Commentary

FedEx Corp.: Fundamentals Support the Price Increase

After reporting better than 4th quarter results on Tuesday, the stock price of FedEx Corp. (FDX) has been on a tear. With this article, I plan to demonstrate that the fundamentals support the current price rise.

Commentary

Oracle: All Important Fundamental Metrics Say Buy

I consider Oracle an attractively valued dividend growth stock with an emphasis on growth. Oracle has a long history of generating above-average growth of earnings and cash flows, and since paying its first dividend in 2009, its dividend growth has been nothing short of extraordinary.

Commentary

Corporate Debt Out-Of-Control Or Smart Business: Part 2

In this part 2, I want to share an additional perspective that my research on the growing levels of corporate debt uncovered.

Commentary

Why Record Corporate Debt Might Not Be So Bad: 8 Debt Laden Blue Chips: Part 1

The accelerated use of debt to fund the capital needs of publicly traded companies is clearly attributed to today’s unprecedented low cost of debt. Although we have all been trained and perhaps even indoctrinated into the belief that debt is bad, these are clearly unusual circumstances.

Commentary

Newsflash: Even After Covid-19 The Market Is Not Cheap

From January 31, 2020 through March 31, 2020 the market as measured by the S&P 500 fell approximately 20%. As a result, I published an article on March 26, 2020 titled “It’s A Buyers’ Market – Choose Quality If You’re Scared: 20 A-Rated, Low-Debt Blue Chips To Consider” where I implied that the market as measured by the S&P 500 had gone from being overvalued to undervalued.

Commentary

NetApp: A Dividend Kings High-Quality Total Return Selection

In today’s uncertain investing world, I believe it is extremely important to first and foremost focus on safety and quality. Since my primary investment focus is now on dividends and dividend growth, safety to me is primarily about valuation along with dividend coverage and predictability.

Commentary

Final 10 S&P 500 Stocks That Rose In The Crisis: It’s A Market of Stocks: Part 3

This is Part 3 of this 3-part series looking at the final 10 stocks that rose in the crisis.

Commentary

Next 10 S&P 500 Stocks That Rose In The Crisis: It’s A Market Of Stocks: Part 2

In part 1 of this 3 part series I provided a quick cursory look at 10 of 30 stocks that MarketWatch pointed out have done very well in spite of the coronavirus market crash. In that first group of 10, there were several names that were reasonably valued.

Commentary

30 S&P 500 Stocks That Rose In The Crisis: It’s A Market Of Stocks: Part 1

I have long asserted that it is a market of stocks and not a stock market. Perhaps the veracity of that statement has never been clearer than it is today. We are all aware of the devastation to the stock market in general that the shutdown instigated by the coronavirus has cost

Commentary

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

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.

Commentary

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

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.

Commentary

Even With This Crisis It’s a Market of Stocks

It’s stating the obvious to say that the stock markets have been in a freefall as a result of the coronavirus. However, I think it’s also important to point out that what we have recently experienced in the stock markets more resembles a flash crash than it does a correction.

Commentary

The Dow Jones – How Bad Is It?

The Dow Jones Industrial Average is an index of 30 stocks that is often utilized as a proxy for the whole market. Since it is such a small index, I thought you all might find it interesting to see what the market looks like considering the recent volatility.

Commentary

Top 10 Dividend Aristocrats to Buy In This Crazy Market

For those investors interested in investing for an increasing dividend income stream, the Dividend Aristocrats represent the crème de la crème. Standard & Poor’s produces this premier list of blue-chip dividend growth stocks that have increased their dividends for 25 consecutive years.

Commentary

Recent Market Action A Value Investor’s Perspective

For some time now I have been pointing out that the stock market as measured by the S&P 500 has become moderately overvalued. However, even more to the point, I still believe that to be true even after the price corrections we have experienced recently as a result of the coronavirus.