Dividends and the Frozen Orange Juice Syndrome

Posted: 5 May 2005

See all articles by Peter L. Bernstein

Peter L. Bernstein

Peter L. Bernstein, Inc.; Journal of Portfolio Management

Abstract

The bonanza of a 15 percent top-bracket federal income tax on dividends has had little impact on values in the stock market or on management decisions about dividend payout ratios. The question is why. Dividends matter, yet investors have forgotten how to think about such factors. This article explains the phenomenon in the form of the frozen orange juice syndrome and describes through four chapters of history how the situation arose.

Keywords: Equity Investments: Fundamental Analysis and Valuation Models; Investment Industy: Historical Trends

Suggested Citation

Bernstein, Peter L., Dividends and the Frozen Orange Juice Syndrome. Available at SSRN: https://ssrn.com/abstract=713821

Peter L. Bernstein (Contact Author)

Peter L. Bernstein, Inc. ( email )

575 Madison Avenue, Ste.1006
New York, NY 10022-2588

Journal of Portfolio Management

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