Nvidia: The Correction Was Justified and Valuation May Still Be High

Introduction Nvidia (NVDA) operates as a visual computing company that engages in the design and manufacture of computer graphic processors, chipsets and related multimedia software.  As a result, the company is involved in many exciting technologies that are either already mainstream popular and technologies that offer enticing future growth prospects such as self-driving automotive technology.  Read more about Nvidia: The Correction Was Justified and Valuation May Still Be High[…]

9 More A Rated or Better Attractively Valued Dividend Growth Stocks

Introduction In part 2B of my current series on building and diversifying a dividend growth portfolio I presented 20 dividend growth stocks.  However, in the FAST Graph analyze out loud video I only covered 11 of the 20 companies, one for each of the major sectors.  As a result, I have had requests to provide Read more about 9 More A Rated or Better Attractively Valued Dividend Growth Stocks[…]

Diversifying by Sector: 20 High-Quality Attractive Dividend Growth Stocks Rated A- Or Better (Part 2B)

Introduction This current series of articles could be summarized as a review of ways to construct and diversify a common stock portfolio.  In part 1 found here I discussed various viewpoints on how many stocks a portfolio should hold.  In Part 2A found here I presented and discussed Peter Lynch’s 6 general categories of stocks.  In Read more about Diversifying by Sector: 20 High-Quality Attractive Dividend Growth Stocks Rated A- Or Better (Part 2B)[…]

Did IBM Buy Red Hat at a Fair Price?

Introduction On October 23, 2015 I wrote an article titled “Retirees: I Did Not Buy IBM to Sell; It’s about the Dividend Income Stupid.”  At the time I published the article, I was long International Business Machine (IBM) and remain long today.  With the article I attempted to illustrate why I was including IBM in Read more about Did IBM Buy Red Hat at a Fair Price?[…]

Stock Selection Options by Category: Part 2A

Introduction In part 1 of this series titled “How Many Stocks Should I Own?”  found here, I focused primarily on how many stocks an investor might need to hold in a stock portfolio for adequate diversification.  In this part 2, my focus will shift to category selections. Instead of how many stocks to own, this Read more about Stock Selection Options by Category: Part 2A[…]

How Many Stocks Should I Own? Part 1

Introduction One of the most commonly asked questions I receive from investors is: how many stocks should I put in my portfolio?  This is a widely debated subject that is most commonly referred to as concentrated versus widely diversified portfolio construction.  Of course, the widely diversified camp likes holding a lot of stocks and therefore Read more about How Many Stocks Should I Own? Part 1[…]

IBM Fundamental Analysis by the Numbers

Introduction All investing is not done with the same objectives or goals in mind.  This applies to investing in common stocks just as it does to investing in real estate, commodities, fixed income vehicles, fine art or collectibles – and any other investment that comes to mind.  There are times when investors are looking for Read more about IBM Fundamental Analysis by the Numbers[…]

Building a Dividend Growth Portfolio from Scratch: 15 A Rated or Better Fairly Valued Opportunities

Introduction We remain in one of the longest bull markets in history.  Generally, with bull markets stocks tend to become highly valued.  Additionally, we also continue to find ourselves in a low interest rate environment based on historical standards.  However, after bottoming out in January 2017, interest rates have steadily increased.  Although interest rates remain Read more about Building a Dividend Growth Portfolio from Scratch: 15 A Rated or Better Fairly Valued Opportunities[…]

Whirlpool Corporation: Do You Have the Guts To Be Greedy While Others Are Fearful?

Introduction After today’s price drop, and frankly even before that, I thought that Whirlpool Corporation (WHR) represented a unique opportunity to invest in the world’s oldest and largest appliance manufacturer at extremely undervalued levels.  I understand that there have been issues, but I see nothing that would suggest that the price should be this low.  Read more about Whirlpool Corporation: Do You Have the Guts To Be Greedy While Others Are Fearful?[…]

Earnings Growth Drives Total Return and Dividend Income

Introduction This article was inspired by an interesting debate between two commenters on my most recent article “Why a 15 P/E Ratio Represents Fair Value for Most (Not All) Companies: FedEx – Part 2 Found Here.”  In a nutshell, the argument revolved around whether dividends were a driver or a contributor to total return.  Interestingly, Read more about Earnings Growth Drives Total Return and Dividend Income[…]