Introduction In part 1 found here of this multi-part series I discussed how several blue-chip dividend growth stocks have already entered a bear market. Therefore, I thought it would be helpful to provide FAST Graphs analyze out loud videos on several dividend growth stocks that have corrected from high valuation levels to more reasonable levels. …
intrinsic value
Have You Noticed That Many Dividend Stocks are Finally in a Bear Market? General Mills Inc.: Part 1
Introduction For quite some time I have been complaining that most best-of-breed dividend growth stocks were overvalued. Frankly, for the most part I continue to hold that opinion. On the other hand, I am also starting to see what I’ll call a stealth bear market for many dividend growth stocks. In some cases, this stealth …
What Can I Expect to Make If I Invest in Johnson & Johnson Today?
Overview AAA rated Johnson & Johnson (JNJ) has produced one of the most impeccable and consistent long-term records of fundamental results and growth. No matter whether you are measuring earnings, cash flows or dividends, you will be hard-pressed to find any company in any industry with a more consistent and complete record of operating excellence …
10 Fairly Valued Dividend Growth Stocks for Total Return: Part 4
Introduction This is the fourth of a five-part series presenting 50 dividend growth stocks that I have screened for current fair value. With this article, I will be covering 10 additional dividend growth research candidates with moderate to higher yields in addition to the initial 30 that I presented in part 1 found here, part 2 found …
Has Amazon (Jeff Bezos) Taught This Old Value Dog a New Trick?
Introduction There is the old adage: “you can’t teach an old dog new tricks.” Well, I have been a “card-carrying” and fully committed value investor for more than 45 years now. I think that qualifies me as an “old” value investing dog. But more to the point, I have been consistently following and practicing the …
Peter Lynch Taught Me to Invest in Ultra Beauty Inc.
Introduction In his best-selling book “One up on Wall Street” Peter Lynch included this subtitle on his cover: “How to use what you already know to make money in the stock market.” And later in the book he talks about “the power of common knowledge.” Stating it over simplistically, Peter Lynch often talked about getting …
Owens & Minor Inc.: Irresistible Yield, Irresistible Valuation
Introduction Recently, I have had several requests to write an article about Owens & Minor Inc (OMI). I had not looked at this company in a while, and boy oh, boy, was I surprised at what I found. Owens & Minor is on the “Dividend Contender” list produced by David Fish. Owens & Minor has …
Invest In Walgreens Or CVS – Speculate In Rite Aid
Introduction For many years now, investing in healthcare related stocks has presented me with a conundrum of sorts. Demographic forces, primarily the graying of America (and the world for that matter), suggests powerful future growth potential and demand for healthcare related products and services. On the other hand, healthcare and its costs have long been …
Cardinal Health: A Dividend Aristocrat the Risk Is Already Priced In-Part 2 of 7
Introduction As a value investor, I am totally cognizant of the reality that attractively valued bargains are hard to find in a strong bull market. Moreover, as an experienced value investor I clearly understand that low valuations in a raging bull market are usually associated with issues and challenges sometimes real, sometimes imaginary. The key …
Aflac: A Valuation Conundrum? Fairly Valued Dividend Aristocrats: Part 1 of 7
Introduction Aflac (AFL) is a Dividend Aristocrat that has increased its dividend for 35 consecutive years. However, it is only one of seven Dividend Aristocrats that I consider attractively valued in light of the current bull market. Therefore, this will be the first in a series of seven articles where I will cover these seven …