Commentary

5 Leading Healthcare Stocks Surging on Pent-Up Demand

As Mr. Valuation, I find myself constantly reminding investors that value investing requires patience. However, value investing also requires the willingness to get your money in front of attractive valuation when it is discovered. Trying to time your purchases perfectly can just as easily cause you to miss out on significant gains as it is to participate in them.

Commentary

Unum: Although Life and Health Insurance Companies Are Cheap This One May Be the Cheapest

I recently did a search of the life and health insurance subsector and came up with 25 names that I considered the highest quality in the overall subsector. All of them carried investment grade credit ratings of BBB+ or better – except for one.

Commentary

Interest Rates and Their Impact On Stock Values

Many investors are attempting to justify higher stock “valuations” because interest rates are at historical lows. I would agree that lower interest rates could affect “market valuations” based on the simple law of supply and demand. The concept is simple, when fixed income offers lower returns it logically stimulates more demand for equities where higher returns can be found.

Commentary

Apple, Microsoft, Visa: Crazy Or Crazy Like A Fox

There are technical distinctions between investing versus speculating. Nevertheless, both concepts are often thought about or utilized interchangeably. Moreover, there are nuanced distinctions between a rational or well-thought-out speculation versus outright gambling.

Commentary

3 New York Stock Exchange Homebuilders: When Value and Momentum Converge

Value often comes when good companies go out of favor, this is especially true in bull markets like we have been in the last several years. Almost by definition, when stocks are out of favor it further implies that their near-term performance may not be all that attractive.

Commentary

5 Midcap Magic Formula Stocks for Total Return

This week I did a complete re-read of Joel Greenblatt’s classic “The Little Book That Beats The Market.” For any of you that are not familiar with the book, Joel Greenblatt presents his magic formula for picking stocks that his research indicated will beat the market most of the time.

Commentary

Alexion Pharmaceuticals: Growth At A Reasonable Price (GARP)

I find it very interesting that Alexion Pharmaceuticals Inc. (ALXN) after going public in 2001, did not generate their first profit until December 2008. As we all know, this was in the throes of what is now known as the Great Recession of 2008.

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.