How To Find The Best Dividend Growth Stocks

The concept of dividend growth investing can seem overwhelming at first. After all, investors have thousands of dividend-paying stocks to choose from. To help simplify things, at Sure Dividend we prefer to focus on dividend stocks with proven business models, durable competitive advantages, and long histories of dividend growth. Q3...

Quantitative Stock Value Trap Analysis

Analyzing stock value traps is a highly qualitative process you need to do before you make an investment. But there are important quantitative things to look at, too, that will save time. Q3 2019 hedge fund letters, conferences and more We’ve written about identifying stock value traps before, and a lot...

Product Quality-Based Switching Costs Alone Are Not Enough

I had an interesting email exchange with a reader this week about switching costs that I think warrants a blog post. I’ve expanded and clarified my replies, but I largely took the reader’s responses as-is. Q3 2019 hedge fund letters, conferences and more rawpixel / Pixabay Is Product Quality Even A Switching...

Epsilon Energy Is A Grossly Undervalued Gem Off The Beaten Path

Are you looking for a profitable and debt-free company with attractive key metrics, high insider ownership and strong catalysts? Do you also want it to be off the beaten path? If this is the case, don’t look any further. Welcome Epsilon Energy (EPSN).  Q1 hedge fund letters, conference, scoops etc I’m...

Buying Companies with Great Products – Cummins (CMI) – Part II

Summary In Part I, we screened out FOXF and GTX and did a deeper analysis of SNA In Part II below, we’ll analyze Cummins, Inc (CMI) Cummins (CMI) Overview Cummins Inc. primarily designs, manufactures, distributes, and services diesel and natural gas engines, as well as components like turbochargers. Although it’s a different kind...

Investing In Real Estate Investment Trusts (REITs)

When I set out to begin my investing journey in my early 20’s, I have to admit I was not all that familiar with the nature of Real Estate Investment Trusts (REITs) or real estate in general. Fast forward a decade and not only has my profession in accounting...

TransGlobe Energy: Dividend, Growth And Undervaluation Bundled Up

Dividend investors look for sustainable and decent dividends with upside potential. Value investors chase undervalued stocks on an absolute and relative basis with catalysts that could unlock significant shareholder value while also closing the valuation disconnect. Q1 hedge fund letters, conference, scoops etc TransGlobe Energy (TGA), at the current price of $1.90...

Books For Getting Started In Investing

There are a lot of investment book recommendation lists out there. Q4 hedge fund letters, conference, scoops etc Photo by jill111 (Pixabay) We even have our own list. If you’re just getting started, however, these “best investment book” lists are way, way too long. Getting 10 or more recommendations can be overwhelming when you’re...

Efficient Markets Hypothesis vs. Deep Value Investing

Ever heard of the Efficient Markets Hypothesis (EMH) and wondered what it’s all about? Q4 hedge fund letters, conference, scoops etc geralt / Pixabay You certainly aren’t alone. However, the real questions you should be asking yourself are, “How important is it that I understand the Efficient Markets Hypothesis, and how much...

Valero Energy, An Attractive 4% Dividend Yield Play?

Introduction I am always searching for profitable dividend growth companies for my Fiorente portfolio. In my portfolio are companies that have a good credit rating and a healthy growth in revenue and cash flow. An increasing dividend payout history and a good credit rating are key criteria, as well. Q4 hedge...

Starbucks Coffee Might Be Expensive, But What About SBUX?

A few weeks after I came back from a trip to Italy in August, 2018, Starbucks (SBUX) opened their first Italian branch in Milan to a crowd of curious, but critical longtime espresso drinking Italians. For many of us, whether you drink their beverages or not, Starbucks needs no...

Old School Value Nugget Fest (Feb 21st Edition)

My latest blog post is a dive into metrics that have outperformed over time that I weight heavily in my favorite stock screener and in my investment process. Below that are some recommended readings for the week. Q4 hedge fund letters, conference, scoops etc We're heading into school vacation for my kids...

The Best Value Stock Screening Ratios – As Shown By Machine Learning

A data-driven and value-focused investment fund publishes some fascinating research in its quarterly letters that we can use to find the best value stock screening ratios. rawpixel / Pixabay Q4 hedge fund letters, conference, scoops etc I’ve mentioned Euclidean Technologies before. It is a machine learning-driven value fund that was founded in 2008. I’m...

2018 Deep Value Strategy Performance and Review

Unlike how 2018 ended, 2019 is off to a great start. YTD, the S&P500 is up 6.3% as I write this. Compare that to December of 2018 when the market dropped 10% and ended the year close to -7%. 2018 Value Performances So how did the value strategies posted on Old School...

Best Of November Nugget Fest

If you missed the nugget fest during November, here's the summarized list. Q3 hedge fund letters, conference, scoops etc The best of the best. There's a lot in there, but something for everyone. "Pure" value strategies continue to struggle in 2018. The dip in November hasn't helped. At the end of Nov: the Altman...

Apple Versus Microsoft Valuation

Hope you had a great Thanksgiving and time to catch up with family and unwind a little. Our Christmas lights are up in our home as we get ready to enjoy the last of 2018. If you shopped for anything on Black Friday, online sales raked in $6.2B according to...

Case Study Of A Net Net Stock Explosion

f you're needing to wake up from the feast you had, this will be a great read with lots of points to learn from. Q3 hedge fund letters, conference, scoops etc It is a case study written by Evan of Net Net Hunter, on a successful exit with a net net...

Long-Term Capital Management (LCTM) Applicable To Today’s Market

What You’ll Learn How to spot good quality stocks using OSV’s quality snapshot What are the red flags smart investors should watch out for (using TSLA as example) To get this kind of information and other exclusive articles before regular readers, get on the VIP Mailing List today. Q3 hedge fund...

Saved Articles
X
TextTExtLInkTextTExtLInk

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

Congrats! Are you a smart person?

We have an exclusive targeted for being a sophisticated and loyal reader.

Sign up for ValueWalkPremium today and get our exclusive content for 35% off.

Use coupon code vip19 or click on the button below

Limited time offer only ENDS 12/31/2019 or after next 25 subscribers take advantage whichever comes first – please do not share this discount with others

 

0