Is There Real Value in These 7 Distribution Services Companies? Part 6

Introduction As I stated in previous articles in this series, my primary objective is to provide the reader with a clear perspective of just how different individual stocks are and how different companies operating in different sectors are. Consequently, I will be covering every sector that FactSet covers. As different as each of these sectors Read more about Is There Real Value in These 7 Distribution Services Companies? Part 6[…]

Finding Value In The Communication Sector Is Easy Today – Finding Growth Is A Different Matter (Part 2)

Introduction This is part 2 of a series where I have conducted a simple screening looking for value over the overall market based on industry classifications and subindustry classifications reported by FactSet Research Systems, Inc. In part 1 found here, I covered the Consumer Services Sector.  In this part 2, I will be covering the Communication Read more about Finding Value In The Communication Sector Is Easy Today – Finding Growth Is A Different Matter (Part 2)[…]

9 More A Rated or Better Attractively Valued Dividend Growth Stocks

Introduction In part 2B of my current series on building and diversifying a dividend growth portfolio I presented 20 dividend growth stocks.  However, in the FAST Graph analyze out loud video I only covered 11 of the 20 companies, one for each of the major sectors.  As a result, I have had requests to provide Read more about 9 More A Rated or Better Attractively Valued Dividend Growth Stocks[…]

Did IBM Buy Red Hat at a Fair Price?

Introduction On October 23, 2015 I wrote an article titled “Retirees: I Did Not Buy IBM to Sell; It’s about the Dividend Income Stupid.”  At the time I published the article, I was long International Business Machine (IBM) and remain long today.  With the article I attempted to illustrate why I was including IBM in Read more about Did IBM Buy Red Hat at a Fair Price?[…]

IBM Fundamental Analysis by the Numbers

Introduction All investing is not done with the same objectives or goals in mind.  This applies to investing in common stocks just as it does to investing in real estate, commodities, fixed income vehicles, fine art or collectibles – and any other investment that comes to mind.  There are times when investors are looking for Read more about IBM Fundamental Analysis by the Numbers[…]

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[…]