Adam Aloisi and I sit down to discuss dividend stocks. Specifically, we talk about how risky dividends are at today's valuations.
A brief overview:
- Critics say there is a bubble in dividends stocks
- How ZIRP has changed the game regarding valuation
- What is the blueprint for decision making?
- The disparity between prices and earnings
- What it looks like to be a contrarian in this environment
- Some recent picks
I hope you enjoy the interview.