The Dividend Mailbox®

Are Dysfunctional Dividends Hiding In Your Portfolio?


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Do you feel confident that the dividends in your portfolio are healthy? What techniques can you use to get a clearer picture of a company's long-term dividend growth prospects?

This month, Greg examines a simple 3 decision model from Aswath Damodaran to determine how companies create value for shareholders, and what it means for you as a dividend growth investor. He draws the line between companies that pay a healthy dividend and companies that are in a dysfunctional dividend mindset. As part of that, Greg gives you two simple models to employ when you're considering a company's dividend-paying capability. Later he takes a moment to discuss some of the wisdom of the late Charlie Munger. 

Models used in today's Episode:
ROIC Model - (Excel download)
Excess Cash Flow Model - (Excel download)
DCM Investment Reports & Models - (Website)


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Disclaimer: Past performance does not guarantee future results. This episode is for educational purposes only and is not investment advice.

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Getting into the weeds: DCM Investment Reports & Models

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The Dividend Mailbox®By Greg Denewiler

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