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If income investing was an Olympic sport, Australia would hold a silver medal, ranking second highest in the world for its dividend yield. And you can thank our world-beating and near-unique franking credit regime for this.
Of course, we also saw dividends slashed more severely than almost anywhere else last year, in the depths of the pandemic-driven market rout.
But – at the risk of labouring the sporting metaphor - Aussie dividends are making another sprint for the line.
In this episode of Buy Hold Sell, Plato’s Dr Don Hamson and Merlon Capital’s Neil Margolis join Livewire's Ally Selby in a deep dive into income stocks.
Alongside their medium-term outlook for the resurgence in buybacks and other capital management initiatives, they also reveal their thoughts on whether COVID has permanently distorted Aussie dividends, under-appreciated sectors, as well as their favourites among the Big Four banks.
Plus, they also share the stocks they are pinning their highest dividend hopes on this reporting season, as well as two dividend champions for the months to come.
Note: This episode was filmed using Zoom on the 4th of August 2021. You can read an edited transcript below: https://www.livewiremarkets.com/wires/where-to-hunt-for-dividends-in-2021-and-beyond
By Livewire MarketsIf income investing was an Olympic sport, Australia would hold a silver medal, ranking second highest in the world for its dividend yield. And you can thank our world-beating and near-unique franking credit regime for this.
Of course, we also saw dividends slashed more severely than almost anywhere else last year, in the depths of the pandemic-driven market rout.
But – at the risk of labouring the sporting metaphor - Aussie dividends are making another sprint for the line.
In this episode of Buy Hold Sell, Plato’s Dr Don Hamson and Merlon Capital’s Neil Margolis join Livewire's Ally Selby in a deep dive into income stocks.
Alongside their medium-term outlook for the resurgence in buybacks and other capital management initiatives, they also reveal their thoughts on whether COVID has permanently distorted Aussie dividends, under-appreciated sectors, as well as their favourites among the Big Four banks.
Plus, they also share the stocks they are pinning their highest dividend hopes on this reporting season, as well as two dividend champions for the months to come.
Note: This episode was filmed using Zoom on the 4th of August 2021. You can read an edited transcript below: https://www.livewiremarkets.com/wires/where-to-hunt-for-dividends-in-2021-and-beyond

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