Sharp Investing
Sharp Ideas
September 2003

 Creating Wealth
Through Value Investing

You can have your cake and eat it too!
Read Julie Tripp's recent column
including quotes from Dan:

Triple Treat Investing:
The Oregonian - Julie Tripp - 9/7/03

A late-summer rally in stocks is providing one more reason for investors to look to stocks, not bonds, to increase their returns and to provide some stability to their portfolios.

What? Stocks as a stabilizer? Stocks for income? Yes, if they're well-chosen companies that pay good dividends with prospects for growth in share price and dividend. Toss in the cut to taxes on dividends that Congress passed in May, and there's a trio of good reasons to like dividend-paying stocks and stock funds.

The new tax law drops the tax on most dividends to 15 percent from as high as 35 percent. Investors in the lowest tax brackets will pay just 5 percent tax on their dividends. But the tax on bond interest remains at ordinary income rates, ranging from 10 percent to 35 percent.

The difference "should result in higher long-term returns from dividend-paying stocks for both growth and income investors," says Dan Sharp, a Beaverton investment adviser. Investors who can put up with the ups and downs of stock prices "can now have their cake and eat it, too." <read entire article>

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