Motley Fool Money Meet the Dividend Knights
Oct 15, 2022
In this engaging discussion, Matt Argersinger, an investment analyst at The Motley Fool, joins Ricky Mulvey to unveil the concept of Dividend Knights—stocks that not only pay dividends but also outpaced the market. They explore surprising dividend performers like Dillard's and discuss the impact of rising interest rates on dividend strategies. The conversation also covers how companies like Home Depot and Union Pacific showcase resilience, alongside listener queries on investment prospects and the sustainability of dividends. A must-listen for dividend enthusiasts!
AI Snips
Chapters
Transcript
Episode notes
Dividend Payers Underperform
- Dividend-paying stocks and REITs haven't held up as well as expected in the current bear market, likely due to rising interest rates.
- Investors are choosing the safer option of treasury bonds with comparable yields.
Yield vs. Growth
- Prioritize dividend growth companies for long-term investments.
- High-yield dividend payers may outperform initially, but growth stocks prevail in the long run.
Dividend Screens
- Traditional dividend screens (achievers, aristocrats, kings) overlook market performance.
- Matt Argersinger and Anthony Schiavone's 'Dividend Knights' screen adds market-beating criteria.