At The Money: Can Dividend Investing Give You Yield AND Growth?
For wealth professionals, the episode offers a framework for discussing dividend equities with clients who want equity exposure and income characteristics. It also raises questions about cash return, buybacks and capital allocation that can inform portfolio conversations.
Summary
By the running an ria deskThis episode of At The Money features David Bahnsen discussing dividend growth investing in a market shaped by AI and mega-cap tech. The conversation covers how dividends fit into total return, what consistent dividend payments may signal about a business, and how dividend growers differ from companies that retain or deploy cash through buybacks and M&A.
- Bahnsen says dividends are not an alternative to total return but a way investors can achieve total return.
- He argues dividends are cash and reflect management confidence, contrasting them with EBITDA and press releases.
- The discussion distinguishes companies that grow dividends from mature companies that retain cash or pursue M&A.
- The episode questions whether buybacks actually reduce net share issuance across the market.
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