Category Archives: Uncategorized

Some highlights from Barron’s: When it comes to picking stocks, quality trumps timing, says Clare Hart, the lead manager of JPMorgan Equity Income (OIEIX). “With a quality company, a lot of times people will say, ‘That’s interesting, but I don’t know what the … Continue reading →

From MarketWatch Health-care stocks appeal to Andrea Williams, who manages the Royal London European Income Fund. Among her favorites: Roche Holding AG (SWL:CH:ROG) (OTN:RHHBY) and Novartis AG (NYSE:NVS) (SWL:CH:NOVN) . Those companies have dividend yields of around 4% to 4.5%, … Continue reading →

From an excellent research piece by Tweedy Brown: • Over the long term, the return from dividends has been a significant contributor to the total returns produced by equity securities. • There is an abundance of empirical evidence which suggests … Continue reading →

From WSJ: “We are near another all time high for total return, even as stocks remain 10.2% off their all time high. We need a 0.14% total return to set a new record, which includes today’s dividends adding .02%. Dividend … Continue reading →

A good article from MarketWatch: “Mortgage REITs operate in much the same manner as leveraged bond funds, borrowing at lower short-term rates to invest in higher-yielding, longer-term securities. The product of this arbitrage constitutes most of the total return to … Continue reading →

From Barron’s: Spectrum Brands Sets $1 Special Dividend Spectrum Brands Holdings, Inc. (SPB) said it’s initiating a $0.25 per share quarterly common stock dividend starting in fiscal 2013 – expected to be paid in March, June, September and December each year – … Continue reading →

The DividendGrowthInvestor.com has an excellent post about the power of compounding dividends: “Anne Scheiber, who turned a $5,000 investment in 1944 into $22 million by the time of her death at the age of 101 in 1995. Anne Scheiber worked … Continue reading →

For a few years now, “dividend investing” has become part of everyone’s investing lexicon.  The zero interest rate environment created by the Fed coupled with the “new normal” of slow growth, high unemployment and lower expected real return on assets … Continue reading →

From iShares Blog:  Be careful what you pay for…in this low-yield environment, many investors are scrambling to get whatever they can in terms of yield…but be prudent.  Look for solid mREIT and Energy picks and stay away from US Utilities…at … Continue reading →

From Barron’s: “Energy infrastructure company Williams Cos. (WMB) upped its common stock dividend by 4%, to $0.3125 from $0.30, payable Sept. 10 to holders as of Aug. 24. In a statement, Williams said the increase “is consistent with the company’s previously announced plan to increase its … Continue reading →