Investing in Western Utility Stocks – Do Today’s Valuations Make Sense Part 2

Introduction In part 1 of this series on utilities published on July 26, 2012, we looked at the utility sector with a broad brush. In this part 2, we will focus on utilities located in the western part of the United States. The series was inspired because of the apparent general impression that utility stocks[…]

Addendum To: Investing in Western Utility Stocks, Do Today’s Valuations Make Sense, Part 2

This instablog looks at the five example Western utilities covered in part two. This instablog will primarily look at valuation through the lens of FAST Graphs™.  We consider this powerful graphing tool an essential first step when attempting to determine both fair value and the potential return that a common stock offers.  However, they are[…]

The Walt Disney Company – Stock Research – Large-cap Growth at an Attractive Price

About The Walt Disney Company (DIS):  Directly from their website “The Walt Disney Company, together with its subsidiaries and affiliates, is a leading diversified international family entertainment and media enterprise with five business segments: media networks, parks and resorts, studio entertainment, consumer products and interactive media. Disney is a Dow 30 company and had annual[…]

Buffalo Wild Wings Inc – Stock Research Analysis – Is It Too Saucy?

A quick glance at the historical earnings and price correlated FAST Graphs™ on Buffalo Wild Wings (BWLD) shows a picture of slight undervaluation (See Purple Circle in first graph).  However, since analysts are expecting the earnings growth to somewhat slow down, when you look at the forecasting graph the stock appears modestly overvalued – it’s[…]

Johnson & Johnson – Stock Research – Large-cap Growth at an Attractive Price

About Johnson & Johnson (JNJ):  Directly from their website “Caring for the world, one person at a time…inspires and unites the people of Johnson & Johnson. We embrace research and science – bringing innovative ideas, products and services to advance the health and well-being of people. Our approximately 128,000 employees at more than 250 Johnson[…]

If You Own Utility Stocks, Consider Selling The Overvalued Ones – Part 1

Introduction Recently, I’ve come across several discussions by dividend growth investors as to whether the utility sector is overvalued or not today.  Therefore, I decided to look into the sector’s relative valuation as a whole to see what I could find. The only way to efficiently conduct this kind of research is to rely on[…]

Hasbro Inc – Don’t “Toy” with Me

Hasbro Inc (HAS)   Large-cap Growth at an Attractive Price About Hasbro Inc:  Directly from their website “Hasbro, Inc. (NASDAQ: HAS) is a branded play company providing children and families around the world with a wide-range of immersive entertainment offerings based on the Company’s world class brand portfolio. From toys and games, to television programming, motion[…]

Readers’ Choice Calculating Fair Value on Transalta, Southern Company and Exelon

This blog post is presented in response to questions and comments on recent articles I published.  Therefore, I offer this following post to clarify certain confusions that readers had. My articles were dealing with valuation discussions about dividend growth stocks to include utilities. Three utility companies were discussed where I felt there was some confusion[…]

Quaker Chemical Corp – Price and Earnings Analysis

Quaker Chemical Corp’s (KWR) long-term operating history can be described as periodically erratic.  The company will string together several years of earnings growth followed by periods of earnings contraction.  Therefore, although forecasts for future earnings growth are expected to be strong, prospective investors should be aware of the company’s quasi cyclical business history.  Consequently, investors[…]

Sherwin-Williams Co Paints A Picture Of Overvaluation

Sherwin-Williams Co (SHW) reports earnings tomorrow July 19, 2012.  The Board of Directors have already declared a regular $.39 per share dividend.  Analysts are expecting Sherwin-Williams Co to have a strong year.  However, a quick glance at the earnings and price correlated F.A.S.T. Graphs™ on Sherwin-Williams Co (see below) paints a striking picture of overvaluation[…]