Earnings Growth Drives Total Return and Dividend Income

Introduction This article was inspired by an interesting debate between two commenters on my most recent article “Why a 15 P/E Ratio Represents Fair Value for Most (Not All) Companies: FedEx – Part 2 Found Here.”  In a nutshell, the argument revolved around whether dividends were a driver or a contributor to total return.  Interestingly, Read more about Earnings Growth Drives Total Return and Dividend Income[…]

Are FANG Investors Playing the Role of Greater Fools? Analyze Out Loud Analysis of Facebook, Amazon, Netflix and Google

Introduction The greater fool theory is an investing metaphor that suggests that if you pay more for a stock than it is worth (intrinsic value indicates) that you are only doing this on the basis that a fool greater than you will come along and willingly pay you more.  When you think about it, the Read more about Are FANG Investors Playing the Role of Greater Fools? Analyze Out Loud Analysis of Facebook, Amazon, Netflix and Google[…]