I Purchased United Parcel Service Inc. to Meet These Specific Objectives

Introduction United Parcel Service Inc. (UPS) currently offers a dividend yield in excess of 3%.  Moreover, it is also available at a valuation that is slightly below historical norms.  The company has provided a stable and growing dividend since it went public in 1999.  However, the company did keep their dividend the same for fiscal Read more about I Purchased United Parcel Service Inc. to Meet These Specific Objectives[…]

The Threat and Risk of Rising Interest Rates: Separating Fact from Fiction

Introduction The threat of rising interest rates is all the rage in financial circles today.  However, the seminal question is: How real is the threat, and how much impact will rising rates have on stock prices and investor performance?  This article will present my personal perspectives on interest rates and their potential impact on stock Read more about The Threat and Risk of Rising Interest Rates: Separating Fact from Fiction[…]

Happy 8th Birthday Bull Market! Has the S&P 500 Become Dangerously Overvalued?

Introduction According to an article in Quartz today, March 9, 2017, marks the 8th birthday of the US bull market which started on March 9, 2009.  According to the article, this is the 2nd longest and 4th strongest bull market in history for the S&P 500.  However, before we celebrate too excessively, we should pause Read more about Happy 8th Birthday Bull Market! Has the S&P 500 Become Dangerously Overvalued?[…]

j2 Global: Don’t Overlook This Impressive Growth and Dividend Income Stock

Investment Thesis j2 Global (JCOM) was founded in 1995 and went public in 1999.  During their first few years as a public company, j2 Global generated operating losses; however, since 2002 the company has strung together an impressive record of rapid growth.  They initiated their first dividend in 2011, and on February 9, 2017 they Read more about j2 Global: Don’t Overlook This Impressive Growth and Dividend Income Stock[…]

5 Fairly Valued MLPs: Is the Dilution Worth the Yield and How Do You Value Them?

Introduction The 5 MLPs covered in this article offer yields ranging from 5.7% to 10.7%.  Additionally, each of these MLPs appears reasonably valued given their high yields and prospects for growth.  However, two of these MLPs are currently in the process of merging. MLPs Simple and Complex at the Same Time I believe that MLPs Read more about 5 Fairly Valued MLPs: Is the Dilution Worth the Yield and How Do You Value Them?[…]

Pfizer Inc. Invest For Attractive Valuation and The 4% Dividend Yield

Investment Thesis Pfizer Inc (PFE) is one of the world’s largest pharmaceutical firms with sales exceeding $50 billion.  The company is currently attractively valued at a blended P/E ratio of 13.3, offering a current dividend yield of 4%.  Pfizer is awarded an S&P credit rating of AA and possesses a modest debt to capital ratio Read more about Pfizer Inc. Invest For Attractive Valuation and The 4% Dividend Yield[…]

12 Dividend Growth Stocks That Meet My “Magic Formula for Dividend Growth Investors”

Investing Thesis When investing for dividend growth there are several key attributes that I consider crucial for long-term success.  My definition of long-term success is first and foremost to generate a steadily-rising dividend income stream, and secondarily, the opportunity to generate a reasonable level of capital appreciation.  With this article I will present 12 dividend Read more about 12 Dividend Growth Stocks That Meet My “Magic Formula for Dividend Growth Investors”[…]

Broadcom, Limited: Exceptional Growth at a Reasonable Price-With A Dividend Kicker

Investment Thesis Broadcom Limited (AVGO) has historically been, and is expected to continue to be a growth stock.  On the other hand, the company is also an attractive dividend growth stock as well.  The combination of high growth and above-average dividend yield is rare.  This becomes especially intriguing when you consider that their cash flow Read more about Broadcom, Limited: Exceptional Growth at a Reasonable Price-With A Dividend Kicker[…]