Dividends & Income Daily

Dividend investing, dividend growth investing, etf investing, macro
Dividends & Income Daily
Dividend investing, dividend growth investing, ETF investing, macro
Contributor since: 2012
Company: Dividends & Income Daily
Hello Richjoy403,
Thank you for your comment.
I just used a simple Bloomberg S&P 500 screen with the following codes:
TRAIL_12M_PROF_MARGIN
EQY_DPS_GROSS_1YR_GROWTH
Thank you.
Hello S@m,
Please see our response to Chris Damas’ comment.
Thanks.
Hello Daniel,
As investors, we have to plan for various outcomes and manage risk exposures. We’re fine with these high-beta stocks rising without us participating. Currently, we believe there are other investments with much more favorable risk-reward dynamics out there.
Thanks for reading!
Hello Chris,
Thanks for the comment.
We mentioned MON and MOS to stress that the agricultural chemicals industry is competitive. And we realize most of these companies don’t fit neatly into the “industrial chemical” or “agricultural chemical” categories.
Would you agree that the 8 companies in our list, despite any divestitures, will continue to have a high degree of cyclicality in their businesses and systematic risk in their stocks?
Because that’s our main point—be aware of the market risk in your portfolio and reduce exposure to high-beta dividend payers.
At some point in the future after a period of market stress, we’re going to advocate investing in more volatile dividend payers. In order for that view to have credibility, we need to have made the opposing call.
Thanks for reading. And keep the comments coming!
MWinMD, thank you for your comment. If you are worried about rising rates, we suggest taking a look at these preferreds as well: http://bit.ly/1exDfrk
Nope! Current dividend for WEC is $0.34 quarterly, or $1.36 on an annual basis.
Confirmed. Correction submitted, should be up soon. Cheers!
Correction submitted. Thank you for pointing it out.
My apologies for not making it explicit, but the figure assumed reinvestment of the dividends. Otherwise, yes, the YOC would be just as you calculated.