{
  "id": 16056737,
  "title": "At The Money: Can Dividend Investing Give You Yield AND Growth?",
  "url": "https://urgent.news/2026/10/22/at-the-money-can-dividend-investing-give-you-yield-and-growth",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-10-22T13:30:28.000Z",
  "source": {
    "name": "The Big Picture",
    "slug": "the-big-picture",
    "url": "https://ritholtz.com/2026/10/atm-dividendyieldgrowth/"
  },
  "original_language": "en",
  "account": "At the Money: Can Dividend Investing Give You Yield AND Growth? (October 21, 2026)\n\nInvestors who seek to minimize risk while retaining exposure to equities may want to consider dividend-paying stocks. David Bahnsen, founder, managing partner, and chief investment officer of The Bahnsen Group, a national private wealth management firm, has authored a new book titled \"Profit from the Profit: The Past, Present, and Future of Dividend Growth Investing.\"\n\nAccording to Bahnsen, dividends are one of the oldest and most highly regarded forms of equity investing. However, in an era dominated by mega-cap growth stocks, should investors still consider dividend-paying equities? To shed light on this topic and its implications for investors' portfolios, Bahnsen joins the show as a special guest.\n\nWhen discussing the current environment characterized by artificial intelligence, semiconductors, and other high-tech sectors that typically do not pay dividends, Bahnsen emphasizes that dividends are merely one way to achieve total return. He argues that the tech boom of recent years has led some investors to believe that dividends, value, and valuation are no longer necessary. However, Bahnsen believes that the dot-com tech bubble ultimately proved them wrong, and that investors should remain cautious in the current AI era, as many of the largest free-cash-flow-generating companies are now experiencing negative free cash flow due to high capital expenditures.\n\nBahnsen asserts that companies that consistently pay and increase dividends offer a different risk profile compared to those that do not. These companies are typically still profitable, growing their profits, and maintaining healthy balance sheets. Moreover, there are several noteworthy dividend growers even within the AI sector, such as Broadcom and Blackstone, which Bahnsen considers as among the most profitable investments he has made over a seven-year period.\n\nThe presence of dividends and their consistent growth can reveal significant insights into a company's business dynamics. Dividends represent actual cash that reflects management's confidence in the company's growth. When a company's growth slows, its dividend may also slow, signaling the management's own perception of the business's future prospects. Bahnsen emphasizes that dividends cannot be easily manipulated or misrepresented, unlike earnings reports, which sometimes fail to capture the true financial health of a company.",
  "summary": "At The Money: Can Dividend Investing Give You Yield AND Growth? (October 21, 2026) Investors who want to reduce risk while maintaining equity exposure may want to explore dividend equities. David Bahnsen is founder, managing partner, and chief investment officer of The Bahnsen Group, a national private wealth management firm. His new… Read More The post At The Money: Can Dividend Investing Give…",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}