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 more
Tag Archives: Dividends
Dividends 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 [...]
Read moreSiegel Sees Historic Buying Opportunity
December 22, 2011
0 Comments
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
December 19, 2011
0 Comments
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
August 26, 2011
0 Comments
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
August 25, 2011
0 Comments
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
July 11, 2011
9 Comments
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
June 29, 2011
0 Comments
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 more
