The long-awaited correction appears to have finally arrived.  Like a yo-yo that has climbed up sharply and is now heading back down, this fall will probably not be as sharp or as deep as many pundits would suggest.  I am going with a SPY target of 87.50 to 92 as the most likely bottom for this move.[More...]

Those who follow my work know that I spend way too much time running screens on the weekends.  My goal is to find new ideas.  I run various types of screens, looking across broad market capitalization ranges or within sectors or even narrow industries.  Many of the screens are value-focused, others pursue growth.  I tweak my screens, and I try to come up with new ones.[More...]

I currently track 100 dividend stocks in my D4L-Dashboard and have determined some of the lower rated stocks could be buys if the companies simply chose to increase their dividends. For various reasons their management has elected keep a low payout ratio and deploy the excess cash elsewhere.[More...]

A year ago, I highlighted the fast casual restaurant segment favorably, suggesting these chains would benefit from falling input costs and a slowdown in expansion.  Most of the stocks mentioned are higher today despite the overall market being down.  I followed that article up a few days later with a explanation of why I bought BJ's Restaurants (BJRI), which turned out to be a real winner.  While most of the stocks mentioned are up, the path wasn't so straight, as all of these stocks were hammered in the October massacre.  I had alluded to the too-high debt levels of many of these companies, and those were the[More...]

Sometimes good companies aren’t good buys, and this is not always a bad thing. Often it is a result of the market over reacting in a positive direction. The stocks simply become overvalued, but their underlying fundamentals remain excellent. Below are a c[More...]