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The Top Dividend Paying ETFs and Stocks [view article]
Couple of ratios that may add value is
a) payout ratio: how much earning is being paid out as dividend. Some of the companies have payout ratio of >100%, which is unsustainable.
b) dividend growth rate. I am more interested in consistent dividend versus, for instance, dividend that goes up or down based on commodity prices May 12 11:04 AM
Call writing (BEP, FFA, IGD, JPZ, JSN, MCN, NFJ) [view article]
I have been researching BEP and FFA and observed that they are selling to significant discount to NAV. The yield is really good. Any theories on what may be going on?

Here is my approx analysis based on NAV, not on market price. As of Jan 5, 2006
BEP's NAV is 17.87. It started trading in March, 2005 with NAV of 19.07. It has paid two dividents of $1 each. So over 9 months the return is: $0.80, which is about 4.2%. SP500 is up about 8% in that period

FFA has a NAV of 19.31, it started in Oct 2004 at NAV=19.10. It has declared divident of 2.135. So return is: $2.345, which is 12.27%. SP500 is up about 13% in that period.

I realize the returns should have no correlation to performance of SP500, other than its volatility.

My analysis is rudimentary but I am interested in sparking a discussion about how to evaluate/benchmark the performance of these instruments. Jan 06 12:08 PM

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