HD

A look at Warren Buffett's portfolio to see if the companies follow Benjamin Graham's requirements of the Enterprising and Defensive Investors as described in The Intelligent Investor.

Some of my fellow dividend investors have accused Warren Buffett of being a closet dividend investor. I won’t quite go that far, but there is significant common ground between dividend and value investors. With that said, let’s take a close look at Mr. Buffett’s most recent 13-F filing with the SEC.

I hate to sell a stock. When I buy a stock, my intention is to hold it forever and enjoy its ever-growing dividend income. Unfortunately, it doesn’t always work that way. Let’s take a look at a two-step process designed to help us determine if we should sell a stock after a dividend freeze.

There are several formulas used for calculating that most important of business statistics - free cash flow. But what is truly the best way given available financial figures and theoretical meaning of the term?

Looking back to the beginning of the current recession, there were two things that initially put the brakes on the economy: 1.) the sub-prime melt-down and 2.) virtual halt of residential construction. Has housing finally hit bottom?

When I add a stock to my dividend portfolio, it is my intention to hold the stock forever. However, sometimes selling a stock is the right thing to do. I always sell after a dividend cut, but should I sell a dividend stock after a dividend freeze?

Economic analysis - Tuesday, the Dow fell 38 points. But the real action is in the gold market – the price rose to $908 per ounce. Even the gold miners are finally going up. What does it mean? Is inflation closer than we thought?

Like virtually everything else in this world Dividend Stocks can be placed into a few categories based on their historic performance and expectations for the future. Here are three broad categories and some representative selections from each:

Few would dispute the fact that the housing market is undergoing an unprecedented downturn. But stocks in this industry may have been punished far more than is warranted. Investors with a long-term outlook can seek to profit by buying such beaten down stocks. Below is a graph depicting HD's P/E over the last few decades:

Great analysis of a good looking and fairly safe net current asset value play with H Paulin.

It's been a rough couple of years for Robert Nardelli, though you wouldn't know it from the compensation he has brought home. First as CEO of Home Depot, now as CEO of Chrysler, he can't seem to do anything right except negotiate pay packages.

A look at the third quarter changes made by Warren Buffett in the Berkshire Hathaway portfolio.

With all the talk about the financial crisis, market melt-downs, Dow/S&P crashing, et. al., the one metric that really matters to each of us individually is the performance of our personal portfolio. So, how is your portfolio doing this year? Mine has performed above expectations.

Out of 38 holdings in BRK-A’s portfolio 12 companies are dividend aristocrats, one is a dividend champion and three are dividend achievers. Only 5 of his holdings do not play any dividends at all.

This article look back at how Tom Au, author of A Modern Approach to Graham & Dodd Investing, made some great predictions in 2007 on the Dow stocks.