Dividends

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X @Investopedia
Investopedia· 2025-08-07 14:00
Investment & Tax Implications - The document explains how to calculate cost basis for investments [1] - It also covers adjustments for stock splits and dividends [1] - The document provides understanding of tax implications related to cost basis [1] Practical Application - The document uses practical examples to illustrate the concepts [1]
Buybacks Over Dividends? These 2 Stock Picks Make a Strong Case
MarketBeat· 2025-08-07 12:16
Core Viewpoint - The article discusses the advantages of stock buybacks over dividends as a method for companies to reward shareholders and enhance their growth potential [2][4][5]. Group 1: Stock Buybacks vs. Dividends - Stock buybacks are considered a more efficient way to reward shareholders compared to dividends, as they are not subject to double taxation [4][5]. - Dividends reduce a company's ability to reinvest in growth opportunities, while buybacks increase each shareholder's ownership percentage [5]. Group 2: Bank of America - Bank of America has announced a new stock buyback program worth $40 billion, indicating a positive outlook for the bank despite a recent stock rally of 11.5% [8][10]. - Institutional investors have increased their holdings in Bank of America, with one firm doubling its position to $151.5 million, representing about 15% of institutional buying this quarter [9]. - Analysts project a 19% increase in earnings per share (EPS) for Bank of America, forecasting $1.06 for Q2 2026, up from $0.89 [12]. Group 3: Dollar Tree - Dollar Tree has initiated a $2.5 billion stock buyback program amid improving trade tariff negotiations, contributing to a 38% stock price increase over the quarter [14][13]. - Despite a consensus "Hold" rating, some analysts view Dollar Tree as an "Overweight" with a target price of $138, suggesting a potential upside of 20% from current levels [15].
X @The Wall Street Journal
The Wall Street Journal· 2025-08-05 15:47
Investment Strategy - Dividends can be beneficial for investors [1] - Dividend payers challenge conventional financial theory [1] Market Focus - The article addresses questions about dividends from newsletter readers [1]
Bitcoin and Dividends: A Winning Combo in These 3 ETFs
MarketBeat· 2025-08-02 14:04
Group 1: Bitcoin and Cryptocurrency ETFs - Bitcoin is attracting renewed interest as it trades near all-time highs, with investors looking for alternatives to the dollar [1] - Spot ETFs like the Fidelity Wise Origin Bitcoin Fund (FBTC) invest directly in Bitcoin, presenting high risks but offering protection from the need to manage crypto holdings [2] - Income-generating Bitcoin funds, such as those using crypto futures and covered calls, may appeal to less risk-tolerant investors by providing distributions similar to dividends [3] Group 2: NEOS Bitcoin High Income ETF (BTCI) - BTCI aims to generate income through call options on Bitcoin futures ETFs, actively managed to maximize distributions while pursuing upside potential [4] - Launched in late 2024, BTCI has shown strong performance with over 26% returns in 2025 and a dividend yield of 22.2% [5] - The fund has a high expense ratio of 0.98%, but its track record may justify the cost for many investors [6] Group 3: Global X Blockchain & Bitcoin Strategy ETF (BITS) - BITS offers diversification by combining Bitcoin futures with stocks in blockchain technology and digital assets, providing an annual dividend yield of 24.5% [7][8] - The fund has a year-to-date return of approximately 18%, but its low assets under management (AUM) of $35.4 million may raise liquidity concerns [9] Group 4: ProShares Bitcoin ETF (BITO) - BITO, the first Bitcoin-related ETF in the U.S., invests in futures and swaps rather than directly in Bitcoin, boasting an AUM of about $2.8 billion [11] - The fund offers monthly distributions with a dividend yield of 49.6% and has returned about 21% year-to-date, making its expense ratio of 0.95% relatively justifiable [12]
X @Investopedia
Investopedia· 2025-07-31 12:00
Share repurchases were the corporate payout method of choice for decades, but a shift to dividends may be underway. https://t.co/tAsZgBdjmG ...
UBS CEO Sergio Ermotti on Earnings, Capital Requirements, Trade
Bloomberg Television· 2025-07-30 06:47
Financial Performance & Integration Progress - Core underlying profits increased by 25% year-on-year, with wealth management businesses in every region growing on a PBT basis in double digits [1] - Alternative business in asset management reached 300 billion in assets under management [1] - Achieved 9 billion in cost savings out of the targeted 13 billion, with an additional 1 billion expected by year-end and 3 billion in 2026 from shutting down legacy systems [3] - Successfully migrated 400,000 clients in Switzerland and is progressing with the second wave in the third quarter [2] - UBS is accruing for a double-digit increase in dividends and executing capital return plans through share buybacks [15] Strategic Outlook & Regulatory Landscape - Shrinking is not an option, as diversification benefits both UBS and Switzerland [9][10][11] - The combination of UBS and Credit Suisse creates a stronger bank globally in core activities [13] - UBS is fully implementing Basel III in Switzerland, effective January 1st of this year [17] - A tariff discussion outcome around 15% on average is a base case scenario, which is six times higher than at the beginning of the year [22] Client Relations & Risk Management - Serves over 250万 (2.5 million) clients, including over 20万 (200,000) SMEs in Switzerland, indicating a solid relationship with the community [5] - Addressed an issue affecting less than 200 clients related to FX packages and compensated affected clients, which was reflected in Q2 results [27][28]
Chart Master: The technical trade on Utilities
CNBC Television· 2025-07-25 22:29
Market Performance - Utilities have lagged the market since the dot-com peak, with the market doubling the sector's performance [1] - The total return of the S&P 500 utility sector and the S&P 500 with dividends reinvested are essentially equal over 25 years, highlighting the importance of yield [2] Technical Analysis - The XLU (Utilities Select Sector SPDR Fund) shows a classic breakout pattern, suggesting a bullish outlook [3] - Multiple ways to draw trendlines on the XLU chart indicate a generally bullish formation [3] Investment Recommendation - The utilities space, representing 2.4% of the S&P 500, is viewed favorably for potential profit [3]
X @Investopedia
Investopedia· 2025-07-24 18:30
Find out how dividends affect a company's stockholder equity and how the accounting process changes based on the type of dividend issued. https://t.co/qrvrGq9iJR ...
Global Water Resources: A Growth Company Disguised As A Utility
Seeking Alpha· 2025-07-19 04:49
Group 1 - Global Water Resources (NASDAQ: GWRS) operates as a utility with a P/E ratio of 55x, indicating a high valuation relative to earnings [1] - The company is the only TWM pure-play in Arizona, suggesting a unique market position [1] - There is an expected upside potential of 33% for the company, driven by anticipated intensification in the sector [1]
X @Bloomberg
Bloomberg· 2025-07-18 09:50
Investors are piling into stocks that offer high dividends https://t.co/9xlMyFksuX ...