Blog
Microsoft: The Progression Of A Maturing Business
2014-05-14
Everyone is well aware of Microsoft’s storied historical growth record, which provides a classic case to watch a company progress into the maturation phase. As a result of this slower growth, one might be inclined to believe that an investment thesis today is “late to the party.” While it is true that the dynamics and […]
U.S. Bancorp: Don’t Forget About This Fair Valued Bank
2014-04-15
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 […]
Stocks for 2014: Are Dividend Paying Cyclical Stocks Acceptable Investments For Retirement Portfolios? – Part 6
2014-02-25
Introduction Chuck Carnevale This is final installment of a 6-part series of articles on stocks for 2014. In the previous five installments – Part 1, Part 2, Part 3, Part 4 and Part 5, my focus was primarily on stocks of various categories that I believed were fairly valued even after the strong run that […]
Is Ingredion The Missing Ingredient In Your Portfolio?
2014-01-17
Illinois based Ingredion (INGR) is a global ingredient solutions provider to the food, beverage, brewing and pharmaceutical world. Think corn, wheat and potatoes being turned into things like sweeteners, starches and fibers. What’s not readily apparent is that many ingredients show up in the rest of your world as well. For instance, did you know […]
Macy’s ‘Way To Shop’ For A Discount
2013-12-13
With the holiday season in full force, it’s likely that many of you have browsed your fair share of shopping aisles. Now this could – and likely does – mean any one of a variety of retailers. Yet Cincinnati, Ohio based Macy’s (M) and this time of year tend to go hand-in-hand – after-all it’s […]
Aflac: Still Cheap Despite The Recent Price Run-Up
2013-12-04
Georgia based Aflac (AFL) is probably best known among the general public for the Aflac duck parading about television commercials. However, investors probably know Aflac just as well by its consistency towards rewarding shareholders. Over the past 31 years this supplemental insurer has not only paid a dividend but also increased each year; during the […]