Originally Posted by lewdog:
Only one of those I'd touch is AMD but I don't think it pays a dividend?
I'd consider GILD for the dividend. Pass on the rest.
I keep thinking about buying AMD, and should have. I've got a few other chipmakers and they've all generally done well, but I missed the boat on AMD. [Reply]
Originally Posted by Rain Man:
I keep thinking about buying AMD, and should have. I've got a few other chipmakers and they've all generally done well, but I missed the boat on AMD.
Hasn’t been at these levels since July of ‘21, 50% off it’s high currently.
I think industry thinks of dividends like prehistoric times.
The way I see sentiment of management is that once they can get away with dumping a dividend they won’t go back.
Probably not for utilities etc.
Pure speculation here but I’d guess they’d reserve cash for acquisitions to bump stock prices. That’s pretty much what GE did. Fell in love with acquisitions that would bump their earnings they could extrapolate their (better) earnings multiple to and bump their stock price. Then when the acquisitions didn’t yield corresponding earnings multiples they had to pay the piper. Cut the dividend and divested. And Emmelt ate shit and his successor lasted 9 months.
Pure speculation but history rhyming and all. [Reply]
Originally Posted by Buehler445:
I think industry thinks of dividends like prehistoric times.
The way I see sentiment of management is that once they can get away with dumping a dividend they won’t go back.
Probably not for utilities etc.
Pure speculation here but I’d guess they’d reserve cash for acquisitions to bump stock prices. That’s pretty much what GE did. Fell in love with acquisitions that would bump their earnings they could extrapolate their (better) earnings multiple to and bump their stock price. Then when the acquisitions didn’t yield corresponding earnings multiples they had to pay the piper. Cut the dividend and divested. And Emmelt ate shit and his successor lasted 9 months.
Pure speculation but history rhyming and all.
That's something I'm really wondering about. I don't see why companies offer dividends at all. It's a big cash drain. So will the big hotels and cruise lines ever bring them back? If I was the CEO, I'd probably lobby the board against it. [Reply]
Originally Posted by Halfcan:
Why not the others- they are at bargain prices?
I am also looking at these.
EMN Eastman Chemical
ABR Arbor Reality
HCA Health
ORC Orchid Island Capitol
I had EMN for awhile I sold at around 112 a year ago as it was trending up nicely then started to edge downward more then I liked so I had to give it the knife. It has a nice dividend also. [Reply]
Originally Posted by scho63:
Check out BDN at these levels for it's dividend
Brandywine Realty Trust.
I've been reading that REITs do well in inflationary environments. I hold a few, in large part because they got destroyed in the shutdown but as long as I don't sell them I still get the dividends. They don't seem to be thriving, but they've generally held their own in this latest bear market, which is a win. [Reply]