Are Dysfunctional Dividends Hiding In Your Portfolio? episode artwork

EPISODE · Dec 21, 2023 · 32 MIN

Are Dysfunctional Dividends Hiding In Your Portfolio?

from The Dividend Mailbox® · host Greg Denewiler

More on dividend growth investing  -> Join our market newsletter! Check out our Union Pacific Investment ReportDo you feel confident that the dividends in your portfolio are healthy? What techniques can you use to get a clearer picture of a company's long-term dividend growth prospects? This month, Greg examines a simple 3 decision model from Aswath Damodaran to determine how companies create value for shareholders, and what it means for you as a dividend growth investor. He draws the line between companies that pay a healthy dividend and companies that are in a dysfunctional dividend mindset. As part of that, Greg gives you two simple models to employ when you're considering a company's dividend-paying capability. Later he takes a moment to discuss some of the wisdom of the late Charlie Munger.  Models used in today's Episode:ROIC Model - (Excel download) Excess Cash Flow Model - (Excel download)DCM Investment Reports & Models - (Website)Happy Holidays from The Dividend Mailbox!Send us Fan Mail________ Resources:📅 Schedule a meeting: Financial Planning & Portfolio Management 📊 Getting into the weeds: DCM Investment Reports & Models ________If you found this valuable, subscribing and leaving a review helps more investors find the show.Instagram | Facebook | LinkedIn | X________ Disclaimer: Past performance does not guarantee future results. Every investor should consider whether an investment strategy is right for them and all the risks involved. Stocks, including dividend stocks, are volatile and can lose money. Denewiler Capital Management may or may not have positions in the publicly traded companies mentioned herein.

Episode metadata supplied by the publisher feed · Published Dec 21, 2023

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More on dividend growth investing -> Join our market newsletter! Check out our Union Pacific Investment Report Do you feel confident that the dividends in your portfolio are healthy? What techniques can you use to get a clearer picture of a company's long-term dividend growth prospects? This month, Greg examines a simple 3 decision model from Aswath Damodaran to determine how companies create value for shareholders, and what it means for you as a dividend growth investor. He draw...

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Are Dysfunctional Dividends Hiding In Your Portfolio?

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