Remove 2021 Remove Dividends Remove Marketability
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Can High ESG Ratings Help Sustain Dividend Growth?

Harvard Corporate Governance

For many, investing in the current market environment can be described as navigating uncharted waters. With US inflation running at a 40-year high and a rocky first half of the year for both equity and fixed income markets globally, uncertainty is high. more…).

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Share Buybacks and Executive Compensation: Assessing Key Criticisms

Harvard Corporate Governance

Key Takeaways While most S&P 500 companies conducting buybacks in 2018–2021 did not adjust performance goals or incentive awards to account for the lower share count post buyback, those conducting the largest buybacks tend to adjust goals or incentive awards to offset for the impact. trillion in 2022”. [1] more…)

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2023 Investment and Market Updates: A Review of the Worst Year Since 1871

Brian DeChesare

Any discussion of the financial markets in 2022 needs to acknowledge one important fact upfront: it was the worst year for stocks and bonds since at least 1871. Meanwhile, disasters kept emerging in the riskiest parts of the market, such as crypto (see: FTX , Celsius, etc.), 2021: +25%. SPACs , and growth/speculative stocks.

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Is Radiant Opto-Electronics an Undervalued Dividend Play?

Andrew Stolz

Highlights: End markets mature, no opportunities to grow. Massive dividend yield secured by strong cash generation. In July 2021, the stock price faced a sharp drop by more than 30%. End markets mature, no opportunities to grow. A mature market for smartphones translates into low demand for displays and ROEC’s backlights.

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Data Update 2 for 2021: The Price of Risk!

Musings on Markets

Investors are constantly in search of a single metric that will tell them whether a market is under or over valued, and consequently whether they should buying or selling holdings in that market. Risk premiums can and will change over time : Risk premiums are driven by risk aversion, and risk aversion itself can change over time.

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Market Resilience or Investors In Denial? A Mid-year Assessment for 2023!

Musings on Markets

I am not a market prognosticator for a simple reason. I am just not good at it, and the first six months of 2023 illustrate why market timing is often the impossible dream, something that every investor aspires to be successful at, but very few succeed on a consistent basis.

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Has Volvo’s Strong Value Creation Been Overlooked by the Market?

Andrew Stolz

Value play with strong dividend growth potential. Leading role in EV and hydrogen to reclaim market share. China is by far the strongest and fastest-growing market for heavy duty trucks in the world. It is the primary market for the company to realize future growth opportunities. Download the full report as a PDF.