MCD
Qualcomm: Where Innovation Meets Results
2013-09-12
Thesis For Growth Qualcomm (QCOM) is a global company founded in 1985 that designs, develops, manufactures, and markets digital telecommunications products and services. The company’s passion is “to continue to deliver the world’s most innovative wireless solutions.” Perhaps the most interesting aspect of the company is the underlying licensing business model. As Qualcomm indicates: “the […]
The Dow Hits All-Time Highs, But The Truth Is It Remains Cheaply Valued
2013-05-15
The Dow Jones industrial average sits above 15,000, an all-time high. But don’t be fooled, this doesn’t mean that stocks are expensive. I understand that it seems logical to assume that if the Dow Jones industrial average, what many believe to be the bellwether index of the stock market, is at an all-time high, then […]
The Best Use of Corporate Profit (cash)
2012-12-11
Introduction I have recently authored two articles showing that, all other things being equal, a stock that pays its shareholders a dividend generates a higher total return than a stock with similar growth characteristics that doesn’t. This is based on the reality that stock prices follow earnings in the long run, and it is this […]
Blue-Chip Dividend Aristocrats – There is a Lot of Value in this Market: Part 4
2012-10-11
This is the fourth in a series of articles designed to counter a pervasive attitude that common stocks are expensive today. Furthermore, we would agree with those that contend that we have been in a stealth bull market for the last 18 months or more. However, would also contend that stocks were so cheap prior […]
Don’t Be the Equivalent of a Stock Market Racist
2012-09-14
There is no shortage of pundits and prognosticators willing to offer their opinions (rarely based on facts) as to whether or not stocks are cheap or expensive, or as to whether the markets are going to rise or fall. In every case, the opinions and prognostications are directed as generalities such as stocks or markets. […]
Our Top 40 Favorite Dividend Champions: Blue-chip Dividend Growth Stocks Today’s Strong Option for Retirement Portfolios Part 2
2012-05-23
In part one of this two-part series (Found Here) I laid the groundwork for why I believe that blue-chip dividend paying US equities represent not only a viable, but also a safer investment choice than many give them credit for. I also pointed out why I believe the risk profile on bonds is currently upside […]