Shareholder Yield – A Secret Investing Methodology That Leaves Dividend Yield in the Dust – Interview with Meb Faber
Money Tree Investing
Money Tree Investing Podcast
4.6 • 658 Ratings
🗓️ 22 November 2019
⏱️ 79 minutes
🧾️ Download transcript
Summary
Are you looking for high dividend yield stocks? You are probably missing out on some of the best shareholder friendly stocks.
Today we dive into the concept of Shareholder yield. Its like looking for dividend stocks on steroids.
According to Meb's research companies with high shareholder yield outperform the S&P500 and their dividend yielding stock counterparts.
Learn more about how shareholder yield can impact your investing strategy.
For more information, visit the show notes at https://moneytreepodcast.com/271
Transcript
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| 0:00.0 | Welcome to the Money Tree Investing Podcast. |
| 0:04.0 | Stock market, wealth, personal finance, value stocks, invest in your life. |
| 0:11.0 | Welcome to this week's episode of Money Tree Investing Podcast. |
| 0:14.0 | My name's Kurt Chisholm and I'm going to be your host. |
| 0:16.0 | Today we have a favorite money manager of mine, Meb Faber. |
| 0:19.0 | How you doing today, Meb? What's up, man? Great to be here. Thanks for having me. |
| 0:23.1 | Yeah, glad to have you on. This is an exciting show for me. I'm a huge fan of one of Meb's |
| 0:28.0 | favorite styles here, which we're going to talk about today. But before we get to that, |
| 0:32.8 | let's hear from our sponsor. |
| 0:36.1 | While preparing for today's episode, I took a look at one of Meb's ETFs using my favorite |
| 0:41.0 | investment research tool, Y charts. I wanted to compare Meb's ETF, the Cambria shareholder |
| 0:46.2 | yield with symbol SYLD, against a similar fund you may be familiar with, the Vanguard high |
| 0:51.6 | dividend yield ETF. Y charts helped me find something pretty interesting |
| 0:55.3 | in my research. If I look at the top holdings of SYLD, one that sticks out is Xerox. Y chart shows me |
| 1:02.2 | that has a current dividend yield of 2.7%. Now, if I look at the top holdings of the Vanguard ETF, |
| 1:07.5 | one of the holdings that sticks out is ExxonMobil. Now, ExxonMobil has a dividend |
| 1:11.9 | yield of 4.6%. So I wondered, why would Meb choose Xerox over Exx? So being the data geek that I am, |
| 1:19.4 | I use Y charts to plot both companies dividend yield and shareholder yield. And I saw that Xerox, |
| 1:25.6 | which made it to the SYLD over Exxon, despite having half the |
| 1:30.0 | dividend yield, has a shareholder yield of 16.5% compared to Exxon's 4.6%. Med was right. The net return |
| 1:38.5 | of capital shareholders was higher with Xerox than Exx. This quick analysis of two funds using Y charts demonstrated that value |
| 1:46.7 | investors shouldn't let high dividend yields blind them to what truly matters. So in my opinion, |
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