fundamentals
Principles of Valuation Part 2: Price Is What You Pay, Value Is What You Get
2019-12-03
Introduction “Price Is What You Pay. Value Is What You Get.” The venerable investor Warren Buffett has a real knack of putting complex concepts and ideas into simple and easily understood terms. In my opinion, his quote, “Price is what you pay. Value is what you get” is one of the more profound and important […]
Answering the Important Questions: When to Buy or When to Sell A Stock: Part 1
2019-11-27
Introduction As a seasoned and grizzled veteran of the financial services industry for now going on 50 years, the most commonly asked questions I have received, and still do to this day, are: when to buy and when to sell a stock? Moreover, these very questions are the mother of how and why I have […]
For Long-Term Investors Only: It’s A Market of Stocks!
2019-11-20
Introduction Since the beginning of April 2009, the Standard & Poor’s 500 (the stock market) has enjoyed one of the longest bull markets on record. As a result, I am starting to hear from a lot of investors that they are becoming worried that this great bull market must soon come to an end. As […]
Even After the Recent Correction I Still Think McDonald’s Is Overvalued
2019-11-12
Introduction This article is offered as part of our ongoing FAST Graphs YouTube request series. Although time does not allow me to cover every stock that is requested, I do try to provide analyze out loud videos on stocks that either are currently in the news, or that offer special lessons on valuation. As most […]
CBS and Viacom Merger: High Risk Tempered by Extremely Low Valuation
2019-10-24
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 […]
AGNC Investment Corp.: Not Suitable for Retirement Accounts – Part 3
2019-09-18
Introduction This is the third in a series of articles where I will be covering the historical performance and operating results of popular and highly recognized mREITs (mortgage REITs). In my first installment, I covered Annaly Capital Management (NLY) found here; in my second installment I covered Dynex Capital, Inc. (DX) found here; with this installment […]