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Inverted Yield On Cost Curve

Posted by bbkjbbkj on September 2nd, 2008

A yield curve is the relationship between yield and maturity. In a "normal" yield curve yields rise as maturity lengthens. When yields drop as the term lengthens, it is referred to as an inverted yield curve. A Yield On Cost (current dividend/basis) curve, like a yield curve, should increase as you move forward in time.

The DIV-Net: Stock Analysis: Nucor Corp (NUE)

Posted by bbkjbbkj on September 1st, 2008

Nucor Corporation is engaged in the manufacture and sale of steel and steel products. As the largest minimill steelmaker in the U.S., Nucor has one of the most diverse product lines of any steelmaker in the Americas. Linked here is a detailed stock analysis and commentary.

It is well-documented that a significant portion of the historical equity returns are a result of reinvested dividends. In Triumph of the Optimists: 101 Years of Global Investment Returns (2002), the authors looked at equity returns from capital gains and dividends from 1900 to 2000.

At some point in the future will we look back on our actions today and refer to them as our greatest missed opportunity? By most measures, many blue-chip stocks are trading at a historical discount. Are you going to buy now or pay full-price or a premium price later? Unlike the perpetual going-out-of-business sale at the local furniture store, this sale will end suddenly and without warning.

Stock Analysis: Target Corp (TGT)

Posted by bbkjbbkj on August 27th, 2008

Target Corp operates general merchandise and food discount stores in the United States, which include Target and SuperTarget stores. The Company offers both everyday essentials and fashionable differentiated merchandise. Linked here is a detailed stock analysis and commentary

Stock Analysis: Avery Dennison (AVY)

Posted by bbkjbbkj on August 25th, 2008

Avery Dennison Corp. is a leading worldwide manufacturer of pressure-sensitive adhesives and materials, office products, labels, retail systems and specialty chemicals. Linked here is a detailed stock analysis and commentary.

Scott Fraser calls himself The Natural Contrarian and a proven master of contrarian strategies. The only contrary thing about this type of investing and marketing is that it goes against all investing basics. Let's see how this contrarian technique holds up against the logical contrarian. ...

Looking through the 52 week stock lows the other day for some ideas for a new stock purchase I came across a couple of natural gas pipeline companies that had come down in price over the past few months. I looked over several other pipeline companies and found that most were down over the past six months, some were down over 40% so far this year. Here's what if found...

You can't spend earnings. At first glance, this probably seems like an odd statement, possibly even incorrect. However, it is not only correct, but an important investing axiom for any type of investor.

My Bottom 5 Stocks

Posted by bbkjbbkj on August 21st, 2008

Earlier this week we looked at my top 5 high fliers for 2008. Unfortunately, for every up, there is a down and that is certainly true for my portfolio. As before, we will look at results through July 31, 2008. Here they are my cellar dwellers with comments:

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