If you hold any companies that have a dual-class share structure, prepare yourself for mediocracy. In the Winter 2007 edition of the Canadian Investment Review, which is periodical aimed at fund managers and pension plan administrators, they highlight just how bad these stocks typically performs. Before I get into the specifics, let's talk about what a dual-class share is. Dual-class shares mean simply that a company has two versions of its stock available to the market. One is typically …
The Tweedy, Browne Worldwide High Dividend Yield Value Fund and It’s Holdings
There are a lot of different funds out there that focus on high yield dividend stocks. Not all of them are good and a lot of them charge very high management fees for the "privilege" of investing in them. One fund that doesn't charge a super high expense ratio is the Tweedy, Browne Worldwide High Dividend Yield Value Fund. The MER is not low at 1.53%, compared to Vanguard's funds. However, my purpose here is to not suggest investing in this fund. Instead, my purpose is to see what this fund …
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A Valuation Exercise: The Dividend Achievers and Price to Sales
Want to identify a list of stocks to further analyze? This can be a tough thing to do given the huge number of stocks that exist. How do you decide which ones to focus on? Is there a quick way of doing an initial screen of companies that warrant the extra time to do a full and thorough analysis on? Last week, I presented one such method in the post title,"A Valuation Exercise: The Dividend Aristocrats". This post used the High Yield Dividend Aristocrats as a starting point and weeded out …
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A Valuation Exercise: The Dividend Aristocrats
We all know that there are 1000's of dividend stocks that are potential investments, but it is difficult to find ones that are truly worthy of further analysis. One trick I like to use to generate a smaller list of investments to further analyze is to start with the S&P High Yield Dividend Aristocrats list and do some quick valuation screens on them to better understand where to spend my time. Let me explain how this works so that you can do it one your own. Getting a List of Stocks to …
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Investment Ideas from My Fridge
Did you know that your fridge can hold the key to a well funded portfolio? I personally make money from my refrigerator every day. Every time I grab that Diet CokeI am contributing to the success of Coca-Cola and helping to ensure that my dividend payments continue to increase every year. Ok, so maybe I am stretching things a bit here, but I receive at least one email a day asking for investment ideas and wanted to present a 'cool' way to generate dividend investment ideas. Let's take a look …
Top 7 Screening Criteria When Using Online Screening Software to Find Dividend Stocks
As a dividend investor, I consistently use the Dividend Achievers and Dividend Aristocrats list when coming up with potential future investment ideas. However, one thing that I have been doing lately is using online stock screens to further narrow down my search. It has been interesting because it has allowed me to really hone in on specific traits of a company that are important to my investment philosophy. I do not use these screens as a buy filter - just because the company shows up on the …
