If apple could profitably, if they could maintain that return on capital and tain all their earnings, we would not want them to pay dividend or buy back shares. If you look at i b m, i just stood a video on this last week, some one was asking about i b m. It hasn't a big dividend guild, but you look its return on capital, since two thousand 12, it is steadily eroded from 32 % down to likea seven%. So that is not a good sign, righty?
In today's show, we have a fascinating conversation with Nathan Winklepleck. We discuss all things related to dividend growth investing. Hence, please tune in to hear his thoughts about the impact of the USD / EUR exchange rate, high yield vs low yield, why he is a fan of ROIC, and much more!
If you are interested in his book Dividend Growth Machine, you can buy it via Amazon:
You can also follow him on social media:
We hope you enjoy the show just as much as we did while recording it.
Have a great week and C U on the inside!