Research Articles
Walt Disney Company: A Lesson on Overvaluation
2020-12-16
Introduction Walt Disney Company Please accept this special edition offering on Walt Disney Company (DIS) as a lesson on valuation. Over the many years I have been a value investor, I have learned that even the best companies can become dangerously overvalued by the market. Sometimes they can remain that way for extended periods of […]
Tesla Stock: Great Cars, Perhaps Great Company But Scary Stock
2020-12-11
Introduction Tesla Stock Tesla (TSLA) makes great automobiles, and although that is not all that they do, the Tesla automobile generates most of their revenues. That may not always be the case, but it is today. According to Zacks Investment Research, Tesla’s automotive segment generated 93.7% of 2019 revenues. Moreover, Tesla stock commands approximately 60% […]
Not All Dividends Are the Same Even When Their Yield Is Similar
2020-12-03
Dividend Investing Not All Dividends Are The Same When it comes to dividend investing – not all dividends are the same, and the better informed the investor is, the better the investment decisions they can make. But being an informed investor can be a very arduous task, and some would even say that conducting research […]
5 Leading Healthcare Stocks Surging on Pent-Up Demand
2020-11-05
Introduction – Healthcare Stocks In researching healthcare stocks, as Mr. Valuation, I find myself constantly reminding investors that value investing requires patience. However, value investing also requires the willingness to get your money in front of attractive valuation when it is discovered. Trying to time your purchases perfectly can just as easily cause you to […]
Unum (UNM) Life and Health Insurance Companies Are Cheap – This One May Be the Cheapest
2020-10-14
Introduction Life and Health Insurance Companies The life and health insurance companies appear to be the most attractive subsector under the financial sector. If your investing philosophy is anything like mine, then you are constantly on the outlook for a bargain. In today’s bifurcated market, financials in general are a very fertile market to look […]
Owens & Minor: A Treacherous Path To 10% Returns
2020-10-09
Introduction On January 26, 2018, I wrote an article titled: “Owens & Minor Inc.: Irresistible Yield, Irresistible Valuation” where I offered the company as an extremely undervalued Dividend Contender research candidate. I also pointed out that the company was in transformation. However, I underestimated what that transformation meant, at least over the short run. I […]