It’s been six months and it is time to check in on the performance of the Value Portfolio. Heck, with all of the market volatility in the last two weeks, perhaps it makes sense to… Read More »Measuring Performance of Dividend Champions Selections
The Dividend Champions, created and maintained by David Fish is a list of dividend stocks that meet the same difficult criteria as the S&P 500 Dividend Aristocrats -25+ years of consecutive dividend payments- but includes stocks… Read More »Ranking the Dividend Champions
Due to the interest in my latest article on the S&P 500 Dividend Aristocrats (Finding Value in the Dividends Aristocrats List) and the discussion about backtesting, I thought I would share the empirical model I developed… Read More »Revisiting the S&P 500 Dividend Aristocrats fundamental model
The Apparel Store industry saw a glut of competition, excess store inventories, heavy discounting, and reduced mall traffic resulting in dismal earnings, top executive position vacancies, and huge hits in market cap levels. Many Apparel… Read More »Are there any Value Stocks in the U.S. Apparel Store Industry?
Dividend investors: are you looking for a stock to invest in? I assume you have heard about the S&P 500 Aristocrats list of companies that have raised their dividend every consecutive year for at least… Read More »Finding Value in the Dividend Aristocrats List
Four days after Mattel CEO is ousted, the CFO and new Interim CEO had an investor call to outline the financial performance. As a follow-up to the equity analysis from the previous articles, there is… Read More »Equity Analysis: Is the Storm Over at Mattel?
Mattel Inc.’s 2014 year end results are in, the CEO is out! The full story will be available Friday, but I tried to make some inferences and initial thoughts on the performance for stock analysts… Read More »Interpreting Mattel’s Preliminary Q4 Results and CEO Shakeup
This article is an attempt at estimating frothiness in the US REIT market. Looking at the previous 18 months of data, it is evident that the meteoric rise in REITs is largely attributed to falling… Read More »Reconsidering REITs As An Investment In Today’s Environment
As a follow up to my previous analysis of the US stock market’s high valuation, I thought I would demonstrate how a passive index funds investor can employ a defensive stock market rebalancing approach this… Read More »A Value Investor’s Approach To Rebalancing Out Of U.S. Stocks with Index Funds
Given the stock market’s increased interest in Mattel, Inc. and the fact that it has now reached my price target range from 12/25, I decided to play devil’s advocate (as anyone should when evaluating stocks… Read More »Lofty Dividends with MEGA Brands in Mattel’s Hands