October 28, 2018

Global Buybacks

Good FAJ on how global buybacks affect stock market returns.  Hint: a lot. Chart then download… —- —- Download PDF Net Buybacks and the Seven Dwarfs Website https://www.cfainstitute.org/en/research/financial-analysts-journal/2018/faj-v74-n4-4 Good investing, Meb Faber theideafarm.com
October 26, 2018

Improving on Buybacks

The OSAM crew (who probably knows more about this topic than anyone) on improving on buybacks… Chart then download… —- —- Download PDF Q3 OSAM Letter Website https://www.osam.com/ Good investing, Meb Faber theideafarm.com
February 15, 2018

A Five-Minute Read I Strongly Encourage

If you’re invested in dividend mutual funds or ETFs, you should read the update below. Love it or loathe it, it’s worth your time to consider it. “Think Income and Growth Don’t Exist in this Market? Think Again.” Regards, Meb
January 17, 2016

The Global Income Investor Slide Pack

Basically dividend investing has no correlation to cash flows, but shareholder yield does.  You know I like it!  Lots of other great charts in here. Screenshots then links. —- —- Download PDF The Global Income Investor Slide Pack Website http://www.societegenerale.com Get a […]
October 6, 2015

Buybacks an Oasis?

Good article on buybacks (err, issuance). Quote, chart then the link: —- “The media has been all over the $700 billion in buybacks. But how many have noticed the $1.2 trillion in new share issuance? ” —- Download Are Buybacks […]
September 16, 2015

Turns Out, CEOs Aren’t Stupid

I’m surprised this article didn’t get more coverage in the financial media.  I sent a summary earlier but here is the full article from OSAM on buybacks. One chart then the link: —- —- Download High Conviction Buybacks Website http://osam.com/ […]
June 17, 2015

Lemons & Dividends

I usually only include one piece per email but these are related so here is two.  One on dividends, one on buybacks.  I learned a few things here! Chart then download: —- —- Link to Articles Buyback Extravaganza  The Market […]
October 4, 2014

The Power

I thought I had sent this piece out this summer but I didn’t see it in the archives.  You know I love it of course, but it drills down an important point – when using buybacks, also sorting on value […]
May 15, 2014

Dividend and Buyback FAQ

Nice piece from Credit Suisse and Mauboussin on what companies do with their money. Quotes then downloads: —- -Corporate cash balances are building because Corporate America’s return on investment is high and its reinvestment rate is modest. The issue of disbursing cash […]
December 9, 2013

A Very Important Yield Chart

I think this chart is hugely important for yield investors.  Great work as always from OSAM: Chart then download —- —- Download PDF here: The Myth of the Most Efficient Market Website: http://www.osam.com