Value Investing News

Here's some brief notes from the 2013 Value Investing Congress taking place in Las Vegas.  This event has somewhat of a new format with a lot more speakers presenting rapid fire ideas.  As such, we'll highlight the takeaways from each pitch below from day 1.  Check back tomorrow as...

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There are income investors and Dividend Growth investors. While the distinction is rather simple, it slips past many casual observers. Income investors are investing for maximum current income, while dividend growth investors are looking to maximize income over an extended period of time -- usually sacrificing current income for higher future earnings...

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NVIDIA is a maker of graphics cards (GeForce, Quadro, Tesla) and mobile system-on-a-chip products (Tegra) for smartphones, tablets, and automobiles. Moving into mobile SoCs was a stroke of genius for the firm, and the current valuation does not properly credit the growth potential going forward.

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Investing can be as simple or complicated as you make it. A good investor tries to break things down to the basics so it is easily digested. When you are knee deep in the financial statements analyzing a stock, it is useful to have a big picture perspective to place the stock and the company in the right frame.

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Wayside Technology Group, operators of Lifeboat Distribution and TechXtend, is a distributor and reseller of technical software to IT resellers, corporations and large public institutions. While the dividend is enticing, we have to be careful about the adverse effects of intense competition here.

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A dozen European and Asian business leaders worth have joined Buffett and Bill Gates in their vow to give half their money to charity.

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Dividends are not paid with sales, earnings, EPS, EBIT or EBITDA. Instead dividends are paid with cash. As an investor, you want to pay close attention to the cash flow statement. Unfortunately, it is probably the least used and most misunderstood statement. Ultimately, cash flow is what drives the value of any financial asset...

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Rest of the World   Cyprus’s now-certain default http://t.co/H7TO0rQy Cyprus is not substantial to the EU, but it does raise issues as to precedence $$ Jan 26, 2013 Jobs At Al Jazeera http://t.co/HzukJDoL Hiring in the USA! Join the Wahabist Ministry of Propaganda; certainly more talented than...

As former market darling Apple (AAPL) has seen its stock price continue to fall, it has increasingly piqued the interest of value investors. At a market cap of $450 billion and twelve-month earnings...

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Investing in dividend growth stocks is a long-term proposition. One of the beauties of following a dividend growth strategy is that you don't have to watch your portfolio or the market on a daily basis. For the most part, daily, monthly and yearly movements are just noise in the system. Here are my income portfolio's top and bottom 5 performers for the year, through December 31, 2012...

I currently track over 220 dividend growth stocks in my D4L-Database and have determined some of the lower rated stocks could be buys if the companies simply chose to increase their dividends. For various reasons their management has elected keep a low payout ratio and deploy the excess cash elsewhere.

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New income investors naturally focus on yield, but the highest yielding stocks aren't always the best investments. To find the very best dividend growth stocks an investor must identify companies that will not just sustain their dividends, but increase them every year. To find these jewels in the rough, there are two very important things the investor must look for...

There is perceived safety in size. Giant corporations aren't randomly grown. Instead, they are carefully built through superior management and foresight. Often these are more mature companies that also offer stability and predictability, usually at the expense of dynamic growth. These are your mega-cap stocks...

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The election may be settled, but investors fears are not. After Obama was elected, the market plunged on worries of the looming Fiscal Cliff and European concerns. Budget negotiations began on Capitol Hill, optimism returned and the market responded. Is it a stock market, or a yo-yo? Looking at this CNN Money chart might lead you to believe that "yo-yo" is the more appropriate term...

Read Past Posts from this Series

Stock Valuation of Dividend Stocks using the Stock Valuation Model
For current or interested users of the Old School Value Stock Valuation Models, today I look at how to use the valuation spreadsheets to guide you through analyzing dividend stocks, and what to look...