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
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
Pullback Shopping List It’s happening. We’re finally getting a pullback in the stock market. Every pullback presents an opportunity to add to an existing position or a new position if its stock price drops below our estimate of fair value…. Read More
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
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
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
Breaking down the 4 major growth drivers for Home Depot’s stock and dividend growth. The growth of the overall DIY sector plus market share gains. The demographic trends driving home sales. Household balance sheets have hit new highs and homeowners… 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