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.

Why Media Stocks Are Looking So Ugly

worst of all - there is absolutely no moat around any of these stocks; cable has virtually obliterated any real barriers to entry; the internet has allowed anyone and everyone to compete; and the viewing public has become so diffuse, that the chance of sustained concentration in viewers or readers, or other devourers of content is slipping off the ledge.