Posts filed under “Dividends”
Source: J.P. Morgan Guide to the Markets This is a question that does not get discussed enough — Why are US dividends so much lower than the rest of the world’s ?
Category: Digital Media, Dividends
Interesting discussion in the office today with some of our analytical team: Will any of the cash rich companies who have been sitting on the fence about issuing dividends reconsider their positions? What about a one time special cash dividend before the tax rates go up next year? Think of companies like Apple (AAPL), Berkshire…Read More
Category: Dividends
Over the last few weeks, we have discussed the questionable data and mediocre results of Jeremy Siegel’s Stocks for the Long Run (See this, this and this). When we step back and take a look at The Really Long Run, we see a much clearer picture. The deep historical perspective as it pertains to the…Read More
Category: Dividends, Fixed Income/Interest Rates, Investing, Quantitative, Valuation
Doug Kass on Donald Luskin: Many are concerned that a combination of higher tax rates and lower spending puts the U.S. on a fiscal cliff at year-end. (CNBC’s Maria Bartiromo has been particularly vocal about the subject.) On the tax point, Don Luskin wrote an op-ed in The Wall Street Journal over the weekend,…Read More
Category: Dividends, Really, really bad calls
Invictus here. A few items of interest (I hope) that I’ve been thinking of lately. What Type of Jobs Recovery Are We Having? Everyone’s seen Bill McBride’s employment chart, which he dutifully updates every month (along with just about every other economic release that comes out). Bill’s chart shows the percent change in employment relative…Read More
Category: Data Analysis, Dividends, Economy, Employment, Markets
Bloomberg Businessweek – The Confusion Over Stock Dividends Yet treating stocks as income-generators comes with a cost. “Rather than viewing dividend stocks as a way to capture extra yield, in the past we have stressed that dividend stocks should simply be viewed as a slightly less risky form of stock investing,” Jim Bianco of Bianco…Read More
Category: Dividends, Think Tank
With dividend payments at an all-time high and much of the Treasury yield curve effectively at zero, dividend-paying stocks have been in vogue as of late. Many investors are willing to reach out a bit further on the risk curve to capture this extra yield. Rather than viewing dividend stocks as a way to capture…Read More
Category: Dividends, Think Tank
> Although markets have already rallied strongly in 2012, the move is still early if current price ratio trends behave similarly to recent history. The chart shows the price ratio of the SPDR S&P Dividend Index ETF (SDY) relative to the S&P 500 (SPY). A rising price ratio means dividend-oriented stocks are outperforming (risk-off), while…Read More
Category: Dividends, Fixed Income/Interest Rates
“We remain concerned over their ability to withstand stress in an uncertain economic environment. We strongly encourage [that the Fed’ delay any dividends or compensation increases until they can show that their earnings are strong and their assets sound. Given the continued uncertainty in the markets, we do not believe it is the right time…Read More
Category: Bailouts, Dividends, Federal Reserve, Really, really bad calls, Regulation
