USB
A Year of Heavy Losses - Interactive Graphic
The New York Times has an interactive graphic that visually conveys the impact the current market crisis has had on the financial sector. It has market cap scaled regions for two time periods, September 12, 2008 and October 9, 2007. It would be interesting to have a similar chart by a value metric, such as book value.
20 Top High-Dividend Growth Stocks
The typical dividend aristocrat is a mature company with wide moat that has weathered the storms of many boom and bust cycles while continuing to increase dividend payments to shareholders. These companies as well as the dividend champions are the cornerstone to my dividend strategy.
Is there a margin of safety in financia
As the opening quote to this post highlights: expected value matters more than simple probability. The probability of something going wrong ....
The Perfect Dividend Stock
In an utopian world, the perfect dividend stock would be one that is both high-yield and provide a high dividend growth rate. Its share price would appreciate ratable with its increasing dividend. All of this would be driven by increasing earnings and cash flow. Ok, so much for my fantasies, the perfect dividend stock just may be a balanced compromise. Consider the following:
Banks That Are Not Wells Fargo or US Bancorp Guilty Until Proven Innocent
Why Buffett likes Wells and US Bank so much, and why Wachovia is a trainwreck by comparison.
96th Edition of the Festival of Stocks
A roundup of last week's stock market related blog posts hosted at Fat Pitch Financials.
U.S. Bancorp (USB) Dividend Analysis
It is a dividend aristocrat as well as a major component of the S&P 500 index. It has been increasing its dividends for the past 36 consecutive years. One of USB’s stockholders is no other than the Oracle of Omaha, one of the best investors in the world. From 1998 up until 2007 this dividend growth stock has delivered an annual average total return of 4.60 % to its shareholders.
Fat Pitch Financials Portfolio Update for February 2008
The Fat Pitch Financials Portfolio held steady in February. I added a position in Premier Exhibitions (PRXI) and watched several positive developments in other positions. The portfolio continues to beat out the S&P 500.
Safe Stocks in the Risky Financial Sector
Bank of America and US Bancorp seem like relatively safe bets in a volatile sector. Extensive retail operations, high dividend yields, and relatively low subprime exposure should help these two banks weather the current storm.
Crisis Investing For 2008
It is easy to understand but few will follow through once crisis hits such as the current credit crunch. In his classic book Contrarian Investment Strategies: The Next Generation, David Dreman devotes a whole chapter on how to profit when blood hits the street.
Fat Pitch Financials 2007 Performance
A look back at the performance of the Fat Pitch Financials Portfolio. My 12.22% return was pretty respectable given that the S&P 500 delivered less than half that. This post recaps my trades and current holdings.
Sorry, Warren, Your Stock's Too Pricey
Here is the Barron's story that everyone is talking about today regarding Berkshire Hathaway's value. Access to this story should now be free.
Confused Capitalist: Betcha a $Billion or two ... Warren Buffett buys more bank stock
Buffett buying more banks? One blogger thinks so.
Bridge Street Journal, Vol. 3.14: Which Financials Will Profit?
In response to yesterday's Bridge Street Journal about various financial companies taking big hits due to not heeding the investing advice found in the scriptures, George asked which financials appropriately prepared for the current lending problems. He noted that it appears that Goldman Sac
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