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
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’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
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
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
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
Enron went bankrupt after their stadium naming rights deal. So did Adelphia, Worldcom, and Chesapeake Energy. This created the stadium indicator. Any company that does a stadium naming rights deal is going to go bankrupt and you should sell their… Read More
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
The average holding period for stocks continues to shrink hitting an all-time low in the summer of 2020. The cause was every major online brokerage going to zero commission fees and large amounts of people working from home with more… Read More
When we panic we no longer think about the long-term. We make short-term emotional decisions that make us feel good immediately but can harm our long-term goals. Especially with investing. So how can we be like John Glenn who’s heart… Read More
For those of you who have been paying into Social Security for your entire working careers, the day when you finally retire and begin