Dividend-Paying Companies We Invest In - May 2024 Edition
This month’s featured dividend-paying equity hand-picked from our income investment portfolio
Welcome to the CedarOwl’s featured Equity for the month of May 2024.
Every month, we feature a dividend-paying equity from our curated income-investing strategy, backed by fundamental and technical analysis. We comprehensively qualify each featured equity as a sustainable and outperforming option that we assess may provide us reliable dividend-based income.
To our enthusiast readers, read this article to explore the basics of how income investing can become a steady cash flow for you.
Learn more about us or how we qualify our featured income-investment equities.
To our seasoned readers, we’ll get right down to business starting with ‘About Today’s Pick’ and beyond.
Today’s Feature Content:
How do we Identify & Qualify Our Featured Equities?
Sneak Peak: About Today’s Pick
About the Company
Fundamental & Technical Analysis
How do we Identify & Qualify Our Featured Equities?
To identify dividend-paying equities in our portfolio, we employ our investment approach of using the principles of the Austrian School of Economics (ASE) - link here for a video - toward investing. The ASE is a school of thought initially developed from a select group of economists in Vienna Austria back in the 1870s. The ASE emphasizes savings and investment, with minimal debt and leverage, and maintains that policy changes which allow markets to operate freely result in economic growth and wealth creation, whereas interventionist policies are not friendly to the markets and result in economic stagnation and destruction of wealth. Profit opportunities exist when these changes are anticipated and interpreted properly, and when identifying cash-flowing businesses characterized by elements of innovation, longevity and growth in value.
Our active management approach assesses public-exchange traded equities towards meeting 7 quantitative smart-beta factors and 7 qualitative smart-beta factors:
Several studies indicate that these identified factors are correlated with positive equity market outperformance. Our qualification process strives to identify equities that meet or optimize these 14 smart-beta factors, resulting in relatively high probability of portfolio success, given the positive outperformance correlation to each factor based on industry studies. And for the income portfolio, we emphasize relatively high dividend-paying equities.
Sneak Peak: About Today’s Pick
Today’s pick is a diversified conglomerate that dominates a large portion of a Southeast Asian economy that is picking up major steam. Here are just a few of their crowning qualifications:
This company currently pays over 9.5% dividend yield
(according to investing.com and other sources as of May 6, 2024).
The company covers the following sectors - automotive, financial services, heavy equipment, mining, construction, energy, agribusiness, IT and property. Try to say that five-times fast.
Great sustainability program.
This company is an industrial powerhouse in a region of ongoing massive growth - as identified by some of our Most Admired Advisors (MAA) - the region being between Istanbul and Jakarta. The growth in this area could become equal to or greater than the growth in China we’ve seen in the last few decades.
Let’s explore this equity alongside some up-to-date fundamental and technical analysis. Introducing …