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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 […]
Alexion Pharmaceuticals: Growth At A Reasonable Price (GARP)
2020-07-10
Introduction I find it very interesting that Alexion Pharmaceuticals Inc. (ALXN) after going public in 2001, did not generate their first profit until December 2008. As we all know, this was in the throes of what is now known as the Great Recession of 2008. Moreover, Alexion’s adjusted operating earnings have grown from $0.20 per […]
Should Anthem Be Added To Your Portfolio
2020-06-24
Introduction Anthem, Inc. provides life, hospital and medical insurance plans. It offers a broad spectrum of network-based managed care health benefit plans to the large and small employer, individual, Medicaid, and Medicare markets. The company operates through the following segments: Commercial & Specialty Business, Government Business, IngenioRx. Anthem is the fourth largest managed care provider […]
OGE Energy: Attractive Value Above-Average Dividend Yield
2020-06-19
Utility Stock OGE Energy OGE Energy is a utility stock, and utility stocks should be primarily thought of as income investments. To a certain extent they can be considered as bond alternatives. Not bond replacements, instead, an alternative income producing asset that has advantages and disadvantages over fixed income and common stocks in general. For […]
Demo – The Forecasting Tool Powered by FAST Graphs
2020-06-17
Introduction The 5 Forecasting Calculators are found under the Forecasting tab. These are used to perform performance calculations using the estimates provided. Each Calculator has 11 different valuation lines with clickable points for each of the four quarters in the fiscal year. The Estimates Forecasting Calculator is the default calculator when going to the Forecasting […]