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Dividend-Driven Trading Strategies: Evidence from the Warsaw Stock Exchange

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Author Info
Janusz Brzeszczyński ()
Jerzy Gajdka ()

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Abstract

This study presents an analysis of dividend-driven trading strategies based on dividend yield growth effects in the Polish stock market in the years 1994–2004. Results indicate that the dividend yield growth portfolios were capable of beating the market in the entire sample period. Their performance, however, was not consistent over time and the highest returns were obtained during final years. Empirical findings based on the analysis of different types of portfolios demonstrate the importance of dividends as a source of significant fundamental information items from stock market companies. At the same time, they show that a dividend investment strategy for the Polish stock market is most successful when the selection of stocks for the dividend yield growth portfolios is subject to further restrictions, most notably concerning company size. Copyright International Atlantic Economic Society 2007

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File URL: http://hdl.handle.net/10.1007/s11294-007-9077-z
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Publisher Info
Article provided by Springer in its journal International Advances in Economic Research.

Volume (Year): 13 (2007)
Issue (Month): 3 (August)
Pages: 285-300
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Handle: RePEc:kap:iaecre:v:13:y:2007:i:3:p:285-300

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Web page: http://www.springerlink.com/link.asp?id=112112

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Related research
Keywords: Dividend yield growth; Emerging market; Investment strategy; Portfolio analysis; Stock market; G15;

References listed on IDEAS
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  1. Kwan, Clarence C. Y., 1981. "Efficient Market Tests of the Informational Content of Dividend Announcements: Critique and Extension," Journal of Financial and Quantitative Analysis, Cambridge University Press, vol. 16(02), pages 193-206, June. [Downloadable!]
  2. Miller, Merton H & Rock, Kevin, 1985. " Dividend Policy under Asymmetric Information," Journal of Finance, American Finance Association, vol. 40(4), pages 1031-51, September. [Downloadable!] (restricted)
  3. Watts, Ross, 1973. "The Information Content of Dividends," Journal of Business, University of Chicago Press, vol. 46(2), pages 191-211, April. [Downloadable!] (restricted)
  4. Healy, Paul M. & Palepu, Krishna G., 1988. "Earnings information conveyed by dividend initiations and omissions," Journal of Financial Economics, Elsevier, vol. 21(2), pages 149-175, September. [Downloadable!] (restricted)
  5. DeAngelo, Harry & DeAngelo, Linda & Skinner, Douglas J., 2000. "Special dividends and the evolution of dividend signaling," Journal of Financial Economics, Elsevier, vol. 57(3), pages 309-354, September. [Downloadable!] (restricted)
  6. Dhillon, Upinder S & Johnson, Herb, 1994. " The Effect of Dividend Changes on Stock and Bond Prices," Journal of Finance, American Finance Association, vol. 49(1), pages 281-89, March. [Downloadable!] (restricted)
  7. Greg Filbeck, Sue Visscher, 1997. "Dividend yield strategies in the British stock market," European Journal of Finance, Taylor and Francis Journals, vol. 3(4), pages 277-289, December. [Downloadable!] (restricted)
  8. DeAngelo, Harry & DeAngelo, Linda & Skinner, Douglas J., 1996. "Reversal of fortune Dividend signaling and the disappearance of sustained earnings growth," Journal of Financial Economics, Elsevier, vol. 40(3), pages 341-371, March. [Downloadable!] (restricted)
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