Diversifying by Sector: 20 High-Quality Attractive Dividend Growth Stocks Rated A- Or Better (Part 2B)

Introduction This current series of articles could be summarized as a review of ways to construct and diversify a common stock portfolio.  In part 1 found here I discussed various viewpoints on how many stocks a portfolio should hold.  In Part 2A found here I presented and discussed Peter Lynch’s 6 general categories of stocks.  In Read more about Diversifying by Sector: 20 High-Quality Attractive Dividend Growth Stocks Rated A- Or Better (Part 2B)[…]

Stock Selection Options by Category: Part 2A

Introduction In part 1 of this series titled “How Many Stocks Should I Own?”  found here, I focused primarily on how many stocks an investor might need to hold in a stock portfolio for adequate diversification.  In this part 2, my focus will shift to category selections. Instead of how many stocks to own, this Read more about Stock Selection Options by Category: Part 2A[…]

While Most Dividend Growth Stocks Remain Too Expensive – Here Are 50 That Are Not! Part 1 of 5

Introduction The Great Recession of 2008 – which ended in the spring of 2009 – brought on one of the greatest and longest bull markets in modern history.  For true value-oriented dividend growth investors, the recession created a virtual cornucopia of excellent dividend growth stock investment opportunities that existed until the end of August 2013.  Read more about While Most Dividend Growth Stocks Remain Too Expensive – Here Are 50 That Are Not! Part 1 of 5[…]

The Active versus Passive Performance Debate Is Nonsensical

Introduction One of the most hotly contested debates in finance is the argument over which is better – active or passive investing.  Moreover, this debate has spurred numerous academic studies that claim to identify whether passive outperforms active investing or vice versa.  As a result, the current popular opinion suggests that passive outperforms active investing Read more about The Active versus Passive Performance Debate Is Nonsensical[…]

Which Is the Better Valuation Metric? The P/E Ratio or the PEG Ratio: Part 1

Introduction

Recently, I have been engaged in rather intense discussions regarding the validity of P/E ratios versus PEG ratios as proper or appropriate valuation metrics.  I generally find these types of debates befuddling for a couple of reasons.  One, they are often a result of a failure to communicate.  Either party or sometimes both parties assume that their adversary holds or supports a specific position which may or may not be a fact. […]

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Dividends Don’t Drive Total Return They Contribute To It: Part 1

Dividends Don’t Drive Total Return They Contribute To It: Part 1 Introduction I believe there is a critical piece of investment wisdom that all investors in common stocks should possess.  Every common stock investor should have a clear understanding of where and how long-term common stock returns are generated or come from.  When an investor Read more about Dividends Don’t Drive Total Return They Contribute To It: Part 1[…]

Southern Company: Invest While the Yield Is Still High

Introduction

In consideration of today’s low interest rate environment, fixed income securities offer little in the way of return.  Moreover, the safety characteristics normally associated with fixed income are also potentially upside down.  Since early 1982, the interest rates available with fixed income have been in a continuous freefall.  This has presented both good and bad news for the conservative investor desirous of a high and safe income stream on their portfolios. […]

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Designing a Dividend Growth Portfolio for a Specific Retirement Yield Objective: Part 1

Introduction

Managing an investment portfolio is a very personal matter.  Consequently, the most important consideration is to design a portfolio that meets your own unique goals, objectives and risk tolerances.  Everyone is different, and consequently, every investment portfolio can and should be appropriately different as well.  Stated more straightforwardly, I do not believe in cookie-cutter or one-size-fits-all approaches to portfolio design. […]

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Designing the Appropriate Common Stock Retirement Portfolio: Stock Selection Options Part 1

Introduction

What is the best way to design or construct a common stock portfolio?  This is a question I am often asked and my short answer is always the same – it depends.  The truth is, there is no perfect method or strategy for designing a stock portfolio that is right for every individual investor.  However, there are principles of sound investing that every investor can follow and apply when designing a common stock portfolio that’s just right for them. […]

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I Own Southern Company and AGL Resources – Now What Do I Do?

Introduction

Utility stocks are generally low-growth high-yield investments.  As I will soon illustrate, both Southern Company (SO) and AGL Resources Inc (GAS) neatly fall into that category.  These low-growth and above- average dividend yield characteristics have led me to only invest in utility stocks when two important conditions are met. […]

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