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 [[About us]] → information for new subscribers is here
- May’s blog features our annual spreadsheet with ten years of earnings for each company and cyclically adjusted P/E for each. This is the best valuation measure. Stocks at top of list that are reasonabl priced, seven expensive ones at the bottom and, in the middle, the sweet spot: good yields and good dividend growth.
+ May’s blog features our annual spreadsheet with ten years of earnings for each company and cyclically adjusted P/E for each. This is the best valuation measure. Seven stocks at top of list that are reasonably priced, seven expensive ones at the bottom (don’t buy) and, in the middle, the sweet spot: good yields and good dividend growth.
 April 2 2025