In his first-quarter letter to shareholders, top fund manager Bill Nygren of Oakmark says that he’s keying on companies that are putting their cash to work. “Corporations today have unusually strong balance sheets and are generating much more cash than they can profitably reinvest in their own businesses,” Nygren writes. “Unless managements just let the […]
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Tag Archives: Dividends
High-Dividend Stocks for the Gurus
January 2, 2013 
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In his latest column for MSN Money’s Top Stocks, Validea CEO John Reese highlights a handful of high-dividend stocks he thinks are worth a look right now. “In the months leading up to the fiscal deal, high-dividend stocks have been taking some hits,” Reese writes. “While fiscal cliff and higher taxes on dividends may not […]
Read moreTop Dividend Manager Talks Strategy
December 28, 2012 0 Comments
T. Rowe Price’s Tom Huber, whose Dividend Growth fund is in the top 13% of funds in its category over the past five years, according to Morningstar, says that tax increases associated with the fiscal cliff aren’t reason to avoid dividend-paying stocks. “There is a lot of discussion and worry [about the tax hikes] more […]
Read moreDon’t Ignore The Dividends
August 13, 2012 0 Comments
The Wall Street Journal’s Matt Phillips has a simple message for investors: Do not forget about dividends. “Dividends matter! Dividends matter! Dividends matter!” Phillips writes on the Journal’s “MarketBeat” blog. He references recent commentary from Standard & Poor’s Howard Silverblatt as proof. “We are near another all time high for total return, even as stocks […]
Read moreStocks Offering Nice Dividends — And Value
July 26, 2012 0 Comments
With bonds yielding so little, many investors have been looking for yield in the form of high-dividend stocks — which has made some of those picks rise to unattractive valuations. But in his latest article for Forbes.com, Validea CEO John Reese looks at some stocks that are offering nice dividends, and still trading at cheap […]
Read moreDividend Data Points to Market Being Undervalued
June 11, 2012 0 Comments
MarketWatch’s Mark Hulbert says that the stock market is “closer to undervalued” than overvalued, and that the market is “poised to produce above-average returns over the next couple of years.” Using data from Investment Quality Trends, Hulbert looked at stocks of some of the “highest quality and most profitable companies, as defined by criteria such […]
Read moreZweig: Dividends Aren’t Easy Money
April 11, 2012 0 Comments
While investors overall are still lukewarm on U.S. stocks, one section of the market they have been keen on in 2012 is dividend stocks — perhaps too keen, says Jason Zweig. In his Intelligent Investor column for The Wall Street Journal, Zweig says that so far this year, investors have put a net of $9 […]
Read moreDividends a “Powerful Theme”, Says Top Fund Manager
March 23, 2012 0 Comments
Royce and Associates’ Charlie Dreifus, whose Royce Special Equity fund is in the top 11% of its category over the past ten years and the top 5% over the past five years, says dividends “will be a powerful theme for the future” for stock investors. “Our basic hypothesis is that companies with a moderate current […]
Read moreOSAM: Shareholder Yield Surpasses Dividend Yield
March 21, 2012 0 Comments
While paltry fixed-income yields have had investors on the prowl for high-dividend stocks, James O’Shaughnessy’s firm says they should be looking in another place for yield. “Though dividend yield works very well internationally, investors in U.S. stocks should instead focus on shareholder yield, a factor we have long advocated that has provided considerably stronger returns […]
Read moreSiegel on Dividends — and Why So Many Missed the Crash
January 18, 2012 0 Comments
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 […]
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