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[…]

Get Real About Assessing Your Stock Investments: Growth And Value Impact Capital Appreciation

Introduction I believe, and there is plenty of evidence to back my belief, that current market conditions are at an extreme. Although rare, it’s not unusual for aberrant market action to occur. Warren Buffett once said: “The fact that people will be full of greed, fear or folly is predictable. The sequence is not predictable.” Read more about Get Real About Assessing Your Stock Investments: Growth And Value Impact Capital Appreciation[…]

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[…]

Which is Best-Investing For Income or Total Return: Part 2

Introduction There is a long running feud between investors who believe in investing for total return versus those who believe in investing for current income.  Both camps are fervent advocates of their respective beliefs, and there seems to be no feasible middle ground or compromise.  Unfortunately, I believe that the dogmatic positions of both groups Read more about Which is Best-Investing For Income or Total Return: Part 2[…]

Designing the Appropriate Common Stock Retirement Portfolio: Stock Selection Options Part 1

Introduction

What is the best way to design or construct a common stock portfolio?  This is a question I am often asked and my short answer is always the same – it depends.  The truth is, there is no perfect method or strategy for designing a stock portfolio that is right for every individual investor.  However, there are principles of sound investing that every investor can follow and apply when designing a common stock portfolio that’s just right for them. […]

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13 Fairly Valued Aggressive Growth Stocks

Introduction I’ve received several requests from MisterValuation subscribers to present some fairly valued high-growth research candidates.  This article will present 14 reasonably valued selections based on high expected future growth.  With the exception of 2 companies, none of these stocks currently pay a dividend.  Therefore, for the most part these are pure play long-term capital Read more about 13 Fairly Valued Aggressive Growth Stocks[…]

Invest In Stocks With A Margin of Safety To Reduce Risk And Enhance Returns

Introduction Of all of the many sound investing principles that legendary teacher and investor Ben Graham put forward, he believed that his concept of “margin of safety” was the most important of all.  This investment lesson was so deeply ingrained into the mind of Ben Graham’s most famous student, Warren Buffett, that he created his Read more about Invest In Stocks With A Margin of Safety To Reduce Risk And Enhance Returns[…]

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[…]

The Essence of Valuation is Soundness Not Rate of Return

Introduction on Stock Valuation When it comes to writing about investing in common stocks, my favorite theme typically revolves around valuation.  In fact, I once had a reader dub me “Mr. Valuation.”  Which, I might add was very flattering to me.  Moreover, in the context of discussing valuation there are normally three concepts that are Read more about The Essence of Valuation is Soundness Not Rate of Return[…]