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intrinsic value

Walt Disney Company: A Lesson on Overvaluation

2020-12-16

Research Articles

Introduction Walt Disney Company Please accept this special edition offering on Walt Disney Company (DIS) as a lesson on valuation.  Over the many years I have been a value investor, I have learned that even the best companies can become dangerously overvalued by the market.  Sometimes they can remain that way for extended periods of […]

Tesla Stock: Great Cars, Perhaps Great Company But Scary Stock

2020-12-11

Research Articles

Introduction Tesla Stock Tesla (TSLA) makes great automobiles, and although that is not all that they do, the Tesla automobile generates most of their revenues. That may not always be the case, but it is today. According to Zacks Investment Research, Tesla’s automotive segment generated 93.7% of 2019 revenues. Moreover, Tesla stock commands approximately 60% […]

Not All Dividends Are the Same Even When Their Yield Is Similar

2020-12-03

Research Articles

Dividend Investing Not All Dividends Are The Same When it comes to dividend investing – not all dividends are the same, and the better informed the investor is, the better the investment decisions they can make. But being an informed investor can be a very arduous task, and some would even say that conducting research […]

Interest Rates and Their Impact On Stock Value

2020-09-17

Research Articles

Introduction Interest Rates Many investors are attempting to justify higher stock “valuations” because interest rates are at historical lows. I would agree that lower interest rates could affect “market valuations” based on the simple law of supply and demand. The concept is simple, when fixed income offers lower returns it logically stimulates more demand for […]

Apple, Microsoft, Visa: Crazy Or Crazy Like A Fox

2020-09-03

Research Articles

Introduction There are technical distinctions between investing versus speculating. Nevertheless, both concepts are often thought about or utilized interchangeably. Moreover, there are nuanced distinctions between a rational or well-thought-out speculation versus outright gambling. In the former, there may be logical realities that support speculation when circumstances are in your favor. However, with gambling, the odds […]

5 Mid-Cap Greenblatt Magic Formula Stocks for Total Return

2020-08-07

Research Articles

Introduction – Joel Greenblatt Magic Formula Stocks To keep myself sharp and my skills honed, I routinely go to my library of investment books on stocks and re-read classics that have had an impact on me.  This week I did a complete re-read of a Joel Greenblatt classic “The Little Book That Beats The Market.”  […]

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