Introduction This is the second in a series of articles where I will be covering the historical performance and operating results of popular and highly recognized mREITs (mortgage REITs). In my first installment, I covered Annaly Capital Management (NLY) found here, with this installment I’m going to cover Dynex Capital Inc (DX). However, before I …
retirement
Annaly Capital Management Inc.: Not Suitable For Retirement Accounts
Introduction Although some might disagree, I believe that investors either in retirement, or close to becoming retired, should be a little more conservative with how their portfolios are positioned. This position is primarily predicated on the reality that investors in retirement do not have the luxury of the time often needed to recover from bad …
Time In The Market and Value Investing Is Not Market Timing
Introduction I am a value investor, and all my investments are made with a long-term objective in mind. Consequently, I am a believer that time in the market is often what matters most. However, I will qualify that remark by saying that you also make your money on the buy side. What this means to …
Valuation Is More Important Than Politics or Interest Rates: And Most Stocks Are Overvalued Today
Introduction My personal investing strategy is based on the simple logic and reality that great businesses are by definition, better than average. Therefore, to my way of thinking, it logically follows that the best investment returns would be achieved by investing in the best businesses that you could identify. Moreover, it is also important to …
A Very Attractive High-Yield Dividend Growth Stock You’ve Never Heard Of
This FAST Graphs analyze out loud video will cover a mid-cap dividend growth stock that many may not be familiar with. However, I believe this particular dividend growth stock offers an intriguing opportunity of high current yield, above-average growth yield and enticing capital appreciation potential based on its low valuation. MSC Industrial Direct Co. (MSM) …
Albemarle: A Cautionary Note
Albemarle (ALB), this Dividend Champion, has increased its dividend for 25 consecutive years. The company is a specialty chemicals company, and as such, the world’s largest producer of lithium from which it generates approximately half of its total profits. Longer term, the lithium business is quite exciting as a result of the rapidly-growing adoption of …
The Essence of Valuation is Soundness Not Rate of Return: Part 1
Introduction on Stock Valuation When it comes to writing about investing in common stocks, my favorite theme typically revolves around valuation. In fact, I once had a reader dub me “Mr. Valuation.” Which, I might add was very flattering to me. Moreover, in the context of discussing valuation, there are normally three concepts that are …
Magna International Inc.: Invest For Low Valuation, High-Yield With A Total Return Kicker
Introduction I have never been a fan of investing in automotive manufacturers like Ford or General Motors. I’ve always found the industry much too cyclical and too difficult for the companies to make any money. However, automobiles are certainly a major purchase for almost every person and family, not only in America but throughout the …
The Worst Reasons To Sell A Stock
Introduction An article on when to sell a stock would not be complete without some discussion about what I consider to be the worst reason to sell a stock. Ironically, this reason may be the one that is most commonly implemented by investors. Personally, I will rarely, if ever, sell a stock just because the …
Microsoft Important Lessons in Valuation: Part 1
Introduction Before I get too deep into this article, I want to start out by stating that Microsoft (MSFT) has long been one of my favorite companies. Many years ago, I invested in Microsoft as a pure growth stock and sold it in 2000 when it became dangerous overvalued after making a very healthy long-term …