Invest In Walgreens Or CVS – Speculate In Rite Aid

Introduction For many years now, investing in healthcare related stocks has presented me with a conundrum of sorts.  Demographic forces, primarily the graying of America (and the world for that matter), suggests powerful future growth potential and demand for healthcare related products and services.  On the other hand, healthcare and its costs have long been Read more about Invest In Walgreens Or CVS – Speculate In Rite Aid[…]

Mister Valuation plans for 2018: A New Year a New and Better Approach

The Principles of Valuation: A Year-Long Series Elaborating On Sound Value Investing Principles Introduction Every year I take the holidays off in order to reflect on what I have accomplished for the year, but more importantly, to think deeply about and contemplate what I might do better in the upcoming New Year. This process has Read more about Mister Valuation plans for 2018: A New Year a New and Better Approach[…]

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![…]

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”[…]

Is The Increase In Volatility Signaling A Dangerous Market Environment?

Introduction

Over the last several weeks stock price volatility has increased significantly above norms.  All of a sudden it is not uncommon to see stock prices moving 5%, 10% or more in a single trading day.  Interestingly, this volatility is occurring both to the upside and the downside.  Common sense would suggest that the intrinsic value of a business cannot change by those orders of magnitude from one day to the next.  Logic dictates that the market is either inaccurately pricing the stocks now or it was incorrectly pricing them yesterday. […]

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Why I Am Now Interested In CVS Health Corporation

Introduction

Investing in great companies sits at the core of my investment philosophy.  In this regard, I reject the idea that I invest in the stock market.  To me, the stock market is simply the store I shop in to purchase interests in fine businesses.  In the final analysis, my investment objective is to become a long-term shareholder/partner in a business that I believe can make me money over time. […]

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What Is The Correct Discount Rate To Use? Part 2B

Introduction One of the most widely-accepted and utilized methods of valuing a business in today’s world of modern finance is discounted cash flow (DCF) analysis.  Obviously, in order to calculate valuation, practitioners must rely on mathematical formulas.  However, the challenge with utilizing mathematical formulas to determine the net present value (NPV) of a future stream Read more about What Is The Correct Discount Rate To Use? Part 2B[…]

CVS Caremark Corp: Fundamental Stock Research Analysis

This article is going to look at CVS Caremark Corp (CVS) through the lens of FAST Graphs™ – fundamentals analyzer software tool.  The 12-year historical chart on CVS Caremark Corp shows that the company is undervalued.  The prudent investor seeking growth and a rising income stream might want to look more in-depth at CVS Caremark Read more about CVS Caremark Corp: Fundamental Stock Research Analysis[…]

CVS Caremark Corp: A Healthy Option for an Aging Population

CVS Caremark (CVS) is one of the leading pharmacy healthcare providers in the United States.  There have been major changes due to significant merger and acquisition activity within the pharmacy benefit management industry that stands to benefit CVS.  This high-quality healthcare juggernaut is currently trading at a historically attractive valuation.  Therefore, we feel it represents Read more about CVS Caremark Corp: A Healthy Option for an Aging Population[…]

Buffett’s Latest Portfolio Changes

The following table summarizes the fundamentals of the seven stocks that Berkshire Hathaway took action on. Davita (DVA) and Liberty Media were purchased. Wells Fargo (WFC), DirecTV (DTV), CVS Caremark (CVS) and Visa (V) were added to, and Berkshire cut its stake in Johnson & Johnson (JNJ) from 37 million shares to 29 million. We’re Read more about Buffett’s Latest Portfolio Changes[…]