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Perils of Passive Investing Amid the Record Stock Market Rally
Let’s take a look at some of the emerging risk factors of passive...
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According to Sterne Agee: “With a 3.9% yield, a balance sheet many integrateds would envy, and an active repurchase program, OXY shares are a compelling opportunity in today’s uncertain E&P landscape. Questions abound on when investors will come back into E&Ps, but we know one buyer of E&Ps – Occidental, which has a 76 million share repurchase program and just raised $8.55 billion (after tax). Proceeds bolster a pristine balance sheet, leading us to believe continued dividend growth is likely, despite the loss of CF from the CRC spin. Oil-related share price weakness could accelerate near-term share repurchases.”
As it stands now, the dividend payout ratio is currently 45.6%. The key thing to know here is that EPS will undoubtedly be lower, which means the current payout ratio will probably increase.
| Symbol | Mutual Fund | Stake |
|---|---|---|
| Liquid error: internal | Vanguard Total Stock Market Index | 1.74% |
| VWNFX | Vanguard Windsor | 1.11% |
| Liquid error: internal | Vanguard 500 Index | 1.11% |
Shares of OXY are down 22% YTD.
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Let’s take a look at some of the emerging risk factors of passive...
Justin Kuepper
|
Let’s take a look at two common mistakes to avoid during a downturn...
Wayne Anderman CFP® MBA
|
When faced with an economic shutdown due to COVID-19, what’s the verdict on...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
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According to Sterne Agee: “With a 3.9% yield, a balance sheet many integrateds would envy, and an active repurchase program, OXY shares are a compelling opportunity in today’s uncertain E&P landscape. Questions abound on when investors will come back into E&Ps, but we know one buyer of E&Ps – Occidental, which has a 76 million share repurchase program and just raised $8.55 billion (after tax). Proceeds bolster a pristine balance sheet, leading us to believe continued dividend growth is likely, despite the loss of CF from the CRC spin. Oil-related share price weakness could accelerate near-term share repurchases.”
As it stands now, the dividend payout ratio is currently 45.6%. The key thing to know here is that EPS will undoubtedly be lower, which means the current payout ratio will probably increase.
| Symbol | Mutual Fund | Stake |
|---|---|---|
| Liquid error: internal | Vanguard Total Stock Market Index | 1.74% |
| VWNFX | Vanguard Windsor | 1.11% |
| Liquid error: internal | Vanguard 500 Index | 1.11% |
Shares of OXY are down 22% YTD.
Receive email updates about best performers, news, CE accredited webcasts and more.
Let’s take a look at some of the emerging risk factors of passive...
Justin Kuepper
|
Let’s take a look at two common mistakes to avoid during a downturn...
Wayne Anderman CFP® MBA
|
When faced with an economic shutdown due to COVID-19, what’s the verdict on...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
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