MEBISODE: A Better Approach to Dividend Investing

The Meb Faber Show - Better Investing

The Idea Farm

Business, Investing, Management

4.7 • 938 Ratings

🗓️ 21 February 2024

⏱️ 7 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

In today’s episode, Meb reads a paper titled, “A Better Approach to Dividend Investing.” Learn more about the Cambria Shareholder Yield ETF, SYLD. ----- Follow Meb on Twitter, LinkedIn and YouTube To learn more about our funds and follow us, subscribe to our mailing list. To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors, charges and expense before investing. This and other information can be found in the Fund's full or summary prospectus which may be obtained by calling 855-383-4636 (ETF INFO) or visiting our website at www.cambriafunds.com. Read the prospectus carefully before investing or sending money. The Cambria ETFs are distributed by ALPS Distributors Inc., 1290 Broadway Suite 1000 Denver CO 80203, which is not affiliated with Cambria Investment Management, LP, the Investment Adviser for the Fund. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to the Med Faber Show, where the focus is on helping you grow and preserve your wealth.
0:09.0	Join us as we discuss the craft of investing and uncover new and profitable ideas all to help you grow
0:14.0	wealthier and wiser. Better investing starts here.
0:17.0	Met Faber is the co-founder and chief investment officer at Cambria Investment Management.
0:21.0	For more information visit Cambria Investment Management. For more information, visit Cambria Investments.
0:23.2	com.
0:24.0	Today we have a fun episode titled,
0:29.0	It might be time to rethink your dividend strategy. Let's dig in. Many investors are drawn to
0:36.6	dividend paying investments and it's easy to see why. Investors fantasize about
0:41.2	sitting in a beach chair, peneaclata on hand, while passive income rolls into the bank account.
0:47.0	There are limitless strategy permutations for how to invest in dividend paying stocks.
0:52.0	The two main flavors tend to be dividend income and then
0:55.9	dividend growth. In their recent report titled Searching for Great dividend funds,
1:01.4	Morningstar Calculate calculates there are 348 open-end and mutual
1:06.1	funds in ETS with over a trillion dollars focused on dividends. At a
1:11.0	hypothetical 3% dividend yield, that $30 billion in cash dividends buys a lot of
1:17.0	Pinacladas.
1:18.0	Now continuing on in their research article, Morningstar sets out to find some of these great dividend funds.
1:24.3	However, there's a big problem.
1:27.3	We believe they're looking in the wrong place.
1:30.4	Over a decade ago, we tackled this exact topic in our book, Shareholder Yield, a better approach to dividend investing.
1:37.0	The basic thesis was that due to a structural shift in markets, companies altered how they distributed their cash to investors.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Idea Farm, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Idea Farm and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.