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DAX-Dividenden (in Punkten 2013 - 2017)

Als einer der wenigen großen Indizes weltweit wird der DAX, wie ihn die Allgemeinheit kennt, als Performanceindex berechnet. Das heißt, bei dieser Berechnung fließen die Dividenden mit ein. Sie werden als Reinvestment berücksichtigt. Im...

Dividendenpunkte im DAX (inkl. Erwartungen f. 2017)

...langfristigen Zeitfenster zeigt sich dadurch eine erhebliche Performancedifferenz zum DAX Kursindex, bei dem die Dividenden eben keine Berücksichtigung finden (Hinweis: "Reinvestment" >> heisst hier, dass Jahr für Jahr die Dividendenauszahlungen wieder in Aktienkäufe reinvestiert werden, somit nicht ...

Dividend growth investing

Dividend growth investing stands the test of time. There is plenty of academic evidence to show that stocks with consistently rising dividend payments tend to outperform the broader stock market. Identifying stocks with strong dividend growth...

Dividend Growth Investing (1972 - 2013)

...prospects, however, can be difficult. BUT: History is on our side here - dividend history matters. Stocks with long streaks of dividend increases are highly likely to continue increasing their dividends for years to come.

This investment strategy (Dividend growth investing) has been studied/written about since at ...

Inherent in this certain Investment-approach is that 1st: the selected companies are large or mega cap companies and 2nd there is an implied assumption that they will continue to operate as going concerns. So because this strategy is focused on Large Caps, an investor can be comfortable in knowing that there is a good possibility that each of these companies will still be around in a year (Enron and Worldcom, notwithstanding).To put this point into context, note that each of the components selected under this strategy has a market capitalisation in excess of USD 50 billion and revenues of ...

DAX
(Auswahl zuverlässiger Dividendenwerte)

Dividendenwerte sind folgend langfristiger Studien grundsätzlich stabilere Aktien als Aktien von jenen Unternehmen, welche keine Dividenden an ihre Eigentümer auszahlen.

Zuverlaessigste DAX-Unternehmen, die in den vergangenen 25 Jahren die Dividende noch nie gesenkt haben (Status: Jahr 2016)

Disclaimer: Ralph Gollner hereby discloses that he directly owns securities of some stocks (Beiersdorf AG, Henkel AG & Co. KGaA, Münchener Rück AG, SAP SE) mentioned above (as per 16th June 2017).

Disclaimer/Hinweis nach §34 WPHG zur Begründung möglicher Interessenkonflikte: Die Aktien von Beiersdorf AG, Henkel AG & Co. KGaA, Münchener Rück AG und SAP SE, die in diesem ...

Dividend GROWERS ! (not only payers)

Some ideas: Quality & Dividends (Dividend Growers); Follow Buffett's lead (maybe?). Look for companies with competitive advantages in their industries - what Warren Buffett calls "wide moats" - that keep rivals at bay. Then you may look for...

Dividend Growers (10,1% Long-Term Annual Return 1972 - 2016)

...businesses with strong balance sheets marked by little or no debt and solid cash flow and earnings. One profit measure one may rely on is return on equity, which gauges how efficient companies are at generating net income. The historical average ROE for U.S. stocks is roughly 10%, so you want to look for ...

Buyback yield + Dividend yield

Recheck the total amount that companies are returning to shareholders - a total that includes both dividends and share repurchases (or buybacks). Up until several decades ago, dividends were the predominant way in which companies returned cash to...

S&P 500 net payout yield, 1998 - May 2017 (sources: H. Silverblatt, HulbertRatings.com)

...shareholders, so up until then the dividend yield was a good approximation of shareholder yield (also known as payout yield).

Since then, however, the dividend yield has become less of a good proxy for payout yield, since companies have increasingly turned to buybacks as a way of returning cash to ...

Dividends & Share Buybacks

Equities continue to have a strong cash return story, even with interest rates having moved higher since bottoming last year. The S&P 500 Index sports a current Dividend yield of ca. 2.0%, a level that has been fairly consistent in recent years.

Dividends & Share Buybacks (1982 - 2015)

Dividend increases have been running strong since 2011, and one can expect mid- to high-single digit cash dividend growth this year and next as modest economic growth continues. Share repurchases remain an ongoing benefit to valuations as well. When combining net share repurchases with dividend yield, one can ...

Dividendenhistorie (1971 - 2016)

Dividendenpapiere können Stabilität für's Depot bringen. Im folgenden Schaubild erkennt man den Anteil an der p. a. Gesamtperformance der Dividenden und Kursgewinne 1971 bis Ende 2016 im internationalen Vergleich (annualisiert):

Dividendenhistorie (Zeitraum 1971-2016)

Über den gesamten Zeitraum (1971-2016) war die annualisierte Gesamtrendite der Aktienanlage für den MSCI Europa zu ungefähr 38% durch den Performance-Beitrag der Dividenden getragen. Aber auch in anderen Regionen, wie Nordamerika (MSCI Nordamerika) oder Asien-Pazifik (MSCI Pazifik) war die Gesamtperformance zu ca. einem Drittel ...

TecDAX und
DIVIDENDEN

Der Anteil der ausschüttenden TecDAX-Unternehmen liegt nun bei 73% (22 von 30) - doppelt so viele Zahler wie im Jahr 2009 und deutlich mehr als im NASDAQ 100 Index, wo die Quote unter 50% liegt!

TecDAX - Dividendensumme (2008 - 2017), Quelle: DividendenAdel

Why stock market investors should not fear
Fed rate hikes

In theory, rising interest rates are supposed to hurt the stock market because it makes interest-rate instruments relatively more attractive and reduces liquidity in the marketplace. But in reality, interest rates and the stock...

Dividend Performance after the FED increased Rates (up to 36 months)

...market usually trend in the same direction over the long term. That is because the conditions that lead to higher rates, such as an acceleration in economic growth, also fuel bull markets for stocks, while the drivers of rate cuts, like an impending economic recession, are often behind bear ...

Dow Jones - Dividend Yield
(History)

With the current low yield 10year-Treasuries @ 2.365%, it is not easy to justify putting one's hard earned money (only) into the U.S. Treasury. For investors looking for yield and inflation protection, the current "Dow"-dividend yield...

Dow Jones Dividend Payout 1925-2016

(see Dow table under following link: http://indexarb.com/dividendYieldSorteddj.html) - plus the potential stock price appreciation - of all 30 Dow Jones Industrial average stocks is looking a lot better than the < 2.4% yield on the 10-year Treasury.

Equities historically outperform bonds. So, the strategy here ...

DAX-Dividendensaison 2017
& Historie

Die Redaktion von finanzen.net erwartet folgende Dividendenbewegungen in 2017. Bei acht DAX-Unternehmen wird es 2017 wahrscheinlich (!) keine Dividendenerhöhung geben, doch glücklicherweise auch keine Kürzungen...

DAX Dividendensummer in Mrd. Euro (2000-2016)DAX-Schwergewichte wie BASF und Bayer sollten ihre Dividende mindestens konstant halten. So wird der Ludwigshafener Chemiekonzern 2017 eine Dividende von 2,90 Euro bezahlen und die Konkurrenz aus Leverkusen mindestens 2,50 Euro.

Bei dem Konsumgüterkonzern Beiersdorf wird sich die Dividende auch im nächsten Jahr auf mindestens 0,70 Euro ...

DAX-Dividendenrendite (1998-2016)

In der Regel erhalten Aktien-Investoren einmal im Jahr eine Dividende. Allerdings schwanken die Kurse von Aktien, sodass die tatsächliche Rendite nur schwer prognostizierbar ist. Per Sep. 2016 rentiert das deutsche Leitbarometer mit ca. 2,95 Prozent.

DAX-Dividendenrendite (12 Monate), 1998 - 2016

Gemessen an den letzten 20 Jahren liegt die Dividendenrendite damit vergleichsweise hoch. Es gab nur wenige Zeiträume, in denen ein Aktieninvestment aus diesem Blickwinkel betrachtet attraktiver gewesen wäre. Kurzfristig, rund um die Finanz- und Eurokrise, lagen die Renditen gar noch höher, teilweise ...

Dividend-Paying Small-Caps (Russell 2000-components) outperformed...

Non-Dividend-Paying Small Caps WITH LOWER VOLATILITY! Standard deviation is a statistical measure within which total returns have varied over time. The greater the standard deviation, the greater a stock's volatility.

Russel 2000 Dividend-Payers versus Non-Dividend-Payers (Return, Standard Deviation))

If you look at the Russell 2000 (Small-Cap-Index) over time and you slice it into the companies that pay dividends and the companies that don't pay dividends, over time the dividend-paying companies have done better. The dividend-paying companies have had less volatility. And particularly in the down ...

Dividend Growers outperform "the rest"

There is the existence of a return penalty for seeking out too high of a dividend-yield. Why would this be the case? Yield can be a proxy for risk. Stocks with the highest yields are those most likely to be perceived as risky by investors...

Dividend Growers = Outperformers (1994 - 2016)Source: "Investment Strategies for Non-Dividend Payers,"
Ned Davis Group. Data from June 30, 1994, through February 29, 2016

...the perception becomes justified when such companies encounter business or financial problems.

Should those problems result in the dividend being cut, the return suffers. Ned Davis ...

Nice Reminder Janet Y.

I found this quote from the current Federal Reserve Chair Janet Yellen; So why not check out the dividend-ratios of well-run companies/stocks and re-check, if these may really "deserve" such a high dividend-ratio...implying(?)...

Janet Yellen quote on Dividends (!)

http://www.brainyquote.com/quotes/authors/j/janet_yellen

History 1923 - 2013
(Ned Davis Research)

This research-outcome helped me in surviving the stormy markets in the year 2015 and in the first 5 months of 2016. Dividends have been the lifeblood of long-term investors - helping them achieving high returns! year-over-year:

Dividend Growers (less Risk, 1972 - 2013)
The performance shown represents the risk-return characteristics of each of the categories with annualized standard deviation (measure of risk) measured on the x-axis and the average annualized return measured on the y-axis. Risk is represented by standard-deviation, a statistical measure of the degree to which the ...

YOI or YOC

The Power of Compounded Growth and Reinvested Dividends! Buying a 2.9%-Dividend-Yield stock, which is raising its dividend payments 10% year-over-year leads to following YOI or YOC (yield on cost) after 20 years (check the blue line):

YOI or YOC (Yield on original Investment / yield on cost)

YOI stands for "yield on original investment (YOI)". YOI is simple; it’s the income yield you'd have today on an investment you made some time in the past. Harnessing this concept, an investor can achieve annual income returns of 10%, 20%, 30%, 50%, and more on original investment during an ordinary adult life. These are not "gains" in the ...

Yield on Cost (20 years/holding period)

You want to know how your yield on cost and income will grow if you bought 10 shares of a $100 stock for a total investment cost of USD 1,000?! Example: Your stock started with a 3% yield (ca.) and has an annual dividend growth rate of 12%...

...
Year Income Yield on Cost Holdings Value
1 $30.00 3.00 $1,030.00
2 $33.99 3.40 $1,063.99
3 $38.62 3.86 $1,102.61
4 $44.03 4.40 $1,146.64
5 $50.36 5.04 $1,197.00
6 $57.83 5.78 $1,254.84
7 $66.69 6.67 $1,321.53
8 $77.26 7.73 $1,398.79

Wer nichts weiß, muss alles glauben
(Dividenden - "steady income stream")

Dividende ist der Betrag je Aktie, den eine AG an ihre Aktionäre jährlich ausschüttet. Folgend werden vorab die jährlichen Aktienrenditen von 3 Unternehmen angeführt (2000 bis 2015, ABER OHNE Dividenden!):

JNJ, Jahresrenditen (Zeitraum: 2000 bis 2015)

Die meisten Aktiengesellschaften schütten nicht ihren gesamten Gewinn, sondern lediglich einen Teil davon (Ausschüttungsquote, z.B. 60 %) an ihre Eigentümer bzw. Anteilseigner aus. Die Höhe der Dividende wird durch die Hauptversammlung beschlossen. Setzt man die Dividende ins Verhältnis zum aktuellen Kurswert ...

Search for Dividends! (March 2016)

Dividend payers, particularly those that have grown or initiated a dividend, have outperformed after the Fed increased rates; Historical recap:

Stick to Dividend Growers (if you want to...)

Dividendenzahler - Methusalems

Es gibt tatsächlich einige Unternehmen, die bereits im 19. Jahrhundert mit der Zahlung einer Dividende begonnen und diese tatsächlich bis heute niemals unterbrochen haben!

Dividendenhistorie/Dividendendinosaurier (Status März 2015), originale Quelle: mydividends.de

Achtung an sogenannte "leichtgläubige Blindflieger": Natürlich ist dies keine Garantie, dass es auch zukünftig Dividenden, bzw. Dividendenerhöhungen bei diesen Werten gibt. Aber das Beispiel zeigt, was für ein Potenzial hinter erstklassigen Dividendenwerten steckt.

Dividend stocks for bear markets/if you really wanna stay invested(?)

Dividend-paying stocks often come out ahead during a market sell-off. The majority of following stocks remained stable during the last sell-off periods (names given in text below, SPX stands for US-Benchmark S&P 500):

bigcharts.com / Dividend stocks for bear markets (just ideas from the past)

In 2008, when Standard & Poor’s 500-stock index nosedived 37%, the S&P 500 Dividend Aristocrats, an index of large companies that have raised their dividends every year for the past 25 years, surrendered a more tolerable 22%.

Some dividend stocks have a better record than others. At Kiplinger, they’ve ...

Definition of 'Yield On Cost - YOC' (example: Coca Cola/ticker: KO)

"YOC" ist the annual dividend rate of a security divided by the average cost basis of the investments. It shows the dividend yield of the original investment. Here a chart of the div. payments (cash-out) to Coke-Investors:www.buyupside.com (GREAT SITE)source: www.buyupside.com

If the number of shares owned by the investor does not change, the yield on cost will increase if the company increases the dividend it pays to shareholders; otherwise it will remain the same. Following a chart of the dividend yields IN THE YEAR of a possible purchase in that ...

Dividend Investing  for Newbies (5 min. - Video)

Dogs of the Dow (Foolish four?)

Dividend investors employ a variety of popular approaches to pick stocks including dividend growth, relative dividend yield and the Dogs of the Dow.

 

This article (source: http://www.ndir.com) is focusing on the Dogs of the Dow which is wildly popular in the U.S. but has its flaws.

The basic Dogs formula is to buy an equal amount of the top ten yielding stocks in the Dow each year. The approach was first advocated by Michael O'Higgins in his book Beating the Dow. From 1973 to 1996 the Dogs of the Dow returned 20.3% which far surpassed the Dow's ...

DAX-Dividenden-Goliaths

bezogen auf die absolute Dividendenhöhe (per Stand Juni 2015, Datenquelle: http://www.focus.de):

*RWE (Atomthema) und Volkswagen-Spezialfall "Dieselgate": Dividendenentwicklung ungewiss, ebenso E.on

Mehrere DAX-Unternehmen haben in den letzten Jahren regelmäßig einen warmen Geldregen auf die Aktionäre niedergelassen. Mehrere DAX-Goliaths (gemessen an den ausgezahlten Dividendenausschüttungen) haben in den letzten Jahren die Dividende pro Aktie erhöht, bzw. die Dividende zumindest unverändert gelassen. In der Legende wird die Farbenlehre zur obigen Tabelle ...

DIVCON 5 (the place to be ;-)

Reality Shares’ so-called DIVCON Indexes predict companies’ ability to raise dividends!
(see also this marketwatch-article from 5th Oct. 2015: http://www.marketwatch.com)

San Diego-based investment manager Reality Shares has a new way of selecting winners by predicting their ability to raise dividends. That may seem overly simplistic, but it takes into account quite a number of factors. A company’s financial health, indicated by a high likelihood of raising dividends, can serve you well...

The DIVCON is a score that predicts the likelihood a company will ...

Es gibt Unternehmen, welche seit mehr als 100 Jahren (Stichtag ist im Mai 2015) ihre Dividende ohne Unterbrechung zahlen. In manchen Perioden musste diese gekürzt werden, dennoch wurde immer eine Zahlung durchgeführt.

Einige Unternehmen, welche durchgehend über diesen langen Zeitraum ihre Dividenden gezahlt haben, sind folgende:

  Unternehmen Dividende
seit

Aktuelle
Dividendenrendite (per Mai 2015)

                                Eli Lilly 1885 2,73%
          Du Pont de Nemours 1904 2,58%
  General Mills 1888 3,18%
  Procter & Gamble 1890 ...

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Raiffeisen RESEARCH (please click on picture for free access!)

Fund Managers Holding Highest Cash Percentage Since Lehman
Posted July 14, 2015 by Joshua M Brown (a New York City-based financial advisor at Ritholtz Wealth Management)

as written by Joshua: Michael Hartnett is out with his latest Fund Manager Survey for Bank of America Merrill Lynch and it’s, ...

"how to ride a trend" - Skechers (SKX) im Jahr 2015

Vorab: Hinweis nach §34 WPHG zur Begründung möglicher Interessenkonflikte: Die Aktie, die in diesem Blogeintrag/Artikel behandelt/genannt wird, befindet sich aktuell (seit mehreren Monaten) im "Echt-Depot" von Mag. Ralph Gollner.

bigcharts.com (SKX / Skechers)

Die Linie ...

Berkshire Hathaway (Price-Book-Value)

Let us take a quick look at Warren Buffet's empire, more specific at Berkshire Hathaway’s share price and its book value, especially in these current weeks/months since the PB-relation seems interesting relative to its history.

As per 7th Sep. 2015 ...

Uwe Lang / "Börsenpfarrer" - Indikatoren (Timinghilfe), 27. Okt. 2015

Anleger müssen nur auf die Signale achten. „Börsenpfarrer“ Uwe Lang beschäftigt sich seit 45 Jahren mit den Märkten. Er hat ein System entwickelt, das Kauf- und Verkaufsignale gibt. Es geht darum, Wendepunkte an den Märkten ...

Auswahl an Aktien mit dem Siegel "Nachhaltigkeit" / "Gutes Gewissen"

Gratis-ökom-Research: http://www.oekom-research.com
Gratis-finance-ethics-Einzelaktien-Research: http://www.software-systems.at (Aktien-Screener)
Überblick über die 50 Global-Challenges-Index-Mitglieder:  ...

Online-Retail (2015ff)

US versus other countries (please see graph below the graph below ;-) 

US Retail Sales (up to 2014/2015)

“With e-commerce penetration at a mere 7% of U.S. retail sales (as per Q3-2015), the channel has significant room to expand,” said Edward Yruma, Jessica Schmidt, Noah Zatzkin and other Pacific ...

FANG, NOSH or SLAM ("the" 2015 stocks)

Ever heard of the famous "herd-stocks": FANG >> FB, AMZN, NFLX, Alphabet(Google), or 
NOSH >> NIKE, O'Reilly, Starbucks, Home Depot? All delivered a great outperformance versus S&P 500 in the year 2015:

FANG, NOSH (2015)
Following comparison betweeen the FANG & the NOSH ...

selected Oil stocks (US), 22nd Jan. 2016 (Chartshow - automat. updated / daily)

Phillips 66 (PSX), Occidental Petr. (OXY), National Oilwell Varco (NOV), Pioneer Natural Resources (PXD), Hess Corp. (HES), Helmerich & Payne (HP), Baker Hughes (BHI), Marathon Oil Corp. (MRO) 

It will be ...

APPLE (Snapshot January 2016)

Apple vs. Big-Techs (Jan. 2016), Apple-Net Sales 2009-2015source: http://www.infinancials.com

Apple-Stock-Valuation @ price per stock of 93.42 USD (27th Jan. 2016)

Market Cap: USD 517.97B*
Apple - Enterprise Value/EBITDA (ttm): 6.56*
Comparison/Group Computer Hardware - Enterprise Value/EBITDA (EV/EBITDA): 6.62*
S&P 500 - ...

Amazon (2006 - 2016)
Text: Tobias Krieg; Grafiken: Mag. Ralph Gollner

Amazon wurde 1994 von Jeff Bezos gegründet, er entwickelte die Idee des elektronischen Buchhandels gemeinsam mit David E. Shaw, als Bezos in dessen Hedgefonds D.E. Shaw Group arbeitete.

Amazon (AMZN), Snapshot (Text & Grafiken); April 2016

Jeff Bezos verließ das ...

Credit Cards versus Cash
(CC vs. C)

Beginning of the end for cash? As consumers have increasingly used credit and debit cards and made purchases online and on apps, they've used less and less cash; in 2016, consumers will spend a greater amount on cards than they do with cash...

Rise of credit card payments (2002 - 2016)

...for the ...

Fast Casual (Fast Food)

"There's pressure on the fast-food industry to try and match the strides made by the fast-casual better burger providers," said Steven Buckley, chief operating officer of BurgerFi International, a burger chain launched in 2011 in an interview with 'marketwatch'.

Density of fast food restaurants in the U.S.A. (year 2016)

...

2015’s map of the largest company (U.S.A.)

2016's map of the largest company in each state by market cap from Broadview Networks looks much like the 2015 edition (see map here!). Apple Inc. is still the big cheese in California and ExxonMobil Corp. is king in Texas, while...

Largest Companies by Market Cap

...J.P. Morgan ...

Victoria's Secret & Co. (L Brands)

At the right price, L Brands offers investors the opportunity to own a leading company in remarkably uncrowded categories, and one with a strong record of delivering shareholder returns...

Victoria's Secret & Co. (L Brands), quick Snapshot (1st Jan. 2017)

L Brands Inc formerly known as Limited Brands, Inc., operates as a ...

Big Players, Aktionäre und Dividenden

No-Brainer? Keine Ahnung, ABER: Der Aktionär ist Miteigentümer am Unternehmen und hat Anspruch auf einen Anteil des Gewinns, der in Form einer Dividende ausgeschüttet wird. Die Dividende ist von der Ertragslage des Unternehmens abhängig...

Dividenden Texas Instruments, Apple, Microsoft (Status: März 2017)

...und ...

How to Find Wide Investment Moats the 'Easy' Way

Finding a wide investment moat is critical to investing, especially for the long term; Warren Buffett's simple-is-better philosophy extends to his ability as a teacher to take complex subject matter and turn it into something we can...

Warren Buffet (Castle and Moat Metaphor)

...all ...

OMV und Preis-Buchwert-Verhältnis

OMV: Mit dem Energiekonzern kam 1987 der erste Staatsbetrieb an die Börse. Für den Konzern war das der Auftakt für die internationale Expansion. Für das Unternehmen selbst wirkte der Gang an den Kapitalmarkt wie ein Entwicklungsturbo.

OMV / PBV 1 (2013 - 2017)

Unter dem steigenden ...

Mastercard (Ticker: MA)

Driven by global economic growth and a secular shift to electronic payments, one can believe Mastercard (ticker: MA) can grow net revenue by low double digits over the next several years. This, coupled with modest margin expansion and aggressive share buyback...

MA (Mastercard), possible market shares 2019-est.

...

Get used to higher Risk/Return-products...
Original Article as per 19th June 2017

Investors are expecting aggressive, unrealistic returns and higher income than may be available from the retail products they are currently invested in. That is a key conclusion from the annual Global Investment ...

Facebook (earnings review)
quick n dirty

Let's check the latest metrics in the wake of Facebook’s robust Q2-2017 results on 26th July 2017.  Its revenue increased to over USD 9 billion, up 45% versus a year ago - that is enormous growth for such a large company. But one concern is...

Facebook (Umsatz-Chart), Chartquelle: guidants.de

...that ...

Fresenius SE & Co. KGaA

Die Fresenius SE & Co. KGaA ist ein international tätiges Medizintechnik- und Gesundheitsunternehmen. Der Hauptsitz liegt in Bad Homburg vor der Höhe. Gegründet wurde das Unternehmen 1912. Die Veränderung der Bevölkerungsstruktur sorgt bei Fresenius nach wie vor...

Fresenius (Chart 2008 bis Juli/August 2017)

...

China & its platforms
(transformation into the year 2017)

Chinese companies transformed from the year 2000 (the year, when I bought stocks for the first time) up to the year 2017 their "normal" business-models into a wide platform strategy, covering different ecosystems. How it all started:

China and its platforms (Status: 2017)

...

Alphabet hat sich im 1. Halbjahr (wieder) stark entwickelt

Der Technologiekonzern scheint kaum noch zu stoppen und nimmt vor allem im Suchmaschinengeschäft eine Monopolstellung ein. Das Werbegeschäft brummt. Der strukturelle Wandel ist in vollem Gange. Während die klassische...

Alphabet (Google)-Chart, 2014 - Sep 2017

...TV- und ...