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Valuentum Commentary
Jan 4, 2024
4 Very Good Reasons Why We Don’t Like Dividends of Banking Stocks
Image: Bank Run in Michigan, USA, February 1933. Source: Public Domain. It’s sometimes easy to lose sight of the fragility of a banking firm’s business model. Let’s examine the reasons why we don’t like banking firms’ dividends. Reason #1: A Bank Run Is Always Possible. Reason #2: Others Have Tried to Invest in Bank Dividends and Have Failed. Reason #3: Cash Flow Is Not Meaningful at Banks. Reason #4: There Are Plenty of Other Options. Let's dig in. Jun 26, 2023
CFA Institute Blog: "Hide-'Til-Maturity" Accounting
CFA Institute Blog: "The Silicon Valley Bank (SVB) collapse recalls the tussle over the accounting for financial instruments after the global financial crisis (GFC) in 2009, particularly the debate about whether some financial instruments should be carried at amortized cost (held-to-maturity, HTM) rather than at fair value (available-for-sale, AFS), or what is referred to as the “mixed measurement model.”" -- Sandy Peters, CPA, CFA Nov 16, 2018
Dividend Increases/Decreases for the Week Ending November 16
Let's take a look at companies that raised/lowered their dividend this week. Nov 19, 2017
Dividend Increases/Decreases for the Week Ending November 17
Let's take a look at companies raising/lowering their dividends this week. Nov 21, 2016
Dividend Increases/Decreases for the Week Ending November 18
Let's take a look at companies raising/lowering their dividends this week. Feb 23, 2015
Dividend Increases for the Week Ending February 20
Let's take a look at dividend increases for the week ending February 20. Nov 30, 2014
Dividend Increases for the Week Ending November 28
Let's take a look at dividend increases for the week ending November 28. May 12, 2014
Dividend Increases for the Week Ending May 9
Let's take a look at dividend increases for the week ending May 9. Sep 12, 2013
The Mortgage Refinancing Boom Could Be Ending
The bull market in mortgage refinancing activity appears to be over, but that doesn’t mean it will materially damage the economy. Sep 4, 2013
Why We Don’t Like Dividends of Banking Firms: 4 Very Good Reasons
It’s sometimes easy to lose sight of the fragility of a banking firm’s business model. Let’s examine the reasons why we don’t like banking firms’ dividends. Reason #1: A Bank Run Is Always Possible. Reason #2: Our Competitors Have Tried to Invest in Bank Dividends and Have Failed Miserably. Reason #3: Cash Flow Is Not Meaningful at Banks. Reason #4: There Are Plenty of Other Options. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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