ETP UPDATE

As I’m sure most of you are aware, my timing on presenting Energy Transfer Partners (ETP) as a high risk speculation could not have been worse.  The stock plunged the following day when the company filed a report disclosing that CFO Jamie Welch was leaving and did so without posting a press release.  This created a significant amount of concern on the part of many investors.  Unfortunately, the water remains muddy regarding what this really means.  Therefore, I thought it would be appropriate to provide the following updates.  […]

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Suffering Stock Market Stress? Consider This Market with Negligible Volatility and Consistently Rising Values Instead!

Introduction

It would be an understatement to call the recent stock market activity turbulent.  High stock price volatility makes investors anxious and some people even become downright frightened.  These emotional responses are often exaggerated for people in or near retirement.  Therefore, I contend that all investors need to find ways to keep their emotions in check in order to avoid panicking, which typically leads to the making of a devastating financial mistake. […]

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Researching United Technologies: Here’s How I Do It

Introduction

One of the greatest challenges that authors face when posting articles on financial blogs is how much information they should include and how much they should exclude.  Space is limited, and many readers prefer a short write-up over long dissertations.  Therefore, most authors (yours truly included) attempt to summarize their positions in the fewest words possible.  However, this approach implies that readers will fill in the blanks between what is said and what is left out. Unfortunately, that is not what always happens. […]

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MisterValuation Stock of the Week: Consider Getting Your Portfolios on Target

 

Introduction

I am offering Target (TGT) as this week’s MisterValuation Stock of the Week because I believe it offers an opportunity to provide important lessons about the significance of valuation.  As I’ve written about many times in the past, I consider it an absolute fact that Mr. Market will often improperly price or value a stock.  But more importantly, I believe a key to prudent and successful long-term investing is the ability to recognize inappropriate valuations when they appear.  Moreover, it’s even more important to possess the foresight and courage that comes with it that allows you to act appropriately when aberrant valuations are identified. There are a couple of important realities that are implicit in what I have written above.

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The Interpretation of the Earnings and Price Correlated F.A.S.T. Graphs™ Made Simple

The Interpretation of the Earnings and Price Correlated F.A.S.T. Graphs™ Made Simple

At their core, F.A.S.T. Graphs™ are easy to interpret and understand. When you are clear on what the lines and shaded areas on a F.A.S.T. Graphs™ represent, you will experience an instantaneous and comprehensive understanding of the business behind the stock, and how the market has, and is, pricing it. […]

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How Can You Avoid Value Traps In this Market?

Introduction

When the stock market turns bad, like it has been recently, investors find it extremely difficult to remain positive.  As a result, people tend to be more cynical during bad times than they would normally be during better times.  When this happens, it becomes all too easy to paint every stock in the stock market with the same negative brush.  Since most stocks will, temporarily at least, experience falling prices during a bad market, the distinction between good stocks and bad stocks can become blurred. […]

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Tompkins Financial: MisterValuation Stock of the Week

Introduction With all the recent turmoil in the stock market, I thought it would be prudent to search for a dividend growth stock with a focus on consistency.  Consequently, I ran a screen through the Dividend Champions looking for fair value as I always do, and then put a premium on consistent earnings generation.  Finally, Read more about Tompkins Financial: MisterValuation Stock of the Week[…]

Simplify Your Research Process and K.I.S.S. Your Worries Goodbye

Introduction

Most everything I write about is based on my belief in value investing as a sound, prudent and profitable long-term investing strategy.  At its core, value investing relates to getting value on your money with investing just as it would to getting value for anything you would purchase.  I feel safe in saying that no one wants to pay more than they should for anything that they purchase.  This would apply to the basic necessities of food, clothing and shelter, and everything else that we would want to buy.  Consequently, I don’t think it should be any different when we are buying stocks. […]

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MisterValuation Stock of the Week: There Is Nothing Easy About NetEase, Inc. But It’s An Intriguing Investment To Consider

Introduction I don’t have to tell any of you that the stock market is currently in turmoil.  Much of this is attributed to what only could be described as chaos in the Chinese stock market and economy.  Interestingly, as a young man entering the investment industry, many mutual fund wholesalers loved to present a metaphor Read more about MisterValuation Stock of the Week: There Is Nothing Easy About NetEase, Inc. But It’s An Intriguing Investment To Consider[…]