Don't be greedy, share it:

Category Archives for Investing

Cisco Systems Impresses

Free cash flow cow and technology giant Cisco Systems, Inc. (NASDAQ:CSCO) just reported earnings for the second quarter of its 2019 fiscal year that clearly caught the attention of Wall Street, with the market bidding its shares up by almost 2% on Thursday. Decent sales growth combined with rising gross and operating margins indicates Cisco […]

Continue reading

Just How Bad Was Coca-Cola’s Quarter?

It’s never fun when you wake up, check out the market, and see one of your holdings down big. That’s especially the case when it’s one of your defensive holdings. Names like Coca-Cola (KO) are supposed to be boring, right? They’re supposed to be predictable and reliable, offering slow but steady growth and a safe […]

Continue reading

Dividend Cut, What Do I Do?

SummaryA dividend cut is the worst things that could happen to a dividend investor.If the dividend cut surprises the market, the stock drop will be immediate.I always prefer to remain cautious and never invest more than 20-25% of my portfolio in a single sector.A dividend cut is the worst things that could happen to a […]

Continue reading

Tesla Model 3 Drives Off The Demand Cliff

SummaryDeliveries of Tesla Model 3 sedans fell badly in January. Big job cuts to Tesla’s delivery team in the US suggest the slump is far from a one-off.Deliveries have started in Europe, while vehicles also are being shipped to China.Demand in Europe has so far come in below expectations. Reports indicate extremely low Chinese demand.With […]

Continue reading

Dividend Growth Investing, Or Quality Growth Investing

SummaryThe hunt for dazzling dividends can blind you from opportunities to own truly exceptional businesses.Why not focus on improving the business quality of my portfolio companies, even if that means foregoing dividend income and trading low PE ratio stocks for high PE ratio stocks?I am carving back exposure to OHI and WPC to allocate more […]

Continue reading

2 Dividend Blue-Chips Set To Soar And 1 You Should Ignore

SummaryMost investors are only looking to own 20 to 50 stocks in their portfolios, meaning you have to be selective with what you buy.Gilead Sciences is a pharma blue-chip with a relatively weak growth outlook that even from today’s attractive valuation is likely to deliver merely bond like future returns.In contrast, Pfizer and Johnson & […]

Continue reading

Comprehensive Research And Due Diligence: Here’s How I Do It!

SummaryMy due diligence process starts by taking a quick review and assessment of a company’s fundamental qualities and valuation.Snap On, Inc. is worthy of a more comprehensive research effort.F.A.S.T. Graphs analyze out loud video going through my research process.IntroductionI have been writing a series of articles on attractively valued research candidates available in the various […]

Continue reading

Apple Vs. Google: One Clear Winner

SummaryApple and Alphabet are two of the biggest companies in the world.A closer look at the two companies with the aim of finding the better investments.Why Alphabet is a better investment than Apple.Apple (AAPL) and Alphabet (GOOG) are two members of the exclusive FAANG club. The two companies have a market capitalization of more than […]

Continue reading

The Best Dividend Stocks You Can Buy Today

IntroductionAs I explained in my portfolio update 63, I’m now focused on paying down margin and thus won’t be making changes to my real money portfolio for the foreseeable future. In fact, I’ve now realized the wisdom of Buffett’s warning against using margin.My partner Charlie says there is only three ways a smart person can go […]

Continue reading

Altria: Stop Worrying About What’s Gone Wrong And Think About What Can Go Right

SummarySkepticism over equity purchases of Juul and Chronos, as well as fears about menthol bans, have driven Altria’s share price to 5-year lows.There is no evidence that the company’s earnings power is impaired, and a streak of 53 dividend increases in 49 years is certain to continue.Altria’s share price already reflects enormous amounts of pessimism. […]

Continue reading
1 20 21 22 23 24 33