Search found 19 matches

by ForeignExchange
Mon Feb 21, 2005 3:10 pm
Forum: SWR Research Group
Topic: High Dividend Strategies
Replies: 70
Views: 87144

Ken Fisher discusses style investment in the chapter given to him in the 1994 book The Money Monarchs, by Douglas J. Donnelly. Ken is not exactly a newbie at this and to transform his firm from a straight value investment firm to style investing is quite a transformation, in thinking. To me the most...
by ForeignExchange
Sun Feb 20, 2005 12:35 pm
Forum: SWR Research Group
Topic: High Dividend Strategies
Replies: 70
Views: 87144

For those who don't like the risks of investing in small cap, you may want to read some old research from Ken Fisher published in 1999.

http://www.fi.com/us/media/editorialArc ... hStyle.pdf
by ForeignExchange
Sun Feb 20, 2005 11:11 am
Forum: SWR Research Group
Topic: High Dividend Strategies
Replies: 70
Views: 87144

Point three, however, is that that Dimson and Marsh report indicates that small company investors should seek out income payers if they want the best long-run returns. Received wisdom is that small companies do not, and should not, pay out cash to shareholders because cash is, and should be, retaine...
by ForeignExchange
Sun Feb 20, 2005 3:42 am
Forum: SWR Research Group
Topic: Consumer Reports Not Qualified To Rate Funds
Replies: 1
Views: 9279

Consumer Reports Not Qualified To Rate Funds

About fifteen years ago or so, I used to buy monthly literally every financial magazine on the newstand. Enjoyed reading about funds and the pros who ran them. Some funds were doing very well then, and are still doing fine now. The author of this recent article though has left me bewildered. Here ar...
by ForeignExchange
Sat Feb 19, 2005 1:06 pm
Forum: SWR Research Group
Topic: High Dividend Strategies
Replies: 70
Views: 87144

Forget The Next Big Thing

THE FUTURE FOR INVESTORS
Why the Tried and the True
Triumphs Over the Bold and the New
By Jeremy J. Siegel

http://www.businessweek.com/magazine/co ... _mz005.htm
by ForeignExchange
Fri Feb 18, 2005 2:59 pm
Forum: SWR Research Group
Topic: High Dividend Strategies
Replies: 70
Views: 87144

Nurture your dividend nest eggs Reinvest and capture the inflation-busting long-term returns that equities offer It is often said - and too often forgotten, that dividends matter. The London Business School numbers hammer this message home. Spend dividends as you receive them and you'll have immedia...
by ForeignExchange
Fri Feb 18, 2005 1:23 pm
Forum: SWR Research Group
Topic: High Dividend Strategies
Replies: 70
Views: 87144

by ForeignExchange
Thu Feb 17, 2005 3:15 pm
Forum: SWR Research Group
Topic: High Dividend Strategies
Replies: 70
Views: 87144

Dividends count most in the long run In their latest ABN-AMRO long-term study of investment returns, Elroy Dimson, Paul Marsh and Mike Staunton of the London Business School accept that the role of dividends is bound to be played down in day-by-day talk about shares. Over a year, changes in a share'...
by ForeignExchange
Wed Feb 16, 2005 12:41 am
Forum: SWR Research Group
Topic: High Dividend Strategies
Replies: 70
Views: 87144

Jeremy Siegel interview with Businessweek. Growth Stocks, Stunted Gains? In his new book, Wharton's Jeremy Siegel warns against overpaying for such shares and favors relatively cheap picks with high dividends. Still, to outperform the modest returns he expects for the broad market, he suggests: 1. I...
by ForeignExchange
Fri Dec 17, 2004 1:41 am
Forum: SWR Research Group
Topic: High Dividend Strategies
Replies: 70
Views: 87144

I don't know what the turnover for PEY will be, but morningstar is showing a portfolio turnvover of only 2% for DVY.
by ForeignExchange
Sat Dec 11, 2004 11:12 pm
Forum: SWR Research Group
Topic: High Dividend Strategies
Replies: 70
Views: 87144

A new ETF to add to the list: PowerShares High Yield Equity Dividend Achievers(TM) Portfolio (AMEX:PEY) is designed for investors who seek a relative low-cost, tax-efficient investment in high yielding companies committed to consistently increasing their dividend. The PowerShares High Yield Equity D...
by ForeignExchange
Sat Dec 11, 2004 3:04 pm
Forum: SWR Research Group
Topic: High Dividend Strategies
Replies: 70
Views: 87144

Siegel: How to invest now Professor Jeremy Siegel still thinks stocks are a solid long-term investment -- with a twist. November 30, 2004: 12:50 PM EST Interview by Pablo Galarza, Money Magazine In his forthcoming book "The Future for Investors," Siegel says that stock pickers do better wh...
by ForeignExchange
Sat Nov 20, 2004 3:31 pm
Forum: SWR Research Group
Topic: High Dividend Strategies
Replies: 70
Views: 87144

Obviously, from what you've said, there may be some years where dividend growth may fall behind inflation. An investor may have to hold on to his portfolio until better times arrive. Thanks for the data. Do you have any info on dividend growth during the U.S. banking crisis from the late 80's to abo...
by ForeignExchange
Sat Nov 20, 2004 1:12 am
Forum: SWR Research Group
Topic: High Dividend Strategies
Replies: 70
Views: 87144

I think the nightmare for the high yield, dividend growth investor in North America, is that the same thing happens here, as what happened in Britain over the last few years. "In most recent years, FTSE 100 dividends have risen at less than or about the headline rate of inflation. Real growth i...
by ForeignExchange
Fri Nov 19, 2004 12:04 am
Forum: SWR Research Group
Topic: High Dividend Strategies
Replies: 70
Views: 87144

If one looks at the link below for "real" returns, I don't know of any way to get around the S&P 500 stock market results of the last forty years, for equities that are not in a tax shelter, except by buying high yield stocks, growing their dividends faster than inflation, and the inve...
by ForeignExchange
Tue Nov 16, 2004 8:54 am
Forum: SWR Research Group
Topic: High Dividend Strategies
Replies: 70
Views: 87144

If you have a portfolio of multiple asset classes and if their fluctuations are not correlated (too much), your expected return is a little bit better than the weighted average of the individual returns (if you rebalance your portfolio periodically). If all of your asset classes have similar return...
by ForeignExchange
Tue Nov 16, 2004 7:50 am
Forum: SWR Research Group
Topic: High Dividend Strategies
Replies: 70
Views: 87144

"Considering Lowell Miller's findings, I have no difficulty with the industry concentration. For example, before he actually looked into the matter, utility stocks were automatically thought to be laggards. The truth was different." Charles Ellis discovered the advantage of utility stocks ...
by ForeignExchange
Mon Nov 15, 2004 9:24 am
Forum: SWR Research Group
Topic: The Dividend Duck
Replies: 14
Views: 13788

I am reading James O'Shaughnessy's What Works on Wall Street at the moment. The hidden flaw in his reporting is that all costs are excluded. BTW, all of the rebalancing studies that I have read have this flaw as well.] The following link at The New York Times has the same problem. No mention of ret...
by ForeignExchange
Mon Nov 15, 2004 2:31 am
Forum: SWR Research Group
Topic: The Truth about High Dividends
Replies: 24
Views: 22240

It is my understanding that Jim started several mutual funds that implement his strategy. I don't think they have done 4 times as well as the S&P. The books are interesting though. I just want to add that James O'Shaughnessy has been doing well against his benchmarks with the three mutual funds...