Get Real About Assessing Your Stock Investments: Growth And Value Impact Capital Appreciation

Introduction I believe, and there is plenty of evidence to back my belief, that current market conditions are at an extreme. Although rare, it’s not unusual for aberrant market action to occur. Warren Buffett once said: “The fact that people will be full of greed, fear or folly is predictable. The sequence is not predictable.” Read more about Get Real About Assessing Your Stock Investments: Growth And Value Impact Capital Appreciation[…]

Could This Be Why Warren Buffett Sold General Electric Bought Synchrony?

Introduction Warren Buffett has long been considered the consummate value investor.  His penchant for value investing is generally attributed to his relationship with the renowned father of value investing Ben Graham.  However, what is often overlooked is the influence that partner Charlie Munger brought to Warren Buffett’s investing philosophy.  Warren attributes Charlie to introducing him Read more about Could This Be Why Warren Buffett Sold General Electric Bought Synchrony?[…]

Lowe’s Companies Inc.: Attractively Valued Dividend Aristocrat for Total Return

Introduction Much of my dividend growth investing is currently focused on looking for high quality dividend growth stocks that are yielding 3% or better.  The reason is quite simple.  I am managing dividend growth portfolios for clients that are retired and require at least a yield of 3% or better in order to live on.  Read more about Lowe’s Companies Inc.: Attractively Valued Dividend Aristocrat for Total Return[…]

This Is Not Your Grandfather’s AT&T

Introduction I have had several readers request that I do an article on AT&T (T).  Since the company has just reported earnings, which have thus far received a strong and positive reaction from Wall Street, I thought now would be a good time. Following their earnings report, an article published on July 25, 2017 at Read more about This Is Not Your Grandfather’s AT&T[…]

Kroger’s Recent Price Weakness Might Just Be a Good Loss

Introduction Investors usually hate it when they buy a stock and the price goes down.  However, being upset with a price drop is not always the appropriate response.  There are situations where a price drop is a disaster, and there are times where a price drop is a gift.  This is a distinction that relates Read more about Kroger’s Recent Price Weakness Might Just Be a Good Loss[…]

Should You Care That The Market Is Overvalued- It Depends!

Introduction Most investors suffer from what I believe is an unhealthy (unprofitable) obsession with the stock market.  Financial writers and professional investors never tire about offering up their opinion on what the market will do next – especially short term.  Individual investors also are deeply concerned with how the markets are doing on a daily Read more about Should You Care That The Market Is Overvalued- It Depends![…]

Demystifying the Amazon Valuation Dilemma

Introduction Amazon: the Valuation Dark Side It is no secret that Amazon (AMZN) has been a disruptive force, especially relating to the retail sector.  On the other hand, the company is also an enigma to the value focused fundamental investor such as yours truly.  Over its entire operating history as a publicly traded company, Amazon Read more about Demystifying the Amazon Valuation Dilemma[…]

The Active versus Passive Performance Debate Is Nonsensical

Introduction One of the most hotly contested debates in finance is the argument over which is better – active or passive investing.  Moreover, this debate has spurred numerous academic studies that claim to identify whether passive outperforms active investing or vice versa.  As a result, the current popular opinion suggests that passive outperforms active investing Read more about The Active versus Passive Performance Debate Is Nonsensical[…]

The Most Important Stock Investment Lesson I Ever Learned

Introduction My investing career officially started in 1970.  However, for several years prior to that time I was an avid and interested student of common stock investing.  My initial lessons were taught by studying the behavior and practices of the most renowned stock investors.  Although these academic pursuits taught me a great deal, nothing taught Read more about The Most Important Stock Investment Lesson I Ever Learned[…]

Penske Automotive Group: Growth, Value and Dividend Growth Hiding in Plain Sight

Introduction Finding attractive investments in the dividend growth space has become a real challenge in today’s overheated market.  This is especially true if you limit yourself to looking in the obvious places.  Simply stated, you won’t find any bargains today in the Procter & Gambles, Johnson & Johnsons and Coca-Colas.  In other words, the flight Read more about Penske Automotive Group: Growth, Value and Dividend Growth Hiding in Plain Sight[…]