Stock Selection Options by Category: Part 2A

Introduction In part 1 of this series titled “How Many Stocks Should I Own?”  found here, I focused primarily on how many stocks an investor might need to hold in a stock portfolio for adequate diversification.  In this part 2, my focus will shift to category selections. Instead of how many stocks to own, this Read more about Stock Selection Options by Category: Part 2A[…]

Coca-Cola: FAST Fundamental Analysis

Introduction Coke is one of the most, if not the most, recognized brands in the world.  As a stock, The Coca-Cola Company (KO) is a blue-chip Dividend Aristocrat that has increased its dividend for 56 consecutive years.  The company is A+ rated by S&P Capital IQ, offers a current dividend yield of 3.6% and a Read more about Coca-Cola: FAST Fundamental Analysis[…]

6 More Expensive Stocks in the Dow Jones Industrial Average: Part 2 of 5

Introduction In part 1 of this five-part series, I covered what I considered the 6 most expensive stocks in the Dow Jones Industrial Average Index of 30 stocks.  With this part 2, I’m going to cover 6 additional Dow stocks that I consider overvalued currently.  So far, these two articles represent approximately 40% of the Read more about 6 More Expensive Stocks in the Dow Jones Industrial Average: Part 2 of 5[…]

What Will Happen To the Stock Market When Interest Rates Rise? Part 1

Introduction

Interest rates have been in a freefall for the better part of the past two decades.  Moreover, the yield on the 10-year US Treasury, which is the flagship interest rate benchmark, has mostly been below 2% since the beginning of 2012.  The 10-year Treasury note did reach 3% by the end of 2013 but has promptly fallen ever since to its current level of 1.59 percent.

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Dividends Don’t Drive Total Return They Contribute To It: Part 1

Dividends Don’t Drive Total Return They Contribute To It: Part 1 Introduction I believe there is a critical piece of investment wisdom that all investors in common stocks should possess.  Every common stock investor should have a clear understanding of where and how long-term common stock returns are generated or come from.  When an investor Read more about Dividends Don’t Drive Total Return They Contribute To It: Part 1[…]

The Interpretation of the Earnings and Price Correlated F.A.S.T. Graphs™ Made Simple

The Interpretation of the Earnings and Price Correlated F.A.S.T. Graphs™ Made Simple

At their core, F.A.S.T. Graphs™ are easy to interpret and understand. When you are clear on what the lines and shaded areas on a F.A.S.T. Graphs™ represent, you will experience an instantaneous and comprehensive understanding of the business behind the stock, and how the market has, and is, pricing it. […]

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Retired Investors Don’t Buy Bonds Until?

Introduction

The primary attractions supporting investing in bonds or other fixed income instruments have traditionally been high income and safety.  People invest their principal in bonds and receive a stated interest rate (coupon) over the life of the bond and are given the promise of having their principal returned at maturity.  Under normal times, bonds would typically pay a higher rate of interest than the dividend rate on stocks.  Consequently, bonds have acquired the reputation as low risk and high income instruments. […]

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Designing a Retirement Portfolio That’s Just Right For You

Introduction

No one knows your own personal financial situation better than you do.  Every individual possesses their own unique investment goals, objectives, needs and risk tolerances.  At first glance this may seem simple and straightforward to the point of stating the obvious.  However, I contend that the reality that individuals have different financial situations, goals and objectives is profoundly important as it relates to designing an appropriate retirement investment portfolio.  There is no such thing as one-size-fits-all when designing the appropriate retirement investment portfolio, or any type of portfolio for that matter. […]

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An Important Discussion on the Nuances of Valuation

Can I Have a Hamburger and a Coke?  Sorry, is Pepsi Okay? When I was studying business marketing in college, I was introduced to the concept referred to as the first mover advantage.  In very simple terms, this refers to the advantages of being the first to develop a product and market.  For example, instead Read more about An Important Discussion on the Nuances of Valuation[…]

What The Great Recession Taught Me About Dividend Growth Investing

Introduction

Ever since I first got interested in investing in stocks circa 1965 I have been confronted with a constant and persistent admonition about the next pending market crash.  In those early days I contributed much of the negativity toward stocks to a lingering overhang from the Great Depression.  Many of the people I was talking with had been literally traumatized by stern warnings from their parents or grandparents about the risk of investing in the stock market.  Stocks were too risky for prudent people to invest in and serious money should never be invested there. […]

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