All posts tagged "earnings yield"

  • Earnings Yield vs. 10 Year Treasury
    Stocks Look Very Attractive Compared to Bonds

    Reuter’s Felix Salmon discusses a very interesting chart of data comparing U. S. large cap stocks earnings yields to 10-year Treasury yields. It shows a stunning divergence that began in the year 2002 and has only grown...

    • Posted August 14, 2011
    • 6
  • REITS Aren’t Cheap

    The Lonely Value Investor has posted an article at Seeking Alpha taking skeptical look at REIT valuations. Yields on many REITs are around 3% with nearly all earnings being paid out due to the requirement that companies...

    • Posted September 27, 2010
    • 1
  • John Bogle Sticks to an Age Based Allocation

    Robert Powell at Marketwatch recently reported from Boston where 1,600 investment professionals gathered. 81 year old John Bogle, one of the speakers, revealed his asset allocation; currently 81% bonds and 19% stocks. Chris Davis, head of the...

    • Posted May 26, 2010
    • 0
  • Equities are Cheap Relative to High Yield Bonds

    Businessweek reports that the relationship between the earnings yield on stocks and the income provided by junk bonds is at a point where equities are relatively cheap. The lowest-rated debt pays 3.22 percentage points more than the...

    • Posted March 30, 2010
    • 0