dividend

Roger Montgomery

In the last few days Opposition Labor Leader Bill Shorten has proposed a radical transformation of dividend imputation. Putting aside his mistaken belief that his voters are “Aussie Battlers”- when in fact they are hard-working small business owners and contractors, many of whom receive franked dividends from their business endeavors... Show More

Gareth Brown

This will be short and likely controversial. There’s a lot of vitriol about dividend imputation these days. Much of it is misguided. However widely practised around the globe, double taxation of corporate earnings is unfair. Most countries acknowledge that fact indirectly by having low tax rates on dividends. Our dividend... Show More

Dermot Ryan

On average, companies in the top 10 per cent of expected dividend yield deliver negative earnings growth, negative dividend growth and underperform the market over time, our analysis suggests. To find the companies with genuinely sustainable dividends, you need to dig much deeper than these simple historical measures. Show More

Daniel Mueller

Want to know the biggest yield trap of 2017? Each year there are dividend plays that turn out to be yield traps. In 2012, it was QBE. During 2012 to 2014, we saw several consumer stocks turn out to be yield traps including Seven West Media, David Jones and Myer.... Show More

Glennon Capital

Albert Einstein famously stated: “Compound interest is the eighth wonder of the world. He who understands it, earns it… he who doesn’t, pays it.” We tend to agree – compounding returns over time can lead to some great results. So how does this play out in the world of small... Show More

Jordan Eliseo

The recently released Economic outlook from the Carlyle Group, titled “The search for yield and business investment”, focused on why corporate investment has been so weak in the past few years, despite record low interest rates. With income streams from “safe” investments (cash and government bonds) at record lows, it... Show More

Livewire Exclusive

Spotless is a leading provider of integrated facility services in Australia and New Zealand. Spotless has dominant market industry positions, good revenue visibility driven by long term contracts of 5-10 years and very low customer concentration with no single client representing more than 5% of turnover. We are attracted to... Show More

Nicholas Forsyth

Revisiting our Dividend views for the ASX200 With 50% of returns from the local share market coming from dividends over the last 20 years, it's not difficult to understand why Australian investors are correctly focused on dividends. The unprecedented low interest environment now clearly appears to have a few more years'... Show More

Nicholas Forsyth

Australians are heavily reliant - dividends. Investors are clearly becoming concerned that weakening global economies will lead to the world's big banks being hit with a significant jump in problem loans. Banks have recently reached yields of about 6% fully franked compared to negative real returns on cash held on deposit.... Show More