I spoke with someone recently who gave rather unusual investment advice. Buy VWO when under 35 (market is undervalued) and sell when over 45 (market is overvalued) Wait for VWO to go under and buy it back. Quite an odd something to buy and hold as its an emerging markets fund.

I realize that we cannot time the stock market ebbs and flows but we can value a company within that market. In doing so, we have some idea when our wonderful company within our portfolio may become overvalued. So when it reaches that point and the stock company is ready to distribute a dividend, do you reinvest dividends or not? That is the question. Since, you already have a basket of stocks do you take the dividend and put it towards an undervalued stock in your portfolio? Do you reinvest the money into the same company regardless of its value? or do you take other actions with the dividend distribution. For me, I generally reinvest the dividend regardless of the company's stock value only because I do not have the time nor patience to watch my portfolio. So, for me its a 50/50 crap shoot of whether or not I'm getting the best value with DRIP. What does everyone else think about the DRIP?

We can use this thread as idea generation for Nathan's videos, readings you want to see here, building something in Excel, software ideas that would help you with trading or investing, and anything else you can think of.

I came across this video and it does a very good job helping understand the ROIC metric. It makes you aware there are several different ways to value a company. https://www.youtube.com/watch?v=iSeqY8AHvq4

I really love the stockanalysis.com site a lot. Makes screening super easy with their screener https://stockanalysis.com/stocks/screener/ this screen is 10+ consecutive years of dividend growth with 10%+ annual dividend growth over 5 years and 10%+ 5-year ROIC and then sorted by ROIC since many people including @David L. like this metric. I would have done the Excel version but I don't wanna pay for premium when I could just screenshot and share on my own. Pretty solid companies in here that might outpace inflation