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Research

  • Copeland White Paper I - Dividends & Tax Rates

    June 30, 2012 - As it stands today, barring a political compromise, the highest tax rate payable on dividends will jump from 15.0% to 43.4% for the 2013 tax year. That sets up two important questions for investors in dividend-oriented strategies. First, how will the securities of dividend payers and dividend growers perform relative to the market as investors are forced to share a larger portion of their income with the government? And second, will companies opt to put their cashflows to alternative uses, such as stock buybacks or M&A, rather than grow their dividends?

 

Copeland Review - Investment Commentary

  • Caffeinated Market - Q2 2018

    Readers who can recall “Saved by the Bell,” the campy comedy about a stereotypical group of high school friends attending fictional Bayside High, will no doubt remember the show’s most dramatic episode: “Jessie’s Song.”

    In the episode, Jessie Spano – the ultra-driven straight A student – finds herself struggling to keep up with her studies, while also meeting the demands of her new singing group. As the pressure mounts, she turns to caffeine pills to stay alert and becomes addicted to them. With the episode racing toward its thrilling conclusion, Zack Morris, the uber-popular leader of the group, goes to see his friend, concerned for her safety. Though she tries to mask the effects of the pills, casually singing along to the hit song, “I’m So Excited,” she ultimately breaks down crying and issues her famous follow on line: “I’m so…scared.”

    With another quarter of strong returns now behind us, many investors seem to be struggling with their own Jessie Spano moment of sorts.

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