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Protect Yourself in the Financial Advisor – Investor Relationship

Good financial advisors are invaluable. They can help you stay focused on your long-term goals and can offer retirement, tax and other financial planning advice that goes well beyond the selection of stocks or funds. You must, however, protect yourself in the Financial Advisor - Investor Relationship. This post provides tips on how to do [...]

By |December 26th, 2016|General Investing|Comments Off on Protect Yourself in the Financial Advisor – Investor Relationship

Paychex Stock Analysis: Love the company, not the price.

Summary This Paychex stock analysis is based on Q2 2017 results and forecast for the remainder of fiscal 2017 released December 21, 2016. Paychex, Inc. reported total service revenue of $760 Million (7% inc) for Q2 2017 and $1,533.5 Million (8% inc) for 6 months ending November 30, 2016. It reported adjusted diluted EPS of [...]

By |December 23rd, 2016|Equity Investing|Comments Off on Paychex Stock Analysis: Love the company, not the price.

Automatic Data Processing Stock Analysis: A Wonderful Company. Less Than Wonderful Valuation

  Summary This Automatic Data Processing stock analysis is based on Q1 2017 results and forecast for the remainder of fiscal 2017 released November 2, 2016. ADP has increased its dividend each year for 42 years making the company a dividend aristocrat. While ADP has aptly rewarded shareholders over the years it is expensive at [...]

By |December 18th, 2016|Equity Investing|Comments Off on Automatic Data Processing Stock Analysis: A Wonderful Company. Less Than Wonderful Valuation

Brown-Forman Corporation Stock Analysis: Enriching Life? Not Lately!

Summary Brown-Forman is currently undergoing a major transformation. It sold its Southern Comfort and Tuaca trademarks in 2016 and has made some acquisitions in the past couple of years. Brown-Forman is a Dividend Aristocrat having increased its dividend for 33 years in a row. It has also paid dividends for 71 years in a row [...]

By |December 13th, 2016|Equity Investing|Comments Off on Brown-Forman Corporation Stock Analysis: Enriching Life? Not Lately!

The Financial Concerns, Priorities, and Behaviors of Mass Affluent Americans

I just finished reviewing the Fall 2016 edition of the Merrill Edge Report; Merrill Edge is part of Bank of America Corporation. This nationwide survey is released twice a year and provides an in-depth look at the financial concerns, priorities, and behaviors of mass affluent Americans. I have no empirical evidence but I would imagine [...]

By |December 12th, 2016|General Investing|Comments Off on The Financial Concerns, Priorities, and Behaviors of Mass Affluent Americans

Dividend Yield on Cost versus Dividend Yield

Yield on cost is a popular metric used by dividend investors. The measure itself, however, is not all that useful when it comes to making incremental investment decisions. It is far better to evaluate the fundamentals of a business and to ensure sure its dividend safety and growth profile are still aligned with our investment [...]

By |December 11th, 2016|General Investing|Comments Off on Dividend Yield on Cost versus Dividend Yield

I Spell Irrational Exuberance: NETFLIX

On December 5, 1996, Federal Reserve Chairman Alan Greenspan made his famous speech wherein he asked if "Irrational Exuberance" had begun to play a role in the increase of certain asset prices. Looking at Netflix's current stock valuation I spell Irrational Exuberance: NETFLIX. [...]

By |December 11th, 2016|Equity Investing|Comments Off on I Spell Irrational Exuberance: NETFLIX

Quickly Determine a Company’s Risk Level

Have you come across a company you think might be a worthwhile investment but you don’t know how risky the company is? This is a method I use to quickly determine a company's risk level. A quick way to ascertain a company's riskiness

By |December 4th, 2016|Equity Investing|Comments Off on Quickly Determine a Company’s Risk Level