Wednesday, 25 August 2010

Latest paper - A man from a different time

My latest paper - A man from a different time - on dividends and dividend swaps is avialable from www.gmo.com

270 comments:

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Ben Hacker said...

Great post James. Never heard of these kinds of swaps before, and can't access this myself, but quite an interesting and unique opportunity. I hope GMO can make some good coin here for shareholders.

Ben Hacker

Rahul Deodhar said...

Nice paper James.

Probably even I am from different time. People laugh at holding periods above 1 year. Naturally, the dividends do not matter as in all probability none actually own a stock that long.

Companies too are a little wary of dividends. They rather do an unrelated acquisition and restrict dividends rather than pass on the cash.

abs22 said...

Hi James,
I have a question for you regarding accrual 'red flag' accounting (totally unrelated to this post) that I thought you might be able to help me with.
I am looking for a proper method to screen for accruals. I see some people subtract depreciation expense from change in WC and then divide by total assets. I consider myself fairly fluent in accounting, but for life of me I can't figure out why i would want to subtract depreciation expense. some suggest to use both currrent and non-current in screening which seems to make sense to me. can i ask what your preferred method would be based on either your work or your understanding of academic lit? is there a point where increases in accruals (either % moves or number of continnuous qtrs of increases)starts flashing bright red? lastly, does it make sense in your mind to look at both seq changes q/q and y/y or just y/y? Thanks so much in advance for your time and answers. Regards, Adam
PS - I am a big fan of your work and consider myself a better investor b/c of your writings.

ihnfi said...

Great paper. Are you making the implicit assumption that Dividends equals earning? It looks like it, because in no period do any gains come from Earnings Growth.

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