Buy Hold Sell, by Livewire Markets
Business:Investing
Since 2010 traditional blue-chip yield stocks have become notoriously unreliable for consistent income.
Take for example NAB's dividend, which peaked at $1.98 in FY 14 before being chopped to $1.66 and then $1.13 in the prior two financial years. That's a 42% pay cut compounded with a significant decline in the bank's share price. Meanwhile, Telstra and Woolworths' dividends are 48% and 32% lower, respectively, since peaking some five years ago.
This volatility of income underscores why it's critical for investors to assess the sustainability of cash flows when considering dividend stocks, especially now given the level of stimulus sloshing around the economy, according to Neil Margolis of Merlon Capital and Michael O'Neill of Investors Mutual.
In this thematic, they break down what they look for in yield stocks, how they manage risks within their strategies, sectors they’re looking at today for income, and their top ex-20 ideas for sustainable dividends and capital growth.
Buy Hold Sell: 6 stocks set to supercharge their dividends
Two takes on the growing list of exchange-traded products
Buy Hold Sell: 3 LICs at a premium and 2 at a discount
Buy Hold Sell: 4 winning small caps and the worst of FY21
Buy Hold Sell: 2 cracking big caps for the year ahead
Buy Hold Sell: The best and worst-performing ETFs of FY21
Buy Hold Sell: 5 beaten up growth stocks
Fundies warn of imminent market correction
Buy Hold Sell: 5 sturdy stocks for volatile markets
Buy Hold Sell: 5 stocks battling for blue chip status
Finding winners in the mighty mid-caps
Buy Hold Sell: 5 founder-led mid caps
Buy Hold Sell: 3 fan favourites and 2 stocks on the rise
The Battle of the Small Caps
Buy Hold Sell: 6 high-conviction small caps
Buy Hold Sell: 5 stocks in a hot sector
Billions in dividends, strong earnings and more to come
Buy Hold Sell: Best of the Big Four and 2 fundie favourites
Buy Hold Sell: 6 global leaders to replace the FAANG stocks
The next dominant theme of the decade
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