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dividend growth

Building A Dividend Growth Portfolio from Scratch in Today’s Expensive Market

2021-03-17

Research Articles

Introduction Building A Dividend Growth Portfolio Before we talk about a dividend growth portfolio, the stock market as measured by the S&P 500 is at an all-time high. However, that is not what concerns me. What I am worried about is the extremely high relative valuation of the market. To be clear, the market can […]

Interest Rates and Their Impact On Stock Value

2020-09-17

Research Articles

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 […]

The Retirement Dividend Growth Portfolio Concentrated Or Diversified: Part 3

2019-08-01

Research Articles

Introduction This article is a refresh and an update of an article I originally posted in 2015.  However, the principles I am presenting are timeless and worthy of being revisited.  Moreover, I have updated the supporting examples to more precisely reflect our current market environment. Designing the common stock portion of your retirement portfolio is […]

The Retirement Dividend Growth Portfolio Concentrated Or Diversified: Part 3

2019-07-01

Research Articles

This article is a refresh and an update of an article I originally posted in 2015.  However, the principles I am presenting are timeless and worthy of being revisited.  Moreover, I have updated the supporting examples to more precisely reflect our current market environment. Designing the common stock portion of your retirement portfolio is very […]

3M: Finally, a Great Dividend Growth Company Becoming a Good Investment!

2019-05-16

Research Articles

Introduction 3M I find it serendipitous that after just completing a 19-part series on how highly valued the general market is, I get the pause that refreshes.  Now please don’t read more into my words than are being offered.  I still believe that the market at large is fully valued.  Consequently, finding great companies at […]

19 Opportunities in Electronic Technology, The Future of Everything: Part 7

2019-02-22

Research Articles

Introduction I feel compelled to reiterate the purpose of this series of articles.  Although I am attempting to identify attractively valued stocks in each sector presented by FactSet Research Systems Inc., I am not simultaneously recommending them as attractive or proper investment choices.  Therefore, just because I am featuring them in the article, it doesn’t […]

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