FedEx Stock Analysis – A Lesson in Long-Term versus Short-Term Thinking

Summary This FedEx Stock Analysis is based on Q3 FY2016 financial results and outlook for the remainder of FY2017. The integration of TNT is proceeding as planned but management has accelerated the implementation of activities which were to have taken place later in the integration process. FedEx shares have increased dramatically in recent months but [...]

By |March 23rd, 2017|General Investing|Comments Off on FedEx Stock Analysis – A Lesson in Long-Term versus Short-Term Thinking

Stock Picking Rules to Follow

I crafted the following list of stock picking rules to follow because selecting companies in which to invest can be a daunting undertaking. There are so many companies from which to choose which is why it is wise to pay heed to what Warren Buffett wrote in the 1977 Berkshire Hathaway annual report. Berkshire Hathaway [...]

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

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

10 Investment Commandments for Early Financial Freedom

Becoming financially free by following a sound investment strategy has been at the forefront of my mind for as long as I can remember. Fortunately, many years ago I came to terms with my strengths and weaknesses as they relate to investing which enabled me to formulate 10 investment commandments for early financial freedom. In [...]

By |December 3rd, 2016|General Investing|Comments Off on 10 Investment Commandments for Early Financial Freedom
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