Buy Hold Sell, by Livewire Markets
Business:Investing
Retiree investors have borne significant financial pain as a result of the COVID-19 crisis and measures to stop its spread. Analysis by JPMorgan predicts that dividends, rental income and interest payments will drop by $135 billion in the 2020 financial year.
Income investing experts Dr Don Hamson of Plato Investment Management and Chris Hall of Ellerston Capital say that factors including COVID-19 have rewritten some of the rules around dividend investing.
Rather than haphazardly relying on the Big Four Banks, investors need to broaden their mindset and consider businesses and sectors where favourable structural shifts are supporting profits and ultimately, shareholder payments. Here, they make the case to consider non-traditional stocks for income and point to mining companies as the "new banks".
Notes: This episode was filmed on 20 May 2020. Access the video and edited transcript here.
9 bold predictions for 2022
4 crowded trades to avoid in 2022
The #1 stock picks for 2022
The 5 bulls (and 3 bears) you‘ll meet in 2022
Ouch! Fundies reveal their worst calls from 2021
The dogs and darlings of 2021 (and the stocks to watch in 2022)
Buy Hold Sell: 5 stocks with sparkling New Year‘s resolutions
Buy Hold Sell: 3 Christmas specials and 2 for a turnaround
Buy Hold Sell: 3 of 2021‘s hottest IPOs and 2 to look forward to
The Aussie small and micro caps taking over the world
Buy Hold Sell: 5 stocks set to soar in 2022
Buy Hold Sell: 5 stocks with resilient cash flows
Which stocks to own as rates rise (and 2 fundie favourites)
Buy Hold Sell: 4 stocks with Australia‘s highest-paid CEOs
Buy Hold Sell: 5 stocks for the energy transition
4 winning resources small caps (and what it takes to make them)
Buy Hold Sell: 5 up and coming mining stocks
Buy Hold Sell: 5 small caps with big dividends
10 of the ASX‘s best management teams
Buy Hold Sell: 5 stocks in an upgrade cycle
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast