Practical analysis for investment professionals

dividends


The Equity Advantage: Reinvestment of Earnings

Equities can compound in value in a way that investments in bonds, real estate, and other asset classes cannot.

The Elephant in the Room: The ESG Contradiction

The inherent conflict between the "E," the "S," and the "G" in ESG investing can no longer be ignored.

Buybacks and Dividends: Sizing the Upswing

Dividends and buybacks are poised for a comeback this year.

Book Review: Keeping Your Dividend Edge

In Keeping Your Dividend Edge, Todd Wenning, CFA, describes the new market environment that necessitates a revised approach for selecting and monitoring dividend-paying stocks.

In Practice Summary: Build in Buybacks for Better Forecasts

When investors forecast long-run drivers of stock returns, are cash dividends or payouts such as buybacks more accurate criteria than fundamentals? A new study suggests that they are. Mark Harrison, CFA, explains.

Don’t Forget Taxes When Comparing Dividend Yields

In their overzealous efforts to chase yield, investors often fail to consider the tax implications involved in owning dividend-focused investment products. The tricky thing about dividend income is that not all of it is taxed the same way.

Book Review: Get Rich with Dividends

This book is a worthwhile contribution to the retail literature on investing in dividend-growth stocks that offers a credible investment strategy along with a wealth of supporting data and background information.

Do Dividends Create Shareholder Value?

Berkshire Hathaway has never paid a dividend, yet Warren Buffett extols the dividends the company receives. What gives?

Obama Won. Now What for the Fiscal Cliff, Dividends, and Taxes?

President Barack Obama swept to victory on Tuesday, securing four more years in the White House. Now what? What does the outcome mean for taxable investors and what should you and your clients be thinking about between now and the end of the year?

Reformed Broker: Five Reasons We Hate the Stock Market (And One Reason Why It’s No Sign of a Bottom)

Well-known blogger Joshua Brown, a.k.a The Reformed Broker, recently offered five reasons why Americans are fleeing the stock market. While he makes some sound points, he neglected to account for one key factor affecting stock market performance in the last few decades: the bubble in demand for equities created by Baby Boomers.