AMP123

Ackman Expands on His Realty Income Short

I agree with Overbet. Dump Scribd.


On Oct 20 11:27 PM overbet wrote:

> why are people using scribd it is the absolute worst.

Markets Punish Dividend Cutters

It's interesting to look at free cash flow (FCF) and payout ratios for these companies over the last three years. When FCF is declining y-o-y and the payout ratios is over 50%, It sure looks like a clear warning sign that dividends may be cut, or at least flat.

While this suggest setting screening criteria to filter for the above, further analysis is needed. It would be interesting to backtest FCF and payout over the last 10 years to determine if there really is correlation to subsequent dividend cuts.