If you're an investor who wants a little bit more from the capital-appreciation side of things, but still likes this concept of getting 'paid by the company,' then we would tell that investor to pursue shareholder yield.

It seems that the one thing that doesn't change is people's reaction to short-term conditions and their axiomatic ability to perpetuate them far into the future.

Industries that make goods and services that people have to buy, regardless of economic circumstances, are bound to do well whatever the economic conditions.

James O'Shaughnessy Quotes