Investors Testing Limits of Defense

By Stone Fox Capital:On Wall Street it appears that a good thing has to always end in a bubble as investors follow the herd. With interest rates on government debt so low, naturally investors finally began flocking into high dividend-paying stocks in the 2nd half of 2011. It only makes sense to grab a 4% yielding large cap when the 10-year Treasury pays a sub 2% rate.

By Qineqt:There has been much talk in the financial press regarding the next big bubble. This time the culprits of the bubble are not some exotic derivatives, rather the good old dividend-paying stocks. The foretellers of the impending doom base their theses on the notion that investors are flocking to dividend-paying stocks, and the valuations are getting ahead of themselves. But as we highlight below, the market is far from being classified as a bubble.

By Insider Monkey: Defensive investors like high dividend yielding stocks and consider them as viable options in especially inflationary environments. We expect high dividend stocks to outperform the 10-year treasuries over the next 10 years.

By Parsimony Investment Research:We recently wrote a series of articles highlighting our Defensive Dividend Portfolio picks for 2012. We focused on the following low beta, defensive sectors:

By Parsimony Investment Research:We recently wrote a series of articles highlighting our Defensive Dividend Portfolio picks for 2012. We focused on the following low beta, defensive sectors:

By Parsimony Investment Research:We recently wrote a series of articles highlighting our Defensive Dividend Portfolio picks for 2012. We focused on the following low beta, defensive sectors:

By Parsimony Investment Research:We recently wrote a series of articles highlighting our Defensive Dividend Portfolio picks for 2012. We focused on the following low-beta, defensive sectors:

By Insider Monkey: Defensive investors like high dividend yielding stocks and consider them as viable options in especially inflationary environments. We expect high dividend stocks to outperform the 10-year Treasuries over the next 10 years.