We used to own Hilton in our Dividend Growth Strategy. A big reason why we bought Hilton was because of what Marriott did. In this episode, Glenn will explore: Why we like both companies as asset-light high ROIC businesses. How… Read More
Digging into our archives, Glenn reviews our investment thesis in Microsoft (MSFT). A position since the start of the AMM Dividend Growth Strategy. Glenn discusses how our thesis changed as Microsoft’s cloud computing and SaaS future came into better focus… Read More
We recently moved Wells Fargo to the category “Source of Funds”. If we need to buy a new position or add to an existing position and cash is not readily available in your account, we may sell part or all of your… Read More
Everyone is walking around with a computer in their pocket. With a few taps of the finger you can buy and sell any stock you want. Now with stay-at-home orders people have more free time. And stock trading is commission… Read More
Listen Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 Wisdom on Value Investing
We want to call your attention to important changes made pursuant to the SECURE Act passed in 2019 and the recently passed CARES Act. These new provisions provide several benefits to retirees and retirement savers, as well as some potential pitfalls. Perhaps most… Read More
You make most of your money in a bear market; you just don’t realize it at the time. -Famed value investor Shelby Davis. The COVID19 induced market panic led to the quickest Bear Market (loosely defined as a drop of… Read More
Listen Books AMM Dividend Letter Vol. 1 AMM Dividend Letter Vol. 2 AMM Dividend Letter Vol. 3 Wisdom on Value Investing Transcript Welcome to the 15th episode of the AMM Dividend Growth Podcast. I’m Glenn Busch the lead portfolio manager… Read More
The stock market is in a correction. While the trigger is unique the panic-induced selling is not. So after this rapid panic-induced market correction, should you invest in stocks now or not? To help us answer this question we need… Read More
This week we trimmed Microsoft (MSFT) and Costco (COST) in the AMM Dividend Growth Strategy. These were rules-based trades. We only traded in accounts that had overweight positions in Microsoft or Costco. We’ve owned Microsoft since the start of the… Read More
Early last week we sold Pfizer across all accounts invested in our dividend growth strategy.* We initially invested in Pfizer because it was undervalued,