SPGI – A Richly Valued Dividend Aristocrat

S&P Global Inc. (SPGI) is a high-quality company that has amply rewarded long-term shareholders. Acquiring grossly overvalued shares, however, can result in inferior investment returns even if the company happens to be high-quality. I think SPGI is a richly valued Dividend Aristocrat after reviewing Q1 2021 results and FY2021 guidance. A Dividend Aristocrat is a [...]

By |April 30th, 2021|Equity Investing|Comments Off on SPGI – A Richly Valued Dividend Aristocrat

UPS – Reaping the Benefits of the American Rescue Plan Act

I suspect many of us have equity holdings to which we pay little if any, attention. In my case, United Parcel Service, Inc. (UPS) is such a holding. On April 27, 2021, however, it released Q1 results and the share price closed ~$18 higher than the prior day's closing share price. This is puzzling since [...]

By |April 28th, 2021|Equity Investing|Comments Off on UPS – Reaping the Benefits of the American Rescue Plan Act

3M Company – A Slightly Expensive Dividend King

In this brief May 21, 2020 article, I analyze and disclose a new position in 3M Company (MMM) for our daughter's taxable account. I subsequently analyze and disclose in this November 4, 2020 article the purchase of additional shares for that account. In both instances, I conclude MMM shares are undervalued. Fast forward to the [...]

By |April 27th, 2021|Dividend King, Equity Investing|Comments Off on 3M Company – A Slightly Expensive Dividend King

OTIS – A Dividend Aristocrat In Its Infancy?

Hidden gems are often lost when part of a conglomerate. This appears to have been the case with Otis Worldwide Corporation (OTIS). For more than 15 years, it was used as a cash cow to fund capital expenditures at United Technologies' two aerospace divisions (now Raytheon Technologies Corporation (RTX)). OTIS is now a stand-alone entity [...]

By |April 26th, 2021|Equity Investing|Comments Off on OTIS – A Dividend Aristocrat In Its Infancy?

Charlie Munger’s 13 Personal Attributes To Improve Investment Success

When I retired early a few years ago I had visions of being able to regularly travel and to exercise a few hours a day when at home. All was going according to plan until the COVID-19 pandemic hit. Now, we have provincial quarantine restrictions. Couple these restrictions with less than pleasant weather conditions and [...]

By |April 23rd, 2021|General Investing|Comments Off on Charlie Munger’s 13 Personal Attributes To Improve Investment Success

Hope Is Not An Investment Strategy

In several recent articles I have indicated that when it comes to investing, as with many other aspects of life, it is important to set objectives and a goal and to have a strategy by which to achieve them. Hope is not an investment strategy I have ever recommended. The subject matter for this post [...]

By |April 20th, 2021|General Investing|Comments Off on Hope Is Not An Investment Strategy

Avoid These 25 Investing Mistakes

There is a host of possible investing mistakes. Avoid these 25 investing mistakes to improve your investment returns and enhance your investing experience. Investing In Stocks Is Like Gambling This is a common myth among people who know little about stocks. Because they know so little about equity investing they choose to believe it is [...]

By |April 17th, 2021|General Investing|Comments Off on Avoid These 25 Investing Mistakes

Applying The Patience Wealth-Building Habit of Self-Made Millionaires

In my recent Wealth-Building Habits of Self-Made Millionaires post, I list the findings by Thomas J Stanley, Ph.D., Sarah Stanley Fallaw, Ph.D., and Thomas C. Corley after several years of research. The post also includes the US and Canadian wealth distribution statistics. These statistics strongly support the findings that most people struggle in applying these [...]

By |April 15th, 2021|General Investing|Comments Off on Applying The Patience Wealth-Building Habit of Self-Made Millionaires

Wealth-Building Habits of Self-Made Millionaires

Some people become millionaires because they are born into money. Quite often they do not develop proper wealth-building habits because they were never forced to do so. As a result, quite often you can not learn from these people. You enter the two-comma club by learning the wealth-building habits of self-made millionaires. In essence, follow [...]

By |April 14th, 2021|Budgeting and Debt, Miscellaneous|Comments Off on Wealth-Building Habits of Self-Made Millionaires

Factors to Consider When Analyzing Your Net Worth

Completing a personal net worth statement at least once a year is important from a financial planning perspective. It is, in essence, a financial report card that helps in the evaluation of your current financial health. Once completed there are various factors to consider when analyzing your net worth. Before delving into the factors to [...]

By |April 13th, 2021|Budgeting and Debt, Miscellaneous|Comments Off on Factors to Consider When Analyzing Your Net Worth
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