October 24, 2018
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
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 31, 2016
One of the best pieces on capital allocation by Mauboussin/CSFB updated through 2015. PS In honor of my 10! year blogiversary I made all my ebooks free to download on Amazon. Chart then download: —- —- Download PDF Capital Allocation Website […]
January 17, 2016
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
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
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
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
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
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
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
March 20, 2013
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 […]