intrinsic value
Has Amazon (Jeff Bezos) Taught This Old Value Dog a New Trick?
2018-02-09
Introduction There is the old adage: “you can’t teach an old dog new tricks.” Well, I have been a “card-carrying” and fully committed value investor for more than 45 years now. I think that qualifies me as an “old” value investing dog. But more to the point, I have been consistently following and practicing the […]
Peter Lynch Taught Me to Invest in Ultra Beauty Inc.
2018-01-31
Introduction In his best-selling book “One up on Wall Street” Peter Lynch included this subtitle on his cover: “How to use what you already know to make money in the stock market.” And later in the book he talks about “the power of common knowledge.” Stating it over simplistically, Peter Lynch often talked about getting […]
Owens & Minor Inc.: Irresistible Yield, Irresistible Valuation
2018-01-26
Introduction Recently, I have had several requests to write an article about Owens & Minor Inc (OMI). I had not looked at this company in a while, and boy oh, boy, was I surprised at what I found. Owens & Minor is on the “Dividend Contender” list produced by David Fish. Owens & Minor has […]
Invest In Walgreens Or CVS – Speculate In Rite Aid
2018-01-19
Introduction For many years now, investing in healthcare related stocks has presented me with a conundrum of sorts. Demographic forces, primarily the graying of America (and the world for that matter), suggests powerful future growth potential and demand for healthcare related products and services. On the other hand, healthcare and its costs have long been […]
Cardinal Health: A Dividend Aristocrat the Risk Is Already Priced In-Part 2 of 7
2017-11-22
Introduction As a value investor, I am totally cognizant of the reality that attractively valued bargains are hard to find in a strong bull market. Moreover, as an experienced value investor I clearly understand that low valuations in a raging bull market are usually associated with issues and challenges sometimes real, sometimes imaginary. The key […]
Aflac: A Valuation Conundrum? Fairly Valued Dividend Aristocrats: Part 1 of 7
2017-11-16
Introduction Aflac (AFL) is a Dividend Aristocrat that has increased its dividend for 35 consecutive years. However, it is only one of seven Dividend Aristocrats that I consider attractively valued in light of the current bull market. Therefore, this will be the first in a series of seven articles where I will cover these seven […]