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[…]

Sound Valuation Is More Important Than Time In The Market: Starbucks, Campbell Soup, FactSet Research Systems Inc: Part 1

Introduction I believe that two of the most important investing principles that prudent investors should embrace are valuation and time in the market.  Consequently, the title of this article is mildly misleading, because both concepts are extremely important towards achieving long-term investing success.  In other words, I believe attempting to argue the importance of one Read more about Sound Valuation Is More Important Than Time In The Market: Starbucks, Campbell Soup, FactSet Research Systems Inc: Part 1[…]

Here’s Why Valuation Determines Total Dividend Payments for Overvalued Stocks: Johnson & Johnson

Introduction In my most recent article found here a reader made a comment where a question was asked that I believe deserved a good answer.  The following excerpt of the comment really reached out to me because this person claims to have been asking this question for 5 years without receiving a good answer.  Here Read more about Here’s Why Valuation Determines Total Dividend Payments for Overvalued Stocks: Johnson & Johnson[…]

Newell Brands Inc (NYSE:NWL) FAST Graphs Analyze-Out-Loud Analysis

Newell Brands Inc. (NWL) has been one of the most requested stocks that I’ve been asked to provide an analyze out loud video on.  When I first  looked at it, I had to wonder why people were so interested in this particular stock.  Then I realized that statistically it looks great.  The company’s blended P/E Read more about Newell Brands Inc (NYSE:NWL) FAST Graphs Analyze-Out-Loud Analysis[…]

WEC Energy Group Inc. And NextEra Energy Inc.: My 2 Favorite Utility Companies, But I Hate Their Stocks

Introduction It is quite easy to get caught up, and quite hard to avoid getting caught up in a great bull market like the one we are currently in.  However, it’s important to remind ourselves that: “everybody is a genius in a bull market.”  In my experience, the hardest thing for investors to do is Read more about WEC Energy Group Inc. And NextEra Energy Inc.: My 2 Favorite Utility Companies, But I Hate Their Stocks[…]

Western Digital Corporation (NasdaqGS:WDC) FAST Graphs YouTube Subscriber Request Series

Western Digital Corporation is a technology stock providing personal and business storage.  As illustrated in the analyze out loud video, the company has a cyclical operating history and as a result, the market has tended to value it at lower-than-average valuations.  Nevertheless, at only 4.2 times blended earnings the company is currently significantly undervalued even Read more about Western Digital Corporation (NasdaqGS:WDC) FAST Graphs YouTube Subscriber Request Series[…]

The Sherwin-Williams Company (NYSE:SHW) FAST Graphs YouTube Subscriber Request Series:

Sherwin-Williams (SHW) is a terrific company with all the growth and consistency characteristics that I prefer.  Historically the company has grown at double-digit above-average rates.  However, since coming out of the Great Recession the company’s earnings growth rate has accelerated significantly.  Consequently, Sherwin-Williams has been trading at uncharacteristically higher valuations than normal since 2013.  On Read more about The Sherwin-Williams Company (NYSE:SHW) FAST Graphs YouTube Subscriber Request Series:[…]

My Dirty Dozen Undervalued Dividend Growth Stocks

Introduction Relative to historical norms the overall stock market as measured by the S&P 500 is overvalued with the current blended P/E ratio of 19.2.  Historically, the S&P 500 would be considered fairly-valued when its P/E ratio was between 15 to 16.  Therefore, some could argue that the market is not terribly overvalued, but instead Read more about My Dirty Dozen Undervalued Dividend Growth Stocks[…]