As of the 5th of October, iShares MSCI Brazil Capped ETF (EWZ) had a TTM dividend yield of 3.42%. In this article, I hope to answer if it is possible to create a dividend-focused portfolio with only Brazilian ADR that can outperform EWZ’s dividend yield. My investment thesis is simple; analysts are expecting EPS to grow by over 100% in 2022, and dividends should grow too. For those who don’t know, Brazilian law requires corporations to pay out a minimum of 25% of its earnings to shareholders.

Throughout the course of this article, I will consider interest on equity and dividends as just dividends. To the best of my understanding, interest on equity is treated the same as dividends for U.S. tax purposes.

The stocks mentioned in this article are all Brazilian stocks. Investors are exposed to the Brazilian Real, which has devalued significantly over the past several years. During

Read More

There’s no question that growth stocks are getting all the attention on Wall Street right now. But when push comes to shove, growth stocks have historically taken a back seat to dividend stocks over the long run.

Back in 2013, J.P. Morgan Asset Management released a report that compared the average annual return for stocks that initiated and grew their payout between 1972 and 2012 to the average annual return of stocks that didn’t pay dividends over this same time frame. The results showed a near-quintupling in average annual return for the dividend-paying stocks relative to stocks that paid no dividend (9.5% vs. 1.6%), and a 19-fold aggregate outperformance over four decades.

A businessperson counting a stack of one hundred dollar bills in their hands.

Image source: Getty Images.

This data really shouldn’t surprise anyone. Dividend-paying stocks are almost always profitable, time-tested businesses that have navigated a number of economic downturns. The simple fact that a company is sharing a percentage of its

Read More

In a bid to enhance its shareholder value, the board of directors of Aon plc AON recently announced that it has hiked its cash dividend on outstanding Class A Ordinary Shares by 5% to 46 cents per share. Shareholders of record on Nov 2, 2020 will receive the meatier dividend on Nov 13, 2020.

This follows the 10% increase in dividend of 44 cents per share approved in the second quarter of 2019. This year will be the 9th consecutive annual dividend increases by Aon.

The insurance broker took this initiative as its buyout of Willis Towers Watson Public Limited Company WLTW remains pending. The deal is expected to close in the first half of 2021.

The company’s track record of disbursing capital appears impressive to investors. However, given the COVID-19-led uncertainty, it deferred its share buyback plan, which is why its bottom line will be bereft of the cushion

Read More

There has been a record number of dividend cuts during the ongoing coronavirus crisis, particularly in the energy sector, which is one of the most severely beaten sectors. A bright exception has been the group of U.S. refiners, which have defended its dividends so far. However, as Valero (VLO) is poised to post material losses this year, it is likely to cut its dividend, given also the uncertainty arising from the pandemic. On the other hand, the stock has been beaten to the extreme and thus it has collapsed at its 7-year lows. In this article, I will analyze why Valero has become a conviction buy around its current price.

The effect of the pandemic

The pandemic has caused an unprecedented collapse in the demand for refined products this year. According to the Energy Information Administration [EIA], the global demand for refined products is expected to slump by 8.3 million

Read More

Asset managers are hot properties at the moment. Activist investor Nelson Peltz has taken stakes in

Invesco

and

Janus Henderson Group,

pushing them to merge, while

Morgan Stanley

has agreed to pay $7 billion for

Eaton Vance.

One of the hottest in the industry should be AllianceBernstein. It offers a growth story and a nearly 9% yield.

“This is a unique company in the asset management industry,” says Alexander Blostein, an analyst at Goldman Sachs. “Not many companies are growing in the actively managed space.”

Yet AllianceBernstein generates little attention because of its partnership structure and thin public float. The public portion of the company,

AllianceBernstein Holding

(ticker: AB), owns 35%, while

Equitable Holdings

(EQH), the life insurer, holds the other 65%. The partnership units, now around $30, trade inexpensively at 11 times projected 2020 earnings of $2.67 a unit and 10 times estimated 2021 profits of $3.01.

Read More



a windmill on top of a dry grass field: MailOnline logo


© Provided by This Is Money
MailOnline logo

Dividends from UK companies may not yet be as rare as hen’s teeth, but the income landscape for most investors has changed beyond recognition since the coronavirus struck. More down than up in terms of trajectory. 

According to investment experts at AJ Bell, dividend payments from the country’s 100 largest stock market-listed companies are likely to plunge by a quarter this year – from £75billion to £57billion. 

Some 35 of these companies have already either cut, deferred or cancelled their dividends while they grapple with the impact of coronavirus, with nine not paying a penny in income to shareholders. 

A raft of companies previously renowned for their dividend-friendliness – tobacco giant Imperial Brands, HSBC, BP and Shell – have all taken an axe to dividends. 



a windmill on top of a dry grass field: Wind of change: A willingness to think outside the box when it comes to income is an approach lauded by most advisers


© Provided by This Is Money
Wind of change: A willingness to think outside the box when

Read More

Holders of NS&I Premium Bonds and Income Bonds are set to find it more difficult to make a passive income in the coming months. Low interest rates mean the returns on both products, as well as other bonds and cash savings accounts, are set to be extremely low.



A person holding onto a fan of twenty pound notes


© Provided by The Motley Fool
A person holding onto a fan of twenty pound notes

As such, buying UK dividend shares could be a sound move. Their high yields, growth potential, and low valuations may allow you to achieve a worthwhile income return. They may also deliver impressive capital returns in the coming years as the stock market recovers from the recent crash.

Loading...

Load Error

Obtaining a worthwhile passive income

Making a passive income has been more difficult for many people since the global financial crisis. It prompted historically-low interest rates that sent the returns on bonds and cash savings accounts

Read More

DENVER, Oct. 9, 2020 /PRNewswire/ — Today, the Board of Trustees (the “Board”) for the Clough Global Dividend and Income Fund (the “Fund”) has declared a monthly cash distribution of $0.1008 per common share, payable on the dates noted below. The Fund’s managed distribution policy is to set the monthly distribution rate at an amount equal to one twelfth of 10% of the Fund’s adjusted year-ending net asset value per share (“NAV”), which will be the average of the NAVs as of the last five business days of the prior calendar year.

The following dates apply to the distributions declared:

Ex-Date: October 19, 2020
Record Date: October 20, 2020
Payable Date: October 30, 2020

Ex-Date: November 19, 2020
Record Date: November 20, 2020
Payable Date: November 30, 2020

Ex-Date: December 18, 2020
Record Date: December 21, 2020
Payable Date: December 31, 2020

A portion of the distribution may be treated

Read More

You can increase your investment income by buying a mutual or exchange-traded fund that owns dividend-paying stocks. Whether you should is a thornier question.

Dividends can be dependable — many companies increase theirs year after year — but the prices of the stocks to which they’re linked won’t necessarily be so steady. A fund or E.T.F. of dividend payers provides no guarantee against losses.

So far this year, the S&P Dividend Aristocrats Index — an index of dividend payers in the S&P 500 — lost 2.6 percent year-to-date through Sept. 30, even after factor in those dividends. The S&P 500 returned of 5.57 percent, including dividends.

What’s more, the pandemic has increased the risks that dividends will be cut as some companies’ earnings and cash flow diminish.

“If you’re Walt Disney and you had to close all your parks, your cash flow dried up,” said Scott L. Davis, lead manager

Read More

The entire energy sector has been going through a fierce sell-off over the last four months, in contrast to the broad market, which has been hovering around its all-time highs. Kinder Morgan (KMI) has not escaped the sell-off and thus it is now offering a 4-year high dividend yield of 8.5%. During sell-offs, most investors view such an abnormally high dividend yield as a signal of an imminent dividend cut. However, the dividend of Kinder Morgan is safe.

Business overview

The pandemic has caused a severe recession in the U.S. Consequently, many companies have gone out of business and thus the total commercial demand for natural gas has decreased this year. However, it is critical to note that the effect of the coronavirus crisis on the natural gas market is much smaller than the effect on the oil market. The Energy Information Administration [EIA] expects the average annual U.S. demand

Read More