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Visa, Mastercard or Amex? I’d Only Buy One Today
I ranked all three by valuation, downside risk, dividend growth, future protection, and their odds of outperforming the S&P 500 over the next decade.
Apr 27
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Dividend Talks
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Most 52-Week Low Stocks Aren’t Buys. My DCF Found Only 2.
Cheap-looking stocks are everywhere right now. After reworking the valuations, only two still looked like real buys.
Apr 21
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Dividend Talks
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500 Stocks Screened — Only 58 Qualified. These 5 Rank Highest (One Still Shows ~50% Upside)
The market has already bounced, but a small group of large-cap S&P 500 names still trade at meaningful discounts to consensus value — ranked by quality…
Apr 16
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Dividend Talks
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5 Bargain Stocks Near 52-Week Lows
These high-quality businesses have been repriced hard — and a few now look far more attractive than the market seems to realise.
Apr 13
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Dividend Talks
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I Re-Ran a DCF on the Magnificent 7 — Here’s What Changed
Which mega-caps still justify their price?
Apr 6
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Dividend Talks
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80+ Stocks Screened — 41 Qualified, 10 Ranked Highest (One Still Shows ~60%)
Despite the market rebound, expected returns remain elevated — ranked by quality, valuation, and downside risk
Apr 1
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Dividend Talks
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March 2026
Revenue Is Vanity. Margins Are Reality.
Why most high-growth companies aren’t actually strong — and the one metric that reveals it instantly.
Mar 29
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Dividend Talks
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How I Find Dividend Stocks That Can Beat the S&P 500
My step-by-step framework for separating quality income stocks from dividend traps
Mar 23
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Dividend Talks
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The Balance Sheet Matters More Than Valuation (Most Investors Learn This Too Late)
Why leverage, liquidity, and earnings durability matter more than valuation — and how to assess a company’s risk in under 60 seconds.
Mar 18
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Dividend Talks
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119 Stocks Screened — Only 30 Qualified. These 5 Rank Highest (One Shows ~68% Upside)
Large-cap companies trading near valuation compression — 30 qualified from 119 screened, with five ranked highest for risk-adjusted upside.
Mar 15
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Dividend Talks
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The Market Just Triggered 3 Buy Signals in My Valuation Model
Oil shocks, weak payrolls, and rising fear rattled markets this week. I screened for mispriced companies - here are 3 stocks my model says are buys and…
Mar 9
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Dividend Talks
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Markets Drop. Expected Returns Rise.
Why volatility and valuation compression are quietly improving forward returns.
Mar 2
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Dividend Talks
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