Tag

dividends
This was an exceptional interview on Bloomberg with Morgan Stanley (MS) CEO James Gorman.  Gorman correctly understands the global nature of the financial industry and the benefits of scale necessary to compete on that global level.  It is extremely obvious that the sum of the parts of these banks are greater than the current market...
Read More
This article discusses the merits of both Verizon (VZ) and AT&T (T) in this current low interest rate environment.  While both stocks offer attractive dividend yields, the multiples are quite high on both securities.  If you look across the pond to Europe an investor can find much more attractive payouts and earnings yields.  Obviously there...
Read More
It seems that the Federal Reserve is criticizing the banks models for the stress test.  Some of the concerns revolve around the assumption that the 20% drop in housing would be uniform across the country, and that the banks requested the ability to pay dividends.  I really don’t understand that Fed’s comfort in dealing in...
Read More
One of our favorite stocks (AGO) today announced the doubling of their quarterly dividend.  Their earnings come out on the 28th and I also expect them to have also bought back stock at attractive prices.  At the end of 2011 all we heard about in the news was that investors should buy high yield defensive...
Read More
1 2 3

Recent Comments

    Archives

    [vc_separator type=’transparent’ position=’center’ color=” thickness=” up=’6′ down=’6′]

    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784

    [vc_separator type=’transparent’ position=’center’ color=” thickness=” up=’6′ down=’6′]