Bob Shreve

10 Dividend Stocks for Enterprising Investors

I'm only familiar with 2 of the stocks that this author believes are good dividend producers, and he is dead wrong about them.

Pfizer cut its dividend in half in January. It's yield based on this year's dividends is 5.6% (a/o 11/6). It's yields, based on dividends since the cut (forward yield), is 2.8%. When management cuts dividends to pay for acquisitions, that is probably not a good dividend stock.

Merck's current dividend is an okay 4.6%. It hasn't raised its dividend in 4 years and the last annual raise totaled $.02. This is not really a good candidate for a dividends investor.

This article is proof that stock screens are only the first step. Additional research is mandatory. This article obviously lacks that.
Regards,
Bob

Which Way Market?

Head and Shoulders was a good dandruff shampoo -- is it really a good stock indicator?

NARcasting the Future of U.S. Housing Prices: July 2009

Thank you for list. Hysterical.

Employment Report: The Never-Changing Story

Mark,
I'm impressed by the depth of your analysis and by your ability to see past the BS, and I thank you for the non-partisan even-handedness.

John Galt,
Re CEO pay: companies that pay athletes and movie stars are choosing them and their pay rate from a group of potential employees to make money. There is some managerial and financial control. Management has been able to influence their own pay without this kind of cost-benefit analysis. Essentially, they pay themselves with shareholder money, without shareholder consent. Your question is right: Would the #2 or #3 do much worse for much less money? My question is "Would the guy only do half as good a job if he only made $20 million instead of $40 million?" I believe that the problem of CEO pay is a corporate governance issue.

David Swensen Changes His Portfolio Allocations

Thanks for the information. I admire Swensen for taking the time to 'talk' to average investors. Regarding hedge funds, I'm sure that Yale gets a better deal on their investments than most hedge fund investors. I read an article in which he talked about his relationships with the people he invests with. In fact, I believe he had gotten to the point where one of his investment criteria was the character of the principals.

Successful in 2008, Swensen Protégé Criticizes 'Yale Model'

Markets go up and markets go down. The reality of Swensen's skill and the "Yale model's" success will be measured over time, not for 2008 alone. Perhaps the institutions that are having problems should have stuck $ for their immediate needs in shorter term instruments, the way we mortals are advised to do.