Another Take on Why Dividend Matters

Dividend yield should be one of the important factors when selecting a stock for investment. Dividend payments come out of a company’s earnings and is usually a strong barometer of a firm’s financial health. Unlike other metrics cash dividends are not susceptible to accounting or other manipulations. Hence consistent dividend payers and growers are excellent …

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Single Country Periodic Table of Investment Returns: Emerging Markets 2001 – 2010

The chart below shows the Periodic Table of Investment Returns for individual countries in the emerging world from 2001 to 2010. The returns are based on the MSCI and S&P data: Click to enlarge Source: iShares Some observations: The frontier market of Peru was the best performing market in terms of 10-year annualized returns beating …

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Single Country Periodic Table of Investment Returns: Developed Markets 2001 – 2010

The chart below shows the Periodic Table of Investment Returns for individual countries in the developed world from 2001 to 2010. The returns are based on the MSCI and Standard & Poor’s data. Click to enlarge Source: iShares A few interesting observations: Australia was one of the best performing markets for the period shown with …

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Knowledge is Power: China’s Success, Emerging Markets, Speculation Edition

China’s success challenges a failed economic consensus America’s Dirty War Against Manufacturing (Part 2): Carl Pope ‘Speculation Is an Important Cause of High Prices’ ‘I have 90% of my portfolio in emerging markets’ 10 top U.S. dividend stocks to own until retirement The uncoupling of decoupling: Latin America’s experience U.S. grows while Europe stumbles The …

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Comparing Goods Exports of Select Countries

The following chart shows the exports of goods as a percentage of GDP for a select few countries: Click to enlarge Source: Guide to the Markets, 1Q 2012, J.P. Morgan Asset Management A few observations: The majority of the goods produced in Canada are exported to the U.S. Exports of goods account for about 37% …

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