A Comprehensive Look At Dividend Growth Stock Valuations Sector By Sector: Part 2

Introduction

Finding attractively valued dividend growth stocks is getting harder and harder to do.  The overall market has been on a relentless advance for many years now, and high quality dividend paying growth stocks have been leaders.  Consequently, valuations have become extended beyond historical norms and I contend prudence.  Nevertheless, there are attractive dividend growth stocks available if you’re willing to look hard enough.

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U.S. Bancorp: Don’t Forget About This Fair Valued Bank

If you were to survey the field to name major banks, we’re guessing that U.S. Bancorp (USB) wouldn’t top too many lists. Instead, the likes of J.P. Morgan (JPM), Wells Fargo (WFC), Bank of America (BAC) or Citigroup (C) would probably come to mind. Yet with $361 billion in assets, the Minneapolis based U.S. Bank holding company comes in as the 5th largest commercial bank in the United States. It operates over 3,000 banking offices with nearly 5,000 ATMs in 25 states – providing banking, brokerage, insurance, investment and payment services to consumers, businesses and institutions.   […]

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Wells Fargo: A Lesson In Dealing With Fear

What would you do if we told you that a financial crisis was coming? Specifically, let’s drill down to a single bank stock and say that we knew for certain that Wells Fargo’s (WFC) share price would drop by more than 70%. Moreover, this price decline wasn’t necessarily going to be capricious in nature as Wells Fargo’s earnings would also drop by roughly 75% for the year. We didn’t know when this time would come, but rest assured it was coming. […]

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Is The Financial Crisis Over For Financial Stocks?

The cause of the financial crisis of 2007 -2008, also known as the Great Recession of 2008, is attributed to many different theories.  However, one of the most common theories is an easy money regulatory environment that led to an abundance of subprime loans, which in turn inflated real estate prices to bubble levels.  Additionally, Read more about Is The Financial Crisis Over For Financial Stocks?[…]

Volatility Is Not Risk

This article was inspired by Roger Nusbaum’s post on his Random Roger blog – Sunday Morning Coffee on Sunday, April 8, 2012.  Roger is a highly respected financial blogger that I believe is genuinely interested in providing his readers meaningful and prudent investment advice and guidance.  Therefore, I have a great deal of respect for Read more about Volatility Is Not Risk[…]

Buffett’s Latest Portfolio Changes

The following table summarizes the fundamentals of the seven stocks that Berkshire Hathaway took action on. Davita (DVA) and Liberty Media were purchased. Wells Fargo (WFC), DirecTV (DTV), CVS Caremark (CVS) and Visa (V) were added to, and Berkshire cut its stake in Johnson & Johnson (JNJ) from 37 million shares to 29 million. We’re Read more about Buffett’s Latest Portfolio Changes[…]