und hier mal die Einschätzung eines Schreibers (David Crosetti) bei SeekingAlpha, der meiner Betrachtung als DGInvestor recht nahe kommt:
"...
There are basically three types of common stock:
1. Stocks that pay no dividend at all. (We often refer to these as "growth stocks")
2. Stocks that pay a dividend. (We often call these "dividend paying stocks")
3. Stocks that increase their dividend annually and have done so for at least 5 years in a row. (We often refer to these as "Dividend Growth Stocks.")
What I Know:
As a DGI, a company like Kraft Heinz is of little or no interest to me. How come? Because Kraft Heinz is not a Dividend Growth Stock, but is a stock that happens to pay a dividend.
That makes it less than attractive to an investor who uses the DGI strategy, as I do.
...
There is nothing to like about this company. Some would say that with the price decline, the stock represents a "value."
Here's something to consider. A stock's price does not always represent a value. Price and value are not the same thing.
A company that cuts the dividend, usually does so because there is a problem with the company, relative to earnings. The company needs to retain the money that they would have distributed to shareholders in the form of a dividend, so they reduce the dividend and pocket the savings.
They don't do that because things are hunky dory at the company. They do that because the s**t has begun hitting the fan and as they said in the space movie, "Houston, we have a problem."
Wishful thinking has destroyed more investors than just about anything else. We want to believe so badly in a given company that we fail to really look at what's going on. ... "
https://seekingalpha.com/instablog/87494...on-problem
edit: und hier Crosettis ZEHN DGI GEBOTE:
https://seekingalpha.com/instablog/87494...-investing
"...
There are basically three types of common stock:
1. Stocks that pay no dividend at all. (We often refer to these as "growth stocks")
2. Stocks that pay a dividend. (We often call these "dividend paying stocks")
3. Stocks that increase their dividend annually and have done so for at least 5 years in a row. (We often refer to these as "Dividend Growth Stocks.")
What I Know:
As a DGI, a company like Kraft Heinz is of little or no interest to me. How come? Because Kraft Heinz is not a Dividend Growth Stock, but is a stock that happens to pay a dividend.
That makes it less than attractive to an investor who uses the DGI strategy, as I do.
...
There is nothing to like about this company. Some would say that with the price decline, the stock represents a "value."
Here's something to consider. A stock's price does not always represent a value. Price and value are not the same thing.
A company that cuts the dividend, usually does so because there is a problem with the company, relative to earnings. The company needs to retain the money that they would have distributed to shareholders in the form of a dividend, so they reduce the dividend and pocket the savings.
They don't do that because things are hunky dory at the company. They do that because the s**t has begun hitting the fan and as they said in the space movie, "Houston, we have a problem."
Wishful thinking has destroyed more investors than just about anything else. We want to believe so badly in a given company that we fail to really look at what's going on. ... "
https://seekingalpha.com/instablog/87494...on-problem
edit: und hier Crosettis ZEHN DGI GEBOTE:
https://seekingalpha.com/instablog/87494...-investing
