Chevron Stock Through A Boom And Bust Cycle
There are certain cyclical companies—ExxonMobil, Chevron, Emerson Electric immediately come to mind—that have storied records of growing their dividends year after year that make them interesting case...
View ArticleThe Wisdom Of Building A Very Large Coca-Cola Position Right Now
Every now and then, I come across some slight spin on an investing truth that I already think I know that makes me see everything in a new light all over again, afresh. Take something like reinvested...
View ArticleThe Synchrony Spinoff From General Electric
Amazing that an entire marketing department at General Electric found it wise to combine the words sin + crony in launching the Synchrony Financial, the former private credit card label arm of General...
View ArticleAn Enterprising Oil Investment In Today’s Stock Market
There are some aspects of Benjamin Graham’s “enterprising investor” philosophy that have no appeal to me, because they don’t suit my style and also because I don’t believe that I have the skill set to...
View ArticleThe Mad Hatter Valuation And Discussion of IBM Stock
If it weren’t for oil stocks, as well as my recognition that there are quite a few companies with superior growth rates worth mentioning, I would spend a lot of time talking about just how cheap IBM...
View ArticleJohnson & Johnson Stock At $100 Belongs On The Investor Short List
One of the Warren Buffett quotes that gets repeated time and time again is that it’s better to buy a wonderful company at a fair price than a fair company at a wonderful price. It’s a useful piece of...
View ArticlePhilip Morris International Stock And The United States Dollar
The terms of Philip Morris International’s spinoff from Altria in 2008 made it a company with characteristics that are, to my knowledge, unmatched by any other large-cap stock. And it is that Philip...
View ArticleAltria Stock Has Gotten Expensive
One of the reasons why tobacco stocks had historically been successful long-term investments is because tobacco stocks were cheap, the dividend was high, the dividend increased over time, and these...
View ArticleThe Nifty Fifty: Forty-Three Years Later
In 1972, the Morgan Guaranty Trust (in conjunction with a few other investment advisory companies) launched an advertisement push called the “Nifty Fifty” that proclaimed certain American companies...
View ArticleNike Stock And Its Unbelievable Record Of Long-Term Growth
I was going through some old notes taken by investors that had visited California for Charlie Munger’s old meetings with WESCO shareholders that he would host annually before Berkshire Hathaway fully...
View ArticleChevron Below $100 Per Share Is Blue-Chip Value Investing
At the time I am writing, Chevron stock crossed below the $100 per share threshold (in fact, the company hit a low price of $98.88 today). The current yield of the stock is around 4.3%. That starting...
View ArticleVisa Continues To Dominate, Announces 4 For 1 Stock Split
If you’re familiar with the writings of Peter Lynch, one of his observations that you will encounter is the notion that when companies report great earnings, the price of the stock will tend to...
View ArticleAbout Amazon Stock And Conservative Investors
Do you think Jim Edwards of Business Insider gets his argument right? In a recent article, Mr. Edwards talks about the earnings release that saw Amazon climb $42 per share yesterday to $354 per share,...
View ArticleMcDonalds To Offer Lovin’ As A Form Of Payment This Month
In 1917, the Spanish philosopher Jose Ortega y Gasset mused, “Every employee should be demoted to his immediately lower level, as every man has been promoted until turning incompetent.” His satire was...
View ArticleMy Civic Duty: Raising Awareness Of J.M. Smucker Stock
If someone asked me to name a food company that generates the most enduring, highest quality profits from around the globe that consists of an empire built to last more than our lifetimes, my answer...
View ArticleStaples To Merge With Office Depot: A Buyout With An Ugly Outlook
Office Depot has had an ugly business model for the past two decades. The company has only had one seven year stretch in its corporate existence (2000-2006) in which profits grew. Other than that, the...
View ArticleGeneral Electric Stock: Collect 20-35% Of Your Investment In Dividends By 2019
If you own 100 shares of General Electric, you collect $92 per year in dividends as part of the current terms for owning 100/10,042,192,011 of the business. When your typical investor collects that $92...
View ArticleOwning Total SA Stock In A Retirement Account
Last time I wrote about Nestle, many readers reached out to me asking about the consequences of owning the Switzerland-based stock in an IRA. The straightforward answer: You have to pay taxes to the...
View ArticleIn 2021, Warren Buffett Will Be Praised
When Warren Buffett wrote a check for $5 billion from the treasury of Berkshire Hathaway and sent it to Charlotte so that Bank of America could beef up the amount of capital on its balance sheet, he...
View ArticleLooking Ahead A Few Years Can Deter The Temptation To Do Something Stupid
If you do enough financial reading, you will eventually encounter finance writers that encourage you to buy companies yielding 7%, 8%, 9% as a suitable investment for retirees seeking income. With the...
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