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Bank of Montreal versus Honeywell International Inc.

2020-04-21

Research Articles

Introduction What I want to try to demonstrate here and reiterate, because I’ve said this often for those of you who follow my work, that it’s a market of stocks and not a stock market. I’m going to look at Bank of Montreal and Honeywell International from a standpoint of fiscal health, financial health if […]

Cardinal Health Update-A Dividend Aristocrat on Sale

2020-04-16

Research Articles

Introduction On November 22, 2017, I published an article titled: “Cardinal Health: A Dividend Aristocrat the Risk Is Already Priced In.”  At that time, Cardinal Health (CAH) was trading at approximately $56 per share and was paying a dividend of $1.81 representing a dividend yield of about 3.1%.  Of course, a lot has changed with […]

Raytheon and United Technologies Merger

2020-04-10

Research Articles

Introduction There recently has been a merger between Raytheon and United Technologies. The company is now Raytheon Technologies (RTX). When something like this happens, it kind of muddies up the history a little bit, although it doesn’t completely make the history irrelevant. Company Description Raytheon Technologies Corp. is an aerospace and defense company, which engages […]

Cisco, Apple and Oracle: Strong Cash Positions Indicate Safe Long-Term Returns

2020-04-03

Research Articles

Introduction During this horrible crisis, I feel very fortunate that “social distancing” is very practical and easy for my family and me.  We are blessed to live in the country on a 20-acre estate with a private lake and a backyard that is steaming with wildlife.  In this time of isolation, we can sit on […]

Meredith Corp.: Buy of a Lifetime or a Value Trap

2020-03-27

Research Articles

Introduction Today I am going to cover one of the most befuddling stocks that I think I have ever covered – Meredith Corp. In the video I will talk about why I find the stock befuddling and I will talk about what the company does and what some of their products are. Below is their […]

It’s a Buyers’ Market Choose Quality: 20 A Rated Low Debt Blue Chips to Consider

2020-03-25

Research Articles

Introduction-Low Debt Blue Chips When markets get as volatile as they’ve been lately, it’s extremely difficult for investors to avoid our innate “fight or flight” response.  In our states of heightened emotion (fear) our logical minds try to tell us that we are witnessing an incredible buying opportunity for long-term oriented investors.  However, our emotions […]

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