Estimating Growth
The previous post introduced several discounted dividend models for valuing stocks. These models ask for an estimate of growth and required rate of return in order to work. While all estimates require...
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Required Rate of Return
Now that we know a few methods of estimating future growth, we will round out the analysis necessary for application in the discounted dividend model with a brief look at the Capital Asset Pricing...
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Start looking forward
Earnings season officially kicked off today with Alcoa’s $1.49/share loss versus last year’s $0.75/share profit in the same quarter. The market yawned at the news and share’s moved just 0.5% in...
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Irrational Retail Valuations
Before the onset of a recession and consumer pullback, investors rarely had to spend a lot of time ascertaining revenue visibility. After all, a rising tide lifts all boats. Find a hot stock, read all...
View ArticleThe Most Contrarian Idea I Have
Any reader of my blog recognizes that I generally have an affinity for consumer products and retail facing stocks. In this recession, I’ve also become quite the fan of dividends as manifested in my...
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