Carnevale

Meredith Update: Dividend Paused

Introduction Meredith (MDP) surprised me with the recent announcement that they were going to “pause” their dividend – whatever that means.  Frankly, I was surprised because the company had been guiding for strong cash flow both operating and free cash flow and EBITDA growth over the intermediate term future.  So far, those consensus estimates have …

Cardinal Health Update-A Dividend Aristocrat on Sale

Introduction On November 22, 2017, I published an article titled: “Cardinal Health: A Dividend Aristocrat the Risk Is Already Priced In.”  At that time, Cardinal Health (CAH) was trading at approximately $56 per share and was paying a dividend of $1.81 representing a dividend yield of about 3.1%.  Of course, a lot has changed with …

Raytheon and United Technologies Merger

Introduction There recently has been a merger between Raytheon and United Technologies. The company is now Raytheon Technologies (RTX). When something like this happens, it kind of muddies up the history a little bit, although it doesn’t completely make the history irrelevant. Company Description Raytheon Technologies Corp. is an aerospace and defense company, which engages …

Meredith Corp.: Buy of a Lifetime or a Value Trap

Introduction Today I am going to cover one of the most befuddling stocks that I think I have ever covered – Meredith Corp. In the video I will talk about why I find the stock befuddling and I will talk about what the company does and what some of their products are. Below is their …

Even With This Crisis It’s a Market of Stocks

Introduction 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.  Furthermore, I think it’s …

The Dow Jones – How Bad Is It?

Introduction The Dow Jones Industrial Average is an index of 30 stocks that is often utilized as a proxy for the overall 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. Therefore, with this video I will …