The Dividend Cafe

A Dividend Growth Mentality

Jul 14, 2023
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ANECDOTE

Mickey's Travel Week Anecdote

  • Mickey D. Bohn describes his hectic travel week, speaking in multiple cities and adapting his Dividend Cafe topic last minute.
  • His disrupted plan led to focusing on dividend growth instead of American supply chain reshoring.
INSIGHT

Dividend Growth Mindset Insight

  • Dividend growth investing is a mindset focused on income growth rather than price movement.
  • Price gains via multiple expansion are risky; true value comes from sustainable cash flow and dividend growth.
ADVICE

Avoid Speculative Price Timing

  • Avoid trying to time the market based on price movements and sentiment.
  • Focus on investing in dividend growers with sustainable free cash flow and avoid speculative price timing.
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