Dividends & Stock Market

Dividends: Back to basics

In an insightful analysis published in Les Echos, Gilles Coville explores the resurgence of dividends as a pillar of investment, highlighting their historical importance and their crucial role in stock performance. This trend marks a return to normal according to David Shairp of JP Morgan AM, who highlights the reliability of dividends as an indicator of the financial health of companies and their appeal to investors seeking stable returns over the long term.

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Variability of dividend growth rates

Investors are particularly attracted to consistent dividends, as demonstrated by iconic companies such as PepsiCo, McDonald's and 3M, which have maintained consistent growth in their payouts. Analysis of these giants reveals that dividend growth can vary widely depending on economic cycles and corporate policies, but remains a key indicator for long-term investing.

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Dividends: to be or not to be? (episode 3)

An in-depth analysis of different investment strategies, comparing the price action approach advocated by the Very Particular Investor with the dividend-based approach. The article explores in particular the case of Apple (AAPL) and demonstrates how these two approaches can actually be complementary rather than opposed to optimize its stock market returns.

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Dividends: to be or not to be? (episode 1)

The article presents a fascinating debate between two approaches to stock market investment: capital gains trading and dividend growth investing. Through a series of detailed analyses, the authors explore the advantages of each strategy, with a particular focus on the dividend growth method which allows for attractive returns over the long term.

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