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Hi Guyem, all my best wishes to you too. This is mainly due to the fact that the dividend has had difficulty increasing since 2010. Three stars is still a good rating, in any case nothing to worry about if you have one. On the other hand, it is true that for the moment I would not really want to buy one. Nothing suggests that the dividend will increase much this spring, the payout ratio is certainly reasonable, but not very attractive either and the earnings per share have difficulty increasing. Moreover, analysts do not expect anything extraordinary for 2014 in terms of dividend and EPS. It is not that I listen to what they say, I don't even care, but in this case this time I agree with them.
It is clear that today the markets are too high, but most investors and bankers do not give a damn. It is a game of who will be the craziest, who will be the last in Russian roulette. Of course, we can still play like this for a while, as long as there are enough buyers and cash. And especially as long as the Fed distributes it.
There are some who are starting to fear that the US central bank will be a little less nice in the near future. On the other hand, I have the impression that the Fed has been accommodating for a good dozen years. So don't think that they're going to get excited overnight and put their rates at 8%. But since everything in the stock market is a question of perception and feelings, it would only take a great wise man from the Fed to go a little too crazy for the market to get carried away, believing that the central bank is changing policy.
In short, all this to tell you that in the short term we don't know much. The stock market, despite all its computers, is a reflection of man, unpredictable. All I know is that in the long term there will be new big thrashings. And yes, Harmonie Gestion, opportunities will present themselves. You just have to be patient. Quite the opposite of what most people do.
In the meantime, there is no need to be Manichean either. We can continue to buy, cautiously. We just have to do it less often and in a more targeted manner. And keep nice reserves for the next flood.
It is true that the dividend growth forecasts are not great for the next few years. The price has corrected well since April, which gives a rather interesting entry point... and then a monthly distribution is always appreciable...
I follow the stock as well, however what is holding me back at the moment is its high volatility, this year in particular. I don't like these sudden and significant rises and falls too much.
je pense qu’il faut être membre premium :
https://members.morningstar.com/mk/templates/mkpremium1.html
It already looks much better than Nyrstar indeed. Your strategy of buying at the 52-week low is interesting, however I still draw your attention to the fact that sometimes the stock falls for very good reasons… so you have to be vigilant.
Be careful, however, with this type of title which does not have the means to ensure a sustainable dividend...
Also be careful not to focus too much on the added value, especially in the short term. In these times everyone is making positive PV... being rather contrarian by nature I don't like this kind of situation too much
Hi Ben, and welcome to you. I suggest you start here: http://www.dividendes.ch/tutorial/
Investing in dividends is a strategy that requires a little patience but has the advantage of showing results right away, even modest ones. Good start to you.
A stock that offers a nice yield, but with a low dividend growth. This can be interesting if you are mainly looking for short-term income, plus the stock is not expensive. But in the long term I am less of a fan.
I don't know CS REF GREEN, sustainable constructions, but it seems to be interesting. Hospitality is hotel, so more subject to economic fluctuations. I have been on Interswiss for a long time, commercial real estate, not too volatile with an interesting yield.
SIAT (residential) looks good too. Very low volatility, but the yield is a little less generous.
Il n’y a pas encore d’échange automatique de données, ni via les banques, et encore moins directement via les sociétés. Mais les pressions deviennent de plus en plus grandes. Surtout sur les banques. Et surtout depuis les USA.
http://www.lematin.ch/economie/washington-enquete-encore-banques-suisses/story/11389158
Je ne possède pas de titres français, mais il n’y a aucune raison qu’il n’y ait pas de retenue à la source sur les dividendes des actions françaises. Peut-être l’intérêt principal c’est de ne pas déclarer les titres du compte en Suisse, afin de ne pas être imposé sur la plus-value ?
hello
je t’invite à regarder :
- ma stratégie EX-US
- le portefeuille de Lopazz
- le portefeuille de Birdie
Good start to you gcl. Beginnings are sometimes long and not very motivating in terms of income. But I promise you that if you stick to a rigorous method you will be rewarded in the long term, without you realizing it and without feeling like you are making sacrifices.
EBITDA is not a ratio, but "EV/EBITDA" is. I have read here and there that it is more reliable than PER, on the "Becoming a Rentier" website I think, in one of the Newsletters.
Sorry, I didn't read it well.
From a purely value "stock picking" perspective, it seems to me that we should choose companies with an EV/EBITDA lower than 8. But I don't know if this is useful from a growing dividend perspective.
never tried, as already mentioned I prefer to focus on what I master best
What criteria do you use for P/B?
One of my screeners to detect dividend stocks used a filter with P/B < 1.3
combined with other criteria it gave me a big list of stocks to which I then applied my usual indicators of growing dividends.
The forum "log in" function is not working.
I found the bug, and it's probably fixed now... thanks for reporting it to me
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