Multi-stage Dividend Discount Valuation Part 2

We can invest in an intelligent and disciplined manner if we know the price and the value of a company. That is because price is what we pay and value is what we get. Today we venture into Part 2 of the Dividend Discount Valuation, the Multi-stage Dividend Discount Valuation, where we discuss how to value a company with variable dividend growth rates. If you haven’t had a chance, read my Valuations and Intrinsic Value and Dividend Discount Model Part 1 posts before reading this Continue Reading

Dividend Discount Valuation Part 1

Price is what we pay and value is what we get. The only way we can invest in an intelligent and disciplined manner is to know the difference between Continue Reading

Valuations and Intrinsic Value – The Key to Buy Low, and Sell High

Common sense tells us that the adage “buy low and sell high” captures investment success. Like anything else we buy, we need a reference point to Continue Reading

Slow and Steady Wins the Race — Brookfield Renewable Partners (BEP)

In the last post, I discussed Toronto based Brookfield Renewable Partner’s (BEP’s) strong growth in capacity since their launch in 2011. Two wide Continue Reading

Brookfield Renewable Energy Partners (BEP): Protected with Wide Competitive Moats

Brookfield Renewable Partners (BEP) is one of the largest pure play renewable energy companies in the world, with a 100 year history in hydroelectric Continue Reading

Brookfield Infrastructure Partners (BIP) — Valuation Remains Attractive

Do you remember in 2012 when I estimated Brookfield Infrastructure Product's (BIP) value and thought it was a good buy? In my last post I discussed Continue Reading

Update on Brookfield Infrastructure Partners (BIP)

Brookfield Infrastructure Partners (BIP) was launched in 2008 and grew to become one of the world’s largest owners and operators of infrastructure Continue Reading

Allergan (AGN) Update

Allergan Plc (AGN) shares fell about 20 percent in after hour trading Monday [Source] after the U.S. Treasury Department issued rules that would limit Continue Reading

In Volatile Markets, Stay the Course:

Market volatility comes and goes and it’s natural to wonder when it increases if this is the beginning of a correction or bear market. If it is, some Continue Reading

New Buy Allergen, PLC (AGN)

Pfizer (PFE) and Allergen, PLC (AGN) agreed to merge in a $160 Billion deal announced November 23, 2015 [Source].  It is a tax inversion transaction Continue Reading