SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: E_K_S who wrote (33412)2/2/2009 3:50:25 PM
From: Jurgis Bekepuris   of 78747
 
Companies that pay dividends may not be a specific metric that Warren Buffet uses to screen investment opportunities but may signal candidate stocks that meet his other key investment criteria.

I agree with this. :) And I already said earlier that for Graham dividend policy WAS one of the important investment criteria, so I don't dispute value investing based on dividends.

I do know from my current portfolio asset allocation, I am currently moving some bond money (yielding less than 1%) into dividend "aristocrat" type equities that yield over 3% so I can lock in a better than bond yield and get a Buffet type value bargain.

I guess the important part is to remember that dividend yield is not a substitute for great management and great business. :) I think you consider that already though. :)

I have no problem with someone incorporating dividends into their investment policy. I don't do it myself though and I explained why. :) If you looked at my portfolio, you may discover a lot of dividend paying stocks - this just does not mean I paid any attention to divvy when buying them. :)

Good luck.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext