intrinsic value
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 […]
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 […]
The Essence of Valuation is Soundness Not Rate of Return: Part 1
2019-08-15
Introduction on Stock Valuation When it comes to writing about investing in common stocks, my favorite theme typically revolves around valuation. In fact, I once had a reader dub me “Mr. Valuation.” Which, I might add was very flattering to me. Moreover, in the context of discussing valuation, there are normally three concepts that are […]
$ABBV AbbVie Has It All: Growth, Dividend Growth and Compelling Valuation (NYS:ABBV)
2019-06-25
Introduction I have held AbbVie (ABBV) since it was originally spun off from Abbott Labs. Moreover, I have been aggressively adding to my position for clients needing current income and dividend growth. All in all, it has been an excellent performer in spite of the fact that it is being ridiculously undervalued by Mr. Market. […]
$LOW Nice Work Dividend Sensei – But I Choose Lowe’s (NYS:LOW)
2019-06-20
Introduction I am a firm believer and ardent supporter of conducting comprehensive research and due diligence on any company (stock) you might consider investing in. However, I have also experienced the reality that far too many investors make their decisions based on opinions, emotions or vague ideas about a company, instead of on comprehensive knowledge […]
Ignore Political and Economic Forecasts: Mind Your Owned Businesses
2019-06-13
Introduction In his Berkshire Hathaway 1994 annual report Warren Buffett said ignore political and economic forecasts. I considered this one of the more profound pieces of investment advice and wisdom that I ever came across. It has been my opinion prior to and since I read this advice that investors spend way too much time […]