Have these 5 Best Defense (Stocks) Become the Best Offense (Stocks)?

Introduction Nothing clears the pallet of a diehard value investor better than a good old-fashioned bear market.  In calendar year 2018 – and especially December 2018 – we were given what I would call a bear market.  However, not all bear markets are the same.  Sometimes bear markets occur because of a bad economic scenario Read more about Have these 5 Best Defense (Stocks) Become the Best Offense (Stocks)?[…]

“Ye Of Little Faith” What Has It Cost You? Part 1

Introduction

I believe that one of the most important attributes that a successful investor must possess is optimism.  Any serious student of financial history would recognize and acknowledge that economically speaking, things are good much more often than they are bad.  In the general sense, common stocks have risen far more often than they have fallen. That is not to say that bad times never come, because they most assuredly do.  However, even during bad times optimism has served investors better than pessimism.  The rational optimist recognizes that bad times are only temporary, and better times are sure to follow. […]

The Industrial Sector Offers A Lot Of Value, Dividend Growth and Income

Introduction to the Industrial Sector The Industrial sector is primarily comprised of companies that produce goods used in construction and manufacturing.  Some of the key subsectors include aerospace and defense, construction and engineering, building products and industrial conglomerates.  For the most part, these are capital-intensive industries that often operate on low or even razor thin Read more about The Industrial Sector Offers A Lot Of Value, Dividend Growth and Income[…]

The Top 25 Best Dividend Challengers To Buy Today

This is the third and final article of a series of articles we have prepared on dividend paying stocks with a history and legacy of increasing their dividends each year. Our first article covered Dividend Champions, dividend paying stocks with a history of increasing the dividend every year for at least 25 years and can Read more about The Top 25 Best Dividend Challengers To Buy Today[…]

America’s Best Companies are Cheap – So Merry Christmas and a Prosperous New Year!

Let there be no confusion about the purpose and intent of this article.  It is intended to present a positive and enthusiastic defense and a reasoned support of our great country and its economic strength and promise.  There are far too many that want to criticize and denigrate our economy and the very system within Read more about America’s Best Companies are Cheap – So Merry Christmas and a Prosperous New Year![…]

Growth and Value: Esterline Technologies – a Leading Defense Contractor

Investing versus Speculating With the amount of volatility seen in the equity markets today, many people seem to believe that the old proven practices of investing in solid businesses for the long run no longer apply.  But it’s important to remember that there is a significant distinction between true investing and speculating.  And it’s even Read more about Growth and Value: Esterline Technologies – a Leading Defense Contractor[…]

The Case for Optimism: Our Top 25 Dividend Growth Stocks are Dirt Cheap

Anyone who had recently invested in real estate would most likely agree that the phrase “dirt cheap” carries a new and enhanced meaning today. In the same vein, we would argue that our top 25 dividend growth stocks based on the potential for five-year estimated annual total returns are dirt cheap.  Consequently, we believe that Read more about The Case for Optimism: Our Top 25 Dividend Growth Stocks are Dirt Cheap[…]

8 Strong Growth Stocks Significantly Under-valued by Mr. Market

Positioning Statements and Principles We don’t believe in investing in the stock market.  Instead, we believe in investing in great businesses.  Therefore, we tend to focus more on how the business is performing on an operating basis than we do on stock price volatility.  In other words, we are most interested in whether or not Read more about 8 Strong Growth Stocks Significantly Under-valued by Mr. Market[…]

10 Dividend Stocks Poised for Growth

As 2011 begins, the growing legion of investors seeking retirement income is faced with the same conundrum they faced in 2010. Interest rates remain at near all-time lows, and severely limit attractive investment options to meet income needs. After being traumatized by the great recession of 2008, safety and risk aversion are of the highest Read more about 10 Dividend Stocks Poised for Growth[…]

Ten Prominent Defense Stocks That Pay Dividends, Part II

Introduction In Part I of this two-part series we pointed out how proposed spending cuts by Defense Secretary Robert Gates are designed to hold the growth of the $680 billion defense department budget to only 1% or 2% for the next few years. We further pointed out that these pending spending cuts were casting a Read more about Ten Prominent Defense Stocks That Pay Dividends, Part II[…]