When shareholders of a closely held C Corporation sell their shares to an ESOP (Employee Stock Option Plan) and the ESOP owns 30% or more of the common stock the selling shareholders can do an ESOP rollover. With an ESOP… Read More
Is BlackRock 1042 Qualified Replacement Property?
When shareholders of a closely held C Corporation sell their shares to an ESOP (Employee Stock Option Plan) and the ESOP owns 30% or more of the common stock the selling shareholders can do an ESOP rollover. With an ESOP… Read More
Staying Invested with the K.I.S.S. Strategy
The Big Picture – Staying Invested We are strong adherents of the KISS (“keep it simple stupid”) philosophy when it comes to investing. Focus on a few things that matter: prudent asset allocation, quality of earnings and dividend growth, competitive… Read More
Our Grand Unifying Theory of Investing
The AMM Dividend Strategy launched 10 years ago in September 2011. Then in October 2013 we sent the very first AMM Dividend Letter. 8 years later you’re now reading our 50th issue! If you exclude our portfolio update emails, we… Read More
Investing in Essex’s Trophy Assets
Peter Lynch famously said buy what you know. If there are certain products or services that you love then you should see if the company is publicly traded. I don’t know if anyone truly loves their landlord but Glenn lived… Read More
Why Disney & Yum Brands Are Sources of Cash
Last week we placed trades to bring Domino’s Pizza (DPZ) up to a full position size. The AMM Dividend Growth Strategy is a concentrated strategy and it will hold at most 28 full sized positions. Domino’s has been in the… Read More
Visa’s Showdown with Amazon Over Card Fees
Amazon recently announced that their UK division will stop accepting Visa branded credit cards. The stock dropped over 5% and lost around 20 billion in market cap. Was the market reaction to the Amazon news justified? Or was it an… Read More
Does Visa Count as 1042 Qualified Replacement Property? [Podcast]
Does Visa’s common stock pass the security test, the asset test, and the income test to count as 1042 Qualified Replacement Property (QRP)? And can it be included in an ESOP Rollover as part of a dividend growth portfolio? Listen… Read More
Portfolio Update: Visa vs Amazon [Podcast]
A tough year for Visa’s stock just got a little tougher. Amazon will stop accepting Visa branded credit cards in the UK. What does this mean for our position in Visa? Is its once unassailable business model now under attack?… Read More
Does Apple Count as 1042 Qualified Replacement Property? [Podcast]
The start of a new series. Does this company pass the asset and income test to count as 1042 Qualified Replacement Property (QRP)? And can it be included in an ESOP Rollover as part of a dividend growth portfolio? The… Read More
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