Category Archives: Investments

May 2014 Dividend Research

For the first time in a year or two I didn’t create a dividend watch list.  It wasn’t because I forgot, but rather, I decided to move my research to the beginning of the month rather than the middle so that gave me a gap in time.  Since my last update in March, I purchased:…Continue Reading

There are Amazing Lessons in Warren Buffett’s Shareholder Letters Part Three

When I finished Warren Buffet’s authorized biography The Snowball: Warren Buffett and the Business of Life last month I knew I wasn’t done delving into all that is Buffett.  I immediately downloaded all of his shareholder letters.  If you are new to Buffett (beyond reading what other’s think he is thinking on investment sites) I would recommend…Continue Reading

Managing Portfolio Risk For Long-Term Investment Success

Portfolio risk management is important for preserving initial capital and earning return with some certainty. However, it comes with mind-numbing complexity, and each decision can involve risk amid a never-ending stream of calculations. Because in the world of investment, it’s bound that a decision or two leave a dent in your portfolio. Add to that the…Continue Reading

What’s the Difference Between Growth and Value Investors?

I was talking to an investment club partner a few months back about different stocks and it occurred to me half way though the conversation that we were attempting to get to the same place (i.e. a profitable investment) but taking two completely different routes.  I forget the particular investment we were talking about but…Continue Reading

Be Fearful of Financial Planners and Investment Advisors Who Promise Consistently High Returns

I came across a great proverb in a recent CNBC article titled, “Investments and the ghost of Bernie Madoff” that seems to line up perfectly when I ask the question why an “expert” really needs my money, Farr [an investment advisor], in an email exchange, recounted the tale of a college professor who had his students…Continue Reading

Should One Calculate Projected Forward 12 Month Dividends?

I saw a post by a blogger named Write2Reality who wrote about calculating/projecting his forward 12 month dividends that got me thinking whether this is useful data for most.  Despite not agreeing with W2R I would recommend checking out his blog; an engaging blogger with great content (a rarity today). Is Calculating a Projected Forward 12…Continue Reading