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Articles by Stephen Mauzy

Google and a Trillion Dollar Market Cap

I tend to avoid most investment opinions I hear or read on popular media outlets.  But occasionally something is said that piques my interest. Jim Breyer, founder and CEO of Breyer Capital and a partner in Accel Partners, piqued my interest in a recent CNBC interview published on Yahoo! Finance. So, what did Breyer proffer [...]

Why Warren Buffett Is Wrong on Dividends (Part II)

In his 2012 letter to shareholders, Warren Buffett offered a persuasive (some might say impregnable) argument for Berkshire Hathaway (NYSE: BRK.a) foregoing dividends. This past Wednesday, I presented a brief synopsis of Buffett’s argument. Here’s an abridged version of the abridged version I gave on Wednesday: Buffett posits that Berkshire investors can manufacture their own [...]

Why Warren Buffett Is Wrong on Dividends

I’m in the 1%. No, not the 1% that controls an inordinate amount of wealth and, therefore, draws and an inordinate amount of invective from grandstanding demagogues. I refer to the 1% that believes Warren Buffett is wrong for eschewing dividends in favor of total reinvestment in Berkshire Hathaway (BRK.a). Even within the chambers and [...]

3 High-Yield Stocks for Socially Responsible Investing

First, permit me to clear the air. My concept of socially responsible investing is diametrically opposed to the pervasive concept of socially responsible investing. From my perspective, to invest responsibly is to invest in companies that produce products and services people willingly purchase in a free market. To invest in companies spawned by the seed [...]

Showing Up: The Single Best Reason for Staying Invested

There is a simple quote attributed to Woody Allen that I’ve always found insightful and useful: “Eighty percent of success is showing up.” I like this quote because so few people appreciate its profundity. When I invoke it, most people react dismissively: “Of course, showing up is important, but anyone can show up.” How untrue. [...]

For Income Investors, Patience Is A Virtue

Patience is not only a virtue, it’s a necessity to becoming a great investor.  Few investors possess patience, which is why few are great investors. Patience matters even more to income investors.  To build meaningful wealth, income investors must stand back and allow time to work to their advantage. I’ve seen time work to the [...]

Target Stock: An Irresistible “Buy” Signal

Dividends are the most reliable signaling mechanism: When increased, they usually foreshadow sunshine and smooth sailing. When cut, they usually foreshadow gloom and turbulence. Investors would be wise to heed Target Corp.’s (NYSE: TGT) quarterly dividend, which was not only increased, it was increased by an eyebrow-raising amount –  21%. The latest increase lifts the [...]

A 9% Yield Found in the Coal Industry

The Environmental Protection Agency (EPA) has carpet-bombed coal with ceaseless regulations for the past decade. The latest batch were delivered earlier this month. The EPA proposed to cut carbon emissions from power generation 30% below 2005 levels by 2030. The EPA’s target is clearly coal-powered electric utilities. Coal fuels roughly 40% of the electric utilities [...]

Offshore Drilling: The Single Best Value Buy in Energy Today

When baseball legend Wee Willie Keeler was asked the secret to his hitting prowess, the diminutive right fielder replied, “Keep a clear eye, and hit ‘em where they ain’t.”  Sage advice, considering Weeler retired with a .341 batting average, the 14th all-time highest, in 1910. Keeler’s words ring as true today as they did 100 [...]

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