JNJ: Dividends and Divestitures
There are few stocks that have been held for 41 years at Crawford Investment Counsel. One is Johnson & Johnson (J&J).
Electric Vehicles: Driving Investment Opportunity
Given the rapid adoption of electric vehicle technologies, it’s an exciting time to be an investor in industrial and technology companies.
An Attractive In-Plan Income Solution
For 401(k) participants seeking income, we believe the Crawford Managed Income Strategy is an attractive solution.
Adding Alpha
Our Dividend Growth strategy has a 40-year track record of success and positive alpha generation.
The Grand Experiment
While equities are our asset class of preference, we believe the best approach for many investors often includes a mix of both stocks and high-quality bonds.
Are Bond Yields Compensating Investors for Inflation
Bourgeoning inflation anxiety has many bond investors concerned about being adequately compensated.
The Intersection of Quality and Valuation
Valuation is an important and final component of our expected Total Shareholder Return (TSR) framework.
Where Did the Bond Vigilantes Go?
In the face of extremes, the bond market remains surprisingly calm. Given these circumstances, one might ask, “Where did the bond vigilantes go?”
The Natural Rate of Interest
The natural rate is theoretical, that is, unobservable, but it is nonetheless of extreme importance to both policymakers and investors.
The Psychology of Inflation
We believe that the psychology of both inflation amongst consumers and wages amongst workers will be key determinants of future inflation.
The State of the Consumer
At Crawford Investment Counsel (Crawford), we believe the financial condition of the U.S. consumer has rarely been better.
Defining Return Expectations by Employing a TSR Framework
Our internally developed TSR methodology is one important enhancement to our proprietary process that relies entirely on our produced research & analysis.
