Posts filed under “Dividends”

Quote of the day: “Earnings, Dividends & Buybacks”

Floyd Norris mentions a wild data point:

“Over the last four years, since the buyback boom began, from the fourth quarter of 2004 through the third quarter of 2008, companies in the S.&P. 500 showed:

Reported earnings: $2.42 trillion
Stock buybacks: $1.73 trillion
Dividends: $0.91 trillion”

Geez, did these guys really spend every dime they made in profits on stock buybacks and divvies? That doesn’t really leave a lot of money to go back into R&D, new product development, are anything else innovative.

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Source:
Shareholder Value
Floyd Norris
December 10, 2008, 11:31 AM

http://norris.blogs.nytimes.com/2008/12/10/shareholder-value/

Category: Corporate Management, Dividends, Earnings

Why Are Banks So Different From Autos?

This is such an . . . odd quote .. about the auto bailout in the NYT: “Not since Harry Truman seized America’s steel mills in 1952 rather than allow a strike to imperil the conduct of the Korean War has Washington toyed with nationalization, or its functional equivalent, on this kind of scale. Mr….Read More

Category: Bailouts, Corporate Management, Dividends, Markets

S&P500 Dividend Yield vs 10 Year Treasury

Randall Forsyth of Barrons pointed out that the dividend yield on the SPX has surpassed the yield on the 10 year, and asked a few people what this might mean. Fascinating data point. I wrote back that this tells us a few things: 1) After a 47% freefall, Stocks have gotten relatively cheap, at least…Read More

Category: Dividends, Markets

Biggest Dividend Cuts in 1/2 Century

Category: Dividends, Valuation

New Bailout Price Tag: $2.25 Trillion Dollars

Category: Bailouts, Credit, Dividends, Federal Reserve, Taxes and Policy

Understanding How to Analyze Market Metrics

Category: Dividends, Earnings, Investing, Markets, Quantitative

Its Unanimous: Banks Have Bottomed!

Category: Contrary Indicators, Credit, Dividends, Financial Press, Valuation

Corporate vs Personal Income Taxes

Category: Corporate Management, Dividends, Taxes and Policy

Where Have S&P500 Returns Come From?

Category: Dividends, Investing, Markets

Disturbing Trends: Dividends & Earnings

Category: Commodities, Dividends, Earnings, Investing, Markets