@BearStearnsCFO The bottom line is that I would not get in before the dividend announcement. If it is cut then📉, which in turn could be a good time to get in over the long term. And let's be honest, with a 5% dividend yield, there are stocks that are more attractive;-)
@BearStearnsCFO Only partly correct. The stock is certainly being bought primarily because of the dividend. The business model is now less sexy! But everyone sees that differently. Mine is not. I think at cut 📉 then I put me a few in. If not me also Wurst!😎
@BearStearnsCFO Oh well, of course the success is more important than the dividend, but I'll tell you, when cuts are made, many get cold feet and the price drops. For me, a value that is bought purely because of its dividend! There are so many successful companies why do you reach for this value, if it does not seem to be really successful at the moment, as you say. "Dividend cut for the success of the company".
@BearStearnsCFO but REITs have to pay dividends, which is feasible (at ~90%?). I.e. if they have to cut their dividend sharply, this is definitely not a good sign for a REIT.