dividends

Why Record Corporate Debt Might Not Be So Bad

Introduction – Corporate Debt Since the Great Recession corporate America has been binging on corporate debt.  According to S&P Global over the last year, corporate debt maturing through 2024 that is rated by S&P Global Ratings increased by 3%, to $10.6 trillion.  As a result, according to an article in the website Common Dreams, corporate …

NetApp: High-Quality Dividend Growth Stock

Introduction In today’s uncertain investing world, I believe it is extremely important to first and foremost focus on safety and quality.  Since my primary investment focus is now on dividends and dividend growth, safety to me is primarily about valuation along with dividend coverage and predictability.  Most long-term followers of mine know me as Mr. …

10 S&P 500 Stocks That Rose In The Crisis: Part 3

This is Part 3 of this 3-part series looking at the final 10 S&P 500 stocks that rose in the crisis. I have really tried to demonstrate a couple of things, and I want to just kind of refocus that with this final installment. Number 1, it is a market of stocks and not a …

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 …

Bank of Montreal versus Honeywell International Inc.

Introduction What I want to try to demonstrate here and reiterate, because I’ve said this often for those of you who follow my work, that it’s a market of stocks and not a stock market. I’m going to look at Bank of Montreal and Honeywell International from a standpoint of fiscal health, financial health if …

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 …

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 …