American Exceptionalism: Economic Impact & Stock Market Returns
American Exceptionalism has played a significant role in shaping the country's economic and stock market superiority. This has been a significant success factor in our client portfolios.
Not Diversification, Dividendification!
We seek diversification by investing across various areas and sectors of the market, and we insist on dividendification in the name of achieving successful outcomes for our clients.
The Tale of Transitory Inflation
Our goal with this piece is not to comment on this ongoing debate, but rather to question whether transitory inflation is, like the Boogeyman, imaginary.
Stocks: Rent, Own, or Just Stay in a Hotel?
If owning a stock with a six-month time horizon is analogous to renting, then options contracts can be compared to staying in a hotel.
The Total Shareholder Return Trifecta
We invest to achieve an investment trifecta by selecting stocks that provide our investors with all three components of total investment return: fundamental business progress or growth, dividend yield, and valuation improvement
Don't Be Fooled By Dividend Hubris
Not all dividend-payers possess Dividend Integrity, and some actually exhibit what we call Dividend Hubris.
Dividend Integrity: Mitigating Risk & Adding Alpha
We believe Dividend Integrity is unique in that it favorably impacts return while also reducing risk.
Dividend Integrity: Now More Than Ever!
Given the current environment, we believe now is a particularly good time to revisit and reemphasize our commitment Dividend Integrity.
Stocks: Rent or Own?
Today, many are effectively “renting” stocks in an attempt to create short-term trading gains, rather than owning equities for long-term total investment return.
Watching & Waiting
As we move forward into 2023, Watching and Waiting seems an apt description of the posture of investors and where we find ourselves today.
Looking Back and Looking Ahead
Since we find ourselves at the beginning of a new year, let’s take a broad look back at what we have seen transpire over the past 12 months.
You Are Here: Intersection of Quality and Value
Crawford seeks to be at the intersection of value and quality. Here is how we get there.
