News•Mar 12, 2026
Value + Quality + Cash Flow Is King
Scott Kaufman of The Dividend Kings explained that dividend‑focused ETFs have surged 12% year‑to‑date as investors rotate from high‑growth, AI‑centric stocks to value‑oriented, cash‑flow‑rich companies. He highlighted that many SaaS and growth names are now overvalued, while low‑break‑even oil producers and high‑quality dividend payers remain attractive. Kaufman’s model portfolio exits any holding with a negative 12‑ to 24‑month total‑return outlook, exemplified by the recent sale of Enbridge. The discussion underscores a broader market shift toward quality, value and sustainable yields amid geopolitical and rate‑driven volatility.
By Seeking Alpha — IPO News