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8 Small Cap Stocks to Watch

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Great values - can yield some solid small cap value additions to your portfolio

17 Dividend Stocks for Value

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A dividend value screen

Surely Ford Buying Tesla is the Worst Idea being Offered Today!

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Some commentators believe that Ford should make an offer for Tesla. I disagree.

8 Dividend Stocks With The Right Stuff

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What makes a good dividend growth stock? Every dividend growth investor is looking for a stock that will increase its dividend each and every year at a rate that makes the stock a better investment than fixed income alternatives. I have found that stocks that are able to do this share some common characteristics...

DGB Financial Split Corp Explained Inside Out

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Geoff Gannon Interviewed about OTC Stocks by Jan Svenda

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  • I did an interview with Jan Svenda.
  • It is all about over-the-counter stocks.
  • You can read it here .

Sunday Morning Memo

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  • In theory, I don’t discuss specific stock ideas in the memo.
  • It’s free to get the memo.
  • The memos so far have been:

Why the Sainsbury / Asda merger is necessary but not sufficient

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  • Sainsbury, Asda and the other large UK supermarkets are currently engaged in an all-out price war with Aldi and Lidl.
  • While price wars may be good for customers, they are rarely good for companies, their profit margins or their shareholders.
  • Sainsbury and Asda are hoping to protect their profit margins and shareholders by combining their […]

Jim O’Shaughnessy: 25 Timeless Lessons From 30 Years Of Value Investing

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  • 2/I don’t know how the market will perform this year.
  • I don’t know how the market will perform next year.
  • 15/I know that, as a professional investor, if my goal is to do better than the market, my investment portfolio must look very different than the market.

Is It Time For Value Investing to Return to the Limelight?

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  • The combination of suppressed interest rates and low volatility has contributed to an extended period in which the performance of value investing has lagged growth investing.
  • Markets globally are emerging from an abnormally low interest-rate environment that has been influenced in large part by central bank decision-making globally.
  • An overly aggressive central-bank approach could suppress economic growth.

8 Dividend Stocks With The Right Stuff

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What makes a good dividend growth stock? Every dividend growth investor is looking for a stock that will increase its dividend each and every year at a rate that makes the stock a better investment than fixed income alternatives. I have found that stocks that are able to do this share some common characteristics...

Wexboy Portfolio Prospects – Part II

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  • So where does this leave us in terms of valuation?
  • Passive hedging AUM growth looks even better: Up 10% in the last year (14%, adjusting for announced client wins/losses), up 29% in the last 3 years, and up 140% in the last 5 years!
  • Yeah, I’d buy Alphabet every single time…

Chart showing Median Acquirer’s Multiple (EV / EBIT Operating Income) and Rolling 12-Month Returns in the Large Cap 1000 Universe (1999 to 2018)

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  • The chart above shows the median acquirer’s multiple (LHS) in the largest 1000 US-listed stocks and ADRs each quarter since 1999 versus the subsequent 12-month returns for the universe (RHS, inverted).
  • The relationship isn’t particularly predictive (R-squared is 0.12).
  • The median acquirer’s multiple right now is 20.11.

The Pips are Squeaking

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  • Buy the emerging markets generally, avoiding those markets are fundamentally misfinanced.
  • If it sells off more, buy the full position.
  • That said, things aren’t getting worse, so this might be a good time to buy the shares of Wells Fargo.

The Art of Contrary Thinking

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  • You are neither right nor wrong because people agree or disagree with you but because you have your facts and reasoning correct.
  • Emotionally, going against the crowd will subject you to ridicule.

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