In this episode of Value.Able The podcast Roger takes a closer look into quality and identifies the correlation between the return on equity of a business and its share price performance.

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This paper illustrates the worked example of companies’ dividend policies from the 5:00 minute mark in Episode 13 of Value.able The Podcast. continue…

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In this episode of Value.Able The podcast Roger discusses dividend policies. In Australia boards tend to pay a high proportion of earnings out as dividends simply because franking credits have no value to the company but have enormous value to their recipient. This also produces some odd capital allocation decision by management which is what I look at in this episode.

If you would like to read the worked example discussed from the 5-minute mark please click here.

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In this episode of Value.Able The podcast Roger applies the Rober Shiller CAPE ratio to the S&P500 to assist us in identifying whether future returns will be high or low.

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In this episode of Value.Able The podcast Roger identifies the importance of investing in quality companies over the long term and discusses the difference between timing markets and pricing markets.

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In this episode of Value.Able The podcast I discuss the importance of investing over a long-time frame. If we look at the date range between 1926 to 31 December 2017 the S&P 500 has produced 24 negative years and 68 positive years. During those negative years, value investing is particularly helpful.

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In this episode of Value.Able The podcast I take a look at the importance of the return on equity measure. It is an essential ingredient in establishing a businesses economics, and plays a part in determining the returns for shareholders.

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In this episode of Value.Able The Podcast I take a look at the importance of a rational assessment of value by looking at a group to stocks to see if they are expensive or cheap. Valuing a company allows you to see  if there is unbridled enthusiasm built into stocks.

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How do you know if a company is expensive? In this episode of Value.Able The Podcast I demonstrate a way you can conduct a litmus test on a company’s price before doing any further research, by using CSL as an example.

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In this episode of Value.Able The Podcast, Roger questions how value investing can help us evaluate what’s going on in markets today. How do we know which companies are trading at extreme highs?

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