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.
10 blue chip management teams in the ASX200
Buy Hold Sell: The 3 best and 2 worst performing ASX100 stocks in FY22
Buy Hold Sell: 5 Aussie small caps to weather the storm
The small-cap sectors to avoid (and where to invest)
Buy Hold Sell: 5 discounted growth stocks
Buy Hold Sell: 5 stocks that surprisingly benefit from rising rates
2 contrarian predictions (and the stocks to play them)
Buy Hold Sell: 6 bullish calls to beat the portfolio blues
Buy Hold Sell: 5 daringly disruptive stocks
Buy Hold Sell: China v US
Buy Hold Sell: 5 emerging leaders for your watchlist
Buy Hold Sell: 5 undervalued global growth stocks
Buy Hold Sell: 5 megatrends and the ETFs to play them
How to build a (multi) million dollar portfolio with ETFs
Buy Hold Sell: 5 ETFs to help you sleep at night
Buy Hold Sell: 4 top stocks (and 2 that have lost their shine)
The best management teams outside of the ASX 20
Buy Hold Sell: 3 stocks for offence (and 2 for defence)
Buy Hold Sell: 5 small caps with big dividends
Is the worst over for small caps?
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast