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CBS and Viacom Merger: High Risk Tempered by Extremely Low Valuation

2019-10-24

Research Articles

Introduction 14 years ago the Redstone family spun out Viacom (VIA) from CBS Corp (CBS).  However, the companies have decided to once again merge into what they hope will become a dominant entertainment company.  Given that the entertainment market is extremely competitive and quite risky, future visibility is very muddy in my humble opinion.  On […]

Forecasting Future Business Results are The Key to Successful Stock Investing: Part 1

2019-10-10

Research Articles

Introduction As investors, we can learn a great deal from the past about the businesses we are contemplating investing in.  However, as investors, we must also recognize that we can only truly invest in the future.  Consequently, although understanding a company’s history can help us better understand the business, our success is predicated on our […]

Time In The Market and Value Investing Is Not Market Timing

2019-09-05

Research Articles

Introduction I am a value investor, and all my investments are made with a long-term objective in mind.  Consequently, I am a believer that time in the market is often what matters most.  However, I will qualify that remark by saying that you also make your money on the buy side.  What this means to […]

Why A 15 P/E Ratio Is Fair Value for Most Companies: Part 2

2019-08-22

Research Articles

Introduction To me, fair value, as it relates to common stock investments, is manifest when the current earnings yield provided by the company’s profits compensates me for the risk I am taking by providing both a realistic and acceptable return on my invested capital.  Most importantly, as will be explained later, current earnings yield and […]

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 […]

$CCL Carnival Corp.: Great Value Maybe Great Yield

2019-07-30

Research Articles

Introduction At first glance, this company qualifies as both a blue-chip and a high-yield opportunity that is simultaneously deeply undervalued.  However, what we often see on the surface does not always reflect the deeper issues that may be lurking. From a business point of view, Carnival Corp. is cruising right along.  In contrast, price action […]

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