Comments on: Top 100 Dividend Stocks – March 2012

By: Hans

Hans — Mon, 16 Apr 2012 20:45:54 +0000

IS, thanks for the link…After reading the debt/equity ratio, I made several trips to the toilet… Yes, that is 56 billion Euro’s worth…

If I were management, I would eliminate the dividend entirely and slowly rebuild it…

Perhaps what is happening to the Spanish economy (long live Franco) the dividend yield should be more on the order of 18%…

http://seekingalpha.com/article/466571-telefonica-s-dividend-cut-is-already-priced-in-by-the-market

By: IS

IS — Mon, 16 Apr 2012 00:58:41 +0000

@Hans – I had looked at it yet, had not liked it as much back then:

http://www.intelligentspeculator.net/stock_opinions/comparing-two-dividend-players-telefonica-tef-vs-vodafone-group-vod/

By: Hans

Hans — Sun, 15 Apr 2012 16:47:08 +0000

IS, have you looked at TEF, the Spanish phone company now yielding 14%?

Moreover, it is trading near it’s 52 week low as well…

I will have to conduct a DD study soon…Even if the semi $1.05 is reduced by half, it would still provide a delightful 7% yield…

By: IS

IS — Mon, 12 Mar 2012 09:57:10 +0000

@Ed- They can do it for some time but it is unsustainable..they must either increase earnings or diminish dividend payments at some point

By: Ed

Ed — Sun, 11 Mar 2012 20:36:38 +0000

So, I am assuming that the payout ratio is related to the amount that is being paid in dividends vs what the company actually brings in as revenue.
If that is the case, how does any company survive with paying over a 100 ratio? I see a few good dividend payers that are over 100 like T, VZ, CINF, CLX. How do they do it?

By: Links Worth Reading

Links Worth Reading — Fri, 02 Mar 2012 12:02:00 +0000

[...] 1. Top 100 Dividend Stocks – March 2012 @ IS. [...]