Investing in great companies sits at the core of my investment philosophy. In this regard, I reject the idea that I invest in the stock market. To me, the stock market is simply the store I shop in to purchase interests in fine businesses. In the final analysis, my investment objective is to become […]
Premier Dividend Growth Stocks: Is There Any Value? A Sector By Sector Summary Review: Part 1
2016-08-22
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 […]
Beware the Financial Destruction of Overvaluation
2016-06-02
Introduction After such an extended bull run it’s only logical to assume that many stocks are trading at frothy valuations. On the other hand, it’s also important to keep in mind that it is a market of stocks and not a stock market. Nevertheless, the truth is that many stocks are now significantly overvalued based […]