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.

Four Stocks I'm Watching This Week

it's a bizarre analysis that pegs the div to the price; GE needs to re-establish financial creds. that will only happen if it rebuilds its balance sheet, an impossible fete if its cash flow and earnings are being drained for the div.

the market has concluded that if GE does keep its div this year and next, it will only be at the cost of a growth-towards-recover... strategy

i'd rather a stronger GE with the hopes of a div when it can pay one safely