Blog Archives

Why Dividends Matter: Recent Research

In a three-part blog series that got hundreds of comments, I attempted to articulate the arguments for why dividends are a valid basis upon which to select stocks.  In the comments section of each article, Larry Swedroe weighed in on

Posted in Blogs, Dividend Stocks, Income Investing

Why Dividends Matter, Part 3

In this three-part blog post, I started by articulating the case that dividends are a special form of return because they can be predicted more accurately than price appreciation.  Research supports this.  In addition, I provided links to research from

Posted in Blogs, Dividend Stocks, Income, Income Investing, Uncategorized

Burton Malkiel on Dividend Investing

In a just-published Op Ed for the WSJ, Malkiel writes: “High-quality stocks with growing dividend streams also provide a useful alternative to bonds. For example, AT&T‘s 10-year bonds yield only 4% per year. But AT&T stock, one of the most

Posted in Blogs

Why Dividends Matter, Part 2

I recently wrote a post called Why Dividends Matter in which I attempted to articulate why dividends are significant, as opposed to simply looking at total return (dividends plus price appreciation).  I was inspired by commentary by Larry Swedroe, a well-known

Posted in Blogs, Dividend Stocks, Income, Uncategorized

Kinder Morgan Energy Partners vs. An MLP ETF

One of the fundamental questions that investors face is whether to own shares of individual firms or stick to funds.  The argument for funds is simple: less company-specific risk.  Owning a fund entails additional costs, of course, in the form

Posted in Blogs, MLP, Uncategorized

Invesco | Annual Economic Outlook for 2014

Invesco | Annual Economic Outlook for 2014 This is a very interesting commentary showing that economists have consistently over-estimated economic growth and then gradually revised their estimates downward.  This suggests that there is some factor(s) that they are missing in

Posted in Blogs, Uncategorized

Why Dividends Matter

Well-known financial columnist and advisor Larry Swedroe recently penned an article suggesting that investors who have a preference for dividend-paying stocks are “misguided.”  This is not a new argument from Mr. Swedroe, who has persistently argued that dividends don’t matter

Posted in Blogs, Dividend Stocks, Income Investing

Energy-Driven Income for a Rising Rate Environment

In a number of my recent posts, as well as articles published elsewhere, I have noted that the challenge for income investors is creating a portfolio with substantial yield and acceptable risk that also limits exposure to rising interest rates. 

Posted in Blogs, Dividend Stocks, Income, Income Investing, MLP, Uncategorized

Junk-Bond Returns Top 7% For 2013 – Income Investing – Barrons.com

Junk-Bond Returns Top 7% For 2013 – Income Investing – Barrons.com.

Posted in Blogs, Uncategorized

Small Cap Stocks for Income Investors

Small cap stocks have done extremely well in recent years.  Over the past twelve months, in particular, the Russell 2000 (IWM) is up 39.4%.  The five-year annualized return for IWM is 21.1% and the ten-year is 9.2%.  Obviously a large

Posted in Blogs, Covered Calls, Dividend Stocks, Options, Small Cap Stocks, Uncategorized, Yield