|New Threads Only:|
|New Threads & Replies:|
Forum List » Guru News and Commentaries|
Guru News, Stock picks and commentaries
GAMCO's Barbara Marcin: Dividend Stocks Are Still Attractive
Posted by: Dheeraj Grover (IP Logged)
Date: September 5, 2012 02:29PM
GAMCO's portfolio manager Barbara Marcin was on CNBC to discuss her views on dividend stocks.
-- Dividend paying stocks have room for growth. "A lot of companies" are still selling at low multiples.
-- Dividend paying stocks are not crowded with everyone piling to earn some income while they wait for capital growth.
-- Lot of dividend paying companies are trading at low valuations, are well positioned to grow earnings, have solid balance sheets and still providing 3% to 4% yields.
-- If dividend paying stocks would have been crowded some value would have already gone, which means their valuations would have moved up and dividend yields would have moved down.
-- Technology and healthcare sectors are two of her favorite sectors for dividend plays and overall better total return.
-- In technology, she believes that the upcoming fiscal cliff and resultant increase in the dividend taxes may push some of the cash-rich technology companies to distribute some of the cash in a one-time cash dividend as has been recently done by AOL.
Here is the video. Barbara comes in after one minute:
Guru Discussed: Mario Gabelli: Current Portfolio, Stock Picks
Stocks Discussed: SPY, DJI, QQQ,
Disclaimers: GuruFocus.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. The gurus may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes provided by InterActive Data. Fundamental company data provided by Morningstar, updated daily.