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Featured post

SCHD Valuation: Are Dividend Stocks Ready for a Comeback?

For several years, dividend investors have been forced to sit quietly in the corner while growth stocks turned the market into their private awards ceremony. Artificial intelligence dominated the conversation. Mega-cap technology companies attracted enormous amounts of capital. Investors happily paid elevated valuations for businesses promising faster growth, wider margins, and a future in which apparently every refrigerator, automobile, toothbrush, and spreadsheet would require an advanced semiconductor. Meanwhile, the companies producing medicine, beverages, industrial equipment, energy, insurance, and dependable cash distributions were treated like furniture. Useful, certainly, but not something anyone felt compelled to discuss at dinner. I understand why. A rising stock is more exciting than a quarterly dividend. Nobody gathers the family around the computer to watch Coca-Cola deposit another distribution. A dividend does not flash across the screen, announce a revolutionary produc...
Recent posts

Walmart Valuation: Is Stability Worth the Premium?

There are stocks I buy because I believe the market is underestimating their growth. There are stocks I buy because the underlying assets appear to be worth more than the market price. Then there are stocks like Walmart, where I find myself staring at the valuation and asking a slightly different question: How much am I willing to pay to avoid unpleasant surprises? Walmart is not an obscure turnaround story hiding beneath a mountain of debt. It is not a speculative technology company promising to revolutionize commerce once it figures out how to generate a profit. It is one of the largest, most recognizable, and most durable retailers on the planet. Approximately 280 million customers and members visit Walmart’s stores and e-commerce platforms each week. The company operates more than 10,900 stores across 19 countries and generated roughly $713 billion in revenue during fiscal 2026. Walmart is not merely a retailer at this point. It is economic infrastructure with shopping carts. That ...

Amazon’s AI Opportunity: Could AWS Drive the Next Leg Higher?

I have owned, watched and analyzed enough technology stocks to recognize the familiar stages of an artificial intelligence investment story. First comes amazement. Then comes excitement. Next comes a corporate presentation containing the word “AI” so many times that I begin to wonder whether the accounting department has been replaced by a chatbot. Finally, investors ask the only question that matters: Where is the money? Amazon is moving beyond the presentation stage. AWS is not merely experimenting with artificial intelligence or adding a cheerful assistant to an existing product. Amazon is spending extraordinary amounts of money to build the infrastructure, chips, models and software that it believes will power the next generation of computing. The scale is breathtaking. It is also mildly terrifying. Amazon expects to invest approximately $200 billion in capital expenditures during 2026. That is not a typo caused by an analyst falling asleep on the zero key. The company is spending ...

Apple Valuation: Premium Brand or Overpriced Tech Giant?

Apple has accomplished something most companies can only fantasize about while their marketing departments rearrange adjectives in a PowerPoint presentation: it has convinced millions of people that purchasing its products is not merely a transaction but an expression of personal identity. People do not simply own an iPhone. They live inside an Apple ecosystem. They do not replace a laptop. They “upgrade their Mac.” They do not buy headphones. They purchase tiny white membership badges that occasionally fall between couch cushions and cost approximately the same as a respectable weekend vacation. That loyalty is why Apple deserves a premium valuation. It is also why investors can become dangerously comfortable paying almost any price for the stock. As of August 21, 2026, Apple shares trade near $311, giving the company a market capitalization of roughly $4.58 trillion. The stock changes hands at approximately 35.7 times trailing earnings, based on earnings per share of about $8.71. Tho...