Are Dysfunctional Dividends Hiding In Your Portfolio?
Listen now
Description
More on dividend growth investing  -> Join our market newsletter! Check out our Union Pacific Investment Report Do you feel confident that the dividends in your portfolio are healthy? What techniques can you use to get a clearer picture of a company's long-term dividend growth prospects? This month, Greg examines a simple 3 decision model from Aswath Damodaran to determine how companies create value for shareholders, and what it means for you as a dividend growth investor. He draws the line between companies that pay a healthy dividend and companies that are in a dysfunctional dividend mindset. As part of that, Greg gives you two simple models to employ when you're considering a company's dividend-paying capability. Later he takes a moment to discuss some of the wisdom of the late Charlie Munger.  Models used in today's Episode: ROIC Model - (Excel download) Excess Cash Flow Model - (Excel download) DCM Investment Reports & Models - (Website) Happy Holidays from The Dividend Mailbox! **NEW** If you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at [email protected]. Visit our website to learn more about our investment strategy and wealth management services. Follow us on: Instagram - Facebook - LinkedIn - Twitter If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review
More Episodes
More on dividend growth investing -> Join our market newsletter! The last time the S&P 500 dividend yield was sitting at 1.17% was in February of 2001. Many investors remember the stretched valuations 23 years ago, and even more so, how the following year proved to correct that...
Published 11/19/24
Published 11/19/24
More on dividend growth investing -> Join our market newsletter! The corporate lifecycle is an important yet often overlooked factor in investing. Like all things, companies age over time, with each phase having its own pros and cons. In this episode, Greg explores the corporate life cycle's...
Published 10/18/24