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________ Disclaimer: Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice.________ RESOURCES:Schedule a meeting with us: Financial Planning & Portfolio Management Getting into the weeds: DCM Investment Reports & ModelsIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a reviewFollow us on:Instagram | Facebook | LinkedIn | X

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Are Dysfunctional Dividends Hiding In Your Portfolio?

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This episode was published on December 21, 2023.

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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...

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