Blog
1 – FAST Graphs Value-You Academy Introduction Video
2020-11-18
Introduction to Value-You Academy Please accept this introduction video to the forthcoming FAST Graphs Value-You Academy. This is a short introduction of several videos to follow. Try FAST Graphs for Free
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 […]
Update on the Integrated Oil & Gas Industry
2020-10-02
Introduction Oil & Gas In January of this year, before Covid, I covered the three primary oil & gas integrated companies in North America. There was some very interesting dynamics. When you are looking at stocks in the stock market and looking at one sector, you have a tendency to see all companies in that […]
Interest Rates and Their Impact On Stock Value
2020-09-17
Introduction Interest Rates Many investors are attempting to justify higher stock “valuations” because interest rates are at historical lows. I would agree that lower interest rates could affect “market valuations” based on the simple law of supply and demand. The concept is simple, when fixed income offers lower returns it logically stimulates more demand for […]