Ten Prominent Defense Stocks That Pay Dividends, Part I

There is a lot of uncertainty regarding the future of the defense industry under the Obama Administration and Defense Secretary Robert Gates. Proposed efficiency initiatives call for a realignment of defense spending indicating only modest growth in the defense budget of 1% to 2% over the next few years. “Learning to do more without more” Read more about Ten Prominent Defense Stocks That Pay Dividends, Part I[…]

VF Corporation: Attractive Valuation With a Growing Dividend

Introduction and History VF Corporation (VFC) is the world’s largest apparel company with solid brands that are sold in more than 150 countries throughout the world. The company traces its roots back to 1899 when eight men formed the Reading Glove and Mitten manufacturing company in Reading, Pennsylvania. In 1911 one of the eight men, Read more about VF Corporation: Attractive Valuation With a Growing Dividend[…]

McGraw-Hill: A Large-Cap Recovery Story With a Dividend That Pays You to Wait?

Over a Century of Service The McGraw-Hill Companies (MHP) traces its roots back to the 1800s. James H. McGraw founded the McGraw Publishing Company in 1899 and John Hill formed the Hill Publishing Company in 1902. In 1909 the two cofounders of today’s McGraw-Hill Companies (MHP) formed McGraw-Hill. Over the many decades that followed, the Read more about McGraw-Hill: A Large-Cap Recovery Story With a Dividend That Pays You to Wait?[…]

S&P 500: Modestly Overvalued

After a strong price recovery in 2009, the question on every investor’s mind is what about 2010? To us, it’s always a function of valuation based on earnings. In fact, the correlation between earnings and price explains a lot about past, present and ultimately future performance. This is true for individual companies, but applies to Read more about S&P 500: Modestly Overvalued[…]