Dividends

Tom McManus made a comment about underweighting dividend paying stocks. It was part of a discussion about reaching for yield.

Tom's thought was that the stocks have been up pushing the yields lower. He may be right or he may be wrong. I think he is wrong but who knows? What is relevant is that he said underweight. I have no doubt he believes this but if he is wrong, clients (that listen) will get some of the benefit dividends would offer if he is wrong..

Counter strategy.

Squak Box has a blog. There is no real market related content but I'll be curious to see if it develops into something useful.

This is a link to a good article at ETFzone about country ETFs (disclosure that I own EWO).

Thanks for sticking with me through all the computer hassles. Still no spell check.