McGraw-Hill – It Provides A Lot of Information, So Let The Pictures Do The Talking!

McGraw-Hill Companies (MHP) looks like a good addition for the dividend growth investor. The market has historically applied a premium valuation to this company. Its historically above-average earnings growth had pushed the company to trade at premium, until recently.  At its current valuation, McGraw-Hill sits at a fair valuation.  Therefore, we believe today’s price represents[…]

Sysco – Building A Case For A Return To Growth

Introduction This article will specifically cover Sysco (SYY) and why I believe it represents an exceptionally safe opportunity for dividend growth investors and retirees looking for yield. Specifically, it also offers a follow-up to an article on Sysco (SYY) that I wrote approximately a year ago Found Here.  However, I have ulterior motives that go[…]

Supply Your Portfolio With Healthy Growth From Medical Suppliers

With baby boomers being one of the biggest population bubbles, medical suppliers can be a healthy addition to a portfolio.  Here are five medical supply companies that are trading below their normal historical PE ratios and inline or slightly below their estimated growth rates.  Consequently, they represent an opportunity for above-average growth and yield. Five[…]

Caterpillar’s Earnings Look Like And Act Like A Caterpillar; Moving Slowly But Steady

Caterpillar Inc (CAT) is the world’s leading company in the industry of construction and mining equipment.  It has 18 years of increasing dividends, and for shareholders, it can deliver a nice return over the long run, especially if purchased at the right price.  This article looks at Caterpillar Inc, a Dividend Contender, through the lens[…]

Our Top 40 Favorite Dividend Champions: Blue-chip Dividend Growth Stocks Today’s Strong Option for Retirement Portfolios Part 2

In part one of this two-part series (Found Here) I laid the groundwork for why I believe that blue-chip dividend paying US equities represent not only a viable, but also a safer investment choice than many give them credit for. I also pointed out why I believe the risk profile on bonds is currently upside[…]

Gilead Sciences Inc: Strong Growth At An Unreasonably Low Price

Gilead Sciences Inc (GILD) is an innovative healthcare company with a strong record of historical earnings growth and expectations for above-average growth into the future.  Nevertheless, Mr. Market seems unwilling to recognize the past and future earnings power of this niche pharmaceutical growth stock.  Consequently, the company trades at a single digit PE ratio that[…]

Gilead Sciences Inc: Strong Growth At An Unreasonably Low Price

Gilead Sciences Inc (GILD) is an innovative healthcare company with a strong record of historical earnings growth and expectations for above-average growth into the future.  Nevertheless, Mr. Market seems unwilling to recognize the past and future earnings power of this niche pharmaceutical growth stock.  Consequently, the company trades at a single digit PE ratio that[…]

Blue-Chip Dividend Growth Stocks Today’s Strong Option For Retirement Portfolios – Part 1

There is a confluence of factors that are painting a very odd picture of current investor behavior.  Common sense and a careful analysis of the market dynamics between equities and bonds today would indicate that investors should be acting in the exact opposite manner than they are. Interest rates are hovering at a 100-year low,[…]

Five Conservative Utilities From The Wild And Wooly West

In today’s low interest rate environment, utility stocks offer investors a reasonable alternative to bonds.  Utility stocks tend to be low growth, but stable equities that attract investors primarily looking for above-average dividend income.  However, like all low growth vehicles, it is especially important to focus on valuation when looking at utilities as an investment[…]