FeedPosted Feb 9th 2010 2:30PM by Sheldon Liber (RSS feed)
Filed under: Management, Hewlett-Packard (HPQ), Wal-Mart (WMT), JPMorgan Chase (JPM), AFLAC Inc (AFL), Archer-Daniels-Midland (ADM), Campbell Soup (CPB), Chevron Corp (CVX), Chubb Corp (CB), ConocoPhillips (COP), CVS Corp (CVS), Darden Restaurants (DRI), Goldman Sachs Group (GS), Verizon Communications (VZ), duPont(E.I.)deNemours (DD), Kimberly-Clark (KMB), Lockheed Martin (LMT), Hasbro Inc (HAS), Entrepreneurs, Serious Money, Stock Screen, Raytheon Company (RTN), Xcel Energy (XEL), EZCORP (EZPW), Travelers Companies Inc. (TRV)
While most investors are fretting the markets recent contraction, you can be quite confident that "my pal Warren" has a smile on his face, as does Peter Lynch, Ken Heebner, Bill Miller, Bruce Berkowitz, and any number of fellow value investors that know now may be a time of opportunity. That is because they have the experience and understanding to pounce when they have a chance to buy things cheap.
This is the fourth installment of my series to discover just that: cheap stocks. If you would like to get on board from the beginning then review the initial post which screened for stocks with lower than market average P/E ratios, see
Serious Money: Market Looks Cheap to Me -- 35 Stocks. In the second installment, I looked at yield and PEG ratios:
Serious Money: Still Cheap Market -- 35 Stocks + Yields & Growth. Then I moved on to the the P/S and P/CF metrics in
Serious Money: Cheapest Stocks Yet -- From 35 to 26, cutting nine stocks.
Continue reading Serious Money: Cheapest Stocks List Shrinks from 26 to 21
Posted Feb 6th 2010 11:40AM by Trey Thoelcke (RSS feed)
Filed under: Earnings Reports, Cisco Systems (CSCO), Time Warner (TWX), Exxon Mobil (XOM), AFLAC Inc (AFL), Avon Products (AVP), MasterCard Inc'A' (MA), News Corp'B' (NWS), Western Union (WU), Unilever ADR (UL), Visa Inc. (V)
Here are some highlights from this past week's earnings coverage on BloggingStocks:
- Aflac Inc. (AFL) posted better-than-expected Q4 earnings, though revenue fell short, and offered rosy guidance.
- Avon Products Inc. (AVP) posted Q4 earnings growth that met analysts' expectations but shares sold off.
- Cisco Systems inc. (CSCO) higher Q2 earnings topped the consensus estimate but cash flow fell.
- CME Group Inc. (CME) fell short of analysts' Q4 profit expectations, resulting in price-target cuts.
- ExxonMobil Corp. (XOM) posted better-than-expected Q4 earnings and revenue that boosted shares.
Continue reading Earnings Highlights: Aflac, Cisco, Exxon, MasterCard, Shell, Time Warner ...
Posted Feb 3rd 2010 10:40AM by Sheldon Liber (RSS feed)
Filed under: eBay (EBAY), Pfizer (PFE), Wal-Mart (WMT), International Business Machines (IBM), Johnson and Johnson (JNJ), JPMorgan Chase (JPM), Abbott Laboratories (ABT), AFLAC Inc (AFL), Altria Group (MO), Archer-Daniels-Midland (ADM), AutoZone Inc (AZO), Bristol-Myers Squibb (BMY), Campbell Soup (CPB), Chevron Corp (CVX), Chubb Corp (CB), ConocoPhillips (COP), CVS Corp (CVS), Darden Restaurants (DRI), Goldman Sachs Group (GS), General Mills (GIS), Verizon Communications (VZ), duPont(E.I.)deNemours (DD), Kimberly-Clark (KMB), Merck and Co (MRK), Lockheed Martin (LMT), Hasbro Inc (HAS), Serious Money, Stock Screen, Raytheon Company (RTN), Xcel Energy (XEL), EZCORP (EZPW), Travelers Companies Inc. (TRV)
Is the market overpriced? Maybe it is cheap, or perhaps it is fairly valued. This is the third in a series examining the issue. Still, it has been my contention that it does not make any difference because no matter how the market is valued as a whole, there are plenty of cheap stocks out there to accommodate a large amount of capital allocation even this deep into a bull run.
If you would like to follow along from the beginning, the initial post screened stocks for lower than market average P/E ratios:
Serious Money: Market Looks Cheap to Me -- 35 Stocks. In the second installment, I looked at yield and PEG ratios:
Serious Money: Still Cheap Market -- 35 Stocks + Yields & Growth.
Continue reading Serious Money: Cheapest Stocks Yet -- From 35 to 26
Posted Feb 1st 2010 2:50PM by Sheldon Liber (RSS feed)
Filed under: Hewlett-Packard (HPQ), eBay (EBAY), Pfizer (PFE), Wal-Mart (WMT), International Business Machines (IBM), Johnson and Johnson (JNJ), JPMorgan Chase (JPM), Abbott Laboratories (ABT), AFLAC Inc (AFL), Altria Group (MO), Archer-Daniels-Midland (ADM), AutoZone Inc (AZO), Bristol-Myers Squibb (BMY), Campbell Soup (CPB), Chevron Corp (CVX), Chubb Corp (CB), ConocoPhillips (COP), CVS Corp (CVS), Darden Restaurants (DRI), Goldman Sachs Group (GS), General Mills (GIS), Verizon Communications (VZ), duPont(E.I.)deNemours (DD), Kimberly-Clark (KMB), Merck and Co (MRK), Lockheed Martin (LMT), Hasbro Inc (HAS), Serious Money, Stock Screen, Stocks to Buy, Raytheon Company (RTN), EZCORP (EZPW), Travelers Companies Inc. (TRV)
Let's try and reduce the gambling by examining the facts and ignoring what the bulls and bears are chatting up at the moment. We started the process by screening for lower than market average P/E ratios, see:
Serious Money: Market Looks Cheap to Me -- 35 Stocks.
Two more important criteria influence today's review: the yield, a favorite of
"my pal Warren"; and the price-to-earnings-to-growth (PEG) a focus of Peter Lynch, the retired fund manager extraordinaire of Fidelity's Magellan Fund.
Continue reading Serious Money: Still Cheap Market -- 35 Stocks + Yields & Growth
Posted Jan 28th 2010 3:00PM by Sheldon Liber (RSS feed)
Filed under: Hewlett-Packard (HPQ), eBay (EBAY), Pfizer (PFE), Wal-Mart (WMT), International Business Machines (IBM), Johnson and Johnson (JNJ), JPMorgan Chase (JPM), Abbott Laboratories (ABT), AFLAC Inc (AFL), Altria Group (MO), Archer-Daniels-Midland (ADM), Bristol-Myers Squibb (BMY), Campbell Soup (CPB), Chevron Corp (CVX), Chubb Corp (CB), ConocoPhillips (COP), CVS Corp (CVS), Darden Restaurants (DRI), Goldman Sachs Group (GS), General Mills (GIS), duPont(E.I.)deNemours (DD), Kimberly-Clark (KMB), Merck and Co (MRK), Lockheed Martin (LMT), Hasbro Inc (HAS), Serious Money, Stock Screen, S and P 500, Xcel Energy (XEL), Travelers Companies Inc. (TRV)
We frequently receive comments that the market is overpriced. Recently one of our active readers commented that the market P/E was 30, which it's not. The
actual rate (S&P forecast) has been even higher at times due to the volatile market.
The average should trend closer to the long term P/E of 15.7 in the next few years. However, I have reviewed companies often covered on our site and come up with a list of 35 stocks that have price-to-earning ratios below the long-term average already. I think there are dozens of bargains regardless of the status of the overall market.
Continue reading Serious Money: Market Looks Cheap to Me -- 35 Stocks
Posted Dec 25th 2009 8:00AM by Steven Halpern (RSS feed)
Filed under: International Markets, Newsletters, AFLAC Inc (AFL), Japan, Stocks to Buy, Best Stocks for 2010
This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.
"Aflac (AFL) is best known in the U.S. for its 'duck ads,' but actually earns over 75% of its money from Japan," says Dirk Van Dijk.
In selecting the stock as his top pick for 2010, the strategist for Zacks.com, recalls "Aflac happens to be an old favorite of mine, a stock that I first recommended back in 1991." Here's his current update.
Continue reading Top Picks for 2010: Aflac (AFL)
Posted Dec 2nd 2009 3:00PM by Joseph Lazzaro (RSS feed)
Filed under: AFLAC Inc (AFL), Stocks to Buy
Steady as she goes, with Aflac (
AFL), to borrow a Star Trek phrase, and that's why I'm reiterating my buy rating for the company, first recommended
on May 28, 2009 at a price of $36.07. If you bought AFL in May, you're up about 30%.
After a slow start, institutional investors in mid-2010 finally noticed that not every insurer would be wiped-out by collateralized debt obligations and bad bonds. Aflac boasts primarily high-quality corporate debt, Wall Street realized this in the spring, and it's been off to the races ever since. Aflac is one of the largest sellers of supplemental insurance in the U.S. and is a major cancer-insurance company in Japan (14 million policies).
Continue reading Aflac's uptrend continues
Posted Nov 4th 2009 11:40AM by Steven Halpern (RSS feed)
Filed under: Newsletters, AFLAC Inc (AFL), Colgate-Palmolive (CL), Stocks to Buy
"One way to build an inflation hedge into your investment cash flows is to focus on stocks that are likely to boost their dividends on a regular basis," explains dividend specialist Chuck Carlson.
In his The DRIP Investor, which focuses on blue chip companies offering dividend reinvestment programs, he notes, "Since dividends are paid with cold cash, they can't be faked. Either you pay the dividend or you don't. They can't be some figment of accounting magic." Here, he looks at three favorite blue chips with strong dividend records.
Continue reading Dividend growth trio: Aflac, Medtronic and Colgate-Palmolive
Posted Oct 31st 2009 10:10AM by Trey Thoelcke (RSS feed)
Filed under: Daimler (DAI), Sprint Nextel Corp (S), AFLAC Inc (AFL), Avon Products (AVP), Kellogg Co (K), Hershey Co (HSY), Procter and Gamble (PG), BP p.l.c. ADS (BP), McGraw-Hill Companies (MHP), General Dynamics Corp (GD), Nintendo (NTDOY)
Continue reading Earnings highlights: Aflac, Avon, BP, Hershey, Kellogg, Nintendo, P&G, Sprint ...
Posted Sep 22nd 2009 5:00PM by Joseph Lazzaro (RSS feed)
Filed under: AFLAC Inc (AFL), Stocks to Buy
It appears the market is finally starting to see the value in
Aflac Incorporated (NYSE:
AFL), hence it goes without saying that I'm reiterating my Buy rating for company, first recommended
on May 28, 2009 at a price of $36.07.
Aflac is another one of those insurers that was rudely treated by Wall Street during the panicked frenzy that gripped markets with the onset of the financial crisis. And it was rude: the Street took AFL's shares from a high of $68 to about $11, basically on the fear that Aflac would incur major losses from European bank hybrid bonds, including the threat of bank nationalization.
Continue reading Aflac is in an uptrend
Posted Aug 19th 2009 5:00PM by John Jagerson (RSS feed)
Filed under: Aetna Inc (AET), AFLAC Inc (AFL)
Regardless of how you feel about a public health insurance option offered by the government, interest at the policy level seems to be waning recently. If Democrats drop the idea of a public option as a component of health care reform, health insurance companies could benefit.
The way I see it, if the government starts offering health insurance as a public provider then new supply will have entered the market. According to my college Econ 101 text book, that new supply would have shifted the supply and demand curves towards lower prices and maybe lower profits.
Continue reading Dropping the 'public option' could insure some stocks' health
Next Page »
Insurance giant Aetna Inc. (
Following today's market close, insurance giant Aflac Incorporated (
Even as the battle over health care reform rages on Capitol Hill, we are seeing a flurry of third quarter reports from insurers.
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