The Dividend Mailbox®

Are Dysfunctional Dividends Hiding In Your Portfolio?


Listen Later

More on dividend growth investing  -> Join our market newsletter!
Check out our Union Pacific Investment Report

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)


Happy Holidays from The Dividend Mailbox!

Send us a text

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

If you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review

RESOURCES:

Schedule a meeting with us -> Financial Planning & Portfolio Management

Getting into the weeds -> DCM Investment Reports & Models

Visit our website to learn more about our investment strategy and wealth management services.

Follow us on:
Instagram | Facebook | LinkedIn | X

...more
View all episodesView all episodes
Download on the App Store

The Dividend Mailbox®By Greg Denewiler

  • 5
  • 5
  • 5
  • 5
  • 5

5

43 ratings


More shows like The Dividend Mailbox®

View all
Motley Fool Money by The Motley Fool

Motley Fool Money

3,231 Listeners

We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,381 Listeners

Investing Insights by Morningstar

Investing Insights

535 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

817 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

943 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

685 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,029 Listeners

The Dividend Guy Blog Podcast by Dividend Guy

The Dividend Guy Blog Podcast

67 Listeners

Dapper Dividends by Dapper Dividends

Dapper Dividends

38 Listeners

Dividend Talk by Dividend Talk

Dividend Talk

25 Listeners

Safe Dividend Investing by Ian Duncan MacDonald

Safe Dividend Investing

34 Listeners

Dividend Investing with Longacres Finance by Longacres Finance

Dividend Investing with Longacres Finance

42 Listeners

Investing Experts by Seeking Alpha

Investing Experts

72 Listeners

The Simply Investing Dividend Podcast by Kanwal Sarai

The Simply Investing Dividend Podcast

39 Listeners

The Morning Filter by Morningstar

The Morning Filter

47 Listeners