For mature companies without significant growth opportunities to fund, and with shareholders to please, there are two standard ways to use excess cash: distribute said cash directly to shareholders in the form of dividends, or use it to buy back shares. But which of these approaches is better for investors? Today’s article examines this question – including looking at the tax implications of each approach for investors. For more, CLICK HERE.
The sentiment currently surrounding gold – the price of which has fallen 6% this year – can be described as “maximum pessimism,” notes the author of today’s article – and that may mean the timing is perfect for contrarian investors. The author proceeds to outline a number of reasons to own gold now and highlights his preferred vehicle for doing so – a fund that allows shareholders to convert their shares into physical gold at any time. CLICK HERE.
“One way to get capital gains from REITs is to focus on buying those real estate investment trusts that will increase the dividends paid to shareholders,” notes the author of today’s article. The key is knowing when an announcement of a payout hike is coming and buying shares several weeks in advance. So which REITs are likely to announce dividend increases in November? The author identifies four of them. For more, CLICK HERE.
Companies that want to deploy extra cash in a way that benefits shareholders quickly can pay dividends or buy back shares – and, as the author of today’s article notes, “…it’s often not an either-or proposition anyway: many companies pay dividends and opportunistically buy back shares.” She proceeds to identify ten undervalued companies that are doing just that – sharing profits with shareholders through dividends, share buyback programs or, in most cases, both. For more, CLICK HERE.
The Jackson Square SMID-Cap Growth Fund has consistently beaten its peers – and today’s article outlines the fund’s selection process (“The co-managers don’t buy the idea that companies have to choose between investing in fast growth or returning money to shareholders. Instead, they seek out those whose business models allow them to do it all….”) and highlights some of its top holdings right now – a mix of disruptors and more-established companies. For more, CLICK HERE.
When it comes to dividend stocks, the author of today’s article observes that too many investors fixate on a company’s past record of payouts, rather than focusing on a company’s prospects to continue increasing its payout well into the future. He proceeds to highlight five dividend aristocrats that he believes have years – and even decades – of dividend growth ahead, noting “We’re better off focusing on companies that are generating sales and profit growth organically. From there, we choose the firms that are financially fit enough to dish an increasing amount of their profits back to their shareholders every year.” For more, CLICK HERE.
While Canada is on track to fully legalize marijuana this year – and Canadian marijuana stocks on the whole stand to capitalize – not every company will necessarily be a winner and some Canadian pot stocks could be dangerous. Today’s article highlights one Canadian marijuana stock that – while up 367% over the last two years on expectations of growth – may not be such a “supreme” choice. CLICK HERE for more.
“You won’t have to pick stocks anymore. They’ll pick you!” states the author of today’s article of how investors can use shareholder letters to identify companies that are great investments. The author read every shareholder letter issued by S&P 500 companies and, from that analysis, identified three simple insights that the best shareholder letters offered that he believes make companies “jump off the page” as good investments. To find out what these three insights are – and to see some companies whose shareholder letters fit the bill – CLICK HERE.