Tag Archives: stock valuations

How Overvalued Are High Yield Stocks? We Deploy the PETTR Principal

Today’s 30-point sell-off in the S&P 500 is consistent with my warning a few weeks ago that the Fed was “behind the curve.” It made no sense, I argued, for Chair Yellen to still be pursuing an emergency monetary policy, … Continue reading

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The PETRR Principal: How to Compare Growth Stocks and Yield Stocks

Today’s Wall Street Journal points out that despite weak EPS growth Procter & Gamble commands a higher PE ratio than Google because it has a juicy dividend.  Investors reaching for yield are piling into high dividend stocks without paying much … Continue reading

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