October 24, 2018

Global Income Slide Pack

Fun BIG slide pack on all things yield.  Make it to the end for lots of shareholder yield thoughts… Chart then download… —- —- Download PDF Global Slide Pack Website https://www.societegenerale.com/en/home 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
October 11, 2017

Is the Dividend Trade Cracking?

Y’all know how I feel about high dividend yielders but a nice blog from AB… Chart then download: —- —- Links Is the Dividend Trade Cracking? Website https://blog.alliancebernstein.com/
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 […]
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 […]
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 […]
August 29, 2013

Dividends in Rising Rate Regime

Two pieces have come out recently on how dividends respond to a rising rate environment (short story: poorly).  We featured an OSAM piece on the blog this week, and below is a nice piece from Morningstar. Quick chart before the […]
June 26, 2013

How Not to Invest in Dividend Stocks

Forward Investing takes up the topic of dividends, an area certainly of interest to most investors. While I agree with some of this article, and disagree with some as well, it is worth a look. A quick chart before the […]
June 12, 2013

Value, Mo, and Dividends in Emerging Markets

The good folks at O’Shaughnessy have another good paper out, this time examining the traditional value, momentum, and dividend factors in emerging markets.  Not surprisingly, they work great! A quick chart before the download: —- —- Download PDFs here Emerging […]
March 20, 2013

Dividend Signaling

There is a lot that people get wrong when it comes to income investing.  This is one reason we put together the Shareholder Yield book coming out in a few weeks, finally!  (For those that cannot wait a good review […]
February 10, 2013

The Fiscal Cliff and Your Portfolio

There are a few shops that I consider to be absolute must reads for everything they publish. Research Affiliates, GMO, and Leuthold are a few such shops we have featured on The Idea Farm, and this month’s research note by […]