The Drawbacks of Dividend Investing

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Dividends are great, but there's always good and bad things about them. Some companies tend to underperform when we have fast rising bull markets. Most dividend funds and indexes I follow are pretty much flat. Sometimes it can cause you to think to kind of give up and chase the high fliers.

One key ingredient in Warren Buffett’s “Secret Sauce” is stocks that pay a dividend, but then you’ve got to let them simmer for a very long time.

(00:21) Jim Gillies and Ricky Mulvey discuss: - Walgreens Boot Alliance’s disappointing 3rd quarter. - The pharmacy chain’s turnaround story. - What to look for in investor presentations. - Why investors are cheering Brookfield’s $4.3 billion bid for life insurance company, American Equity.

Plus, (11:54) Robert Brokamp and Matt Argersinger discuss the fundamentals and tradeoffs of owning dividend payers.

Companies mentioned: WBA, BN, BAM, AEL, KO, AMX, MO, HD, AOS, PLD

Links: Rule Your Retirement article: https://www.fool.com/premium/rule-your-retirement/coverage/1062/coverage/2023/05/26/how-buffetts-secret-sauce-could-pay-for-your-retir/

Dividend Knights list: https://docs.google.com/spreadsheets/u/1/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0

Host: Ricky Mulvey Guests: Jim Gillies, Robert Brokamp, Matt Argersinger Engineer: Dan Boyd

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