Value Investing in an Overheated Market

6. The basic value investing criteria still apply. No matter how overheated the market gets the fundamentals of value investing are still sound.

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Is Income Inequality Killing Darden Restaurants?

The latest crop of Darden financial numbers, those from November 30, 2015, definitely do not justify the $61.93 a share the company was trading at on January 22, 2016. Some of the numbers are so bad they even cast doubt on Darden’s whole business model.

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Facebook Just Got Better

Alphabet and Facebook are showing that they are ahead of the curve; value investors should take notice. Smart investors would be well advised to keep abreast of these developments and add these two wonderful companies to their portfolios.

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Why Facebook Is the One Technology Stock You Need in Your Portfolio

The bottom line is if you want your portfolio to grow, Facebook would be an excellent addition. If you want to buy one technology stock right now, Facebook would be a great choice.

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United Health Group – The Value in Health Insurance

Beyond the existential reasons, UnitedHealth is just a good basic stock. It gave investors a dividend yield of 1.51% and a return on equity of 18.71% on September 30. In contrast, Amazon paid no dividend and offered investors a return on equity of 2.92% on a stock that was trading at $657.02 a share on November 10, 2015.

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Some Modern-Day Widows and Orphans Stocks

The bottom line is that widows and orphans stocks still exist. You just have to know where to look for them.

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Target and Best Buy Could Get Desperate with Free Shipping Deals

The 2016 holidays and the free shipping offers may prove whether Target and Best Buy are going to be major players in the world of online retail or not. One just hopes that management teams are not betting the company on such offers. If they are, the death spiral could be closer than we think, especially for Target.

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Is American Express Really a Dying Brand?

That means American Express could be a nice bargain stock at some point next year. It also means that Amex is still a really good long-term investment, even if it is no longer America’s favorite credit card.

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Could Google Start Underwriting Insurance Policies?

What this means is that Alphabet could quickly become a major player in the insurance business, much as it is a major power in advertising and directories. It also means that your insurance agency could go the way of the telephone directory, and your insurance agent could end up delivering pizza for a living.

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You Won’t Believe How Much Cash Oracle Has

Larry Ellison’s company had $55.93 billion in cash and short-term investments—the bank, in layperson’s terms—on August 31, 2015. Yet Oracle shares were trading at $38.10 at the close of business on October 9, 2015. That means Oracle now has more money in the bank than Apple (NASDAQ: AAPL) does. For the record, Apple had $34.7 billion in cash and short-term investments on June 30, 2015.

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