Value Focus

Predictions for 2014

I thought I would begin to wrap up 2013 by making some predictions for the year ahead. Enjoy!

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November 2013 Dividend Focus Equity Highlight (Part 2)

In this Dividend Focus report, I highlight a company which appears to be making an interesting shift in strategy, which will allow it to capitalize more on its competitive advantages. Hopefully, this will lead to further growth in an already attractive dividend.

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November 2013 Dividend Focus Equity Highlight

In this Dividend Focus report, I highlight a company with a strong track record of dividend growth, that offers a nice risk reward profile for long term investors. It also doesn’t hurt my feelings that the company does a great job of treating its workers well.

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November 2013 Economic and Market Commentary

Valuations are very rich, meaning that, on the whole, stocks are being priced with a high degree of optimism. The Shiller PE ratio is currently at 24.81. Let’s try to put that into perspective. In May of 1969, when Warren Buffett wrote a letter to his investment partners telling them, basically, that he was dissolving his partnership because he could no longer find stocks that were attractively valued, the Shiller PE measure stood at 20.97.

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Introduction to Dividend Focus

Welcome to the first publication of Dividend Focus, a series of monthly reports designed by the author, Chris McKinney, to answer the question, “If I were putting aside money for stock investments each month, in which specific companies and management teams would I be placing my trust?”

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