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.

Commentary

Is the New Pfizer an Attractive Investment?

Pharmaceutical giant Pfizer (PFE) is a company in transition that will soon be smaller but hopefully more profitable. Since many of their established drugs are coming off patent, the company is divesting its older drug platform under the Upjohn brand and selling it to Mylan a leading generic pharmaceutical company. Pfizer believes that this will position them for more profitable growth going forward.

Commentary

Tesla: Do the Fundamental Support the Stock Price?

The bottom line to me is that Tesla is certainly a very expensive stock today. On the other hand, there is very interesting future growth expectations that could make long-term shareholders a lot of money.

Commentary

Passive and Buy-and-Hold Investing Don't Work Unless!

Legendary investor and mentor to many investing greats Benjamin Graham once aptly stated that: “investing is most intelligent when it is most businesslike.” Personally, I agree which is why I refer to what I personally adhere to and practice with my own investing as “business perspective investing.”

Commentary

How To protect Your Dividend Growth Portfolio from the Pending Market Crash

Ever since I first entered the investment industry circa 1970, I have been confronted with a constant and persistent admonition about the next pending market crash. In those early days I contributed much of the negativity toward stocks to a lingering overhang from the Great Depression...

Commentary

The Top 3 Medical Distributors Are On Sale: AmerisourceBergen, Cardinal Health and McKesson Corp.

The top 3 Medical DistributorsAmerisourceBergen (ABC), Cardinal Health (CAH) and McKesson Corp. (MCK) dominate the distribution of pharmaceuticals and are estimated to represent 90% to 95% of the market. Moreover, each are dividend growth stocks, and as a specific subsector group all appear significantly undervalued.

Commentary

Interest Rates and Stock Values Truth Be Told

The idea that interest rates directly affect stock prices is a commonly held belief among many investors. There are some that even go as far as to say that the only reason the stock market is up is because interest rates have been artificially kept low by the Fed.

Commentary

Value Investing Is A Long-Term Strategy and Should Be Judged Accordingly

Almost by definition, value investing rarely performs well in the short run. This is especially true when you are in a strong bull market like we’ve been in since March 2009. Most companies as represented by the S&P 500 are currently trading at fundamental multiples that are significantly above historical norms.

Commentary

This is How You Can Beat the Market Without Fail

With this article I am going to present several ways that investors, especially retired investors, can beat the market without fail. However, what I will be presenting may not be what you are expecting, particularly if you have a narrow notion of what beating the market means.

Commentary

Investing Is Hard Enough: Here Is How to Avoid Making Obvious Mistakes

The Key to Avoiding Obvious Mistakes Understanding how to value a business is the key to avoiding making obvious mistakes when purchasing or selling common stocks. When you know what your investment is worth, the market cannot take advantage of your gullibility.