Valuation Matters

Valuation Matters In my opinion, there are two primary factors that determine long-term returns. The rate of change of earnings growth and the price or valuation you pay to buy those earnings. This week we will focus on several consequences of valuation. How overvaluation reduces returns and how undervaluation can enhance returns. Today’s video looks at Read more about Valuation Matters[…]

Intel Tells

Intel reported earnings that although down, were much higher than expectations. Importantly, they forecast that computer sales were showing signs of recovering. The fundamental graph for Intel can tell us a lot about old school investing principles. Especially the importance of earnings and valuation towards long-term investing success. Today’s video looks at Intel based on fundamental Read more about Intel Tells[…]

PepsiCo Profits

PepsiCo reported better than expected profits this morning. Its stock trades at a historically low valuation. Therefore, its current yield is higher than normal with a history of growing. Today’s video looks at PepsiCo as a dividend growth opportunity. Best when viewed in full youtube screen. Disclosure: Author Manages Portfolios Long PEP Growth yield is a Read more about PepsiCo Profits[…]

One’s Pain, Another’s Gain!

Family Dollar is a low-overhead self-service retail store. Just the kind of store that appeals to budget-conscious consumers. Family Dollar reported record net income for the year ended August 29, 2009 up 24.7%. Today’s video looks at Family Dollar’s value in relation to earnings. Best when viewed in full youtube screen. Family Dollars is just one Read more about One’s Pain, Another’s Gain![…]