Author and Wharton Professor Jeremy Siegel says dividends could — and should — be coming back into favor. In an interview with The Motley Fool’s Morgan Housel, Siegel discusses the reasons why dividend payouts have declined over the years, including tax issues and the fact that the rise of stock options as compensation have given [...]
Read moreSiegel Sees Historic Buying Opportunity
Wharton professor and Stocks for the Long Run author Jeremy Siegel says stocks are as cheap as they’ve been since the early 1950s, when the interest-rate climate is taken into consideration. Siegel tells CNBC he doesn’t think that Europe’s debt crisis will lead to a Lehman Brothers-type event. He says he “loves dividend-paying stocks”, and [...]
Read moreDoll: Focus on Dividends and Free Cash Flow
Blackrock’s Bob Doll says investors should focus on firms that pay strong dividends — but make sure that the firms have the free cash flows to raise their dividends. “Dividends work if the company raises the dividends. It’s about free cash flow, not the dividend” itself, Doll tells CNBC. “In a world that we muddle [...]
Read moreReese: Look to Dividend Stocks, Not Treasuries
In his latest article for Forbes.com, Validea CEO John Reese says that dividend-paying stocks — not Treasury bonds — are a good place to look for yield in the current market environment. With investors flocking to the perceived safety of Treasury bonds amid the U.S.’s economic fears, yields on Treasuries have plunged. “Annual returns of [...]
Read moreFocus on Dividends, Siegel Says
Wharton professor and author Jeremy Siegel says dividend-paying stocks — not Treasury bills, which he says are back in “bubble” territory — are the place investors should look for yield. “Despite the slow growth over the past decade, U.S. corporations, as typified by those in the S&P 500 Index, have been making record profits by [...]
Read moreDon’t Forget The Dividends — And Inflation
Investors may spend a lot of time fretting over whether their portfolios are going up or down. But, despite all of the advances in stock market data availability, many may not be getting an accurate picture of what their portfolios are really doing, says The Wall Street Journal’s Jason Zweig. According to Zweig, after last [...]
Read moreSiegel: Market Still Cheap — Very Cheap
Wharton Professor and author Jeremy Siegel says stocks are more attractively priced than they’ve ever been during ultra-low interest rate periods, and says investors looking for yield should turn to high-dividend-paying stocks. Price-to-earnings ratios around the world are reasonable and the quality of earnings is extraordinarily high, Siegel said at a Canadian Imperial Bank of [...]
Read moreDividends and “Corporate Scrooges”: WWBGD (What Would Ben Graham Do)?
While U.S. companies have been raking in big profits since the end of the Great Recession, much of those profits are staying locked up on corporate balance sheets. And, in a recent column, The Wall Street Journal’s Jason Zweig takes a look at why that’s happening, and what he thinks the great Benjamin Graham would [...]
Read moreReese: Five Dividend Plays — With or Without the Tax Break
In his latest article for Forbes.com, Validea CEO John Reese takes a look at five high-dividend-paying stocks that could get a boost from the recent extension of the Bush-era tax credits. “By extending the 15% cap on qualified dividends for two more years, the proposal could mean a boost in some firms’ dividend payouts, and [...]
Read moreO’Shaughnessy: Want Income? Look at Stocks, Not Bonds
Conventional wisdom is that investors looking for income (as opposed to capital gains) should focus on bonds. But in his latest market commentary on his firm’s web site, James O’Shaughnessy says history shows there is a far better way. O’Shaughnessy’s firm conducted a study that covered the period from Dec. 31, 1962 through the end [...]
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January 18, 2012
