“Do you believe in Miracles?” Al Michaels famously asked this question following the USA men’s hockey victory over the USSR in the 1980 Winter Olympics. As one of the greatest sports upsets of all time it quickly became known as… Read More
American Tower: 5G Dividend Growth
American Tower owns cell phone towers. The wireless carriers, AT&T and Verizon, used to own their own cell phone towers. But it was an inefficient use of their capital. An AT&T tower would tend to only have AT&T equipment on… Read More
Holding Tight in a Loose Market
The average holding period — how long an individual investor owns a stock — has been in decline for decades. According to Reuters, the average holding period reached its lowest point this past summer. There are different ways of slicing… Read More
Broadridge Financial’s Hidden Monopoly [Video]
Broadridge Financial Solutions is a company that a lot of investors haven’t heard of but it is a systematically important company for the smooth functioning of the capital markets. In this video, Glenn discusses: How Broadridge builds its hidden monopoly… Read More
The AMM Dividend Letter 45: Broadridge Financial Services
You’re playing basketball and you try out a new move. You know immediately if it worked or not. You also immediately know how to tweak it, to improve it, and then test it again. You keep fine tuning your move… Read More
Why We’re Trimming Apple
At the start of June Apple’s market capitalization was $1.4 trillion. In 3 months, Apple added another $744 billion in market cap. And the bulk of that increase came within the last month. By July 28, Apple’s stock was up around… Read More
Microsoft’s 2 Secular Growth Trends [Video]
Microsoft is riding two secular growth trends, the rise of cloud computing, and the shift towards software as a service. The growth from both trends combined with Microsoft’s high returns on capital will fuel its future dividend growth and share… Read More
Why We’re Selling Wells Fargo
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
The AMM Dividend Letter 44: Costco a ROIC Growth Stock
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
Why We Trimmed Microsoft & Costco
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
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