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[…]

Whirlpool Corporation: Do You Have the Guts To Be Greedy While Others Are Fearful?

Introduction After today’s price drop, and frankly even before that, I thought that Whirlpool Corporation (WHR) represented a unique opportunity to invest in the world’s oldest and largest appliance manufacturer at extremely undervalued levels.  I understand that there have been issues, but I see nothing that would suggest that the price should be this low.  Read more about Whirlpool Corporation: Do You Have the Guts To Be Greedy While Others Are Fearful?[…]

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[…]

Newell Brands Inc (NYSE:NWL) FAST Graphs Analyze-Out-Loud Analysis

Newell Brands Inc. (NWL) has been one of the most requested stocks that I’ve been asked to provide an analyze out loud video on.  When I first  looked at it, I had to wonder why people were so interested in this particular stock.  Then I realized that statistically it looks great.  The company’s blended P/E Read more about Newell Brands Inc (NYSE:NWL) FAST Graphs Analyze-Out-Loud Analysis[…]

WEC Energy Group Inc. And NextEra Energy Inc.: My 2 Favorite Utility Companies, But I Hate Their Stocks

Introduction It is quite easy to get caught up, and quite hard to avoid getting caught up in a great bull market like the one we are currently in.  However, it’s important to remind ourselves that: “everybody is a genius in a bull market.”  In my experience, the hardest thing for investors to do is Read more about WEC Energy Group Inc. And NextEra Energy Inc.: My 2 Favorite Utility Companies, But I Hate Their Stocks[…]

Western Digital Corporation (NasdaqGS:WDC) FAST Graphs YouTube Subscriber Request Series

Western Digital Corporation is a technology stock providing personal and business storage.  As illustrated in the analyze out loud video, the company has a cyclical operating history and as a result, the market has tended to value it at lower-than-average valuations.  Nevertheless, at only 4.2 times blended earnings the company is currently significantly undervalued even Read more about Western Digital Corporation (NasdaqGS:WDC) FAST Graphs YouTube Subscriber Request Series[…]

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:[…]

Magna International (NYSE:MGA) – FAST Graphs Analyze-Out-Loud Analysis

Magna International is a Canadian based Auto Parts Equipment company that has had excellent growth over its lifetime, but the market has generally valued it at a low P/E ratio of 9 to 10. In this video, we will analyze the company and identify possible return opportunities using these historical norms based on analysts’ consensus Read more about Magna International (NYSE:MGA) – FAST Graphs Analyze-Out-Loud Analysis[…]

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[…]

Update on Owens & Minor Inc.: An Undervalued Speculation or a Value Trap?

Introduction Owens & Minor Inc. reported earnings yesterday and simultaneously revised their 2018 earnings outlook lower.  As fate would have it, I produced an article and a video where I highlighted 12 undervalued dividend growth research candidates which included Owens & Minor.  When I produced the video, the FAST Graph fundamentals analyzer software tool was Read more about Update on Owens & Minor Inc.: An Undervalued Speculation or a Value Trap?[…]