Stocks for Today and Tomorrow
Jimmy Lee, vice chairman of JP Morgan Chase, made an appearance on CNBC yesterday. He listed the following negative attributes for companies: According to Lee, there are three basic principles that typically get companies into trouble: 1. Too much debt 2. Too little liquidity 3. Poor risk management We couldn’t agree more. As we have […]
Catherine Avery was Featured in the New York Times
CAIM LLC is proud to announce Catherine Avery’s contribution to a New York Times article on blended families. Below is a link to the article: http://www.nytimes.com/2010/06/05/your-money/estate-planning/05wealth.html
Calling All Baby Boomers
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Bulk Up on Dividends
Boomers should buy dividend paying stocks to stay ahead of inflation. As stock prices rise over time, compared to a bond, high quality dividend paying stocks also have the ability to increase dividends (yield) over time, versus a bond which has a fixed interest rate and can be called. Even in a down market, investors […]
Baby Boomer Investing 101
The CAIM Mock Portfolio Taste Test. We recently completed our first ever recommended mock portfolio for baby boomers. Our survey reveals that our value oriented portfolio is cheaper and less risky than a traditional “growth” portfolio, and pays dividends, which are compounded as stock prices appreciate. Conclusion: Dividend stocks taste better for Baby Boomers than […]
Barron’s Article by Michael Santoli
Barron’s article by Michael Santoli, this weekend further, supports our thesis that cash rich, dividend paying stocks should be the investment of choice for baby boomers and any individual who wants to achieve positive long term equity returns with low volatility. The article states that “corporate America is prepared to return cash to investors and […]
Reaching for Yield
As we mentioned last Friday we viewed the correction in the market as a buying opportunity. One of the hardest hit sectors in the correction were the consumer discretionary stocks. As a result, we established a position in Genuine Parts Co. (GPC). Why we like this company: 1. High quality dividend paying stock. 3.8% yield, […]
Experiencing Some Turbulence
The best way to describe yesterday’s market is to liken it to hitting a major air pocket when flying. As we all know, they are not fun and they certainly can shake your sense of security. Market continues its slide this morning, even on the heels of a decent jobs report. To put things in […]
Putting Things in Perspective
Barron’s this weekend had a great article about JNJ. JNJ is one of our top 5 holdings. As the article says, this stock may not have been as “peppy” as the rest of the market, but there are several standouts about this high quality company: 1. Improvement in eps growth over the next few years. […]
How is the Job Market
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