Analysis and portfolios for rational investing
Dividend investors only invest in companies that pay regular dividends. We believe you should be agnostic and invest in any company that is likely to
Continue readingDividends vs retained earnings – what is best from a shareholders perspective? In this article, I discuss dividends vs. retained earnings and where the capital
Continue readingSome months ago I wrote an article about the historical performance of so-called “sin stocks”. Tobacco companies have performed the best in the US, and
Continue readingThe marginal rate of return is the most important factor to compound efficiently. In the long run, your pension is more dependent on the marginal
Continue readingThis is a very short article based on two much longer articles: Sell shares to create “income” The marginal rate of return/incremental return The case
Continue readingIf you’re a future net buyer of stocks you want to pay as little as possible for the earnings. Let me explain why: Let’s assume
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