markets

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 …

Here’s A Growth Stock Story – II VI, Inc.

II VI Growth Story In light of what’s been going on with the pandemic I thought I might change things up a little bit with this video and show you kind of a growth stock story, and more than that, a company that’s had really tremendous momentum here in spite of what’s been going on …

FAST Graphs Analyze out Loud Video Bristol-Myers Squibb

Introduction Many of you, if you follow Bristol-Myers Squibb, all know that they recently merged with Celgene and they’ve now become a much bigger company.  What’s been happening in big pharma, even the big names like Merck and Pfizer, these were very strong growth stocks years ago, but in more recent times their growth has …

4 Cheap Growth Stocks Worth Looking At

Introduction I’ve had several requests to cover cheap growth stocks, and in this video I will go over 4 interesting looking what I would call growth oriented stocks that I thought you might be interested in researching. In the following video I will go over Advanced Emissions Solutions (ADES), NMI Holdings (NMIH), Boot Barn Holdings …

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. …

Lowe’s Companies Inc. FAST Graphs Analysis

Introduction Today I am going to take a look at Lowe’s through the lens of FAST Graphs. It’s a company that I’ve been really in love with for many, many years.  As many of you know me as Mr. Valuation, I tend to be very, very disciplined about valuation.  Lowe’s is a stock that I’ve …

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 …