Introduction I am a firm believer and ardent supporter of conducting comprehensive research and due diligence on any company (stock) you might consider investing in. However, I have also experienced the reality that far too many investors make their decisions based on opinions, emotions or vague ideas about a company, instead of on comprehensive knowledge …
Research Articles
$ALB Albemarle Corp (NYS:ALB)
Follow-up video to article/video published on 3-9-2018 found here: https://fastgraphs.com/has-the-lithium-bubble-burst-or-is-it-just-leaking-rarefied-air/
Ignore Political and Economic Forecasts: Mind Your Owned Businesses
Introduction In his Berkshire Hathaway 1994 annual report Warren Buffett said ignore political and economic forecasts. I considered this one of the more profound pieces of investment advice and wisdom that I ever came across. It has been my opinion prior to and since I read this advice that investors spend way too much time …
$AVP Avon is Calling: Invest In The Growth or Speculate On The Takeover NYS:AVP
Introduction Avon’s Historical Operating Results and Price Action Since 2008 Avon’s earnings have continuously eroded and its stock price has followed. Moreover, after its dividend grew for many years, the company cut it by 18 ½% for 2012, slashed it an additional 68% in 2013 and then eliminated their dividend altogether in 2016. As a …
McKesson Corp, Walgreens Boots Alliance, Cardinal Health Corp., CVS Health Corp: Medical Distributors an Industry on Sale
Introduction This is a follow-up to my first article in a continuing series where I will be identifying and presenting dividend growth stocks for an above-average long-term total return objective. My first article in this series covered AmerisourceBergen, a leading medical distributor that I presented as significantly undervalued. However, I offer this follow-up to illustrate …
Invest in AmerisourceBergen for its Growth and Valuation – Speculate in a Potential Takeover
Introduction This is the first in a continuing series where I identify and present dividend growth stocks for an above-average long-term total return objective. Throughout this series I will be illustrating that there are several prudent sources of long-term return and there is also luck or chance. Personally, I suggest that investors strive to build …
3M: Finally, a Great Dividend Growth Company Becoming a Good Investment!
Introduction 3M I find it serendipitous that after just completing a 19-part series on how highly valued the general market is, I get the pause that refreshes. Now please don’t read more into my words than are being offered. I still believe that the market at large is fully valued. Consequently, finding great companies at …
Slim Pickens in the Utilities Sector: Part 19
Introduction This is part 19 and the final part of my series covering all the various sectors reported by FactSet. However, the popular idea of saving the best for last does not apply in this instance. As I indicated throughout each installment, there were some sectors that I felt offered better investment opportunities than others. …
Chuck Carnevale on Financial Sense Newshour-Value Lacking in Today’s Market, Says Mr. Valuation
Recently Chuck appeared on the Financial Sense Newshour with Cris Sheridan and we wanted to share his radio broadcast with you. FAST Graphs creator Chuck Carnevale, aka Mr. Valuation, discusses current market valuations, the most overvalued and least overvalued sectors of the market, how he picks stocks and what he looks for. Click on the …
4 Transportation Sector Research Candidates: Do You Dare Have Your Money Travel With These Stocks? – Part 18
Introduction As a rule, I have never been very fascinated by the Transportation Sector. This is especially true regarding airlines and air transport companies. Nevertheless, there are two airlines and two air freight carriers in the Transportation Sector that I felt comfortable featuring in this article. However, I still admit to having trouble suggesting that …