Submitted by sajid.karsan on Thu, 2017-02-09 06:15
Submitted by ModernGraham on Wed, 2017-02-08 20:27
I am excited to announce the new ModernGraham Industry Review report series! Each month I will be releasing a new report on a different industry, with a plan of covering the twelve industries which have the highest number of companies in the MG Universe. This month, I cover the Oil & Gas Industry, which currently includes 64 companies in the MG Universe.
Submitted by ntobik on Wed, 2017-02-08 15:42
- We had a great conversation that ranged from investing in microcaps, to bank investing, and some background on how I got started.
- Scattered throughout old posts are theories on how I look at investments and how I find new ideas.
- One question I'm asked over and over is "How do you find investments?" and "How do you evaluate investments?" In one sense finding an oddball investment is like finding my posts on how I do it.
Submitted by Dividend Growth... on Wed, 2017-02-08 13:39
My goal is to purchase quality companies that grow earnings and dividends at an attractive price. Most members of the dividend champions list exhibit characteristics of a quality company. After all, only a company with a strong business can afford to consistently grow earnings and dividends every single year for a quarter of a century.
To come up with the companies below, I started with a custom made list of the dividend champions I keep at Yahoo Finance. Being a dividend champion fulfills the quality criterion.
Submitted by MarketFolly on Wed, 2017-02-08 12:56
Submitted by Ken Faulkenberry on Wed, 2017-02-08 09:08
The dividend yield has historically provided approximately one-half of long term total stock market returns to investors.
Submitted by Ken Faulkenberry on Wed, 2017-02-08 09:06
Whole Foods Market is the 5th largest public food retailer in the United States and the largest natural and organic foods supermarket. WFM is the undisputed leader in a mega trend towards healthier eating and wellness.
Submitted by Dividends4Life on Wed, 2017-02-08 07:27
Submitted by ModernGraham on Tue, 2017-02-07 14:14
Out of the multitude of companies, which ones would legendary value investor Benjamin Graham buy today? I've compiled ten great companies that fit the ModernGraham criteria, based on Benjamin Graham's methods. The companies in this list pass the rigorous requirements of either the Defensive Investor or the Enterprising Investor and are either fairly valued or undervalued by the market.
Submitted by MarketFolly on Tue, 2017-02-07 13:25
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Submitted by MarketFolly on Tue, 2017-02-07 12:57
- Michael Pausic's hedge fund firm Foxhaven Asset Management has filed a 13G with the SEC regarding Trivago.
- Per the filing, Foxhaven now owns 8.7% of Trivago with over 2.61 million shares.
- At the end of the third quarter in 2016, Foxhaven also owned almost 800,000 shares of Expedia too.
Submitted by MarketFolly on Tue, 2017-02-07 12:00
- Jeff Ubben's activist firm ValueAct Capital recently announced an agreement with Allison Transmission to sell shares back to the company, per an 8-K filed with the SEC. Allison will buy 10.52 million shares at a price of $34.50 per share and the transaction is expected to close tomorrow.
- Just yesterday, we highlighted how ValueAct also sold some Microsoft shares.
Submitted by Dividends4Life on Tue, 2017-02-07 07:22
Linked here is a detailed quantitative analysis of Verizon Communications Inc. (VZ). Below are some highlights from the above linked analysis:
Company Description: Verizon Communications Inc. is the largest U.S. wireless carrier, Verizon also offers wireline and broadband services primarily in the northeastern U.S...
Submitted by ModernGraham on Mon, 2017-02-06 20:29
Legendary value investor Benjamin Graham is probably most famous for his Mr. Market parable. In the story, an investor is greeted each day by Mr. Market, who offers to purchase the investor's stocks. Every offer is different, and sometimes the price is insanely high, sometimes it seems fair, and other times it is clearly too low. But one thing remains the same - the intrinsic value of the investments does not change. As a result, the investor is left to decide when to buy and sell based on the relationship between the intrinsic value and the price Mr. Market is offering.
Submitted by Dividend Growth... on Mon, 2017-02-06 16:52
Every week, I review the list of dividend increases as part of my monitoring process. I usually focus on companies I already own. However, I also focus on companies that have raised dividends for at least a decade, in order to observe their performance from the grounds up. Over the past week, there were several companies that raised dividends. In the case of Diageo, I missed this company during my review last week, which is why I wanted to include it here. I have highlighted the ones that have managed to reward shareholders with a raise for at least ten years in a row.