Dividends – Vertium Asset Management https://vertium.com.au Tue, 26 Feb 2019 04:50:22 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.9 The next bluechips to cut their dividends https://vertium.com.au/the-next-bluechips-to-cut-their-dividends/ https://vertium.com.au/the-next-bluechips-to-cut-their-dividends/#respond Wed, 27 Jun 2018 02:13:07 +0000 http://vertium.com.au/?p=2805 JASON TEH | “You can hold a rock concert, and that’s okay. And you can hold a ballet, and that’s okay. Just don’t hold a rock concert and advertise it as ballet.” Warren Buffet. Yield traps are akin to a retiree couple thinking they’re attending ‘Swan Lake’ only to see Venom perform ‘Welcome to Hell’ […]

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]]> https://vertium.com.au/the-next-bluechips-to-cut-their-dividends/feed/ 0 Big hat, no cattle https://vertium.com.au/big-hat-no-cattle/ https://vertium.com.au/big-hat-no-cattle/#respond Thu, 16 Nov 2017 01:55:40 +0000 http://vertium.com.au/?p=2312 SAM DYSON | Mining 101: a good mining company makes money at the low end of a steep cost-curve. This is BHP’s strategy and it is working wonders in iron ore. However, in 2011 BHP forgot this simple rule. Deal hungry and with cash flow burning a hole in the pocket after two failed takeovers, […]

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]]> https://vertium.com.au/big-hat-no-cattle/feed/ 0 The ASX dividend dilemma | Q&A with Jason Teh https://vertium.com.au/the-asx-dividend-dilemma-qa-with-jason-teh/ https://vertium.com.au/the-asx-dividend-dilemma-qa-with-jason-teh/#respond Wed, 13 Sep 2017 22:59:13 +0000 http://vertium.com.au/?p=2069 LIVEWIRE | The ASX has been viewed as a stable source of income, given the context above do you believe this is changing? Ever since the introduction of the dividend imputation system, Australian companies have recognised that shareholders value franking credits. Hence, Australian companies generally pay higher dividends as a form of capital management compared […]

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