q****x
发帖数: 7404 | 1 Ticker Market Cap Dividend Yield
ABT 96873.62 3.31%
AZN 52478.82 6.75%
BMY 55266.7 4.16%
GSK 111207.25 5.15%
JNJ 173982.54 3.85%
LLY 46927.38 4.85%
MRK 115035.22 4.44%
NVS 118418.11 4.80%
PFE 169007.32 3.90%
SNY 90447.59 5.14%
但是听说药股风险其实很大。专利到期，流水线上没新药，很快就下去了。AZN就有这
个问题，所以分红最高？PFE几年前也是一路跌下来，现在还没恢复。 | d*****r
发帖数: 273 | 2 I have ABT and JNJ since 2009. I plan to hold them, unless the dividend is
cut or frozen.
Dividend increase (2010,2011,2012)
ABT: 10%, 9%, 6.3%
JNJ: 11%, 5,6%, 7% | q****x
发帖数: 7404 | 3 since their div% are low in peers, i guess they are safer.
【在 d*****r 的大作中提到】
: I have ABT and JNJ since 2009. I plan to hold them, unless the dividend is
: cut or frozen.
: Dividend increase (2010,2011,2012)
: ABT: 10%, 9%, 6.3%
: JNJ: 11%, 5,6%, 7%
| d*****r
发帖数: 273 | 4 I do not see that way. I am more interested in the payout ratio of dividend
and the history of the company increasing their dividends.
【在 q****x 的大作中提到】
: since their div% are low in peers, i guess they are safer.
| q****x
发帖数: 7404 | 5 corret me if i'm wrong. but i think fundamentals are more important. they
are not telecoms, utilities, or petroleum that have stable cash flow. the r&
d outcome is a big uncertainty.
dividend
【在 d*****r 的大作中提到】
: I do not see that way. I am more interested in the payout ratio of dividend
: and the history of the company increasing their dividends.
| d*****r
发帖数: 273 | 6 You are definitely right the fundamentals are most important.
r&
【在 q****x 的大作中提到】
: corret me if i'm wrong. but i think fundamentals are more important. they
: are not telecoms, utilities, or petroleum that have stable cash flow. the r&
: d outcome is a big uncertainty.
:
: dividend
| j********d
发帖数: 157 | 7 ABT is going to separate its divisions. Has it finalized the plan, and how
will it translate into dividend yield and stock price? | d*****r
发帖数: 273 | 8 Check the link below out. It may be one point of view, however, at least it
provides some good prospectives. I plan to hold both companies unless they
cut or freeze their dividends.
http://seekingalpha.com/article/544061-long-opportunity-the-abb
how
【在 j********d 的大作中提到】
: ABT is going to separate its divisions. Has it finalized the plan, and how
: will it translate into dividend yield and stock price?
| d*****r
发帖数: 273 | 9 Here are some of the factors that I consider when choosing a dividend stock.
My end goal is to have enough income from dividend to support my family
when I retire.
Dividend Yield: a minimum dividend yield must be met before I start my
investigation. If the dividend yield is too low, it will take too long to
reach dividend yield that can generate enough income.
Dividend growth history: as there is no guarantee that a company will
continue to pay out dividend, let alone dividend increase. However, a long
history of dividend growth is a good indicator that the company is committed
to dividend growth. Also dividend growth is a good sign on whether the
stock should be out of my portfolio, if the dividend is flat or cut.
Reasonable stock price: This is related to dividend yield. A good
company can be a bad investment if it is overpriced based on its
fundamentals. A lot of good dividend stock candidates now days were highly
over priced a decade ago. So choosing a good entry price point is a critical
point in selecting a good dividend stock.
Dividend source: where does the company get its money to pay dividend?
Is the company's earnings enough to cover at least 2 times that of the
dividend? Many accounting tricks can make the earning looking better;
however, these tricks can not last forever when dividend is paid out every
quarter.
Company competitive advantage and market needs: the company should have
competitive advantages over its competitors and its products and services
should be in great needs in the foreseeable future. |
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