Value Investing News

The Pocket Change Portfolio (PCP) was first introduced on September 13, 2008 as a real money dividend income portfolio funded by the "pocket change" earned from my various online endeavors. Each month I report on the portfolio's progress and update its holdings. Total dividends received during the month were...

As we start a new year, this is the time that people make their resolutions. In addition the timeless resolutions of losing weight, quitting smoking, start exercising, et. al, some people are resolving to get their finances in order in case the economy turns down in 2012. Here is one more resolution may want to consider...

This short article is an update of stocks that we follow in our “Margin of Safety Portfolio.” These are stocks identified to have a durable competitive advantage and, based upon our intrinsic valuation models and fundamental analysis, are trading at a substantial discount to intrinsic value.

Current trends and events
■New strategic partnerships at Microsoft;
■HP’s webOS will go open source;

Advertisement:

ong brand names, patent protection, regulatory approvals, and economies of scale are all key factors in the development and sustainability of a competitive advantage in the drug industry.

The S&P 500 Dividend Aristocrats is the most recognized list of dividend stocks. The Dividend Aristocrats index is designed to measure the performance of S&P 500 constituents that have followed a policy of consistently increasing dividends every year for at least 25 consecutive years. This index is a member of the S&P Dividend Aristocrats index series.

The Pocket Change Portfolio (PCP) was first introduced on September 13, 2008 as a real money dividend income portfolio funded by the "pocket change" earned from my various online endeavors. Each month I report on the portfolio's progress and update its holdings. Total dividends received during the month were $309.83, consisting of:

MRK1YR

Buy and hold has gotten a bad name since the 2008 financial crisis and subsequent recession, but it is still a viable strategy for long-term investors with patience and the ability to pick the right stocks. Finding a financially strong, undervalued company with a durable competitive advantage in its industry, and a large dividend, makes a strong buy and hold candidate.

This short article is a bimonthly news update of stocks for value investors that we follow in our “Margin of Safety Portfolio.” These are stocks identified to have a durable competitive advantage and, based upon our intrinsic valuation models and fundamental analysis, are trading at a discount to intrinsic value

Over time stocks fall in and out of favor with the media, analysts and investors. It is too easy to fall in love with a stock only to have your heart, and brokerage account, broken. As an investor that takes a value approach to selecting the best dividend growth stocks, I tend to focus on fundamentals with a heavy dose of analysis.

Abbott Laboratories is a diversified life science company that is a leading maker of drugs, nutritional products, diabetes monitoring devices, and diagnostics. In mid-October 2011, Abbott announced plans to split the company. Linked here is a detailed analysis and commentary.

Most investors aren't very good at investing. The formula for success in the market is relatively simple. Buy low, sell high. So why do so many people do so poorly? It seems they are doing the exact opposite of what they should be doing. If we can't trust our emotions, how can we succeed in the stock market and still sleep at night? Here is how to do it...

Becton, Dickinson and Co. provides a wide range of medical devices and diagnostic products used in hospitals, doctors' offices, research labs and other settings. Linked here is a detailed analysis and commentary.

This year the market has been quite volatile. With significant run ups followed by steep declines. This has provided income investors first hand experience in managing both their emotions and their income portfolio in an unsettled market. To make the most of these trying times, here are some concepts to help you succeed and thrive during a market correction:

What will your financial future look like? Have you ever considered how you will fund your retirement and pay your bills after the payroll checks stop coming? If you haven't thought about this, you are likely in the majority.

Johnson & Johnson is a leader in the pharmaceutical, medical device and consumer products industries. Linked here is a detailed analysis and commentary.