PEP
An Important Discussion on the Nuances of Valuation
2015-06-23
Can I Have a Hamburger and a Coke? Sorry, is Pepsi Okay? When I was studying business marketing in college, I was introduced to the concept referred to as the first mover advantage. In very simple terms, this refers to the advantages of being the first to develop a product and market. For example, instead […]
Trying To Beat The Market Is A Fool’s Errand
2013-10-17
Introduction Proponents of indexing as the best investment strategy seemed to take great delight in reporting how the vast majority of professionally managed portfolios (mutual funds, separately managed accounts, hedge funds, ETFs, etc.) fail to outperform the S&P 500. Therefore, they argue, it is best not to even try. Investors should simply invest in index […]
Are Blue-Chip Consumer Staples Worth Today’s Premium Valuations?
2013-07-18
Introduction to the Consumer Staples Sector The Consumer Staples sector consists of companies that provide essential products. In other words, Consumer Staples are products that people cannot or are unwilling to do without. As a result of the essential nature of Consumer Staples, there are several attributes that distinguish this sector from most others. First […]
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 […]
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 […]
Newsflash: The Dividend Aristocrats Found The Lost Decade
2012-05-01
Introduction There are many people who continue to hold a jaundiced view of stocks because they were traumatized by the last two recessions. Precipitous drops in equity prices drove them to distrust stocks and stock markets. However, I believe that most of the negative sentiment is a function of what I would describe as vague […]