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06-20-2022, 10:02 PM | #13096 |
Mod Team
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Location: Valley of the hot as ****
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06-20-2022, 10:03 PM | #13097 |
Supporter
Join Date: Apr 2007
Location: Scott City KS
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I think industry thinks of dividends like prehistoric times.
The way I see sentiment of management is that once they can get away with dumping a dividend they won’t go back. Probably not for utilities etc. Pure speculation here but I’d guess they’d reserve cash for acquisitions to bump stock prices. That’s pretty much what GE did. Fell in love with acquisitions that would bump their earnings they could extrapolate their (better) earnings multiple to and bump their stock price. Then when the acquisitions didn’t yield corresponding earnings multiples they had to pay the piper. Cut the dividend and divested. And Emmelt ate shit and his successor lasted 9 months. Pure speculation but history rhyming and all. |
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06-20-2022, 10:04 PM | #13098 |
NFL's #1 Ermines Fan
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06-20-2022, 10:06 PM | #13099 | |
In Search of a Life
Join Date: Aug 2005
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Quote:
I am also looking at these. EMN Eastman Chemical ABR Arbor Reality HCA Health ORC Orchid Island Capitol |
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06-20-2022, 10:07 PM | #13100 | |
NFL's #1 Ermines Fan
Join Date: Jul 2001
Location: My house
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Quote:
That's something I'm really wondering about. I don't see why companies offer dividends at all. It's a big cash drain. So will the big hotels and cruise lines ever bring them back? If I was the CEO, I'd probably lobby the board against it. |
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06-20-2022, 10:08 PM | #13101 |
In Search of a Life
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06-21-2022, 08:08 AM | #13102 |
MVP
Join Date: Mar 2019
Location: KC
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I had EMN for awhile I sold at around 112 a year ago as it was trending up nicely then started to edge downward more then I liked so I had to give it the knife. It has a nice dividend also.
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06-21-2022, 08:41 AM | #13103 |
Politically Incorrect
Join Date: Feb 2009
Location: Scottsdale, AZ
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Check out BDN at these levels for it's dividend
Brandywine Realty Trust. |
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06-21-2022, 08:46 AM | #13104 |
Politically Incorrect
Join Date: Feb 2009
Location: Scottsdale, AZ
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FWIW Halfcan, in the future could you put a wall of text like that in spoiler tags?
Brutal to read the last few responses in this thread. |
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06-22-2022, 12:37 PM | #13105 |
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06-22-2022, 01:11 PM | #13106 |
NFL's #1 Ermines Fan
Join Date: Jul 2001
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I've been reading that REITs do well in inflationary environments. I hold a few, in large part because they got destroyed in the shutdown but as long as I don't sell them I still get the dividends. They don't seem to be thriving, but they've generally held their own in this latest bear market, which is a win.
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06-22-2022, 03:28 PM | #13107 |
Politically Incorrect
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Location: Scottsdale, AZ
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06-22-2022, 03:35 PM | #13108 |
Politically Incorrect
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06-22-2022, 09:01 PM | #13109 |
Mod Team
Join Date: Sep 2011
Location: Valley of the hot as ****
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This used January 3rd as the starting point and was made on May 20th.....we add roughly 32 days to 161 and we're 193 days into this bear market.
Based on past instances, recovery to new highs will likely take 2-3 years. |
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06-22-2022, 09:05 PM | #13110 |
NFL's #1 Ermines Fan
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I don't like the look of those five-year recoveries.
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