Monthly Archives: May 2018

What is a CFD Trade?

A contract for Difference (CFD) is a type of derivative trading that has become popular. Instead of owning the instrument of the trade, you are speculating on the price movement of a number of financial markets, such as shares, currencies, commodities, indices and bonds. There are many advantages to speculating on whether the price will rise or fall, instead of actually owning the underlying instrument and for this reason, CFD trading has become an attractive option for many people. How CFD Trading Works When CFD trading, you never trade in the underlying asset itself. Rather, you buy or sell a number of [...]

By |2018-06-05T16:12:23-04:00May 28th, 2018|Investments|0 Comments

Dealing with Cash Flow Issues – There are only 3 Places Your Money Can Go

I haven't discussed my job in a while, but while talking with a new financial planner the other day I was reminded of a lesson I learned a long time ago.  The conversation we were having had to do with the basic fact that most people do not have a clue what they spend.  They wake up sometime around January 2 or 3, and think, "this is the year that I am going to get control of my finances" and then they start to try to build a cash flow model (or a simple budget).   While the scary majority of people may not know [...]

By |2018-06-05T16:13:48-04:00May 21st, 2018|Personal Finance|0 Comments

Undervalued Dividend Growth Watch List May 2018

As I highlighted in my last post, I have taken a new approach to finding undervalued dividend stocks for the next few months.  I am going to rely on the Aquirer's Multiple technique to find undervalued US listed stocks and then I am going to cross reference those companies with those companies that have increased their dividend for over 20 years to come up with the watch list for this month (and the months going forward). What is the Aquirer's Multiple? The Aquirer's Multiple is a valuation method that attempts to find attractively priced companies that may be considered for take over.  [...]

By |2018-06-05T16:39:03-04:00May 18th, 2018|Dividend Investment Portfolio|3 Comments

Creating My New Undervalued Dividend Growth Screen

About 6 months ago I came to the realization that, I do not know what makes a stock 'undervalued' nor do I believe most people do either.  If there was one fool proof method then no other methods would exist!  Instead, I decided to make the conscious choice to apply a different method every 6 or 7 methods and adjust accordingly.  Well as fate would have it about 2 or 3 weeks before it was about time to take a left turn on the valuation method I was using, I was listening to a podcast that I absolutely love called the investor's podcast.  On [...]

By |2018-06-19T20:36:34-04:00May 15th, 2018|Dividend Investment Portfolio|0 Comments

6 Ways to Give Your Finances a Spring Cleaning This Year

You may have a house spring cleaning regimen in place to clear out the cobwebs in your home and ready it for summer. But have you ever thought of applying this concept to your finances? Spring cleaning your finances each year will give you a similar "clean" feeling, as well as netting some pretty significant savings. Here are some tips for "financial spring cleaning" you can use 1. Review Monthly Bills Sit down with all your monthly bills, plus your bank and credit card statements. First, if you notice any maintenance or service fees, address them. Call your provider or bank to find [...]

By |2018-06-05T16:45:10-04:00May 10th, 2018|Personal Finance|0 Comments