markets

Earnings Growth Drives Total Return and Dividend Income

Introduction This article was inspired by an interesting debate between two commenters on my most recent article “Why a 15 P/E Ratio Represents Fair Value for Most (Not All) Companies: FedEx – Part 2 Found Here.”  In a nutshell, the argument revolved around whether dividends were a driver or a contributor to total return.  Interestingly, …

Sound Valuation Is More Important Than Time In The Market: Starbucks, Campbell Soup, FactSet Research Systems Inc: Part 1

Introduction I believe that two of the most important investing principles that prudent investors should embrace are valuation and time in the market.  Consequently, the title of this article is mildly misleading, because both concepts are extremely important towards achieving long-term investing success.  In other words, I believe attempting to argue the importance of one …

Newell Brands Inc (NYSE:NWL) FAST Graphs Analyze-Out-Loud Analysis

Newell Brands Inc. (NWL) has been one of the most requested stocks that I’ve been asked to provide an analyze out loud video on.  When I first  looked at it, I had to wonder why people were so interested in this particular stock.  Then I realized that statistically it looks great.  The company’s blended P/E …

Choosing Common Stocks That Make Sense for Your Retirement Portfolio: Part 2

Introduction Choosing the most appropriate stocks for the common stock portion of your retirement portfolio is vitally important.  In part 1 of this series found here I presented the 6 broad categories of stocks (businesses) that renowned mutual fund manager Peter Lynch presented in his best-selling book “One Up On Wall Street.”  I contend that …