Research Articles
11 Investable Consumer Non-Durables: Finding Value in Food, Footwear, Apparel, Alcohol and Tobacco: Part 4
2019-02-08
Introduction My primary objective with this series of articles (identifying attractively valued stocks in different sectors) is to provide the reader with a clear perspective of just how different individual stocks are and how different companies operating in different sectors are. It is my opinion and experience that investors worry far too much about what […]
Finding Value In Consumer Durables – A Very Diverse Sector: Part 3
2019-02-06
Introduction This is part 3 of a series where I have conducted a simple screening looking for value over the overall market based on industry classifications and subindustry classifications reported by FactSet Research Systems, Inc. In part 1 found here I covered the Consumer Services Sector. In part 2 found here I covered the Communication […]
Finding Value In The Communication Sector Is Easy Today – Finding Growth Is A Different Matter (Part 2)
2019-02-01
Introduction This is part 2 of a series where I have conducted a simple screening looking for value over the overall market based on industry classifications and subindustry classifications reported by FactSet Research Systems, Inc. In part 1 found here, I covered the Consumer Services Sector. In this part 2, I will be covering the Communication […]
I Love Bear Markets – Look at All the Value It Has Brought Us! Part 1
2019-01-25
Introduction Although most investors hate bearish stock market activity, value investors – like yours truly -relish them. Moreover, bearish market activity becomes especially welcome after extended periods of high valuation like we have been experiencing since calendar year 2014. High valuations make it very difficult for value investors to find attractive common stock investments. Consequently, […]
Have these 5 Best Defense (Stocks) Become the Best Offense (Stocks)?
2019-01-09
Introduction Nothing clears the palate of a diehard value investor better than a good old-fashioned bear market. In calendar year 2018 – and especially December 2018 – we were given what I would call a bear market. However, not all bear markets are the same. Sometimes bear markets occur because of a bad economic scenario […]
Don’t Be a Stock Market Victim!
2018-12-20
Introduction The primary objective of this article is to help the reader put this recent bad market in perspective and simultaneously provide lessons in valuation and how to think about stock prices. There have been many sage pieces of wisdom that have been provided to investors by investing greats. For example, in 1995 Peter Lynch […]