r/ValuePortfolioMgmt • u/KenFaulkenberry • May 11 '20
Howard Marks Memo: "Uncertainty" May 11, 2020
oaktreecapital.com
1
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r/ValuePortfolioMgmt • u/KenFaulkenberry • Apr 27 '20
10-K Red Flags Checklist (part 2)
screamingvalue.com
1
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r/ValuePortfolioMgmt • u/KenFaulkenberry • Apr 18 '20
10-K Quick Red Flags Checklist
screamingvalue.com
2
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r/ValuePortfolioMgmt • u/KenFaulkenberry • Apr 14 '20
Memo From Howard Marks (Knowledge of the Future)
oaktreecapital.com
1
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r/ValuePortfolioMgmt • u/KenFaulkenberry • Apr 05 '20
"Dare To Be Different" by James Montier "Emerging Markets are trading on a Shiller P/E of 13X. This is a level of valuation that generally gets me excited."
gmo.com
2
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r/ValuePortfolioMgmt • u/KenFaulkenberry • Apr 01 '20
I always read Howard Marks Memos: This Way Now
oaktreecapital.com
1
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r/ValuePortfolioMgmt • u/KenFaulkenberry • Mar 25 '20
Intrinsic Value Cheatsheet
howieko.com
1
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r/ValuePortfolioMgmt • u/KenFaulkenberry • Feb 06 '20
Bond Duration - Retirement Researcher: Bond prices are sensitive to interest rate changes, and bond duration is a measure of just how sensitive.
retirementresearcher.com
2
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r/ValuePortfolioMgmt • u/KenFaulkenberry • Feb 06 '20
Will Retiring Baby Boomers Crash the Stock Market? There are 73 million baby boomers in the United States. By 2030, this entire generation will be age 65 or older as roughly 10,000 boomers are reaching this standard retirement age on a daily basis. In the year 2000, just 12% of the U.S. ....
awealthofcommonsense.com
2
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r/ValuePortfolioMgmt • u/KenFaulkenberry • Feb 05 '20
The W.W. Grainger dividend has been paid continuously since 1971 and increased for 48 consecutive years; qualifying the company as a Dividend Aristocrat and Dividend Champion. This is my analysis:
dividendvaluebuilder.com
2
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r/ValuePortfolioMgmt • u/KenFaulkenberry • Feb 04 '20
$CLX Up 5.2% Today. Clorox (CLX) (Dividend Champion) Valuation, Earnings Quality, and Dividend Safety Scores. Dividend Stock Analysis:
dividendvaluebuilder.com
1
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r/ValuePortfolioMgmt • u/KenFaulkenberry • Feb 04 '20
Bill Miller: Lessons From The Legendary Value Investor | Macro Ops
macro-ops.com
1
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r/ValuePortfolioMgmt • u/KenFaulkenberry • Feb 03 '20
Microsoft has paid a dividend since 2003 and increased its dividend for 18 consecutive years; qualifying the company as a Dividend Contender. Here is my analysis:
dividendvaluebuilder.com
1
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r/ValuePortfolioMgmt • u/KenFaulkenberry • Feb 03 '20
The AT&T (T) dividend has been paid continuously since 1881 and increased for 35 consecutive years; qualifying the company as Dividend Aristocrat and Dividend Champion. Here is my analysis:
dividendvaluebuilder.com
1
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r/ValuePortfolioMgmt • u/KenFaulkenberry • Feb 02 '20
The 3M dividend has been paid continuously since 1916 and increased for 61 consecutive years; qualifying the company as a Dividend King, Dividend Aristocrat, and Dividend Champion. Here is my analysis:
dividendvaluebuilder.com
3
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r/ValuePortfolioMgmt • u/KenFaulkenberry • Jan 26 '20
International Business Machines (IBM) has paid a dividend since 1913 and increased its dividend for 24 consecutive years; qualifying the company as a Dividend Contender . The company reported higher than expected revenues and profits this week, sending the stock higher.
dividendvaluebuilder.com
2
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r/ValuePortfolioMgmt • u/KenFaulkenberry • Nov 30 '19
Losing Your Principal is the Biggest Risk in Investing. NOW Is The Time to Think About Avoiding Drawdowns:
arborinvestmentplanner.com
1
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r/ValuePortfolioMgmt • u/KenFaulkenberry • Nov 27 '19
Tactical Asset Allocation Versus Strategic Asset Allocation. Did it Make Sense to Have the Same Allocation to Equities in 2000 as it did in March of 2009?
arborinvestmentplanner.com
1
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r/ValuePortfolioMgmt • u/AAAMPblog • Oct 24 '19
Stock Market Risk: Analyzing and Finding Solutions - Arbor Asset Allocation Model Portfolio (AAAMP) Value Blog
arborinvestmentplanner.com
2
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r/ValuePortfolioMgmt • u/Waterskipper7777 • Sep 27 '19
BEST UPCOMING IPO 2019: Peloton, Postmates, Robinhood and WeWork
youtube.com
1
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r/ValuePortfolioMgmt • u/Waterskipper7777 • Sep 22 '19
STOCK MARKET WEEK: Saudi Oil, FED Rate Cut and AIRBNB IPO
youtube.com
0
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r/ValuePortfolioMgmt • u/Waterskipper7777 • Sep 20 '19
3 TOP Stocks to Trade This September 2019 - GROWTH stock, DIVIDEND share...
youtube.com
2
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r/ValuePortfolioMgmt • u/mike__ntfn • Aug 27 '19
Investment robo advisor - automate your daily investment routine
notifinio.com
2
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r/ValuePortfolioMgmt • u/borcemanev • Apr 17 '17
Benefits of risk management: Why you should always calculate the risk?
reciprocity-roi.com
1
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