Robert A. Weigand

The 10 Most Valuable U.S. Companies vs. Treasury Yields

Good article -- this is how intelligent buy and hold value investors win in the long run. Two suggestions -- first, next time you write on this topic, it would be helpful to show the actual earnings yield number for each stock in your first table. Second, it's worth pointing out that a stock's earnings yield is the reciprocal of its P/E ratio, and that your approach to stock selection is essentially the same as buying lower P/E (higher earnings yield) stocks that have good fundamental stories, i.e., strong earnings and free cash flow production with no concerns of financial distress or other impending disasters.

5 Dividend Stocks for Those that Missed the Rally

I would enjoy an explanation of how indicators like an average market P/E based on 1-year earnings of 53 and P/E based on 10-year average earnings (the Graham & Dodd and/or Shiller P/E) of 20+ imply a "fairly valued" stock market. Please provide your readers with greater specifics, because to fundamentalist, it's 2003 all over again -- the start of another "faux" bull market beginning from super-high P/E ratios, where it will take years for the average market P/E ratio to compress back to average, and immediately thereafter half a decade worth of gains will be erased in the blink of an eye. Enlighten us, please.