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Finding Value In Consumer Durables – A Very Diverse Sector: Part 3

2019-02-06

Research Articles

Introduction This is part 3 of a series where I have conducted a simple screening looking for value over the overall market based on industry classifications and subindustry classifications reported by FactSet Research Systems, Inc. In part 1 found here  I covered the Consumer Services Sector.  In part 2 found here I covered the Communication […]

Finding Value In The Communication Sector Is Easy Today – Finding Growth Is A Different Matter (Part 2)

2019-02-01

Research Articles

Introduction This is part 2 of a series where I have conducted a simple screening looking for value over the overall market based on industry classifications and subindustry classifications reported by FactSet Research Systems, Inc. In part 1 found here, I covered the Consumer Services Sector.  In this part 2, I will be covering the Communication […]

I Love Bear Markets – Look at All the Value It Has Brought Us! Part 1

2019-01-25

Research Articles

Introduction Although most investors hate bearish stock market activity, value investors – like yours truly -relish them.  Moreover, bearish market activity becomes especially welcome after extended periods of high valuation like we have been experiencing since calendar year 2014.  High valuations make it very difficult for value investors to find attractive common stock investments.  Consequently, […]

Have these 5 Best Defense (Stocks) Become the Best Offense (Stocks)?

2019-01-09

Research Articles

Introduction Nothing clears the palate of a diehard value investor better than a good old-fashioned bear market.  In calendar year 2018 – and especially December 2018 – we were given what I would call a bear market.  However, not all bear markets are the same.  Sometimes bear markets occur because of a bad economic scenario […]

Don’t Be a Stock Market Victim!

2018-12-20

Research Articles

Introduction The primary objective of this article is to help the reader put this recent bad market in perspective and simultaneously provide lessons in valuation and how to think about stock prices.  There have been many sage pieces of wisdom that have been provided to investors by investing greats.  For example, in 1995 Peter Lynch […]

Nvidia: The Correction Was Justified and Valuation May Still Be High

2018-11-30

Research Articles

Introduction Nvidia (NVDA) operates as a visual computing company that engages in the design and manufacture of computer graphic processors, chipsets and related multimedia software.  As a result, the company is involved in many exciting technologies that are either already mainstream popular and technologies that offer enticing future growth prospects such as self-driving automotive technology.  […]

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