malach hamovess

Staying Away from These 15 Dividend Decreasers

the list lumped some real basket cases - C, NYT come to mind, with a few that have a real sustainable business model that just need to conserve cash and bolster their balance sheets - JPM being a real standout here, one of the few major banks with a real future.

the fact that dividend cuts are far more radical than increases should not come as a surprise - increases are expected and "normal"; cutting a div is a highly radical step and is done with fear and fury.

Commercial Real Estate Offering 8%-9% Cap Rates, Anyone Interested?

Higher cap rates are reflective of lowered expectations for growth in the underlying property revenue streams. Heading into an indeterminate recession it may not be realistic to assume that an Avalon Bay can roll over rents at higher rates, or that a Simon Properties can keep its inline stores occupied by profitable retailers.

Those who differ are invited to buy these stocks at "bargain prices".