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Hodarius (98.88) Submitted: 11/01/07 6:01 PM : Start Price: $59.80 DTN Score: 7.26
Dividend-paying stocks, like value stocks, have had a great run since the "growth crash" started in 2000. But any rally that goes too long becomes a bubble, and every bubble ends with a "pop." What makes it worse in this case is that (1) several dividend-seeking ETFs like this one have allowed investors to further inflate prices and reduce yields of these stocks, and (2) corporations have reduced their dividend payments in favor of buybacks, making the old-fashioned high-yield stock an endangered species.I'm placing my bets on a dividend crash.
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TheParadox (98.46) Submitted: 6/03/08 11:26 PM
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...Value stocks don't tend to bubble... And I've never heard of a dividend crash.This ETF is refreshed i think on a yearly basis, therefor you are not really ever holding the something that could "bubble" if held too long. Most stock in this index are not growth stocks. Infact, taking the top 10 highest yields from the top 100 largest market caps in the S&P 500 has consistently beat the market when refreshed on a yearly basis. Beaten the market by 3.6%. The yield difference between the S&p 500 and DTN is only 2%, so where is the other 1.6%?Its recent under performance is correlated to some of the higher dividend paying stocks having there prices decline with the unprecedented housing market collapse... correcting this ETF price with it. Ones such as Bank of America, were some of the largest weights.You mention that "several dividend-seeking ETF allow investors to further inflate prices"... are you complaining that if you have a stock that pays a high dividend, but then the price of the stock goes up lowering your yield from "price inflation" is a bad thing?! I'm sorry, but whenever stock prices "inflate", I'm usually happy. And considering most stock in the ETF are value stocks, an "inflated" price is actually a movement toward its "fair" price... not some bubble price.
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TheParadox (98.46) Submitted: 6/03/08 11:40 PM
... I think your wrong...... I know your wrong...