When is the PEG Ratio Superior to the P/E Ratio? Part 2

Introduction Financial metrics such as P/E ratios, price to cash flow ratios, PEG ratios, price to sales ratios, price to book value, and many others, should be thought of as tools in the investor’s toolbox.  They can all be useful when appropriately utilized towards putting together a successful stock portfolio.  However, just as you wouldn’t Read more about When is the PEG Ratio Superior to the P/E Ratio? Part 2[…]

7 Intriguing Healthcare Growth Stocks in the S&P 500: Part 2

Introduction

The S&P 500 index is commonly used as a benchmark that investors use to measure the performance of their individual portfolios against.  However, the S&P 500 is comprised of a very diverse group of companies.  Just about every classification of company you can imagine can be found in the S&P 500.  Furthermore, it is also comprised of all of the major industry sectors.  With this series of articles, I have been examining the S&P 500 constituents in the healthcare sector.  In part 1, I presented what I consider to be attractively valued dividend growth stocks in the S&P 500 healthcare sector.  In this part 2, I will continue to examine S&P 500 healthcare stocks; however, with this article I will focus on fairly valued non-dividend paying growth-oriented S&P 500 healthcare constituents.

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Choosing Common Stocks That Make Sense for Your Retirement Portfolio: Part 2

Choosing Common Stocks That Make Sense for Your Retirement Portfolio: Part 2

Introduction

Choosing the most appropriate stocks for the common stock portion of your retirement portfolio is vitally important.  In part 1 of this series found here I presented the 6 broad categories of stocks (businesses) that renowned mutual fund manager Peter Lynch presented in his best-selling book “One Up On Wall Street.”  I contend that the 6 categories that Peter Lynch wrote about establish a solid foundation of understanding of what’s generally available in the common stock universe. Additionally, I pointed out that these categories were very broad, and suggested that there were significant differences between the individual companies in each broad category. […]

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My Top 10 Fairly Valued Fast-Growing Stocks

Introduction This is part two of a series on investing for growth, part one can be found here. One of my primary objectives for preparing this series is to dispel some of the common myths that many investors hold regarding investing for growth.  For example, many believe that growth stocks are, by definition, riskier than Read more about My Top 10 Fairly Valued Fast-Growing Stocks[…]

Stocks 2014: Investing for Growth – The Power and Protection of High Compounding Earnings Growth – Part 2

As I become more mature (translate: gotten older), my investment philosophy has slowly evolved into a more conservative posture.  When I was a younger investor I felt I had time on my side, and therefore, was willing to take on greater risk as long as I believed that greater rewards could follow.  In other words, Read more about Stocks 2014: Investing for Growth – The Power and Protection of High Compounding Earnings Growth – Part 2[…]

Maybe Diversification Is Not All It’s Cracked Up To Be

There’s an old cliché about real estate investing that states that the three cardinal rules are: location- location- location.  Clever pundits have borrowed upon this refrain and glibly state that the three most important or cardinal rules of investing are: diversify- diversify- diversify. However, careful analysis will reveal that diversification is a multifaceted concept that Read more about Maybe Diversification Is Not All It’s Cracked Up To Be[…]

Express Scripts Inc.: An Unbelievable History Of Growth And A Great Future

Express Scripts (ESRX) has generated one of the best records of consistent earnings growth on the planet. As one of the largest pharmacy benefit management companies in the country, Express Scripts is a great demographic play considering the Graying of America. Furthermore, now that the odds that their $29 billion merger with Medco (MHS) will Read more about Express Scripts Inc.: An Unbelievable History Of Growth And A Great Future[…]

Want to Seek ‘Significant’ Alpha? Look Beyond Dividend Stocks

On March 30, 2011 an author that I have a great deal of respect for published an article titled “Investors who seek Alpha should seek out dividend stocks”. Although I share an appreciation and penchant for owning quality dividend paying growth stocks, I also took exception to the innuendo and conclusions that his article presented. Read more about Want to Seek ‘Significant’ Alpha? Look Beyond Dividend Stocks[…]

10 Super-Fast Growth Stocks With Explosive Returns

One of the things that continuously frustrates us about the investment industry is how imprecise it can be with its definitions of important terms. A second frustration that follows muddy labels is the application of statistical analysis based on faulty or inaccurate descriptions of these important terms and concepts. In our opinion, ”value investing versus Read more about 10 Super-Fast Growth Stocks With Explosive Returns[…]