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  Investing in stocks can be a great way to invest your money and build wealth over time. Investing in the stock market is a long-term game, and success often requires patience, discipline, and a long-term perspective. But if you’re new to the stock market, you might be feeling overwhelmed. … Read more about How to Set Up a Stock Portfolio for Beginners

  An Introduction to Value Investing: A Time-Tested Formula for Investing in Stocks Value investing put simply is the hunt for investment bargains, not unlike buying merchandise at the grocery store or mall. At its core is the notion that the price of a thing is distinguishable from … Read more about Value Investing and The Time-Tested Approach for 45+ Years

Elevated inflation and rising interest rates commanded most of investors’ attention over the past year, with proclamations from Jerome H. Powell and his colleagues at the Federal Reserve often the catalyst for volatile gyrations in asset prices. Those moves were generally in the negative direction … Read more about 7 Stock Market Charts to Kick Off 2023: Equities, S&P 500 Price Return, Growth Valuations and more

While Jerome H. Powell & Co. hiked the target for the Fed Funds rate yet again this week, the current benchmark lending rate of 4.5% is still below the average rate of 4.92% since 1971. And, despite all of the handwringing about the Fed, the futures market is presently suggesting that the Fed … Read more about Investing In A Higher Interest Rate Environment

In my two most recent posts, I’ve generally argued that two Mega-Cap tech stocks, Microsoft (MSFT) & Alphabet (GOOG) should be considered by investors who lean toward the Value side of the investing aisle. Of course, such discourse would surely be lacking without including Apple (AAPL) in the … Read more about Not Just an iPhone – Is AAPL a Value or Growth Stock?

A stock often lumped in the Growth bucket is Alphabet (GOOG & GOOGL), formerly known as Google. The titan of search and the “G” in the FANG (Facebook/Meta Platforms (META), Amazon (AMZN), Netflix (NFLX) and Google/Alphabet) gang. Alphabet boasts revenue growth characteristic of your typical … Read more about Is Alphabet (Google) a Value Stock?

WHY VALUE? While 2022 is marked with red ink for the majority of stocks, it’s been a good year for those of the Value persuasion, relatively speaking. Indeed, as of 11.17.22. the Russell 3000 Value index was down only 6.9% year-to-date vs. the 25.3% plunge for its growth counterpart, the Russell … Read more about Is MSFT (Still) a Value Stock: An Update November 2022

Spin-offs A Rich Pond In Which To Fish Spin-offs often fall in the months after separating from their parents as folks either are surprised at the new name in their accounts or would rather avoid additional due diligence to support continued ownership, while most lack much or any institutional … Read more about Two High-Yielding Mid-Cap Spin-Offs On Sale (OGN & VTRS)

As we suspect that many have limited exposure to small- and mid-cap stocks, we’ve updated our special report, Small Companies, Big Potential. We also offer a reminder of the methodology we utilize for all our value-based equity strategies. We think you will find the report to be valuable … Read more about Small-Caps on Sale: The Prudent Speculator Likes ENS & HPE

Since the inaugural issue of The Prudent Speculator was published in March 1977, the Small-Cap Value subset of stocks (as determined by portfolios constructed by Professors Eugene F. Fama and Kenneth R. French based on size and book-to-market) have trounced the comparable Growth indexes, even as the … Read more about Time For Small-Cap Value: Opportunities In GBX & WRK

Market history dating back to 1927, per data from Professors Eugene F. Fama and Kenneth R. French, shows that Small-Company stocks have enjoyed terrific long-term returns of 11.8% per annum. Even better, the Professors show that inexpensively priced stocks (i.e. Value) have enjoyed a 13.1% … Read more about 2 Prudent Speculator Small-Mid Cap Bargains – Acuity (AYI) & Hasbro (HAS)

In a bygone era, bankers operated by what was once known as the 3-6-3 Rule: collect deposits at 3 percent, lend them at 6 percent and be on the golf course by 3 PM. More than a decade of low interest rates following the Great Financial Crisis seemingly upended this dictum and heightened regulation … Read more about Low Interest Rates: A Return To The Golden Age Of Banking? Two Small-Cap Bargains

In this post, we offer two value stock picks. No doubt, it has been a tough go of it for corporations, their stock prices this year and stock pickers. Higher interest rates and fears of recession have led folks to bail on stocks no matter their valuations. Market participants have decided that the … Read more about Everything but the Kitchen Sink: Foot Locker (FL), FedEx (FDX)

Following another ugly market week, the average U.S. stock is now trading in Bear Market territory. Of course, such was also the case in 2020 and 2018 and 2016 and more than a few other periods throughout market history. Such is the hardship that must be endured to achieve significant long-term … Read more about 2 Ports In The Storm: GILD And BMY Offer A Haven In A Turbulent Market

Bank stocks have been surprisingly weak this year with the KBW Bank Index off as much as the S&P 500. I don’t think the punishment fits the crime and I believe the big selloff creates an intriguing buying opportunity. It was nice to see a prominent bank stock analyst echo what I have been … Read more about 3 Undervalued Bank Stocks To Buy Now

I understand that stocks historically have been far more volatile than bonds, so it makes sense that the financial press will focus on the losses with headlines like Dow Falls Sharply As Rate Worries Linger during the downturns. However, we are puzzled by upbeat language such as Yields Climb on … Read more about 3 Undervalued High Yielding Stocks – In Dividends We Trust

Mark Twain purportedly said, “History doesn’t always repeat, but it often rhymes,” so it would make sense to look at what transpired in the equity markets the last time inflation was rearing its supposedly ugly head as it is today. Indeed, Jerome H. Powell saw fit to invoke the name of Paul … Read more about 3 Stocks That Could Benefit From Powell Channeling Volcker