You’re sitting inside the cockpit of a converted ICBM missile about to be launched into space. The last 7 times NASA test launched this rocket it was a success, but the first 20 test launches had a 45% failure rate…. Read More
Northrop Grumman: Nuclear Dividend Growth
The defense sector consistently generates high returns on equity and invested capital and Northrop Grumman is no exception. And the defense sector has a history of consistently returning large amounts of capital back to its shareholders. Over the last 10… Read More
AMM Dividend Letter 41: How Brewing Beer is Like Investing and Intuit (INTU)
Brewing beer is a simple recipe. Water Malt Yeast Hops First, mill grains to break up the kernels. Then steep the grains in hot water to turn its starches into sugar. The result is a sweet liquid called wort. Then… Read More
AMM Dividend Letter 39: Proving Yourself Wrong & eBay
Suppose the next time we see you we lay out the following 4 cards in front of you like this. Then we give you the following statement. If a card has a vowel on one side then it has an… Read More
AMM Dividend Letter 38: Loss Aversion, Fear, and Starbucks
We’re going to flip a coin one time. If the coin lands on heads then you win $200. But it the coin lands on tails you lose $100. Are you willing to play this game? If you’re like most people… Read More
The 3 Types of Dividend Growth Stocks in the AMM Dividend Growth Portfolio
The AMM Dividend Growth Portfolio is made up of three types of dividend-paying companies as we define them. 1. Dividend Stalwarts The first type of dividend growth stock is what we call Dividend Stalwarts. Investors also call them Dividend Aristocrats… Read More