Three High-Quality Stocks on My Shopping List
Some investors buy stocks at their all-time highs, depending on the market’s confirmation of a company’s performance. Many times, however, those prices come with elevated valuations. I prefer to shop a bit smarter, waiting for high-quality companies to go “on sale”, or at least closer to a reasonable price. Market often pullback due to an […]
Key Takeaways from ‘The Little Book on Valuation’ by Aswath Damodaran
“The Little Book on Valuation” by Aswath Damodaran offers a comprehensive and accessible guide that may be all an investor needs to get started conducting stock valuation. At its core, the book aims to demystify the process of valuation by presenting complex concepts in a simplified manner. Damodaran’s approachable writing style and use of real-world […]
Charles Schwab: Risks Remain, But There May Be Value
Charles Schwab is considered a best of breed financial service company with $7.38 trillion in client assets. Following the collapse of Silicon Valley Bank (SVB) and the perceived weakness in the banking system stemming from rising interest rates, Charles Schwab stock fell more than 30% on fears that it too faced potential solvency issues as […]
3 Dividend Growth Stocks To Buy On Pullbacks
The stock market continues to be volatile in the face of several economic and geopolitical uncertainties including the Federal Reserve’s changes to monetary policy to combat inflation. The most recent symptom of these actions involved the implosion of Silicon Valley Bank and whispers of financial crisis prompting swift action by the FDIC, Federal Reserve and […]
Qualcomm: An Objective Look
While in search of inexpensive, consistent dividend growth stocks, Qualcomm found its way back on my radar after the stock price fell over 30% from its highs at the beginning of 2022. At first glance, the company possessed confounding valuation metrics when compared to itself, other chip stocks and its growth rates warranting an objective […]
Disney: The Iger Premium
The Walt Disney Co. investors welcomed the return of Bob Iger as CEO. In November 2022, Disney’s board announced that CEO Bob Chapek was being replaced by the beloved former Disney CEO. Chapek had a tumultuous 11 month tenure at Disney during which the stock price declined by 40%. Chapek’s time as CEO of Disney […]
10 Factors to Evaluate Dividend Growth Stocks
Summary: Dividend growth investing has outperformed the market and offers investors the potential for both income and capital appreciation. Identifying dividend growth stocks involves a holistic approach, as opposed to focusing on one factor like the dividend yield. This article outlines 10 factors to consider in aggregate to evaluate dividend growth stocks. “The very attention […]
Disney: From Stalwart to Show-Me Story
SUMMARY: Disney’s DTC strategy has changed business from a stalwart to a show-me story. Disney’s financial performance and financial metrics have seen a dramatic shift that demonstrates the impact of the DTC business. While management has a plan for profitability for the DTC business, it is by no means a certainty. CNBC played passively […]
Should You Use I-Bonds to Protect Your Money?
I-Bonds offer a safe way to protect your money from inflation, however, it is important to understand how they work and to have a plan. There are generally two reasons to invest your money: 1) To outpace inflation, 2) To build wealth. If we examine the former, to outpace inflation, we would find that this […]
Finding Value in Alphabet
SUMMARY: Alphabet’s H1 2022 results have been mediocre which is reflected in the stock’s performance down 36% from its highs in July 2022. Alphabet’s management appears to be turning cautious per recent announcements in the face of uncertainty. The company’s valuation is more compelling than it’s been in years. While we should expect more turbulence […]