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: 4 disruptive winners and 2 overhyped darlings
Everything you need to know about shorting
Buy Hold Sell: 4 outperformers and the ASX's most shorted stock
Buy Hold Sell: 6 quality compounders for your back pocket
Buy Hold Sell: 2 core ETFs and 4 satellites for some sizzle
Your most-asked ETF questions answered
Buy Hold Sell: 3 ETFs for bulls and 3 for bears
Buy Hold Sell: 3 underperforming blue chips and 2 winners
Where exactly are we in the recovery?
Buy Hold Sell: 5 stocks with cyclical tailwinds
Buy Hold Sell: 5 undervalued growth stocks
How to uncover the next Afterpay
Buy Hold Sell: 5 undiscovered micro-cap gems
Buy Hold Sell: 3 stocks smashing expectations and 2 overlooked winners
Volatility ahead, why these fundies aren't selling yet
Buy Hold Sell: 3 outstanding results and 2 shockers
Buy Hold Sell: 3 tech titans and 2 long-term winners
Why these fundies are still bullish on tech platforms
Buy Hold Sell: 3 global giants and 2 due for a pullback
Buy Hold Sell: The 5 highest-yield stocks on the ASX
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