The historical dividend per share chart for The New York Times is horrible. But if we zoom into the last 5 years, it gets interesting. That’s an 11.8% CAGR. The last few years highlight a structural business shift. This strategy… Read More
We eat 350 slices of pizza per second in the U.S. A pizza delivery company that feeds our insatiable demand for pizza could be a great investment. We think so and that’s why we own Domino’s Pizza (DPZ) in our… Read More
During any market correction — we’re lumping corrections and bear markets into one category for this article — a common question is how are you managing risk in the AMM Dividend Growth Strategy? Risk management is something that happens before… Read More
Why do Luxury goods providers have a moat around their business? How do Luxury goods providers maintain their market position and their social position with consumers? They’re just selling a product, albeit; a high-quality and expensive product. In theory, a… Read More
Understanding the language in a healthcare plan can be confusing. As medical costs have increased in America, insurance companies are shifting the financial burden onto consumers in the form of higher deductibles, decreased coverage, and coinsurance clauses which many Americans… Read More
On Wednesday we trimmed our position in AbbVie in client accounts that were overweight the position. We first invested in AbbVie as a byproduct of its spin-off from Abbott Labs. We then increased our AbbVie position to a full portfolio… Read More
The Perfect Food Pizza is the perfect food. It’s a complex taste with the perfect blend of fat, sweet, and rich foods. Cheese provides the fat. Pizza sauce is sweet. And meat toppings provide the richness. Pizza’s taste complexity is… Read More
It’s late summer in San Diego and you’re spending the day at the Del Mar Racetrack. You’re not much of a gambler but the sun, the cocktails, and the excitement of the crowd puts you into the betting mood. Again,… Read More
Money is an emotional subject. Whether you are a saver, a spender, a conservative investor, or a resolute risk-taker, you feel something about your money. You may have felt nervous when the stock market dropped. Or you may have felt… Read More
The Big Picture ~ Recessions and Bear Markets This year, the S&P 500 peaked on January 3rd at an all-time high of 4,796. Since then the index has dropped 4.6% through the end of March. This is a relatively modest… Read More
Bonds are essentially loans. You give a company or some other entity money, they pay you interest, and eventually give you your original investment