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On the importance of dividend paying stocks for healthy total return

By Emerging Money June 16, 2012, 01:00:25 PM EDT

Dividend paying stocks have been overlooked for too long - it's time to give them their due.

[caption id="attachment_55289" align="alignright" width="300" caption="Even Apple has gotten the message about dividend paying stocks."] Image courtesy NK: http://en.wikipedia.org/wiki/User:Nk [/caption]

During the dot-com boom of the late 1990s, tech companies like Apple ( AAPL , quote ), Microsoft ( MSFT , quote ) and Intel ( INTC , quote ) did not pay dividends. Their boards of directors felt that their billions in cash were better spent on research and acquisitions than on rewarding shareholders.

Dividends are important to the total return of a stock though. According to Vanguard mutual fund founder John Neff, the income component of an equity provides more than 40% of the total return.

Since 2000, dividends have been even more important. The stock markets have been flat, and dividend paying stocks have provided the only positive return.

At present, the average dividend on the Standard & Poor's 500 Index is around 2%. For an Asian stock, the average dividend paying stock yields around 3%. The historical average payout ratio -- the funds left over from earnings after paying a dividend -- for a member of the S&P 500 has been around 50%.

The payout ratio says a great deal about the management of dividend paying stocks. According to investment manager Jesper Medigan, a dividend payout ratio of around 40% shows that company management respects the rights of minority shareholders.

Medigan also says that when Chinese companies have been found to be fraudulent , not a single one had  paid a dividend. An income stream is good proof of its overall health - a company can't fake a dividend check.

Dividend paying stocks are particularly attractive when interest rates are low. The Wall Street Journal says that investors have gotten the lion's share of their returns from dividend yields , not dividend growth or capital gains.

This is also true for the shareholders of Microsoft, Apple and Intel. All three companies pay an above average dividend now.

Value manager John Buckingham (CIO, Al Frank Asset Management) says dividend paying stocks are the best bet for a tentative market.




The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.


This article appears in: Investing, International, Stocks

Referenced Stocks:



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