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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (33412)	2/2/2009 4:31:14 PM
From: Paul Senior	Read Replies (2) of 78726

"I do agree with you that buying equities based on dividend yields alone (especially when treasury rates are much higher) is not a very useful metric for screening undervalued stocks." There are some who do have "dividend yield" as a primary metric for screening undervalued stocks. I am a fan of the work of Anthony Spare: amazon.com and his ex-associate, Nancy Tengler: books.global-investor.com These two (and their methods) seem to have disappeared in past five or so years. Ms Tengler ran a mutual fund that used her methods, but that fund disappeared too. (It had some trouble too with SEC in that year where several funds got caught allowing purchases after market close.) Maybe their methods will return to some favor. It sometimes looks to me that we're back in the 1958 era where stocks yield more than bonds, and that they should according to that mindset, since stocks are risky and growth/growth stocks, what's growth in a long-term recession? I wouldn't be surprised to see more emphasis on dividend yield as a reasonable screening metric. We see on this thread - it seems to me anyway - there are more people requiring a dividend yield or emphasizing dividend yield in their stock selections. (just my impression)

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