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    Home»Investment»Talk Your Book: Dividend Stocks are Cheap
    Investment

    Talk Your Book: Dividend Stocks are Cheap

    By Staff WriterSeptember 11, 20244 Mins Read
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    Posted September 9, 2024 by Ben Carlson

    On today’s show, we spoke with Jennifer Chang, Portfolio Manager and Executive Director to discuss Schafer Cullen’s high dividend value strategies. 

    On today’s show, we discuss:

    • Utilizing active management within dividend strategies
    • Indexing vs active stock picking dividend stocks
    • How high dividend stocks are affected by rising interest rates
    • Schafers sell signals for value stocks
    • The average turnover ratio for Schafer’s high dividend value strategy
    • How Schafer has utilized a call writing strategy on its high dividend portfolio
    • The difference between the Cullen call writing strategy and other popular call writing strategies
    • How taxes work for high dividend call writing strategies

    The Compound Podcasts:

    Charts:

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    Past performance is no guarantee of future results. There can be no assurance that any Schafer Cullen strategy or investment will achieve its objectives or avoid substantial losses.

    Nothing in this blog constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security.  Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. 

    The Compound Media, Inc, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.

    This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

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    The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

    References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

    The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

    Please see disclosures here.



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