Dividends Have Their Best Month Ever – Barrons.com

By SHIRLEY A. LAZO | MORE ARTICLES BY AUTHOR August’s cash dividend payments of $34 billion set an all-time monthly record. That tally, by Howard Silverblatt, senior index analyst at S&P Dow Jones Indexes, compares with the prior peak of $32.1 billion in November 2011. Furthermore, it was achieved despite the fact that payout ratios remain very low, with companies distributing less than a third of what they are making. Historically, the rate is 54%. via Dividends Have Their Best Month Ever – Barrons.com.

Everyone thinks there will be some kind of stimulus  but I think this is becoming a sideshow to the real fact.  There is a global bank run underway. Stimulus will have no effect on that.  The 1 trillion euro  LTRO operation the ECB  undertook basically gave foreign creditors the liquidity to sell their sovereign bonds to the Spanish, French, Italian banks that were compelled by the their respective governments to buy the debt. The recent $100 billion euro Spanish bank bailout was more of the same and the financial markets saw right thru it. Spanish borrowing costs are higher  today … Read more

‘s not hard, just follow the Dividend..

For those of you long AAPL yesterday, the paltry 6% or so gain on the most impressive numbers that we’ve seen to date from the tech giant were a bit depressing.  The fact that every single metric that analysts provided estimates on was completely blown out of the water combined with the $7 drop in share price before the announcement only reinforces the fact that both analysts and the street had no idea how profoundly astounding Apple’s results would be.  So why doesn’t the market seem to reflect similar sentiment?  One word: Dividends.  With over $17 trillion in qualified retirement … Read more

S&P 500 Dividend Aristocrats

Dividend paying blue chip stocks have been one of the soundest and least volatile of the equity investments this year. As of this date the S&P 500 Dividend Aristocrats are up 6.4% YTD.  If you add the current yield of 3.27% to that, you get an annualized return of almost 10%.  Very few hedge funds will surpass that this year.   In fact 44% of the total return of the S&P 500 over the last 80 years has been from dividends.  In many cases, the dividends paid by the common stock exceed the yield on the corporate debt of the … Read more