Looking at Value Stocks Using Growth Criteria

November 26, 2012
Hosted by Jordan Goodman

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Episode Description

Today we are speaking with Paul M. DeSisto, CFA, Director and Senior Portfolio Manager with M&R Capital Management, Inc. M&R looks at value stocks using growth criteria, which includes 3 to 5 years projected earnings growth, 10% or more, AND positive earnings revisions over the last four weeks. They generally avoid commodity type companies, e.g. steel producers or commodity chemical companies, as they tend to be capital intensive, requiring significant cash flow to be reinvested back into the business just to remain competitive. For 2013 they lean toward dividend-paying stocks, as they believe the bull market that began in the Spring of ‘09 is getting long in the tooth; large capitalization stocks do better in the later stages of bull markets, and these tend to pay dividends. We also suggest investing in short-term domestic junk bonds via exchange-traded funds. M&R believes such vehicles are a viable alternative to money-market instruments that are paying virtually nothing.

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Jordan Goodman

Jordan Goodman

Jordan Goodman has a mission: to help everyone do better with money. Since graduating the Columbia University School of Journalism in 1977, he has spent the past 32 years combing the country to find the very best ways to help consumers make and save money and then sharing these gems with the public. As a staff writer/reporter at MONEY Magazine for 18 years, a weekly commentator on NBC News at Sunrise and Public Radio’s Marketplace Morning Report, and through his 12, soon to be 13 highly respected books, and his website www.moneyanswers.com, he has provided useful, common-sense information to the public. Some of his better-known books include Fast Profits in Hard Times, Everyone’s Money Book, the Dictionary of Finance and Investment Terms and Master Your Money Type. Jordan is a rare combination: someone who possesses not only encyclopedic knowledge about every area of personal finance but also a passion for helping his listeners not only to get educated but to take action to help their dreams become realities.

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