Introduction I’m going to start this article with the same opening statement that I utilized in two previous articles I wrote on knowing when to sell a stock. The most common complaint that I have heard from investors over my 49+ years in the financial services industry is as follows: “Everyone wants to tell me …
retirement
The Retirement Dividend Growth Portfolio Concentrated Or Diversified: Part 3
Introduction This article is a refresh and an update of an article I originally posted in 2015. However, the principles I am presenting are timeless and worthy of being revisited. Moreover, I have updated the supporting examples to more precisely reflect our current market environment. Designing the common stock portion of your retirement portfolio is …
$PRU Prudential Financial Inc. – Subscriber Request Series
Prudential Financial, Inc. engages in the provision of financial products and services including life insurance, annuities, mutual funds, and investment management to both individual and institutional customers. It operates through the following segments: U.S. Individual Solutions, U.S. Workplace Solutions, PGIM, International Insurance, Closed Block, and Corporate and Others. The U.S. Individual Solutions segment consists of …
$ALGN Align Technology Inc: Subscriber Request Series
Align Technology, Inc. engages in the manufacture, design, and marketing of global medical devices. It operates through the Clear Aligner, and Scanner and Services segments. The Clear Aligner segment consists of invisalign full, teen and assist products, and vivera retainers along with training and ancillary products for treating malocclusion. The Scanner and Services segment comprises …
Designing The Appropriate Common Stock Retirement Portfolio: Stock Selection Options: Part 2
Introduction This article is a refresh and an update of an article I originally posted in 2015. However, the principles I am presenting are timeless and worthy of being revisited. Moreover, I have updated the supporting examples to more precisely reflect our current market environment. In part 1 of this series I discussed two important …
Beware the Valuations of The Dividend Kings Fortress Portfolio
One of the great benefits for subscribing to The Dividend Kings service are the carefully-selected portfolios presented in our portfolio tracker. However, I want to caution the subscriber that these portfolios should not be looked at as simply cut-and-paste investment options. Instead, I believe our subscribers should understand that these portfolios are suggested research candidates …
Illinois Tool Works: An Exercise In Fair Value (ITW)
Illinois Tool Works, Inc. manufactures industrial products and equipment. It operates through the following segments: Automotive OEM, Test & Measurement and Electronics, Food Equipment, Polymers & Fluids, Welding, Construction Products, and Specialty Products. The Automotive OEM segment produces components and fasteners for automotive-related applications. The Test & Measurement and Electronics segment manufactures equipment, consumables, and …
Principles for Designing A Dividend Growth Portfolio for Retirement: Part 1
Introduction This article is a refresh and an update of an article I originally posted in 2015. However, the principles I am presenting are timeless and worthy of being revisited. Moreover, I have updated the supporting examples to more precisely reflect our current market environment. Managing an investment portfolio is a very personal matter. Consequently, …
Subscriber Request Series: Celgene Corp (NAS:CELG) and Bristol Myers (NYS:BMY)
FAST Graphs Analyze Out Loud Celgene Corp $CELG: Celgene Corp. is an integrated global biopharmaceutical company, which engages in the discovery, development and commercialization of therapies for the treatment of cancer and inflammatory diseases. Its primary commercial stage products include REVLIMID, POMALYST, IMNOVID, OTEZLA, ABRAXANE, and VIDAZA. The company was founded by David Stirling and …
The Retirement Dividend Growth Portfolio Concentrated Or Diversified: Part 3
This article is a refresh and an update of an article I originally posted in 2015. However, the principles I am presenting are timeless and worthy of being revisited. Moreover, I have updated the supporting examples to more precisely reflect our current market environment. Designing the common stock portion of your retirement portfolio is very …