Remove 2021 Remove Dividends Remove Market Capitalization
article thumbnail

Is Radiant Opto-Electronics an Undervalued Dividend Play?

Andrew Stolz

Highlights: End markets mature, no opportunities to grow. Massive dividend yield secured by strong cash generation. In July 2021, the stock price faced a sharp drop by more than 30%. Cash machine ensures consistent massive dividend yield. The FCF yield shows ROEC’s dividend-paying potential.

article thumbnail

Data Update 1 for 2024: The data speaks, but what does it say?

Musings on Markets

I have also developed a practice in the last decade of spending much of January exploring what the data tells us, and does not tell us, about the investing, financing and dividend choices that companies made during the most recent year. Dividends and Potential Dividends (FCFE) 1. Return on (invested) capital 2.

Dividends 106
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Data Update 1 for 2021: A (Data) Look Back at a Most Forgettable Year (2020)!

Musings on Markets

I spent the first week of 2021 in the same way that I have spent the first week of every year since 1995, collecting data on publicly traded companies and analyzing how they navigated the cross currents of the prior year, both in operating and market value terms.

article thumbnail

Tesla's Trillion Dollar Moment: A Valuation Revisit!

Musings on Markets

In 2021, looking at the company, I feel more convinced than I was a few years that it is, at its core, an automobile company, and while it will continue to derive revenues from batteries and perhaps even software, its pathway to becoming a trillion dollar market cap company still runs through the "car company" story.

Start-ups 101
article thumbnail

Data Update 2 for 2023: A Rocky Year for Equities!

Musings on Markets

It is the nature of stocks that you have good years and bad ones, and much as we like to forget about the latter during market booms, they recur at regular intervals, if for no other reason than to remind us that risk is not an abstraction, and that stocks don't always win, even in the long term.

Equity 95
article thumbnail

Data Update 2 for 2024: A Stock Comeback - Winning the Expectations Game!

Musings on Markets

That positive result notwithstanding, the recovery was uneven, with a big chunk of the increase in market capitalization coming from seven companies (Facebook, Amazon, Apple, Microsoft, Alphabet, NVidia and Tesla) and wide divergences in performance across stocks, in performance. increase in market capitalization.

article thumbnail

Good Intentions, Perverse Outcomes: The Impact of Impact Investing!

Musings on Markets

trillion was invested by impact investors in 2021, with a diverse range of investors: Global Impact Investing Network, 2022 Report Not surprisingly, the balance between social impact and financial return desired by investors, varies across investor groups, with some more focused on the former and others the latter.