tag:blogger.com,1999:blog-8539836110103505326.post6642496401537215709..comments2024-02-10T05:16:38.459-05:00Comments on AMBlog: Equity Market to Fed & Bernanke: "I Wanna Get High, So High!"AMBloghttp://www.blogger.com/profile/11820304825694306705noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-8539836110103505326.post-39264385533821485902012-04-06T11:42:44.476-04:002012-04-06T11:42:44.476-04:00I'm thinking it varies based on the company an...I'm thinking it varies based on the company and its sector. Certainly if a company that's increased its dividend significantly, is in a growing sector which requires more R&D and/or capex then yeah, the CF should look solid and the same with the B/S. You're right, some companies have upped their dividend payouts just to make their shares more attractive to investors, and may have actually been better off strengthening their balance sheet and getting ready for expansion opps. Overall, I'm not sure whether the trend to which you pointed will continue or not. Its probably better to look at it each company and sector separately.AMBloghttps://www.blogger.com/profile/11820304825694306705noreply@blogger.comtag:blogger.com,1999:blog-8539836110103505326.post-50653705509588266792012-04-04T13:30:40.214-04:002012-04-04T13:30:40.214-04:00Thanks AMBlog. Question:
1.it seems many compani...Thanks AMBlog. Question:<br /><br />1.it seems many companies have been trending towards paying out larger dividends (apple anyone?!), do you see this as a medium/long term trend or something that may change quickly once (if) investment picks back up and so could it be inflating current prices as I assume in general shares go up when more dividends are offered all else being equal? Is there a sense, or is there any way to have a sense, the the current market value of the U.S. markets are relatively in-line with traditional valuation models using discount cash flows (or am i so out of it that discount cash flows are not even used anymore!)<br /><br />Thanks-Brianhttps://www.blogger.com/profile/16361824512997947076noreply@blogger.com