2024-04-18 07:00:00 ET
Summary
- Short-term bonds currently yield more than stocks, indicating a shift in the investment environment.
- Investors should focus on companies with healthy balance sheets, pricing power, and that are trading below their fair value.
- We suggest several favorite wide-moat dividend businesses.
This article was coproduced with Leo Nelissen.
Putting a value on a stock is difficult – very difficult.
After all, it depends on a wide range of factors, including crowd psychology, greed, fear, and market momentum.
However, two other factors may be even more important, which are the expected earnings stream of a company and the interest rate used to discount those earnings....
Read the full article on Seeking Alpha
For further details see:
Suddenly, There's An Alternative - The Important Case For Wide Moat Dividend Stocks