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Cash Cows of the Dow

Long time readers know that I have been a shareholder yield advocate on the blog for almost a decade.  (We used to call it net payout yield back then, and we define it as the combination of dividends and net buyacks.) People are slow to…

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Episode #36: “Listener Q&A”

Episode #36: “Listener Q&A” Guest: Episode #36 has no guest, but is co-hosted by Meb’s co-worker, Jeff Remsburg. Date Recorded: 1/10/16 Run-Time: 1:01:18 Topics:  We’re back with the first Q&A episode of 2017. We start by discussing the “Zero Budget Portfolio,” about which Meb wrote…

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Dividend Stocks are the Worst

We’ve written three fun articles on the topic of dividends in the past few years. I’m not sure why we haven’t seen more research here in the academic space, perhaps it is the hundreds of billions allocated to dividend strategies? What You Don’t Want To Hear…

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The Zero Budget Portfolio

Happy 2017…You’re probably going to fail this year! Let me quickly add some context before I’m bombarded with venomous emails. According to StatisticBrain, only 8% of Americans are successful in achieving their New Year’s Resolution. That figure triples when describing people who “never succeed and…

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U-S-A, U-S-A!

Below is a fun little chart on investing trends. We outlined a simple valuation approach to stocks in our old book Global Value.  It simply picked a basket of the cheapest 25% of country stock markets as measured by long-term valuations, and rebalanced yearly.  Despite…

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