Chasing Some Dividend Tail (I)..?

Tags

AIM stocks, dividend coverage, dividend yield, Expecting Value, income/dividend bubble, pitch books, REIT/MLP sector, Richard Beddard, Stockopedia, survivorship bias, tax, tax-free compounding, The Reformed Broker, UK Value Investor

There’s been a lot of good dividend commentary & debate in the UK blogosphere recently. Stockopedia seems to have ignited the debate:

http://www.stockopedia.co.uk/content/the-dividend-puzzle-or-why-the-dividend-emperor-may-have-no-clothes-66275/

Expecting Value & UK Value Investor chimed in with these:

http://expectingvalue.com/aroundtheweb/friday-reading-29#more-2326

http://www.ukvalueinvestor.com/2012/06/how-to-find-the-best-high-yield-shares.html

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Seduction…and Neglect?! How About a Catalyst? (Part I)

Tags

catalyst, difficult girls, Expecting Value, hedge funds, Interactive Investor, IRR, Margin of Safety, value investing

Lewis (at Expecting Value) and I started a convo here about stock catalysts. I thought it best in the end to tackle this (a little better?) in a blog post, as it’s something I’ve tried to focus on/prioritize in the past year. And he challenged me to give some real examples!

First, let’s highlight two particular problems with value investing/stocks. How do I describe them..?