This chapter explores the changing landscape of dividend-paying companies in the current market, discussing factors like interest rates, cash flow, and investor preferences. It emphasizes the importance of dividends for attracting investors and ensuring fair treatment of shareholders in a shifting investment environment.
For decades, dividends have been out of style. History suggests that may soon change.
Daniel Peris is a trained historian, a portfolio manager, and the author of many investing books, including his latest, “The Ownership Dividend.” Deidre Woollard caught up with Peris to talk about why he believes we’re about to witness a resurgence of dividend investing. They also discuss:
The coming return of the “cash nexus.”
Semantics, and how academic finance differs from a real-world balance sheet.
Why free cash flow is king.
Host: Deidre Woollard
Guest: Daniel Peris
Producers: Mary Long, Ricky Mulvey
Engineers: Chace Pryzlepa, Tim Sparks
Companies discussed: META, CRM, BA, FHI
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