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markets

Magna International Inc.: Invest For Low Valuation, High-Yield With A Total Return Kicker

2019-08-12

Research Articles

Introduction I have never been a fan of investing in automotive manufacturers like Ford or General Motors.  I’ve always found the industry much too cyclical and too difficult for the companies to make any money.  However, automobiles are certainly a major purchase for almost every person and family, not only in America but throughout the […]

Answering the Question: When to Sell a Stock-Part 1A

2019-08-05

Research Articles

Introduction I’m going to start this article with the same opening statement that I utilized in two previous articles I wrote on knowing when to sell a stock. The most common complaint that I have heard from investors over my 49+ years in the financial services industry is as follows: “Everyone wants to tell me […]

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 […]

$PRU Prudential Financial Inc. – Subscriber Request Series

2019-07-26

Research Articles

Prudential Financial, Inc. engages in the provision of financial products and services including life insurance, annuities, mutual funds, and investment management to both individual and institutional customers. It operates through the following segments: U.S. Individual Solutions, U.S. Workplace Solutions, PGIM, International Insurance, Closed Block, and Corporate and Others. The U.S. Individual Solutions segment consists of […]

$ALGN Align Technology Inc: Subscriber Request Series

2019-07-26

Research Articles

Align Technology, Inc. engages in the manufacture, design, and marketing of global medical devices. It operates through the Clear Aligner, and Scanner and Services segments. The Clear Aligner segment consists of invisalign full, teen and assist products, and vivera retainers along with training and ancillary products for treating malocclusion. The Scanner and Services segment comprises […]

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