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Lockheed Martin Corp (LMT): Was The Price Drop An Overreaction?

Lockheed Martin Stock Analysis Lockheed Martin produced a mixed Q3 2021 financial report. Non-GAAP Earnings beat estimates by $0.13 and GAAP earnings beat estimates by $0.22. However, the company’s revenues were short and management guided future revenue growth lower. The market’s reaction was severe with one pundit producing the headline: “Lockheed Martin plunges on bearish …

Intel (INTC): Is The Short-Term Pain Worth The Long-Term Gain?

Intel versus Advanced Micro Devices and Nvidia Both analysts and Intel’s management expect to see earnings and cash flows, especially free cash flow, fall precipitously over the next few years. However, the primary reason is because management has decided to take aggressive action to catapult long-term future growth. Consequently, Intel management announced that capital expenditures …

Why I Continue To Like IBM Even After Yesterday’s Drop

International Business Machine After reporting earnings yesterday IBM’s stock price fell 10% and is down another 1% today as I write this. Mr. Market is reacting to IBM’s slight revenue miss despite earnings coming in a penny higher than analyst forecasts. Quarterly revenue was expected to come in at $17.81 billion but instead came in …

Dividend Growth EV Stock A Better Buy Than Tesla

Tesla versus Cummins If you are looking for an attractive value investment opportunity in the EV market, then check out Cummins Inc. Not only does Cummins provide the growth opportunity to participate in the green revolution, it provides a fast-growing above-average dividend yield as well. Unlike Tesla and most EV companies, Cummins has a long …

Nike (NKE) and Disney (DIS): Great Companies – Risky Stocks

Great Businesses v Risky Stocks I believe that successful long-term investing in stocks implies investing in the greatest businesses as you can identify. However, it is important to recognize that there can be a distinction between a great business versus a risky stock. The differentiator, as always, is valuation. You can overpay for even the …

Make A Fortune Investing in Fortune Brands (FBHS)

Investing in Fortune Brands If you like investing in consistent predictable double-digit growth as I do, then you will love Fortune Brands Home and Security Inc. Not only has this high-quality home and security company produced exemplary and consistent growth in earnings, cash flows, and sales, they have also raised their dividend every year since …

The Fastest Dividend Growth Stock I Have Ever Seen (MED)

Fastest Grower This Dividend Challenger is cheap with the fastest dividend growth rate I have ever seen. As a Dividend Challenger the company represents a recent dividend payer with a dividend streak of 5 years or greater. This gem of a mid-cap dividend growth stock has also been a powerful growth stock as well. The …

Energize Your Portfolio Buy this 8.5% Dividend Payer MLP (EPD)

MLP Enterprise Products Partners This master limited partnership (MLP) has increased its distributions for 22 consecutive years. It is extremely undervalued and offers a current yield of 8.23%. The company’s long-term prospects are extremely well defined offering the unique potential for extremely high current income coupled with significant capital appreciation potential. This high-quality BBB+ investment …

4 High-Yield Dividend REITs For Income Now

Dividend REITs for Income Here I will cover 4 REITs that have a dividend. Real Estate Investment Trusts are excellent vehicles for generating high income over time.  However, just like most other income generating equity investments, it’s hard to find good value in this sector in this low interest rate environment.  Fortunately, I identified 4 …

Identifying Value Traps In Advance: Part 2

Introduction to Identifying Value Traps Here is a link to Part 1 In what has become part 2 of this two-part series, I simply identified the difference between a value trap versus a value investment.  The sole purpose of that video was to illustrate the distinctions between a true value stock versus a value trap.  …