Dividends and Buybacks
Dividends and Buybacks Articles
It is no secret that we have grown cautious in the area of high-yield corporate debt, also known more commonly as junk bonds. Our concerns are not the underlying credit metrics of the companies and...
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Bank of America Merrill Lynch has its key RIC Report out this week effectively telegraphing what would be The Great Rotation away from bonds. The report is titled “The Bond Era Ends” and it...
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The coming fiscal cliff represents a huge hurdle for America. Government and private sector forecasters have warned that the expiration of tax cuts, along with hundreds of billions of dollars in...
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Bloomberg reports that Yahoo! Inc. (NASDAQ: YHOO) investors are urging Chief Executive Officer Marissa Mayer to buy back shares rather than pay a dividend with the $3 billion raised from selling a...
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Hewlett-Packard Co. (NYSE: HPQ) has turned into nothing short of a disaster. This is not a value stock even at 4-times earnings. H-P has become a value trap. As this is a value trap, we are worried...
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Jon OggDividend and income oriented investors need to be on the lookout as of now as the formation of a bubble among the high dividend and high-yield stocks and funds appears to be peaking. The...
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CNBC’s Maria Bartoromo got a chance to interview Larry Ellison of Oracle Corp. (NASDAQ: ORCL) today after the close from the OpenWorld conference. You can of course have predicted that Mr. Ellison...
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AT&T Inc. (NYSE: T) has just initiated its fourth payment of a $0.44 per common share quarterly dividend. We were not expecting a dividend hike this month, but we are formally setting December...
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Lockheed Martin (NYSE: LMT) has just joined the dividend hike brigade. We have previously written that this would likely be the case and the hike was right in line with the upper-end of our own...
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Discount retailer Dollar General Corp. (NYSE: DG) has announced that it will repurchase approximately $250 million of its shares currently held by Buck Holdings L.P. and initiate a secondary offering...
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We recently became worried about the future dividends of the high-yielding mortgage REIT sector due to QE3’s focus being on $40 billion in mortgage-backed securities. In fact, after our call of...
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Short sellers are still active in the high-dividend names out there. Apparently many are under the impression that the dividend bubble is worth betting against. Still, it takes keen conviction to...
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McDonald’s Corp.’s (NYSE: MCD) board of directors approved a 10% increase in the company’s quarterly dividend on common stock, to 77 cents a share. The new dividend is payable Dec. 17 to...
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Yum! Brands Inc. (NYSE: YUM), which owns KFC, Pizza Hut, and Taco Bell stores, today raised its quarterly dividend from $0.285 to $0.335, an annual hike of about 18%. The annual dividend rate rises...
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Nike Inc. (NYSE: NKE) became the latest company to return money to shareholders as the economy falters. It joins a raft of firms from AOL Inc. (NYSE: AOL) to Microsoft Corp. (NASDAQ: MSFT) and Apple...
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