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stocks

11 Investable Consumer Non-Durables: Finding Value in Food, Footwear, Apparel, Alcohol and Tobacco: Part 4

2019-02-08

Research Articles

Introduction My primary objective with this series of articles (identifying attractively valued stocks in different sectors) is to provide the reader with a clear perspective of just how different individual stocks are and how different companies operating in different sectors are.  It is my opinion and experience that investors worry far too much about what […]

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 […]

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 […]

How Many Stocks Should I Own? Part 1

2018-10-26

Research Articles

Introduction One of the most commonly asked questions I receive from investors is: how many stocks should I put in my portfolio?  This is a widely debated subject that is most commonly referred to as concentrated versus widely diversified portfolio construction.  Of course, the widely diversified camp likes holding a lot of stocks and therefore […]

Building a Dividend Growth Portfolio from Scratch: 15 A Rated or Better Fairly Valued Opportunities

2018-10-17

Research Articles

Introduction We remain in one of the longest bull markets in history.  Generally, with bull markets stocks tend to become highly valued.  Additionally, we also continue to find ourselves in a low interest rate environment based on historical standards.  However, after bottoming out in January 2017, interest rates have steadily increased.  Although interest rates remain […]

Whirlpool Corporation: Do You Have the Guts To Be Greedy While Others Are Fearful?

2018-10-10

Research Articles

Introduction After today’s price drop, and frankly even before that, I thought that Whirlpool Corporation (WHR) represented a unique opportunity to invest in the world’s oldest and largest appliance manufacturer at extremely undervalued levels.  I understand that there have been issues, but I see nothing that would suggest that the price should be this low.  […]

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