Post by
pibopibopibopib on Nov 09, 2022 7:08pm
Goods results
Good but not terrific. Dividend higher, Yeah !
Comment by
babedinkleman on Nov 09, 2022 11:27pm
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Comment by
TickerTwit on Nov 10, 2022 1:57pm
Yes and no on the dividend. Up 3% in absolute terms, but down in inflation-adjusted terms. Using 7% for inflation, and using "g" to represent the dividend growth rate, the annualized change in buying power of our dividend is: (g-i)/(1+i) = (0.03-0.07)/(1+0.07) = -3.74% Truly, nothing to cheer about. .
Comment by
Stonksonlyup90 on Nov 10, 2022 2:00pm
It's not all about the dividend... they are plowing capital back into the business with a record level of investments in the last year. ROI on average investment is still very strong. Management is taking a prudent approach to growing the business with a stable dividend
Comment by
TickerTwit on Nov 10, 2022 4:26pm
It depends on your investment goals. If your primary goal is income growth, on average you want to see dividend increases exceed inflation. .
Comment by
babedinkleman on Nov 10, 2022 2:08pm
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Comment by
TickerTwit on Nov 10, 2022 4:43pm
"But the dividend itself is keeping you even or ahead of inflation." The change-in-buying-power calculation shows that the dividend is NOT keeping up with inflation. Your buying power has fallen 3.74% with the dividend. The dividend is recognized in the formula ("g"). .
Comment by
babedinkleman on Nov 10, 2022 7:50pm
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Comment by
SunsetGrill on Nov 21, 2022 9:05am
Neither of you have mentioned Justin,s 50% grab of a trust structure payment (if outside a registered account), of Alaris payments. Also, inflation is paid with after tax dollars.
Comment by
Fannyman2883 on Nov 21, 2022 6:32pm
True, but that's a good thing. Our health care system is crumbling.