Why Dividends Matter: Downside Protection
One of the more favorable aspects of investing in dividend-paying stocks is their ability to help protect capital in declining stock markets.
Why Dividends Matter: Stock Price Appreciation
Looking for a way to invest where the odds are in your favor, and in which you are, in our opinion, almost assured of investment success?
Inflation Update: More Work to Be Done
Realistically, a lot of work lies ahead to get inflation under control. However, from an economic point of view, it is essential that the inflation problem be solved.
Why Dividends Matter: Income & Growth of Income
When all the attractive attributes of dividends are considered, among the most favorable is the fact that the income component of total investment return is always positive.
Watching & Waiting: The Return to the 2% World?
If the 2% world is considered to be the normal world, why are we so far off the mark, and what are the underlying conditions that would make it normal again?
Evolutions: Crawford Dividend Growth Strategy
For those interested, what follows is a chronological history of the Dividend Growth approach and how it has evolved into its current, disciplined form.
Origins: Crawford Dividend Growth Strategy
The old saying, “necessity is the motherhood of invention” is a good way of introducing the story of the origin of the Dividend Growth strategy.
Recession Watch: Inflation and the Fed
Are we in a recession? While we do not believe we are, we are alert to the possibility of one developing.
Pendulum Shifts: Cyclical versus Secular Change
We have noted that 2022 has been a year of uncertainty. Investors have been forced to face changing conditions in both the markets and the economy.
The Money Machine
Taking leave of normal investment language, let’s think for a moment about common stocks in unconventional terms - money machines.
The Corporate Juggernaut: Can It Be Stopped?
Many observers of the stock market seem to be amazed at how well common stocks have done over recent years.
The Grand Experiment
While equities are our asset class of preference, we believe the best approach for many investors often includes a mix of both stocks and high-quality bonds.
