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Chuck Carnevale

 
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  • Why Gilead Is The Most Exciting Growth Opportunity In 2014
    Fri, Aug. 15 GILD 151 Comments

    Summary

    • Gilead remains a reasonably valued and exciting opportunity for those investors seeking maximum capital appreciation.
    • Investors are often deterred from investing in a stock when its price reaches an all-time high as it recently has in Gilead.
    • Those same investors often fail to recognize that price and valuation are not the same.
    • Gilead’s current valuation remains quite attractive in spite of its recent price rise, Sovaldi is a game changer.
  • I Feel Like A Thief Buying IBM At Today's Low Valuation
    Fri, Aug. 8 IBM 305 Comments

    Summary

    • International Business Machine represents a blue-chip dividend growth stock currently on sale.
    • Prudent investors recognize and understand that bargains are rarely found with popular stocks.
    • Investors should be willing to go against the crowd when they are confident that the crowd is improperly appraising the intrinsic value of a company.
    • IBM's short-term underperformance spells opportunity.
    • IBM represents a true bargain in a stock market where bargains are currently hard to come by.
  • A Frothy Market Has Nothing To Do With Investing In Individual Stocks
    Editors' Pick • Thu, Jul. 31 GE, ROST, T 206 Comments

    Summary

    • It’s impossible to forecast the stock market in the short run.
    • The earnings of the individual company drive long-term returns.
    • Retired investors should be concerned with the stocks they own, not the market.
    • The P/E Ratio is a relative metric, and therefore, useless when viewed in a vacuum.
    • The broad stock market has little to do with the performance of individual stocks.
  • Are Growth Stocks Appropriate For Retirement Portfolios?
    Editors' Pick • Wed, Jul. 23 CTRX, CTSH, FB 205 Comments

    Summary

    • Are growth stocks appropriate investments for retirement accounts, or should they be systematically ignored?
    • Life is not without risk, and sometimes taking a little risk can be a very good thing.
    • When utilized judiciously, the right growth stock investments can have a life-changing impact on a retiree’s financial future.
    • Tomorrow’s great growth stories can be identified early enough to participate in their extraordinary potential, and are often highly visible.
    • An appropriate allocation of growth stocks sprinkled into a portfolio can provide an orders of magnitude difference in future returns.
  • Is Dow 17,000 Dangerously High? This Comprehensive Review May Surprise You!
    Editors' Pick • Wed, Jul. 9 AXP, BA, CAT 375 Comments

    Summary

    • The Dow Jones Industrial Average is not overvalued at 17,000.
    • Investors are best served when they understand that there is a significant difference between price and value.
    • Half of the 30 Dow Jones components are fairly valued.
  • Protecting Your Income Portfolios In Today's Market: Consider Defensive Utility Stocks
    Editors' Pick • Fri, Jun. 27 ED, SCG, SO 211 Comments

    Summary

    • Frankly, finding fair value in today's market is, in fact, becoming a rarity.
    • Consequently, it might make sense for the most cautious investors out there to consider defensive equity investments as a compromise option.
    • Three examples of established utility stocks with investment-grade credit ratings and historical records of producing stable earnings and dividends.
    • The primary objective of this article is to present viable income options to those investors that are concerned about a potential market correction and/or the current state of our economy.
  • Fallen Dividend Champions: I Still Have No Fear Of A Market Crash: Part 2
    Thu, Jun. 19 HSY, LLY, LZB 250 Comments

    Summary

    • Investing in high-quality, blue-chip, dividend paying common stocks is not the risky proposition that many would lead us to believe.
    • I don't fear market crashes because I have confidence and knowledge about the value of the businesses I own.
    • A long dividend streak is but one important metric that prudent investors should look at.
    • Fair valuation, healthy financials and reasons to believe that future opportunities exist are additional important considerations.
  • I Have No Fear Of A Market Crash Or A Significant Correction, Here's Why: Part 1
    Editors' Pick • Fri, Jun. 13 APD, BDX, BEN 467 Comments

    Summary

    • Historically bonds have been considered the safer alternative based on the predictability of the returns they offered.
    • The risks associated with investing in stocks is often greatly exaggerated.
    • Every individual dividend paying stock carries its own level of risk.
    • Perhaps the strongest reason for why I don’t fear a market crash or correction is because I consider operating results (fundamentals) more important than price action.
    • Not all stocks are the same and therefore, they should not be looked at the same way.
  • 20 Dividend Champions To Buy Today
    Thu, Jun. 5 EV, FUL, PG 135 Comments

    Summary

    • Low interest rates have turned the risk profile of bonds upside-down.
    • Low interest rates indicate owner-ship (equities) trumps loaner-ship (fixed income).
    • 20 reasonably priced Dividend Champions for increasing income.
    • Time is the investor's most precious asset.
  • Retirees Please Don't Index, You Deserve Better Than Average
    Editors' Pick • Thu, May. 29 ABBV, ABT, BMS 887 Comments

    Summary

    • Outperforming the S&P 500 Index with blue-chip Dividend Aristocrats.
    • Two primary reasons to not choose indexing.
    • 85% of the Dividend Aristocrats outperformed the S&P 500 since 1996.
  • 11 Attractive Canadian Dividend Growth Stocks To Buy Now
    Editors' Pick • Thu, May. 22 AGU, FTT, RY 288 Comments

    Summary

    • Worried that the U.S. stock market is too high?
    • Here are 11 fairly valued Canadian dividend growth stocks in various sectors.
    • There are many high quality and attractively valued financial dividend growth stocks available on Canadian exchanges.
  • 10 Stocks To Buy Now: Be Cautious - But Don't Panic: Part 2
    Editors' Pick • Thu, May. 15 AAPL, AFL, AMGN 538 Comments

    Summary

    • 10 stocks to buy today - one from each sector.
    • It's only natural that retired investors focus on income and safety over growth.
    • Bonds today are not the safe and high-yielding asset class they normally are or were.
    • Stocks and bonds have different drivers of return: Interest rates for bonds, earnings for stocks.
    • Many stocks are fully valued, or even overvalued, but not all stocks.
  • Current Market Levels Indicate Caution Not Panic: Part 1
    Editors' Pick • Tue, May. 13 SPY, DIA, QQQ 174 Comments

    Summary

    • Self-directed investment portfolios are a clear and growing trend.
    • Self-directed investors are often faced with conflicting advice about what their best courses of action might be.
    • At the end of the day, it all comes down to productivity.
    • Current market levels indicate caution, not panic.
  • Diversifying The Perfect Retirement Portfolio - Here's How: Part 3
    Editors' Pick • Mon, May. 5 ANN, CAT, CTRX 358 Comments

    Summary

    • There is no perfect diversification strategy that universally applies to everyone.
    • What's best for you relates to what your specific investment objectives are, as well as how much risk you are willing to assume.
    • 20 names captures most of the benefit of diversification.
    • When considering how many stocks to include in your equity portfolios, less is more.
  • Retired? How To Create A Strong Foundation Of Valuation Under Your Portfolio: Part 2
    Editors' Pick • Wed, Apr. 23 CMG, CVS, ED 152 Comments

    Summary

    • Investing in equities only when they are fairly valued or undervalued is an important method for achieving both an adequate total return and an adequate level of income.
    • Valuation and earnings growth are the two primary drivers of long-term return.
    • Investing in stocks at fair valuation is about soundness and predictability of long-term return.
    • Valuation is also about soundness and controlling risk.
  • Constructing And Designing The Stock Portfolio That's Just Right For You: Part 1
    Editors' Pick • Wed, Apr. 16 AEP, BAC, BGG 126 Comments

    Summary

    • There is a lot more to designing a successful stock portfolio than simply stock selection.
    • Since there is no one-size-fits-all or perfect option applicable to everyone, a strong working knowledge of most of the major available options is indispensable.
    • Peter Lynch presented six general categories of stocks that investors can choose from: Slow Growers, Stalwarts, Fast Growers, Cyclicals, Asset Plays and Turnarounds.
  • Is Tupperware Brands The Perfect Dividend Growth Stock For Retirement Portfolios?
    Editors' Pick • Fri, Apr. 4 TUP 110 Comments

    Summary

    • Not all stocks will be valued according to the general level of the overall market.
    • Tupperware Brands appears to have entered a strong growth phase since 2005.
    • Tupperware Brands might just be the perfect dividend growth stock for retirement portfolios in today’s low interest rate environment.
  • After The Recent Stock Market Advances, Are Growth Stocks A Viable Option For Retirement Portfolios? Part 2
    Editors' Pick • Thu, Mar. 27 AAPL, BIDU, COH 80 Comments

    Summary

    • Should investing for retirement always be approached as conservatively as possible?
    • When I was younger, I had more growth in my portfolio.
    • Now that I am more mature, I hold more dividend growth investments.
    • When you assume more risk, you should also expect more reward as a result.
  • What Do I Do With My Stocks If The Market Crashes? Part 1
    Thu, Mar. 20 C, CL, CLX 307 Comments

    Summary

    • Not all stock drops are the same.
    • It is never wise to sell a valuable asset for less than it’s worth just because others are fearful.
    • Emotions should never be allowed to contaminate investor behavior.
  • I Love My 'Magic Pants' And My Partners Wear Them Proudly
    Editors' Pick • Wed, Mar. 19 SCG, SCSC, UTX 491 Comments

    Summary

    • The best methods of estimating future returns are based on valuation and expected earnings growth.
    • When competent management teams find themselves with cash that they don’t need to grow their business, it is a wise decision to distribute it to their shareholders.
    • Clearly, dividends do matter and do make a meaningful contribution to total return.
  • Debunking The 'Dividends Don't Add Shareholder Value' Myth
    Editors' Pick • Thu, Mar. 13 GE, JNJ, OII 382 Comments

    Summary

    • There are simply two components of total return: capital appreciation and income.
    • Personally, I believe that it is undeniable that dividend income, if any, represents an important component of the total return provided to shareholders on any publicly traded company.
    • Every time the dividend investor receives and cashes a dividend check, they simultaneously take delivery of a return of - and on - their capital.
  • Stocks Are Two-Faced, And One Is A Pathological Liar
    Thu, Mar. 6 BAC, IBM, LKQ 278 Comments

    Summary

    • Both common sense and logic would dictate that future investment success and results are dependent upon possessing an accurate understanding of the most relevant factors that drive future stock movements.
    • In the long run - Earnings Determine Market Price.
    • In the short run - Emotions Determine Market Price.
  • Stocks For 2014: Are Dividend Paying Cyclical Stocks Acceptable Investments For Retirement Portfolios? - Part 6
    Editors' Pick • Tue, Feb. 25 BH, CAG, CAT 70 Comments
  • Stocks For 2014: High-Yield And Fairly Valued Dividend Stocks For High Current Income - Part 5
    Editors' Pick • Wed, Feb. 12 ARLP, BWP, MAT 160 Comments
  • Stocks For 2014: Fairly Valued Dividend Growth Stocks With An Emphasis On Dividends - Part 4
    Editors' Pick • Thu, Jan. 30 INGR, KO, MCD 272 Comments
  • Stocks For 2014: Growth And Income Part 3
    Editors' Pick • Tue, Jan. 21 AFL, BAX, CSX 72 Comments
  • Stocks 2014: Investing For Growth - The Power And Protection Of High Compounding Earnings Growth - Part 2
    Editors' Pick • Thu, Jan. 16 AZO, AZZ, BBBY 101 Comments
  • Stocks For 2014: Something For Everyone: Part 1
    Editors' Pick • Fri, Jan. 10 AFL, CBI, CTRX 238 Comments
  • Why It's A Mistake To Raise Cash For Fear Of A Market Crash
    Editors' Pick • Dec. 26, 2013 DIA, SPY, QQQ 455 Comments
  • How Do I Know When To Sell A Stock?
    Editors' Pick • Dec. 18, 2013 ADP, CLX, CSCO 266 Comments
  • Why It's A Mistake To Hold Cash In This Market
    Editors' Pick • Dec. 12, 2013 AAPL, CL, CLX 512 Comments
  • Which Is Best: DRIP Or Collect And Invest?
    Editors' Pick • Dec. 5, 2013 AFL, IBM, KMB 268 Comments