Burns McKinney is a Dallas-based portfolio manager at Allianz Global Investors, where his purview includes the Allianz NFJ Dividend Value Fund (PNEAX), the Allianz NFJ Global Dividend Value Fund (ANUAX) and the Allianz NFJ International Value Fund (AFJAX). He sees these funds as residing at the intersection of high dividend yields and value investing. A Texas Rangers fan, he compares dividend-paying stocks to hitters with high long-term batting averages.
“Dividend-paying stocks have outperformed the broader market about two thirds of the time in the past four decades,” he says. “We also like the fact that they’ve specifically tended to outperform in down markets, so they’re defensive.” He thinks they’re a particularly good way to play international markets with a high degree of safety. “Because they pay dividends they’re not startups, they’ve been around the block, typically have cleaner balance sheets and more earnings transparency,” he says. “You can’t manipulate a dividend and you can’t restate a dividend.”
Source: Barons
Related Articles:
- 10 Stocks With A Strong Cash To Dividend Coverage
- 15 Dividend Stocks Trading Below Their Calculated Fair Value
- The Most Important Thing To Consider When Selecting A Dividend Stock
- 3 Powerful Concepts for Compounding Wealth with Dividend Stocks
- 11 Higher Yielding, Lower Risk Stocks To Perk Up Your Dividend Income
McKinney Likes Batting Average of Dividend Stocks
Posted by D4L | Friday, May 18, 2012 | ArticleLinks | 0 comments »________________________________________________________________
Subscribe to:
Post Comments (Atom)
~
Popular Posts Last 30 Days
-
As a relatively new blogger, the one thing that has stood out in my mind is the number of Canadian bloggers in the areas that I am most inte...
-
The best dividend stocks have one thing in common: resiliency. They can continue increasing their dividends even in the harshest economic en...
-
Investors wanting to enjoy steady and consistent income should consider dividend aristocrats. In fact, even in these chaotic times, dividend...
-
Dividends and diversification -- those two things can help you achieve a comfortable retirement when combined with the income you will recei...
-
Higher dividend yields often imply that the underlying company paying the dividend has a higher risk profile. However, that's not always...
-
It's hard to beat a sustainable, high-yield dividend paired with a beaten-down valuation. The best dividend stocks offer high yields and...
-
Strange but true: seniors fear death less than running out of money in retirement. And unfortunately, even retirees who have built a nest eg...
-
When hunting for discounted investments, one excellent starting point is to look for businesses with dividend yields trading above their fiv...
-
How high is too high when it comes to dividend stocks? Of course, every income investor wants as much yield as possible. However, they also ...
-
A select group of monthly dividend stocks pays dividends at a rate of 10% or higher. Those are the ones on this list. Investors should be aw...
0 comments
Post a Comment
Post a Comment
Note: Only a member of this blog may post a comment.