Eaton Vance Corp: Get Paid To Invest In a Long Tradition of Investing Excellence

Historically, the best time to invest in Eaton Vance Corp (EV) is when its price is aligned with its earnings justified valuation as it is now. The market has traditionally applied a premium valuation to Eaton Vance where the entry dividend yield has usually been below 2%. However, at today’s valuation, new investors have the[…]

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[…]

Set Your Sights High In The Sky With DIRECTV

Although DIRECTV (DTV) may not be the most conservative stock you could ever review, it is clearly a consistent and fast grower. Moreover, even though it is a favorite of legendary investors like George Soros, Warren Buffett and others, DIRECTV is currently being valued at below market valuations. Consequently, the opportunity DIRECTV offers to invest[…]

Enhance The Performance Of Your Portfolio With NewMarket Corp.

Since coming out of the recession of 2001, NewMarket Corp. (NEU) has strung together an impressive run of earnings growth averaging almost 40% per year. Stock price followed, rising from a low of $2.70 to its current price over $190.00. Their longer term earnings record since 1998 averaged over 10% which included two recessions. However,[…]

Owens & Minor Inc: A Health Care Dividend Contender with an Above Growing Yield Trading at Fair Value

Owens & Minor (OMI) is well-positioned to participate in the demographic opportunity of an aging population. Moreover, they seem to be very resistant to economic cycles and potential changes from health care reform. This is evidenced by their consistent long-term record of above-average earnings and dividend growth. The correction in their stock price valuation over[…]

Technology Cakes –Have it all; High Growth and Eat It Too, High Yield

In the not too recent past, when people thought of technology stocks they were mainly focused on high growth.  However, as technology has evolved and become more mainstream, so too have technology stocks.  Today there are many technology stocks that are paying dividends, but best of all, not at the sacrifice of potential growth. This[…]

Owens & Minor Inc: A Health Care Dividend Contender with an Above Growing Yield Trading at Fair Value

Owens & Minor (OMI) is well-positioned to participate in the demographic opportunity of an aging population. Moreover, they seem to be very resistant to economic cycles and potential changes from health care reform. This is evidenced by their consistent long-term record of above-average earnings and dividend growth. The correction in their stock price valuation over[…]

CARBO Ceramics Inc: Continuing to Grow With a Lot of Gas

The growing interest in natural gas as a cheaper and cleaner fuel source has created a large increase in fracturing, although there is a lot of controversy surrounding fracturing and its environmental safety.  On the other hand, CARBO Ceramics Inc (CRR) does provide a profitable containment business that we feel enhances their appeal.  After being[…]

Franklin Resources Inc: A Resurgence Of Growth Post Recession

Prior to the recession of 2008 Franklin Resources Inc (BEN) had strung together six years of exceptional growth.  During the recessionary years, earnings per share first fell by 6% and then by a staggering 42%.  However, as the economy and the stock market recovered, so did Franklin Resources’ earnings per share, and stock prices followed[…]

CVS Caremark Corp: A Healthy Option for an Aging Population

CVS Caremark (CVS) is one of the leading pharmacy healthcare providers in the United States.  There have been major changes due to significant merger and acquisition activity within the pharmacy benefit management industry that stands to benefit CVS.  This high-quality healthcare juggernaut is currently trading at a historically attractive valuation.  Therefore, we feel it represents[…]