May 2013

Dividends: Don’t Be Such a Size Queen

The Fed met just now, they said (I’m paraphrasing) that your grandchildren better get accustomed to low rates. The Hunt for Yield is probably going to continue so let’s talk… When we think dividends, we typically think large, value-skewing, old line companies, what we used to refer to as widow-and-orphan stocks before the PC Police kicked in…

Where the puck will be

If you’ve been following me or the blog or my media appearances for awhile, you’ll note that we’ve been heavily involved with value and dividend-oriented stocks and sectors since early 2011 – way before the current mania came into being. And now that the Muppets are being pitched “low-vol” strategies and Coca-Cola shares as though…

When Defensive Stocks Plays Offense

Stop it already with the “low volatility” thing. Your so-called low-vol trade is actually high-vol now that everyone’s sick of bonds but afraid to bet on growth. The rally is not about low-vol, it’s about value stocks and dividends versus growth stocks and cyclicality. Let me show you the scoreboard YTD through April and please…