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[…]

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[…]

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:[…]

25 Real-Life Examples: How High Valuation Can Hurt Investors, Let Me Count the Ways

Introduction It almost every article I have ever published, I talk about valuation in one manner or another.  So much so, that readers have dubbed me Mr. Valuation.  The primary reason I am so obsessed about valuation is because I believe it is one of the most important and yet mostly ignored and overlooked concepts Read more about 25 Real-Life Examples: How High Valuation Can Hurt Investors, Let Me Count the Ways[…]

Have You Noticed That Many Dividend Stocks are Finally in a Bear Market? General Mills Inc.: Part 1

Introduction For quite some time I have been complaining that most best-of-breed dividend growth stocks were overvalued.  Frankly, for the most part I continue to hold that opinion.  On the other hand, I am also starting to see what I’ll call a stealth bear market for many dividend growth stocks.  In some cases, this stealth Read more about Have You Noticed That Many Dividend Stocks are Finally in a Bear Market? General Mills Inc.: Part 1[…]

Why We Sold Walmart-It’s Not Why You Think

Introduction Walmart’s stock price took a bath early last week, and there are a lot of opinions regarding where the stock price now sits.  The catalyst was their 4th quarter and fiscal year-end 2018 annual report (note: Walmart has a January 31 fiscal year end).  The following headlines courtesy of “Google Finance” illustrate the variance Read more about Why We Sold Walmart-It’s Not Why You Think[…]

Aflac: A Valuation Conundrum? Fairly Valued Dividend Aristocrats: Part 1 of 7

Introduction Aflac (AFL) is a Dividend Aristocrat that has increased its dividend for 35 consecutive years.  However, it is only one of seven Dividend Aristocrats that I consider attractively valued in light of the current bull market.  Therefore, this will be the first in a series of seven articles where I will cover these seven Read more about Aflac: A Valuation Conundrum? Fairly Valued Dividend Aristocrats: Part 1 of 7[…]

Celgene: Growth At A Reasonable Price Even On Revised Guidance

Introduction This article is an update to my original article on Celgene (CELG) published on June 22, 2017.  Celgene reported their financial results yesterday October 26, 2017, and although the quarter was good, lowered guidance crushed the stock price.  In my opinion, some of the sag in price was justified, but for the most part Read more about Celgene: Growth At A Reasonable Price Even On Revised Guidance[…]

Priceline: A Growth Powerhouse – Forecast Profits and/or Cash Flow Not Prices!

Introduction This is the second in a series of articles where I will cover popular and/or high profile stocks. The primary objective of this series will be to put a spotlight on the importance of forecasting future growth prior to making an investment decision. The central idea is to determine whether or not a reasonable Read more about Priceline: A Growth Powerhouse – Forecast Profits and/or Cash Flow Not Prices![…]

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[…]